Steps: Set Up Manager Insights Hub
You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:
- Select your profile avatar on Workday Community.
- SelectProfile.
- On your profile page, select your organization's name, which is beneath your name and next to your job title.
- View yourSubscription Service Agreementvalue.
If the value is:
- UMSA, the feature is automatically available. You can skip theEnable Innovation Services Feature and AI Data Contributions for MSA Customersstep. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.
- MSA, you must enable this feature through Innovation Services using theEnable Innovation Services Feature and AI Data Contributions for MSA Customersstep.
Note: UMSA customers don't have Innovation Services tasks and reports in their tenants as these are for MSA customers only. UMSA customers can ignore all information regarding Innovation Services.
The
Manager Insights Hub
provides managers with automated insights and personalized suggestions for team career growth and development. Managers can view actionable insights about their direct reports only, and they can gain visibility into team progress and activities.Access to pages, sections, tasks, and reports depends on your organization’s Workday product subscriptions. The individual security permissions of supervisory organization managers determines what data they can view, and which tasks, reports, and cards they can use.
When you use the
Career Hub
, the Manager Insights Hub
displays a Suggested Opportunities
section that uses machine learning to recommend mentors, flex teams, and learning opportunities. You can configure it to also recommend connections. When a manager shares an opportunity with their direct report through the Manager Insights Hub
, Workday displays the opportunity in the direct report's Career Hub
with a Manager Suggested
label. When you don't use the Career Hub
but want to enable the Suggested Opportunities
section, you must configure Interests and Skills Cloud.- Enable the Manager Insights Hub functional area.See Steps: Enable Functional Areas and Security Policies.
- (Optional) Enable these functional areas.Functional AreaDescriptionCore Compensation functional area (in the Core HCM product area)You can perform basic compensation functions, including:
- Creating and assigning compensation plans, such as salary and hourly plans.
- Creating and assigning compensation packages.
- Creating eligibility rules.
- Creating grades and grade steps.
Advanced Compensation functional area (in the Core HCM product area)The Advanced Compensation functional area enables you to manage compensation review processes and give your employees merit increases, distribute bonuses, and manage stock grants.Time Off and Leave functional area (in the Core HCM product area)You can view information, access tasks, and take actions related to time off and leave on theOverviewandTime & Schedulingsections.Time TrackingThe Time Tracking functional area enables you to:- Define the core business process for entering and tracking time, and updating work schedules.
- Set up time entry templates, time entry codes, and eligibility rules to tailor time entry to specific organizations and workers.
- Track time against details such as projects, tasks, worktags, and organizations.
- Set up time period schedules and map to Payroll period schedules to pull time blocks into Workday Payroll or Cloud Connect for 3rd Party Payroll.
- Update and modify work schedules for employees.
Workday SchedulingYou can set up organizations and settings for Workday Scheduling, generate schedules, and enable workers to take action on them.Performance Enablement (in the Talent Optimization product area)You can view performance tasks for your team including:- Upcoming Check-Ins
- Latest Career Activities
- Team Progress
See Steps: Enable Functional Areas and Security Policies. - (Optional) Set up theCareer Hub.Set up theCareer Hubto enable theSuggested Opportunitiessection.
- (Optional) Set up Talent Highlights.Set up Talent Highlights to enable:
- TheMy Team’s Eligibility for Talent Highlightscard in theOverviewandPerformancesections.
- ThePrepare for Worker’s Development Conversationcard in theSuggested Actions for Supportsection for a direct report.
- TheTalent Highlightstab for a direct report.
- On theInnovation Services Opt-Intask, selectHCM Machine Learning GA Featureson theAvailable Servicestab in theHCMcategory.On theMaintain Innovation Services Data Selection Opt-Intask in theHCM ML Features and Third Party Connectors GAinnovation service, select Manager Insights Hub from theView Data Categories for Featureprompt. Select the opt-in check boxes for the categories for which you want to contribute data for Machine Learning:CategoriesDescriptionLearning DataSelect theOpt Incheck box to enable suggested learning opportunities.Talent Opportunity Marketplace DataSelect theOpt Incheck box to enable suggested flex teams.Worker Profile DataSelect theOpt Incheck box to enable suggested mentors and connections.You might need to take additional steps to enable this feature depending on your organization's subscription service agreement. For more information, see this Community article.
- Access theEdit Tenant Setup - Machine Learningtask.Select the region in which Workday hosts data used for improvement and personalization of machine learning and analytics functionality. The default region is the U.S.Security:Set Up: Tenant Setup - Machine Learningdomain in the System functional area.
- Edit Domain Security Policies.Configure these domains:
- Manage: Manager Insights Hubin the Manager Insights Hub functional area. Managers must have Modify permissions to share suggested opportunities with direct reports.
- Worker Data: Career Connectionsin the Career and Development Planning or Career Hub functional areas to enable connections in theSuggested Opportunitiessection.
- in the Manager Insights Hub functional area to enable Talent Optimization tasks and information.Manage: Talent Optimization in Manager Insights Hub
Manager Insights Hub. See Reference: Manager Insights Hub Security. - Activate Pending Security Policy Changes.
- (Optional) Set up Workday Peakon Employee Voice. See Steps: Set Up Manager Insights HubTo enable theEmployee Engagementsection, set up Workday Peakon Employee Voice and select theEnable Employee Engagement in Manager Insights Hubcheck box on theEdit Tenant Setup - HCMtask. You must also ensure that managers have access to:
- A Peakon dashboard that meets the visibility thresholds set by your organization.
- The Engagement question set.
Ensure that the Workday tenant name is mapped in Peakon Backoffice. Open a Customer Care ticket to set up tenant mapping. - (Optional) To enable theVNDLY Contingent Overview Pagepage in theManager Insights Hub, set up the VNDLY contingent worker team. See Steps: Set Up the VNDLY Contingent Worker Team.
- (Optional) Set Up Hubs.You can customize theManager Insights Hub, such as by:
- Renaming the hub, and sections.
- Hiding sections, navigation items, and cards.
- Including navigation items to custom reports, custom dashboards, and Extend Apps.
- Adding announcements to sections.
- Adding suggested links.
You haven’t subscribed to the Talent Optimization product area and the Peakon Employee Voice functional area. When you access the
Manager Insights Hub
, you can see the following:
- These cards on theOverviewsection:
- Hiring and Staffing Summary
- Time Offs Pending Approval
- Hiring and Staffingsection.
- Time & Schedulingsection.
- Budgets and Resourcessection.
- TheMy Teamsection, and these tabs on the worker pages:
- Overview
- Time & Scheduling
- Compensation
Add the
Manager Insights Hub
worklet to the Home
landing page.Use the
Configure Worklet
task to add the Manager Insights Hub
action to the Talent
and Development
worklets.