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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up Extended Enterprise Learning

Steps: Set Up Extended Enterprise Learning

  • Review setup considerations for Extended Enterprise Learning.
  • Set up Workday Learning. See Steps: Set Up Learning.
You can set up Extended Enterprise Learning to enable users outside of your organization to access learning content in your tenant.
  1. Configure security for external learning users and administrators.
  2. Create affiliations to assign to extended enterprise learners.
  3. Edit the contents of these email templates:
    • Workday New Account Password
    • Workday New User Name Notification
    Workday sends the same emails for new accounts for external learning users and workers.
  4. Access the
    Maintain Extended Enterprise Learner Type
     task.
    Create learner types for users outside of your organization. Example: Customer or Partner.
    Security:
    Manage: Extended Enterprise Learner Type
     domain in the Extended Enterprise for Learning functional area.
  6. Add the extended enterprise learner persona to external learning user accounts.
  7. (Optional) Add the external learning instructor persona to external learning user accounts.
  8. (Optional) Add the external learning assessor persona to external learning user accounts.
    See Steps: Set Up Learning Assessors.
  9. Configure the Extended Enterprise Admin dashboard.
    You can also add the All Extended Enterprise Learners security group to the worklets on the Learning dashboard.
    To ensure that the Learning worklet displays by default for extended enterprise learners when they access Workday Learning, add the All Extended Enterprise Learners security group to the Learning worklet on the Home dashboard.
  10. (Optional) Copy Reports.
    Create a custom report by copying the
    Find Extended Enterprise Learners
     report and adding a mass enroll action.
    On the
    Advanced
     tab, add a row to the
    Mass Actions
     grid and select
    Learning Mass Enroll (Extended Enterprise)
     from the
    Workday Supplied Mass Actions
     prompt.
  11. (Optional) Set up Managed Self-Registration to enable prospective extended enterprise learners to register for their own accounts.
Create learning campaigns to recommend content to extended enterprise learners.
Configure the Extended Enterprise Profile using these tasks:
  • Configure Profile
  • Configure Profile Group
  • Configure Profile Header Card
  • Configure Profile Summary