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Administrator Guide
Last Updated: 2025-06-13
Create Prospects

Create Prospects

  • Set up candidates.
  • Security:
    Prospects
     domain in the Recruiting functional area.
Creating prospects in Workday enables you to track individuals who don't match a specific job posting. You can add prospects from outside or inside your company.
  1. Access the
    Create Prospect
     task.
  2. (Optional) In the
    New Prospect Details
     section, enter the prospect's details.
    Workday checks these details and displays the
    Duplicate Information Page
     if there are any potential duplicates for you to review. If you find an exact match, you can continue working with the existing record instead of creating a new prospect.
  3. As you complete the
    Create Prospect
     task, consider:
    Option Description
    Phone Device Type
    You can restrict the phone device types available for prospects using the
    Hide for Recruiting
     check box on the
    Maintain Phone Device Types
     task.
    Source
    Workday automatically populates the field with
    Internal
     for existing workers.
    Complete the
    Referred By
     field when you select a
    Source
     mapped to 1 of these sources:
    • Employee Referral
    • Proxy Referral
    • Self-Identified
    LinkedIn URL
    Recruiters with Linkedin™ accounts can view LinkedIn
    Shared Connections
     on the prospect's profile in Workday. This field only displays when you create a new prospect.
    Recognized Skills
    Recognized skills automatically populate from the worker profile for internal prospects. You can also select 1 or more skills configured on the
    Maintain Skills
     task.
    Additional Skills
    Displays only when you create a prospect from an existing worker who has at least 1 skill that isn't configured on the
    Maintain Skills
     task on their profile.
You can only see these values on an external prospect's profile if you have access on the
Prospects
 domain:
  • Home Address
  • Email
  • Phone Number
For internal prospects, Workday:
  • Doesn't populate candidate pool and succession pool membership.
  • Automatically populates the
    Email
    , and
    Phone
     from the worker profile. You can't change these values, and can only see them on the
    Edit Prospect
     task if you have access to these domains:
    • Person Data: Home Email
    • Person Data: Home Phone
Add the new prospect to:
  • Candidate pools.
  • Succession pools.
Create a job application for the new prospect.