Copy Onboarding Dashboard Content to Onboarding Plan

Security:

Set Up: Onboarding
domain in the Onboarding functional area.

You can use the

task to transition from the Onboarding Dashboard to the new Onboarding Plan experience.

This allows you to migrate existing Announcements and Bulletins into an onboarding plan, create an initial plan, configure Sections, and define the Audience for your onboarding content.

The Onboarding Planner includes suggestion cards that help you migrate and create content. On the

Plans

section, when no plans exist in your tenant, Workday displays the

Copy Onboarding Dashboard Content

card, which you can use to move dashboard content into a plan.

On the

Content Library

section, you can use the

Copy Onboarding Bulletins

and

Copy Onboarding Announcements

cards to migrate content. Workday removes these suggestion cards seven days after you create content, and the cards will be removed entirely when the Onboarding Dashboard is retired at a future date.

Access the Onboarding Planner.

Review the content migration suggestion cards in the

Plans

and

Content Library

sections for guidance on copying content.

(Optional) Access the

Copy Onboarding Dashboard Content to Onboarding Plan

task.

Enter the

Plan Name

for the onboarding plan you want to create.

In the

Days Active After Reaching Last Stage

field, enter the number of days you want the onboarding plan to remain active.

The onboarding plan can stay active for up to 365 days after the final configured stage.

Select the

Announcements

and

Bulletins

you want to copy.

Workday does not include the

Rule

and

Expiration Date

fields in the new

Announcements

and

Bulletins

Enable

or disable the

Sections

you want to display. Example:

Required Learning for You.

If you cannot

Enable

Sections

, you may not have access to that functional area. Example: The

Required Learning for You

section requires the Learning functional area.

Specify an

Audience

target for your content.

You can use this audience to assign the onboarding plan to new hires. You can update the onboarding audience later, if needed.

Click

and

Done

After submitting this task, you’ll still be able to further customize your Onboarding Plan. The

Announcements

Bulletins

, and

Sections

you selected appear in the

Content Library

, while the original dashboard content remains unchanged. You can now edit content, configure plan

Sections

, and assign onboarding content to targeted audiences. Workday removes the suggestion cards seven days after you create content.