Steps: Set Up Manager Contribution to Onboarding Plans
Security: These domains in the Onboarding functional area:
- Set Up: Onboarding
- Self-Service: Onboarding
- Worker Data: Onboarding
You can enable managers to personalize each new hire’s onboarding plan when they complete the Onboarding Setup business process. Managers can add:
- A welcomeMessagethat introduces the new hire to the team
- People to Meetso the new hire knows which colleagues to connect with beyond their immediate day-to-day work
- Helpful Contactsso the new hire knows who to reach out to for support
When you enable the
Manager Contributions
section, Workday displays that content on the onboarding plan for a new hire. When managers personalize onboarding plans, they help bridge the gap between new hires and their broader team, accelerate integration, and enable early engagement. A personalized welcome and clear points of contact can reduce feelings of overwhelm for new hires, strengthen connections, and improve overall onboarding satisfaction.- Access theMaintain Onboarding Section Configurationstask.
- EnsureManager Contributionssection is set toEnabled.
- ClickOKandDone.How Workday displays theManager Contributionssection depends on the content you provide:
- If you enter content for specific items (Example: thePeople to Meetsection), Workday displays only that specific section.
- If you don’t provide content for any of the items (Message,Helpful Contacts, andPeople to Meet), Workday hides the entireManager Contributionssection, even if you configured it to display using theMaintain Onboarding Section Configurationstask.
- Initiate theHireorChange Jobbusiness process for the worker.As the process runs, Workday will automatically launch theOnboarding Setupsubprocess based on your business process configuration. The Hiring Manager receives theOnboarding Setuptask in theirMy Tasks.
- The Manager reviews the prepopulated template, can customize the welcomeMessage, and addContactsif desired.
- ClickSubmit.If managers do not complete this task manually, administrators can use theMass Advance Onboarding Setup Eventstask to force complete incomplete setup events.When you complete the Onboarding Setup Event, Workday automatically links the setup data to the worker'sOnboarding Plan Assignment.
When the worker sign into their Onboarding experience, Workday displays the
Manager Contributions
section. The worker can now view:
- A personalized welcome message from their manager.
- Up to three highlighted contacts each forPeople to MeetandHelpful Contacts.