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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Endorsements

Steps: Set Up Endorsements

  • Security: These domains in the System functional area:
    • Business Process Administration
    • Manage: Business Process Definitions
Workday enables external candidates to enter the name or email of a company worker they know when applying to a job. If the information matches an existing worker, Workday initiates the
Endorse Candidate
 business process after the external candidate submits the existing worker's name through the
Job Application
 business process, and the worker receives a request to endorse the candidate's job application. To automatically send the request to the worker, you must have a source that maps to
Self Identified
 in the
Employee Referral
 recruiting source category. See Maintain Recruiting Sources.
If the worker:
  • Accepts the endorsement request, Workday creates a referral record for the candidate's job application.
  • Declines the endorsement request, Workday deletes the association between the worker and the candidate's job application.
Workday blocks existing endorsement requests and doesn't allow any new endorsements if:
  • The candidate is hired.
  • The job requisition is filled or closed.
Workday doesn't delete endorsement requests from the worker's
My Tasks
, even when it's no longer possible to endorse that candidate.
If the candidate doesn't have an active worker or pre-hire record, you can delete all endorsement information from the candidate's profile and job application.
Workday stores endorsement information for dispositioned candidates.
  1. Configure the
    Endorse Candidate
     business process in the Recruiting functional area.
    Assign the
    Endorse Candidate
     action step to the appropriate security groups.
    Example: If you want employees to endorse candidates, assign the group
    Employee As Self
     to the
    Endorse Candidate
     action step.
  2. Access the
    Business Process Security Policies for Functional Area
     report and enter these details:
    Option Description
    Functional Area
    Recruiting
    Business Process
    Endorse Candidate
    In the
    Who Can Do Action Steps in the Business Process
     section, add or remove security groups for the Endorse Candidate action step.
    (Optional) In the
    Policy Restrictions
     section, select the
    Disable Comments
     check box. This prevents Workday from displaying 2 comment fields for candidate endorsements.
  3. Activate Pending Security Policy Changes.
  4. (Optional) From the related actions menu of the
    Endorse Candidate
    business process, select
    Business Process
    Maintain Help Text
    .
    Enter instructional text that explains the endorsement process for a referring worker.
  5. Edit Business Processes.
    Add the
    Send Endorsement Request
     action step to the appropriate subprocess on the
    Job Application
     business process definition where you want a nominated worker to endorse a candidate's job application.
When a candidate identifies a worker they know at your company, the worker receives a request to endorse that candidate.
Workday displays positive endorsement details on the candidate's:
  • Profile.
  • Job application.
Configure Workday to process a one-time referral payment to the worker if you hire the candidate they endorsed. You can also use eligibility rules to specify how and when to process this payment.