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Administrator Guide
Last Updated: 2023-12-15
Hide or Require Optional Fields for Referrals

Hide or Require Optional Fields for Referrals

Security:
Set Up: Configure Optional Fields
domain in the System functional area.
You can hide or require fields on these referral tasks to control what information you collect:
  • Create a Referral
    .
  • Refer a Candidate
    .
  1. Access the
    Configure Optional Fields
    task.
  2. Select one of these options on the
    By Functional Area
    prompt:
    • Create a Referral
      .
    • Refer a Candidate
      .
    Workday recommends that you hide and require the same fields for both of these functional areas to ensure data consistency.
  3. As you complete the task, consider:
    Option Description
    Email
    We recommend that you require this field to ensure that the candidate receives all communications.
    Relationship
    Require this field to track how workers know the candidates that they referred.
  4. Configure visibility for the
    Referral Payment Plan
    field.
    You can hide or require the
    Referral Payment Plan
    field on job requisitions. Select one of these functional areas:
    • Job Requisition
    • Job Requisition Change
    If your company doesn't use referral payment plans, hide this field for all users.