Create Help Text for Change Job

This topic is relevant to the legacy change job experience. We plan to retire this topic in a future release.

Security:

Business Process Administration
or Manage: Business Process Definitions
domain in the System functional area.

Set Up: Guidance Workspace
security domain in the User Success Platform functional area.

You can provide 3 types of help text for the Change Job
business process:

Step help. In the initiation, review, and approval steps, you see this text on all pages of the Guided Editor, and at the top of the Summary Editor. This text also displays on the page where you select the

Worker

Job

if:

You access the

Change Job

Change Location

, or

Request Transfer

tasks through search.

A worker has multiple jobs.

Section group help. You only see this text in the Guided Editor, below the step help text in each section.

Quick tips using Guidance Workspace. You can create customized field-level support text in the UI.

If you consolidate Change Job
with Propose Compensation Change
and Change Organization Assignments for Worker
:

The

Organizations

and

Compensation

sections display Section Group help text only.

Help text for the initiation step isn't available.

You can also configure a guided tour as field-level help text to guide users through the change job process using the

Configure Guided Tours

task.

Define step help text:

Access the default definition of the Change Job
business process.

As a related action on a step, select

Business Process

Maintain Step Help-Text

Define help text for the section group.

Access the

View Business Process Template

report.

Select Change Job
.

On the

Section Groups

tab, click

Configure Help Text

in the

Configure Section Group

column.

Workday only displays help text defined at the section group level. You can copy existing section-level help text to the section group level by clicking

Configure Help Text

in the

Configure Section

column. If you defined

Summary Page

help text on the

Instructional Text

tab, you can copy this text to the initiation step help in the Change Job
business process.

Repeat this procedure for the Propose Compensation Change
and Change Organization Assignments for Worker
business processes. The Guided Editor displays this help text in the

Organizations

and

Compensation

sections of the consolidated processes.

Steps: Set Up and Manage the Guidance Workspace.

Define field-level help text to guide users through the change job process using the

Guidance Workspace

tool.

Select from these Change Job initiating actions in the

Tasks

report.

Change Job