Mass Update Job Profile Skills with Workbooks
The Edit Skills on Job Profile workbook makes it possible for users to maintain and update job profile names, summaries, and skills data in bulk using Worksheets. This workbook only supports unconstrained security groups.
If you want to access suggested skills within the workbook, you’ll need to subscribe to Workday Skills Cloud. Workday suggests that you enable Skills Cloud Skills within the workbook to use all supported skills types on job profiles.
- Configure Modify access for users on the Mass Action Events domain.
- Configure security permissions on theMass Action Eventbusiness process type:
- Configure the security groups that you'd like to launch and submit the workbook on theLaunch Mass Action Eventinitiating action step.
- Configure the security groups that you'd like to receive the workbook upon initial generation and complete the mass action event. Use theComplete Mass Action Eventaction step type.
- (Optional) Configure the security groups that you'd like to cancel the workbook on theCancelstep type.
- Configure security permissions on theManage Job Profilebusiness process type:
- Configure the security groups that you'd like to launch and submit the workbook on theEdit Skills on Job Profile (Mass Action)initiating action step.
- Edit Domain Security Policies.Grant access to these domains by selecting security groups and specifying whether they have permission to view or modify data:DomainFunctional AreaAccess ModesConsiderationsDriveSystemView and ModifyGives users Drive access to create and manage worksheet data.WorksheetsSystemView and ModifyGives users the ability to generate workbooks.
- Activate Pending Security Policy Changes.
- (Optional) Configure Optional Fields.You can't hide or mark fields as view-only by security group.
- To enable Skills Cloud Skills and suggested skills within the workbook, in theSkillssection, select:
- Enable Workday Skills Cloud
- Populate Suggested Skills for Job Profiles
You might need to take additional steps to enable this feature depending on your organization's subscription service agreement. For more information, see this Community article.Security:Set Up: Skills and Experiencedomain in the Worker Profile and Skills functional area. - (Optional) Create Custom Reports.Create or edit a custom report that has a data source containing job profiles. You can use the report or report filter to populate up to 1000 workers in the workbook using theLaunch Mass Action Eventtask. Example: You have created a custom report that you use regularly to maintain your job profiles, and you want to use it to mass update job profile skills.You can use a Workday-delivered report or a custom report. Workday recommends that you use the Workday-deliveredSuggested Skills on Job Profilereport.
- Access theLaunch Mass Action Eventtask to generate the workbook.
- SelectEdit Skills for Job Profilesas the Mass Action Type and any report that contains job profiles. Workday recommends that you use theSuggested Skills on Job Profilereport.
- (Optional) Configure thePre-populate Skills on Job Profilesection with the skills that you'd like to prepopulate into your Workbook once it generates.
- After the workbook generates, accessMy Tasksand clickOpen Workbook.Complete the details in the workbook using the prompts and validation messages. You can also share this workbook with other users to collaborate on data entry.You can't add a row to the workbook but you can delete a row or cancel the workbook.
- SelectValidate All.Resolve errors and submit the workbook. Any rows with errors remain in the workbook instead of updating job profiles. You can access the workbook later to resolve and submit any remaining rows.
- Complete the mass action event after you submit or delete remaining workbook rows.
When you submit the workbook, Workday kicks-off a
Manage Job Profile
business process event for every job profile that you’ve submitted. After Workday generates the workbook, it remains available in the drive of the user for evaluation.You can keep track of all the workbooks associated to job profile updates by using the All Events - Edit Skills on Job Profile Mass Action report field.
You can also use the
Job Profile - Current
tab to compare updated values against pre-existing data in the workbook.