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Administrator Guide
Last Updated: 2024-07-12
Create Onboarding Setup Templates

Create Onboarding Setup Templates

  • Configure condition rules on the
    Create Onboarding Setup Rule
     task.
  • Security:
    Set Up: Onboarding
     domain in the Onboarding functional area.
Streamline the Onboarding process by creating Onboarding setup templates for different organizations and worker types. Managers use Onboarding setup templates to populate worklets on the
Onboarding
 dashboard. Onboarding setup templates save your organization time and enable a consistent Onboarding experience among like workers.
  1. Access the
    Maintain Onboarding Setup Template
     task.
  2. As you complete the task, consider:
    Option Description
    Template Name
    Enter a unique name that identifies what workers this template might apply to. Example:
    Onboarding Setup Template Employees - HR Auditor Job Profile - Country USA
    .
    Inactive
    Select to inactivate a template.
    Condition Rule Applied
    Set condition rules for each template so Workday automatically populates the correct template in the manager's
    My Tasks
    .
    From My Manager
    In the
    Memo
     field, you can write a welcome message to the new worker.
    People to Meet
    Select important people for the new worker to meet, such as mentors and coworkers, from these fields:
    • Select People
      . The people you select here take precedence over the
      Select Role
       and
      Select Intersection Security Group
       fields.
    • Select Role
      . You can only select roles assigned to supervisory organizations.
    • Select Intersection Security Group
      . Selects the people assigned to the security group.
    • Select Worker's Team
      . Selects and displays all the new worker's colleagues who are in the same supervisory organization.
    Workday recommends that you select up to 10 people. However, there's no limit to the number of people you select.
    You can use these fields to set up a notification to encourage the People to Meet to welcome the new worker:
    • Notify
      . The check box always displays on the
      Onboarding Setup
       task. Your configuration determines whether or not Workday automatically selects the check box when the manager accesses the template on the
      Onboarding Setup
       task
    • Notification Subject
      .
    • Notification Message
      .
    The notification will display in the worker's
    Notifications
     page.
    Helpful Contacts
    Select people who could be helpful contacts for the new worker, such as benefits and HR partners, from these fields:
    • Select People
      . The people you select here take precedence over the
      Select Role
       and
      Select Intersection Security Group
       fields.
    • Select Role
      . You can only select roles assigned to supervisory organizations.
    • Select Intersection Security Group
      . Selects the people assigned to the security group.
    • Select Worker's Team
      . Selects and displays all the new worker's colleagues who are in the same supervisory organization.
    Workday recommends that you select up to 10 people. However, there's no limit to the number of people you select.
    You can use these fields to set up a notification to encourage the Helpful Contacts to welcome the new worker:
    • Notify
      . The check box always displays on the
      Onboarding Setup
       task. Your configuration determines whether or not Workday automatically selects the check box when the manager accesses the template on the
      Onboarding Setup
       task
    • Notification Subject
      .
    • Notification Message
      .
    The notification will display in the worker's
    Notifications
     page.
Managers receive the
Onboarding Setup
 task in
My Tasks
 with the Onboarding setup template. The manager can further customize the content of the template to satisfy their needs, such as adding or removing people from the
People to Meet
 and
Helpful Contacts
 sections, and selecting the
Notify
 check box.
(Optional) Create condition rules for announcing the
Onboarding
 dashboard on the
Create Announcement Rule
 task.
Create the
Onboarding
 dashboard. The new worker will see the
People to Meet
 and
Helpful Contacts
 on a worklet on the dashboard.
(Optional) If you want to notify the new worker about their
People to Meet
 and
Helpful Contacts
, you can create a custom notification on the
Onboarding
 business process.