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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Configurable Fields for Personal Information

Steps: Set Up Configurable Fields for Personal Information

Review the example of creating a new section with configurable fields to understand the dependency of fields in the configuration. See Example: Create a New Section with Configurable Fields for Personal Information
Security:
Set Up: Contact Info, IDs, and Personal Data
 domain in the Contact Information functional area.
You can define the personal information data fields that you want to collect and manage for your users, including both country-specific data and non-country-specific data. You can build new reports for the new configurable fields or add new report fields to existing reports.
  1. Access the
    Configure Personal Information Sections
    report.
    Define prompt values for each section and field that you want to configure. You can configure up to 3 fields in each section.
    1. Select a county-specific section or a non-country-specific section.
    2. Select a section to configure and select a country if you selected a country-specific section.
    3. Configure the values you want to display on the personal information fields. You can optionally restrict values to specific sections, which creates a dependency between them.
      Example: You want to configure personal information sections and fields for caregiver status in the United States. In the
      Country Specific Section 1 - Field 1
       section, enter these values:
      • Yes
      • No
      In the
      Country Specific Section 1 - Field 2
       section, enter these values:
      • Child caregiver
      • Adult caregiver
      From the
      Restricted to Country Specific Section 1 - Field 1
       prompt, select
      Yes
      .
  2. Enable the security domains that correspond to the sections you configured.
    Example: If you configure values for
    Country Specific Section 1
    , enable these domains in the Personal Data functional area:
    • Person Data: Country Specific Section 1
    • Self-Service: Country Specific Section 1
    See: Steps: Enable Functional Areas and Security Policies.
  3. Access these tasks:
    • Maintain Custom Labels
    • Maintain Non-English Custom Labels
    1. From the
      Term Context
       prompt, select
      Personal Information: Configurable Fields
      .
    2. Enter terms to override the delivered labels for configurable sections and fields.
  4. Access the
    Maintain Localization Settings
    task.
    1. From the
      Area
      prompt, select
      Personal Information: Configurable Fields
      .
    2. Enable and require the localized fields per country for the section you configured.
  5. (Optional) Access the
    Maintain Personal Information Help Text
    task.
    Create section and field level help text per country.
  6. (Optional) Access the
    Edit Tenant Setup - Global
    task.
    In the
    Allow Multiple Values for Configurable Personal Information Fields
     section, enable configurable personal information fields for multiple values.
Workday displays the configured fields as prompts for workers entering their personal information on these tasks: 
  • Change My Personal Information
  • Edit Personal Information
  • Edit Personal Information by Country