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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Contact Information

Steps: Set Up Contact Information

Set up 1 or both of these business processes:
  • Contact Change
     to manage contact information updates in 1 task.
  • Home Contact Change
     and
    Work Contact Change
     to manage contact information updates in 2 parallel tasks.
Set up the domain security policies in the Contact Information functional area. Set up the security policies on the business process.
You can set up the
Contact Change
 business process to add, edit, or delete contact information for workers.
You can set up the
Home Contact Change
 and
Work Contact Change
 business processes to add, edit, or delete contact information for these people:
  • Workers
  • Students
  • External Committee Members
Using these business processes requires you to disable the security policies on the
Contact Change
 business process.
  1. Access the
    Maintain Localization Settings
     task.
    Identify which countries use certain contact information localizations.
    Security:
    Set Up: Tenant Setup - Global
     domain in the System functional area.
  4. Access the
    Maintain Instant Messenger Types
     task.
    Define the available instant messenger providers.
    • Providers listed in the
      Integration Action
       prompt have an active link to launch the application.
    • Providers that have no
      Integration Action
       display as plain text in contact information displays.
    Security:
    Set Up: Contact Info, IDs, and Personal Data
     domain in the Contact Information functional area.
  5. Access the
    Maintain Social Network Types
     task.
    Define which social networks are available by country.
    Add links to social network accounts in these formats:
    Social Network
    Required Format
    Facebook
    http(s)://*.facebook.com/profile.php?id=
    Google+
    http(s)://plus.google.com/<number>/
    IBM Connections
    URL of the user account
    LinkedIn
    http(s)://*.linkedin.com/profile/view?id=
    http(s)://*.linkedin.com/pub/
    http(s)://*.linkedin.com/in/
    Twitter
    Username (no URL)
    XING
    http(s)://www.xing.com/profile/
    Yelp
    http(s)://www.yelp.com/user_details?userid=
    Social network icons are active links. LinkedIn™ displays a preview card in Workday, while all other profiles launch in new pages.
    Security:
    Set Up: Contact Info, IDs, and Personal Data
     domain in the Contact Information functional area.
  6. Configure the
    Manage Social Networks
     business process in the Contact Information functional area.
  7. Configure the
    Change Emergency Contacts
     business process and security policy in the Personal Data functional area.
  8. Use the
    Maintain Related Person Relationships
     task to specify relationships between people.
  9. (Optional) Edit contact information for a person. Select
    Personal Data
     from the related actions menu of their profile and then select the relevant task:
    • Change Contact Information
    • Social Network
    • Change Home Contact Information
    • Change Work Contact Information
    • Edit Pre-Hire Contact Information
    Once you enter a primary home address for a worker, you can change or share it, but you can't delete the address entry.
    When you enter an Alternate Work Location on the
    Work Contact Change
     business process, Workday displays the current date as the effective date. When you enter a different effective date, Workday uses the last effective date entered for all addresses that the Work Contact Change event updates.
Workers can edit their own contact information in the
Personal Information
 worklet. To provide access to the self-service tasks:
  • Add
    Employee as Self
     to initiating actions for the
    Contact Change,
    Home Contact Change,
    Work Contact Change,
     and
    Manage Social Networks
     business processes.
  • Add
    Employee as Self
     to the
    Self-Service: Home Contact Information
     and
    Self-Service: Work Contact Information
     security domains.
  • Use the
    Configure Worklet
     task to add the
    Contact Information
     and
    Social Networks
     actions to the
    Personal Information
     worklet.