Set Up Change Personal Information New User Experience
We plan to retire the legacy change personal information experience in a future release. Workday recommends that you opt in early to get familiar with the updated user experience. See 2026R2 Feature Release Note: Change Personal Information New User Experience.
The new user experience for change personal information is a step-by-step guided workflow with a redesigned layout. You need to opt in to enable the new user experience. After you opt in, the new experience applies when you access personal information tasks or handle personal change events.
The new layout organizes personal information fields into groups that display based on field-level configuration. All the steps required to complete the change personal information task are displayed in the left-side panel. When active consent preferences for personal information is configured, the first step is
Change Active Consent Preferences
. The next step is Change Personal Information
, where you can add, change, or remove values to editable fields. The final Review and Submit
step is where you can identify and review any additions, modifications, or deletions you made. Your changes are permanently saved in Workday when you click Submit
.- Access theMaintain Feature Opt-Insreport.Security:Set Up: Systemdomain.
- For theChange Personal Information - New User Experiencefeature, clickOpt In to Feature.
- (Optional) For the user experience to apply to theChange Personal Informationtask during onboarding, add only theChange Personal Informationtask to aTasksstep within theOnboardingbusiness process.If you consolidate more than 1 task in aTasksstep, the new user experience doesn’t apply. Example: If you combine theLegal Name Change,Preferred Name Change, andChange Personal Informationtasks, the consolidated task doesn’t use the new user experience.
- (Optional) Use Quick Tips to configure help text for personal information fields as needed. See Steps: Configure QuickTips using Guidance Workspace.If you configured field-level help text using theMaintain Personal Information Help Texttask before opting in to the new experience, recreate the field-level help text using Quick Tips.The user experience doesn’t change when you cancel, correct, or rescind a personal information change event.
The user experience applies when you:
- Access theChange My Personal Information,Edit Personal Information, orEdit Personal Information by Countrytasks.
- Approve or revise a personal information change event.
- Initiate theChange Personal Informationsubprocess of theOnboardingbusiness process.
- View the event details of a personal information change event.