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Administrator Guide
Last Updated: 2025-03-14
Maintain Worker Documents

Maintain Worker Documents

  • Create categories for worker documents with the
    Maintain Document Categories
     task.
  • Secure document categories by segment and restrict access to certain types of documents with the
    Create Document Category Security Segment
     task.
  • Security: These domains in the Personal Data functional area:
    • Worker Data: Add Worker Documents
    • Worker Data: Edit and Delete Worker Documents
Government regulations and internal policies require that you maintain supporting documentation for many business processes. You can manage these documents with the
Maintain Worker Documents
 report.
The
Maintain My Worker Documents
 task is available for self-service employees to add, edit, and delete their worker documents. Employees who have permission on the
Self-Service: Add Worker Documents
 domain can add worker documents. Employees who have permission on the
Self-Service: Edit and Delete Worker Documents
 domain can edit and delete worker documents. You can also provide access to this task for pre-hires and terminated employees.
Terminated employees can only view their worker documents. Terminated employees can't add, edit, or upload worker documents.
You can use these tenant setup tasks to configure attachments:
  • The
    Edit Tenant Setup - System
     task specifies the allowed file types and size limits.
  • The
    Edit Tenant Setup - Business Processes
     task enables business process attachments at the tenant level. Alternatively, you can enable attachments for a specific business process by configuring the business process security policy.
  1. Access the
    Maintain Worker Documents
     report.
  2. Add, edit, or delete documents in the
    Worker Documents
     section.
    You can view documents uploaded through various transactions in staffing, benefits, and compensation, but you can't edit or delete them. Instead, correct the related events.
  3. When the worker has
    Reviewed Documents
     as part of a business process, you can:
    • View the effective date, signature type, and the signature date.
    • Access the document as an attachment or through a link.
You can also use the
Business Process
 report field to report on business processes where a worker document was attached. For these business processes, Workday returns the latest created event:
  • Manage Certifications
    .
  • Manage Education
    .