Concept: Add Documents Step
Workday enables you to add documents as attachments to the
Employment Agreement
and Offer
business processes to distribute to selected candidates. Example: Health insurance package. The attachments will be part of the business process and don't require you to preconfigure them in the business process configuration.Employment Agreement
and Offer
are currently the sole business processes supporting the Add Documents
step.- Key Features
- Requires you to enable attachments in theEdit Tenant Setup - Business Processestask.
- Requires you to configure eachAdd Documentsstep before theReview Documentsstep in the business process. Example:Add Documents: Step b,Review Documents: Step c.
- Workday doesn't support Adobe Sign or DocuSign eSignature integrations types for theAdd Documentsstep.
- Any instructional text from theAdd Documentstask will overwrite the preconfigured text in the Review Documents configuration.
- You can purgeAdd Documentsattachments associated with a candidate profile or job application.
The
Add Documents
inherits the security policy from the Initiation
step of the parent business process. Users with permission to edit in the Attachment Settings in BP Toolbar
section have access to the supplementary documents.If you cancel the parent business process of an
Add Documents
step, either while the step is in progress or after completion, Workday also cancels the Add Documents
subprocess.Delegation and Reassignment
You can delegate an
Add Documents
My Tasks item to another user according to your tenant delegation settings if the security policy of the parent business process enables delegation. If you delegate your entire My Tasks, your delegate will receive the Add Documents
task in their My Tasks as long as the security policy of the parent business process enables delegation.You can use the
Manage Delegations
task to delegate the Employment Agreement
or Offer
business process with the Add Documents
step. The selection of available delegates depends on your tenant delegation settings and security.You can request reassignment of an
Add Documents
My Tasks item to another user. They must belong to a security group that has access to the Initiate
action on the parent business process.To use the
Reassign Task
for Add Documents
, you must be a:
- Business Process Administrator.
- Member of a security group with access to the Reassign Tasks action on the security policy of the parent business process type.