Concept: Business Process Templates

There are 2 types of business process templates:

Workday delivered templates, which you access through the
View Business Process Template
report.
Templates that customers configure. From the related actions menu of the business process, select
Business Process
Configure Consolidated Template
. This option is available only for business processes with templates. You can consolidate tasks from multiple business process templates to streamline your business processes.

Business process templates enable you to configure help text and instructional text on the component tasks of an overall guided task. Example: The

Onboarding

business process or the

Change Job

task. To view a Workday delivered business process template, access the

View Business Process Template

report and select a business process from the

Business Process Type

prompt.

For each business process template, Workday determines:

If you can attach documents as a component task of the business process.
The order in which tasks present to users.
The tasks included in the template.

On the

View Business Process Template

report, Workday enables you to configure:

Help text for section groups on a task.
Instructional text for the summary page of a task.

On the

Instructional Text

tab, you can click

Configure Instructional Text

to add a title (Example: Contact Information) and summary text to the top of the

Summary

page of the overall task. You can also configure the titles and help text that display on the

Welcome

page and

Welcome Back

page. The

Instructional Text

tab is only visible when the

Supports Help Text in Summary Page

and

Supports Help Text in Welcome and Welcome Back page

fields are set to

Yes

.

On the

Section Groups

tab, you can click

Configure Help Text

to add help text for consolidated tasks (section groups) and component tasks (sections) in the business process template.

Workday only displays section group help text that you configure on guided view tasks, or tasks that guide you step-by-step as you complete each component. Workday doesn’t display section group help text on summary view tasks, which contain all task components on a single page.

You can optionally use the

Translate Business Object

report to translate help text into any target language enabled in your tenant. Select the

Workflow Help Text

option from the

Translatable Business Object

prompt to translate help text on:

Section groups.
The
Summary
page.
The
Welcome
page.
The
Welcome Back
page.

You can't translate titles on the

Summary

,

Welcome

, or

Welcome Back

pages.

For business processes with defined templates, you can consolidate tasks at the initiation of a business process.

You can only consolidate tasks that are component tasks of guided tasks such as

Change Job

. Since component tasks of a consolidated template all start together, you can't add validation rules to the

Initiation

step of component tasks that run as subprocesses. Add validation rules to the

Initiation

step of the business process. Example: Add validation rules to the

Initiation

step of

Change Job

.

When a consolidated template is delegated to another worker, the delegate is able to access all of the component tasks in the consolidated template that the delegator had access to. To delegate the initiating action of a consolidated template to another worker, you must select the component tasks in the

For Business Process

prompt on the

Request Delegation Change

task.