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Administrator Guide
Last Updated: 2026-05-01
Create a Learning Engagement

Create a Learning Engagement

You can use Engagement Builder to create and manage Extended Enterprise Learning and Learning engagements from a centralized workspace.
For a use case related to this topic, see Use Case: Create Learning Engagements in the Use Case Library.
  1. Access the
    Engagement Builder
     report.
  2. Click
    Create Engagement
     and enter your engagement details.
    Select
    Learning Campaign
     or
    Extended Enterprise Campaign
     from the
    Engagement Type
     prompt.
    Select the
    Enable dynamic removal and resend
     check box to remove members that no longer fit the audience criteria.
    Click
    Done
    .
  3. Click
    Add Audience
    .
    Select
    Audience Builder
     or
    Custom Report Audience
    .
    Select your audience or custom report.
    Click
    Done
    .
  4. (Optional) To create a default message for all of your engagements, click
    Add Default Message
    .
    Select a message template.
    Select a notification template.
    Enter your message details.
    Click
    Done
    .
  5. Click
    Add Item > Learning
    .
    Enter your engagement item details.
    Select either:
    • Due on engagement end date
      to use the engagement's end date.
    • Add due date
      to set a due date relative to the assignment date.
    Click
    Done
    .
  6. (Optional) Add a message to your engagement item:
    • Select
      Add Custom Message
       to create a custom message for your engagement item.
      1. Select a message template.
      2. Select a notification template.
      3. Enter your message details.
      4. Click
        Done
        .
    • Select
      Apply Default Message
       to add the default message to your engagement item.
  7. (Optional) If your engagement item has a due date, click
    Reminder
    to add a reminder.
    1. Enter your reminder details. You can add 6 reminders per engagement item.
    2. Select a message template.
    3. Select a notification template.
    4. Enter your message details.
    5. Click
      Done
      .
  8. Click
    Submit
    .
You can view engagements on the
Engagement Builder
 report.
If your engagement includes a learning assignment and you've configured the
Required for You
 slider, the learning assignment appears in the learner's slider.
Workday automatically sends engagement items 4 times a day while respecting the recipient's time zone. For example, if you schedule an engagement to start on 2026-03-30, recipients in Dublin, IE will receive the engagement item first. Recipients in Vancouver, CA will receive the engagement item in a future run, once Workday confirms the date has changed to 2026-03-30 in the Pacific Time Zone.