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Documentation
Administrator Guide
Last Updated: 2024-07-12
Set Up Document Categories

Set Up Document Categories

Security:
Set Up: Tenant Setup - Document Categories
 domain in the System functional area.
You can set up document categories to organize and manage different document types that you associate with workers or other objects in Workday.
  1. Access the
    Maintain Document Categories
     task.
  2. As you complete the task, consider:
    Option
    Description
    Order
    The order in which the categories display in document-related prompts.
    Document Category Name
    The name of the category displayed in document-related prompts.
    ID
    Create a unique ID value. You can't edit the ID value when you save the new category.
    Inactive
    Select to no longer display the category in document-related prompts.
    Usage
    Displays the number of documents in the category.
    You can only delete a category when this number is zero.
  • Upload worker documents that aren’t associated with specific business processes on the
    Maintain Worker Documents
     task.Restrict access to specific document types on the
    Create Security Groups
     task.
    Security:
    Worker Data: Add Worker Documents
     and
    Worker Data: Edit and Delete Worker Documents
     domains in the Personal Data functional area.