Reference: Core Navigation
For information about navigation for users of assistive technology, access the
Accessibility Interaction Overview
task. Workday provides these navigation features that always display for users:Application Header Icon | Description |
|---|---|
Global Navigation Sidebar | Displays Navigation menu automatically categorizes the navigation items into groups. You can choose between two display options: Sidebar Navigation : A persistent panel that remains visible as you navigate Workday. This option is enabled by default. Collapsed Menu : Provides the same features as the sidebar. You can access this menu by clicking Menu. Administrators and users can set the default display option. The sidebar provides constant access to key items and includes these components:
To reorder the default categories:
To override the default category:
To create custom labels and translations for the renamed navigation categories:
To control the default display of sidebar:
Your users can use the Customize Navigation of the global navigation sidebar to:
You can reorder categories, but you cannot move menu items between categories. On the global navigation sidebar, you can add context-free model tasks created in Workday Extend.
To enable Workday Extend, contact your Customer Base Account Executive. Workday Extend is a separate product (SKU) that requires a separate license. Workday Extend enables you to build, deploy, and share apps that run on Workday and are tailored to the specific business needs of your enterprise. The global navigation sidebar also replaces the existing Recruiting Hub sidebar.You can add these menu items using the Global Navigation Configuration task to match the previous recruiter experience:
Additionally, users will need to reconfigure their shortcuts. |
Workday Logo | Displays the Workday-delivered Home landing page, or the Preferred Home Page if you select one on the Change Preferences task. |
Search | Enables you to find and go directly to tasks and reports. |
My Conversations | Displays a badge count for unread messages in your conversations and takes you to the My Conversations panel.
At this time, My Conversations supports only Candidate Conversational Messaging for SMS. You must add the security groups in the Manage: Candidate SMS Conversations domain in the Recruiting functional area to the My Conversations domain in the System functional area with Modify permissions for users to see the My Conversations icon. |
Notifications | Displays a badge count for your unread notifications and takes you to your Notifications page. |
My Tasks | Displays a badge count for your incomplete items and takes you to My Tasks. |
Sidebar and Menu Components
Option | Description |
|---|---|
Pinned Apps | Select to replace the Your Top Apps section on the Home page. |
Saved Section | Access existing shortcuts and saved items from the sidebar.
Recruiters can use the Configure Recruiting User Shortcuts task to add recruiting shortcuts to the Saved section. |
Visual Branding | Workday applies the general branding color configured on the Configure Tenant Branding task to your selection and hover colors. |
Profile Photo
You can click your profile photo to access these options on the main navigation menu:
Main Menu Option | Description | Domain Security |
|---|---|---|
View Profile | Displays your profile. | |
Home | Displays the Workday-delivered Home landing page. | |
Workbench | Displays tasks and reports commonly used by administrators and technical users. Use the Configure My Worklet Landing Pages task to configure available worklets. | Landing Page - Workbench domain in the System functional area. |
Sitemap | Displays a list of standard reports and tasks available to you. | Landing Page - Sitemap domain in the System functional area. |
Favorites | Displays a list of your favorite tasks, reports, business objects, and custom reports. Use the Manage Favorites task to configure the list. | Favorites domain in the System functional area. |
Audit | Displays a list of all the audit reports and tasks available to you, sorted by category. | Landing Page - Audit domain in the System functional area. |
Drive | Accesses the Workday file management space. | Drive domain in the System functional area. |
My Reports | Displays a virtual drive where you can store generated reports. My Reports isn't a mapped drive on your computer. | My Reports domain in the System functional area. |
Documentation | Navigates to Workday Documentation on Workday Community. | Workday Documentation Link domain in the System functional area.
Workday recommends that you only include users who require access to Administrator Guide content. |
Help | Navigates to the URL specified in the ‘Help’ Link field on the Edit Tenant Setup - System task. | Set Up: Tenant Setup - System domain in the System functional area. |
My Account | Provides access to these account management tasks:
| |
Recovery Assistant | Displays a list of unsaved work that you've entered on tasks and reports.
This option only displays when recovered items are available on desktop devices. Workday saves recovered items for 1 day. | |
Sign Out | Ends your Workday session. |