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Administrator Guide
Last Updated: 2023-06-23
Reference: Set Up Help for Self-Service Users

Reference: Set Up Help for Self-Service Users

You can use these options to set up self-service support where it’s most helpful for users:
  • Provide links to your internal procedures and training materials.
  • Enable users to access commonly used tasks easily.
  • Set up help text to assist workers with completing tasks.

Provide Links to Your Internal Procedures and Training Materials

Option
Description
Add a link on your sign-in page to an intranet site with resources for users who have trouble accessing Workday.
You can enter a URL in the
Signon Formal Note
 or
Signon Custom Message
 field on the
Edit Tenant Setup – System
 task.
Because your Workday sign-in page is public, avoid including sensitive information in these fields.
Add a help option to the main menu that links to your training and help documents.
Enter a URL in the
'Help' Link
 field on the
Edit Tenant Setup – System
 task.
Remove the Workday Documentation link from the main menu for self-service users.
Workday documentation doesn’t include instructions specific to:
  • Self-service tasks.
  • Your implementation of Workday.
Consider removing self-service groups from the security policy for the
Workday Documentation Link
 domain in the System functional area.

Enable Users to Access Commonly Used Tasks Easily

Option
Description
Include information on the worker profile that is useful for your users.
Select the groups of content that display on the worker profile using these tasks:
  • Configure Profile
    .
  • Configure Profile Groups
    .
Make common self-service tasks available on the Home landing page.
Enable the
Landing Page – Home
 domain in the System functional area and consider making these common worklets required:
  • Announcements
  • Benefits
  • Employee Changes
  • Expenses
  • My Team
  • Personal Information
  • Pay
  • Team Time Off
  • Time Off
  • Quicklink Worklets
Consider using the
Configure Worklet
 task to add the
My Org Chart
 or
Org Chart
 report to the
My Team
 worklet.
Define search synonyms to assist workers searching for tasks.
Use the
Edit Tenant Setup - Search
 task to define synonyms for Workday terms.

Set Up Help Text to Assist Workers with Completing Tasks

Option
Description
Configure help text to assist workers with completing steps in a business process.
Display help text for steps in business processes by selecting
Business Process > Maintain Help Text
 from the related actions menu of the business process definition.
Configure help text to guide users as they complete tasks.
Use the
Configure Guided Tours
 task to display custom help text for select fields on tasks.