Reference: Edit Tenant Setup - System
Manage tenant-wide settings for Workday in these areas:
Information
Option | Description | More Information |
|---|---|---|
System Title
| Sets the name that displays on Workday-generated emails. Workday also includes this title in the delivered text at the bottom of the Workday sign-in page. | We plan to retire System Title in a future update. |
Signon Formal Note
| Sets any Workday terms and conditions specific to your company that display in the Notice to Users. Example: A required notice from a government agency or a notice about protecting intellectual property. You can select your own colors, fonts, and emphasis.
You can provide translations for this field. The note you enter here displays only on the Workday sign-in page. It won't display on the Single Sign-On (SSO) sign-in page if you use SSO. | |
Signon Custom Message
| Sets any additional information to display on the sign-in page. You can select your own colors, fonts, and emphasis.
You can provide translations for this field. The message you enter here displays only on the Workday sign-in page. It won't display on the Single Sign-On (SSO) sign-in page if you use SSO. | |
Error Message for Browser
| Sets the custom message that displays to users who aren't using a Workday-supported browser. If you don't configure this message, Workday displays a default message that it doesn't support the browser. | |
Media Marking Text
| Sets the custom text that displays on printable pages such as report pages. Use the custom text to remind workers that content might include:
Media Marking Text to 1 line. If the text exceeds 50% of the page width, Workday automatically truncates the text to fit on the page. | |
Signon Tenant Logo
| Sets the logo to display on the sign-in page. You can select an existing logo or upload your own. The graphics file should be no larger than 250 x 95 pixels. Workday doesn't support the CMYK color space.
The logo you select here displays only on the Workday sign-in page. It won't display on the Single Sign-On (SSO) sign-in page if you use SSO. | |
Print Tenant Logo
| Sets the logo to display on printed pages of documents. | |
Signon Tenant Image
| Sets the image that displays across the entire Workday sign-in page.
The Signon Tenant Image must be a landscape image.As you select an image, consider that Workday:
The image you select here displays only on the Workday sign-in page. It won't display on the Single Sign-On (SSO) sign-in page if you use SSO. | |
Quick Tips 'Learn More' Link
| (Optional) Sets the Quicklink to use for the Learn More button that displays with landing page tips when your users sign in for the first time. Workday recommends that you create a Quicklink to your help or training documentation and select it from the prompt. If you don't select a Quicklink, the Learn More button doesn't display.
When displaying the Learn More button, Workday adheres to the security and condition rules of the selected Quicklink. You can specify more than 1 Quicklink to provide different links to different users, based on the security and condition rules. If the security and condition rules resolve to more than 1 link for a given user, Workday selects 1 link. | |
Always Show Guided Tours
| Enables you to display all guided tours that you configure on tasks in your tenant automatically. | |
Disable Blue Primary Buttons
| Changes blue buttons in Workday to orange. Sign out and sign in for the change to take effect. | |
Opt-out of Right Aligned Buttons
| If selected, Workday aligns the default button and toolbar on the left for languages that read left to right.
For languages that read right to left, Workday aligns the default button and toolbar on the right. Users must sign out and sign back in to Workday for the changes to take effect. | |
'Help' Link
| (Optional) Enables the Help option on the main menu with a link to the URL for your end-user documentation. | |
Downtime Service URL
| Enter a URL for a page that external users see during the weekly maintenance service window in this format: https://... The Downtime Service URL might not be available during quarterly and monthly Workday maintenance windows. You can only test the Downtime Service URL during the Workday maintenance service window.See: If you don't configure a URL, external users see the standard Workday downtime page. If users attempt to access Workday from a bookmarked URL with authgwy in the web address during the maintenance service window, they see the standard Workday downtime page.Point the Downtime Service URL to a customer maintained web page that informs users that the Workday application is unavailable. Don't point the Downtime Service URL back to a Workday tenant URL. |
Default Values
Option | Description | More Information |
|---|---|---|
Default Currency
| Sets the default for all currency-related values in Workday.
In the Currency prompt:
| |
Default Currency Rate Type
| Sets the rate type for the Default Currency for the tenant. To set a default currency rate type for a company, use the Currency Rate Type Override on the Edit Company Accounting Details task. | |
Preferred Currency Rate Type
| Sets the currency rate type for the worker-selected Preferred Currency . | |
Default Country for Name and Address
| Sets the default country to use for a worker whose business site location is undefined. | |
Country Phone Code
| Adds the selected country calling code when entering a new phone number. | |
Phone Number View Format
| Sets the phone number display format in Workday for all phone numbers that you can view:
| |
Default Locale
| Sets the default locale for each new user and determines which country-specific data a user sees. Workday uses this setting to format items such as currency, date, and time. Workday displays some system-generated text, such as day and month names, in the language associated with the locale.
Applies only to users that:
| |
Default Display Language
| Identifies the display language associated with the Default Locale . Specify a Preferred Display Language to override this setting for the tenant. | |
Preferred Display Language
| Sets the preferred display language for users that inherit their locale from the Default Locale for the tenant. Overrides the Default Display Language .
Applies only to users that:
| |
Include National Prefix
| Includes the National Prefix when you save a new phone number. This setting affects:
|
Time Zone Configuration
Option | Description | More Information |
|---|---|---|
Default Timezone
| Sets the default time zone for this tenant. If you don't select a time zone, Workday uses Pacific Time.
Use the Configure Preferred Time Zones task to configure the time zones that Workday displays in this prompt. Workday honors all IANA (Internet Assigned Numbers Authority) supported time zones, regardless of the preferred time zones you configure. | |
Role Assignment Time Zone Option
| Sets the time zone to use for role assignments:
When you configure 1 of these time zone options, Workday recommends that you also:
Workday uses Pacific Time for role assignments when you select:
Once you select 1 of these options:
| |
Business Process Date Calculation Time Zone
| Workday uses the selected time zone for calculating the date of a business process step delay and custom notification delay. Available options are:
| |
Business Process Configuration Time Zone
| Enables you to override the default time zone on business process configuration tasks. Example: adding steps, creating condition rules, or creating notifications.
If you select the check box, a Time Zone prompt displays on business process configuration tasks.If you don't select the check box, Workday uses Pacific Time. |
Name & Address Display
Option | Description | More Information |
|---|---|---|
General Name Display Type
| Sets the name display type for all tasks and global search results in Workday:
Workday uses the General Name Display Type in reports and global search results that include a worker instance, even if you select a different Reporting Name Display Type . | |
General Name Display Format
| Sets the name display format for all tasks in Workday:
| |
Reporting Name Display Type
| Sets the name display type for all reports in Workday, either Legal or Preferred . | |
Reporting Name Display Format
| Sets the name display format for all reports in Workday, either Long , Reporting , or Short . |
System Setup
Option | Description | More Information |
|---|---|---|
Default Sequence Generator Notification Group
| Sets the security groups to which Workday sends notifications when a sequence generator approaches an overflow condition. An overflow condition occurs when the sequence number generated by a sequence generator reaches the limit imposed by its Padding value.
If you don't select default sequence generator notification groups on this task, Workday automatically sends notifications to the security groups assigned in Set Up: System domain for all sequence generators. You can override the default sequence generator notification groups for a specific sequence generator on the create or edit tasks for that sequence generator. | |
ID Definition for Universal Id
| Sets the ID definition to use for identifying a person with a unique number. Universal IDs remain consistent for a person across these person types:
| |
Enable Postal Code Validation
| Validates postal codes for US and Canadian addresses that you enter after enabling this option. | |
Allow Attachments within Emails
| Enables attachments in notification emails. You can select from a list of predetermined fields defined for the business process definition. This option displays only if the Allow Attachments within Emails option is selected in the business process security policy. If you enable attachments, a list of predefined attachments displays as report fields. You can't select a file from your computer. Workday doesn't scan attachments for viruses. | |
Allotted Insight Foundation Storage (TB)
| Indicates the amount of storage allotted for Workday Insight Foundation data. You can't change this setting. | |
Maximum Attachment Size (KB)
| Specifies the maximum file size for attachments, such as resumes or backup for invoices. You can't change this setting. | |
Maximum Image Size (KB)
| Specifies the maximum file size for images. You can't change this setting. | |
File to be Deleted After (Days)
| Specifies the number of days that Workday retains generated documents or reports that don't have a specified retention period. | |
Force printed PDFs to download
| Disables a default data security feature that opens printed PDF files of all business form layouts directly in the web browser. Enable only if you want to force all these PDFs to download. | |
File Type Setup Instructions
| Sets the file types that users can upload into Workday:
To view a list of all supported file types for your tenant, select the Allow ONLY Specific File Types prompt, then select All .If you select Allow ONLY Specific File Types , verify that the list of allowed file types includes all file types that your Workday tenant needs to support.Blocked file types:
| |
Enable Content Delivery Network
| Enables the Content Delivery Network (CDN) to cache Workday data locally on servers nearer to your users. The CDN can improve web performance for offices located in low-bandwidth areas or far from Workday data centers. | |
Disable Content Delivery Network for Customer Data with China Domains
| Disables media and packaged content from caching on China domains. When you select both Enable Content Delivery Network and Disable Content Delivery Network for Customer Data with China Domains , you enable local caching in all regions except China. | |
Disable My Shortcuts In Quick Access
| Disables shortcuts on the Quick Access menu and prevents users from viewing Workday-delivered tasks they don't need access to.
When you select this check box, changes don't apply until after 30 minutes. Workday recommends that you sign out of Workday and then sign in again for this setting to take effect. | |
Restrict Org Hierarchical Prompt Based on Visibility
| Restricts the Active Organizations by Hierarchy option on Organizations prompts to display only hierarchies that the user can see based on visibility settings on the organization. | |
Disable Clicking on Phone Numbers
| Disables hyperlinks that enable users to call telephone numbers on Workday for Android, iPad, and iPhone. This feature is available for mobile devices only and isn't supported on desktop. | |
Purging Warning Message
| Sets a custom message that Workday displays when you confirm a purge of person privacy data. Workday displays the custom message above and in addition to the standard disclaimer. | |
Enable Workday for Outlook
| Enables Workday for Outlook® in your tenant.
Workday for Outlook® is currently unavailable for new accounts. You must have completed Workday for Outlook® setup configurations previously to use this feature. | Workday plans to retire the Workday for Outlook® feature in a future update. To approve time off requests and look up worker information from within Office 365, we recommend using Workday for Microsoft Teams. |
Default Hide Sidebar
| Select to hide or display the sidebar by default. |
Activity Stream Settings
Option | Description | More Information |
|---|---|---|
Selected Objects for Activity Stream
| Enables activity streams for the selected objects. | |
Environment(s)
| Enables activity streams for the selected environments.
To enable activity streams for your Sandbox Preview or Implementation Preview tenants, select SANDBOX or IMPL respectively. Those environments also apply to the respective preview tenants. |
Mobile
These settings only apply to Workday mobile applications, not Workday on mobile web browsers.
Option | Description | More Information |
|---|---|---|
Enable Attachments to be Imported From or Shared With External Sources
| Ensures that users have access to Workday documents and attachments on their mobile devices using third-party mobile apps. By default, this check box is unchecked, which means:
Consider the limitations of leaving this check box clear and your company security policies. You might require users to install and use apps from trusted publishers only. Workers can access Payslips regardless of this setting. | |
Disable Check In/Out on Mobile
| Disables mobile check-in and check-out on Workday for:
| |
Disable Org Chart on Mobile
| Disables display of organization charts on Workday for:
| |
Disable My Reports On Mobile
| Disables access to My Reports on Workday for:
| |
Disable Add To Contact
| Disables the Add To Contact command from the Action menu on worker profiles on mobile devices. | |
Disable Mail To
| Prevents native mail apps from opening on a mobile device when users click a mail link within Workday mobile apps on:
| |
Deter Screenshots
| Restricts users from taking screenshots when they sign in to the Workday mobile app on:
| |
Disable Mobile App Store Links
| Disables the links that direct users to either Google Play or the App Store to download Workday on Android, iPad, and iPhone. You can access these links from the pop-up that displays:
| |
Enable Voice in Assistant on Mobile
| Enables users to use voice interactions to communicate with Workday Assistant on mobile applications.
When you select the check box, users must also enable these permissions on their mobile device:
When you enable voice interactions, Workday Assistant doesn't read personal or private information out loud. | |
Disable Automatic Tenant Configuration Links
| Enables users to scan a QR code using any QR code scanner on their mobile device to connect to your tenant automatically.
Users can access the unique QR code for your tenant from the pop-up that displays:
The QR code uses Google Firebase Dynamic Links to automatically populate the correct tenant and web address for users. If you disable this feature, users can only scan the QR code with the QR code scanner built into the Workday mobile application. | |
Hide Links to Workday on Web
| Hides buttons that direct users to Workday on the mobile browser instead of Workday on Android, iPad, and iPhone. |
Location Services
Option | Description | More Information |
|---|---|---|
Disable Location Service
| Select to turn off Google or Apple location services for Workday mobile features that use them:
|
Customer Central
Option | Description | More Information |
|---|---|---|
Enable Customer Central Access
| Enables Customer Central to access the tenant. Customer Central is a separate Workday tenant designed to simplify and centralize the deployment process.
You can only enable Customer Central access for nonproduction tenants. |
User Activity Logging
Option | Description | More Information |
|---|---|---|
Enable User Activity Logging
| Enables Workday to log user activity events within the tenant. You can clear the check box to stop logging user activity events. When you disable user activity logging, Workday doesn't display user activity events in the View User Activity report.
Review your internal security and privacy (GDPR) procedures to determine how you want to use the user activity logging functionality. |
User Feedback
Option | Description | More Information |
|---|---|---|
Opt-out of Intercept Survey
| Enables you to opt-out of displaying the User Feedback Survey pop-up for all the users in your tenant.
When you select the Opt-out of Intercept Survey , Workday doesn't send your users the pop-up survey. |
Media Settings
When you update settings in this section, Workday processes requests for up to 5 minutes before the changes take effect in your tenant.
Option | Description | More Information |
|---|---|---|
Default Media Acceptable Use Policy Text
| Enables you to change the text for the Acceptable Use Policy (AUP), which users need to read before uploading video content on the:
Leave blank to use the default value: Ready to upload your content? Before you do, verify that it contains no infringing material and that it complies with:
| |
Default Media Acceptable Use Policy URL
| Enables you to change the default URL for the AUP. | |
Person Type
| Enables the selected person type to have a specified:
| |
Default Video Playback Quality
| Automatically plays desktop and Android application Workday videos, except for videos in packaged content, in a specified quality to reduce the chance of buffering. Viewers can manually change the quality during playback.
Leave blank or select Auto to playback videos in the quality that works best for most networks.If you upload a video that supports a lower quality than the default quality you select, Workday plays the video in the highest quality that your video supports. | |
Video Captioning
| Enable Workday to automatically generate video transcriptions using Amazon Transcribe and display transcription text next to videos during playback. Generated transcriptions are available in these languages:
These transcriptions:
When you want Workday to automatically generate video captions, but not automatically display them, you must:
To use automatic video captioning, you might need to take additional steps to set up Media Cloud based on your organization's subscription service agreement. See Workday Community: Getting Started with Workday Media Cloud. | |
Increase Maximum Upload Size
| Enables you to increase the maximum media upload size from 2GB to:
|
Communications Tools Settings
Option | Description | More Information |
|---|---|---|
Enable Machine Translations for Notification Designer
| Enables you to automatically translate notification template content to multiple languages using generative AI. | |
Enable Machine Translations for Message Builder
| Enables you to automatically translate Message Builder template body content and email subject fields to multiple languages using generative AI. |