Reference: Sample QuickTips for Manage Flex Team

You can use these sample QuickTips as a starting point when adding your own QuickTips to the

Manage Flex Team

business process using the

Guidance Workspace

report.

The sample information we provide might not apply to your business needs or tenant configuration. Modify and review all information according to your tenant requirements before publishing this guidance to your tenant.

If your tenant uses custom labels to refer to flex teams or workers, update the QuickTips titles and descriptions to use the custom labels too.

Team Setup

The Create Flex Team
, Edit Flex Team
, and Revise Flex Team
tasks include 2 pages. This section covers QuickTips for the first page, which provides the same options for all flex teams. On the second page, simple and advanced flex teams have different sets of options.

Field	QuickTip Title	QuickTip Description	Considerations
Team Type	Team Type	Select: Advanced Flex Team for a flex team with roles. Each role can have a different settings like location, number of workers, and required skills. Simple Flex Team for a flex team without roles. The flex team settings apply to all members. After you create the team, you can’t change the team type.	Not available when editing a flex team or revising a flex team after submitting it. Consider adding a link to the Create Flex Teams topic.
Start Date	Start Date	Enter the start date for the flex team.	Flex team roles can have their own start dates.
End Date	End Date	Enter the end date for the flex team. Leave the value blank for an ongoing flex team.	Flex team roles can have their own end dates.
Type	Type	Select the type of flex team.	Configure the type options by accessing the Maintain Flex Team Types task. You can also configure the Manage: Flex Team Types domain to restrict some types.
Display Image	Display Image	Select a display image for the flex team.

Simple Flex Team Member Requirements

These sample QuickTips apply to the options on the second page when creating, editing, or revising a simple flex team.

Field	QuickTip Title	QuickTip Description	Considerations
Required Skills	Required Skills	Select skills that you want the flex team members to have. Your selections improve recommendations for both flex team hosts and candidates.
Availability	Availability	Select the level of availability that you want flex team members to have.	Configure the availability options by accessing the Maintain Flex Team Availabilities task. Consider including guidelines for availability levels.
Number of Workers	Number of Workers	Enter the maximum number of workers needed for the flex team. You can still complete the flex team when it isn't fully staffed.
Location	Location	Enter a location for the flex team. Leave the value blank when you're accepting candidates from multiple locations.
Remote	Office Requirement	Select Onsite , Remote , or both to indicate where flex team members are expected to spend their time while working.	Consider including guidelines for office requirements.
Category	Category	Select the category for the flex team.	Configure the category options by accessing the Maintain Flex Team Categories task.
Add Workers	Add Workers	Add workers to the flex team. After you create the flex team, Workday recommends candidates for it.

Advanced Flex Team Roles

These sample QuickTips apply to the options on the second page when creating, editing, or revising an advanced flex team.

Field	QuickTip Title	QuickTip Description	Considerations
Role Title	Role Title	Enter a title for a role in the advanced flex team.
Role Description	Role Description	Enter a description for the role. This field shows the flex team description by default.
Skills Needed for Role	Skills Needed for Role	Select skills for the role. Your selections improve recommendations for both flex team hosts and candidates.
Start Date	Start Date	The start date for the role.	This field shows the flex team start date by default.
End Date	End Date	The end date for the role. Leave it blank for an ongoing role.	This field shows the flex team end date by default.
Availability	Availability	Select the level of availability that you want flex team members to have.	Configure the availability options by accessing the Maintain Flex Team Availabilities task. Consider including guidelines for availability levels.
Number of Workers	Number of Workers	Enter the maximum number of workers needed for the role. You can still complete the role when it isn't fully staffed.
Location	Location	Enter a location for the role. Leave the value blank when you're accepting candidates from multiple locations.
Remote	Office Requirement	Select Onsite , Remote , or both to indicate where workers in this role are expected to spend their time while working.	Consider including guidelines for office requirements.
Category	Category	Select the category for the role.	Configure the category options by accessing the Maintain Flex Team Categories task.
Add Worker	Add Worker	Add workers to the role. After you create the flex team, Workday recommends candidates for it.