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Administrator Guide
Last Updated: 2023-09-08
Example: Change My Home Contact Information

Example: Change My Home Contact Information

Change My Home Contact Information
This example illustrates how the
Change My Home Contact Information
 card disappears from your home page when you complete the contact information change. The Workday administrator publishes the
Start My Performance Review
 card with a custom schedule that displays for 2 weeks at the start of every quarter.
Betty doesn’t want to see cards lingering on her home page once she takes action on them. As an administrator, you want to set up the
Change my Home Contact Information
 card to display on Betty’s home page for only 2 weeks at the start of every quarter. Once Betty takes action, the card disappears from her home page.
Security:
Business Process Administration
 domain in the Help functional area.
  1. Access the
    Home Cards Workspace
     report, click the
    Add Card
     button and search for the
    Change My Home Contact Information
     card from the
    Available Cards
     list.
  2. Select the
    Change My Home Contact Information
     card and click
    Add
    .
  3. Click the card row to display the drop-down menu, and select
    Edit
    .
  4. On the
    Edit Card
     task screen, select the
    Use Custom Schedule
     checkbox.
  5. Access the
    Display Schedule
     section and enter the
    First Appears On
     date as 04/01/2023.
  6. Enter the
    First Disappears On
     date as 04/14/2023 to set the display interval as 2 weeks
  7. Set the
    Repeats Every
     field to 3 months to make the display repeat every 3 months.
  8. Select the
    Publish Card on Home
     checkbox in the
    Publish
     section, on the
    Edit Card
     page.
  9. Click
    OK
     to save the edits.
When Betty logs in on 04/01/2023, she sees the
Keep Your Home Contact Information Updated
 card on the home page. Since Betty recently moved her residence, she clicks the card and updates her address. However, she can’t recollect her new zip code so she clicks
Save for Later
. The
Keep Your Home Contact Information Updated
 card disappears from the home page as she has taken action. Since she hasn’t completed the task, a new item gets added to
My Tasks
.
Betty forgets to enter the new zip code.
Next quarter, on 07/01/2023, the
Keep Your Home Contact Information Updated
 card displays again on the home page. This time Betty clicks the card, enters her zip code, and saves the change. The card and the prompt in
My Tasks
 disappear completely from the home page.