Steps: Enable Enhanced Tasks and Reports Discovery
You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:
- Select your profile avatar on Workday Community.
- SelectProfile.
- On your profile page, select your organization's name, which is beneath your name and next to your job title.
- View yourSubscription Service Agreementvalue.
If the value is:
- UMSA, the feature is automatically available. You can skip theEnable Innovation Services Feature and AI Data Contributions for MSA Customersstep. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.
- MSA, you must enable this feature through Innovation Services using theEnable Innovation Services Feature and AI Data Contributions for MSA Customersstep.
Note: UMSA customers don't have Innovation Services tasks and reports in their tenants as these are for MSA customers only. UMSA customers can ignore all information regarding Innovation Services.
You can enable enhanced tasks and reports in the search user experience to increase the amount of search queries that return tasks and reports for users in the search results. Enhanced tasks and reports utilizes advanced search capabilities, including semantic search and large language models, to improve the search experience.
In the
Top Results
and Tasks and Reports
search result categories, enhanced tasks and reports:- Recognizes more search queries that return relevant tasks and reports.
- Ranks and displays up to 5 of the top tasks and reports specific to a user's search query.
Workday does not require you to enable Workday Assistant for users to access this feature.
- On theInnovation Services Opt-Intask, select theWorkday Assistantservice on theAvailable Servicestab in thePeople Experiencecategory.On theMaintain Innovation Services Data Selection Opt-Intask, access thePeople Experience: Workday Assistant categoryand select the check box next toTask and Report Data.
- To display enhanced tasks and reports in theTop Resultscategory in the Workday Assistant card and in theTasks and Reportscategory, set up Workday Assistant. See: Steps: Set Up Workday Assistant.
After enabling enhanced tasks and reports in the search user experience, Workday displays additional relevant tasks and reports in the search results based on the user's query.
It can take up to 7 days for enhanced tasks and reports to display in the search results. The data model requires additional time to ingest task and report data after initially opting in.