Steps: Set Up Workday Home
To use videos on the Workday Home page, such as in announcements, you might need to take additional steps to set up Media Cloud based on your organization's subscription service agreement. See Getting Started with Media Cloud.
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 set up the Workday Home page to enable your employees to access engaging company information from a central place by providing a home page and search result experience. You can customize the Home page to display curated:
- Announcements.
- Cards, which link to different areas in Workday.
- External links.
- Worklets.
- Enable the People Experience functional area.See Steps: Enable Functional Areas and Security Policies.
- Edit Domain Security Policies.Grant security groups permissions toSet Up: People Experience Configurationdomain in the People Experience functional area:
- Set Up: People Experience Configuration. Enables you to customize the Home page.
- Activate Pending Security Policy Changes.
- SelectHome Cards Workspacelocated in theSystem Adminreport to:
- Add and publish cards to the Home page in theAdded Cardssection.
- Configure various sections of the Home page that includesExtendcards,Important Dates,OnboardingandSanacard in theWork Toolssection.
Refer to Concept: Sana Workspace and Steps: Set Up Sana for Workday on enabling the Sana Workspace.Grant security groups permissions toSet Up: People Experience Configurationdomain in the People Experience functional area:- Set Up: People Experience Configuration. Enables you to customize the Home page.
Security:Set Up: People Experience Configurationdomain in the People Experience functional area. - SelectHome Page Settingslocated in theSystem Adminreport to customize certain sections of the home page.
- SelectEnable My Tasksto display theAwaiting Your Actionsection on the Home page.
- Once you selectEnable My Tasks, you have the option to selectDisable Hidingthat restricts users from hiding inbox items on the Home page.
- SelectEnable Top Apps (Do Not Use)to display the first 4 apps or worklets from theView All Appssection that you want to display from the global navigation menu.
- Select eitherHire DateorContinuous Service Datefrom theAnniversary Display Datefor the Anniversary for Worker card to indicate the type of date you want to display on your workers' home page.
Security:Set up: People Experience Configurationdomain in the People Experience functional area. - (Optional) Access theManage Tenant Search Sourcestask to select which product categories display in the Federated Search.Security:Set Up: People Experience Configuration domainin the People Experience functional area.
- (Optional) Access theMaintain Time Off Plan Balance Display Priority for Searchtask.Enter priorities for time off plan balances that you want to display in theYour Time Off Summarycard. Workday delivers these personalized results as part of the Smart Summaries feature.
- Access theMaintain Dashboardsreport.To add required and recommended worklets and external links to the Home dashboard, clickEditand select theContenttab.Security:Set Up: Tenant Setup - Workletsdomain in the System functional area.
- (Optional) Add Home and Dashboard Announcements.
- (Optional) Brand your Workday tenant with custom images and color.
- (Optional) Steps: Enable Intelligent Answers.