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 and configurable widgets:
- Announcements.
- Daily Briefs.
- Configurable Cards.
- External Links
- Workday Cards.
- Enable the People Experience functional area.
- 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.
- SelectHome Page Configurationlocated in theSystem Adminhub to:
- Add, remove, and reorder Extend cards to the home page.
- Add, remove, and reorder Configurable cards to the home page.
- Configure the various sections of the Home page that includesExtendcards,Important Dates,Onboarding, andMy Team.
- Add a condition rule to the home page widgets to display them to specific users.
- Preview the home page layout using the Preview button for the desired platform (web or mobile).
- SelectHome Cards Workspacelocated in theSystem Adminreport to:
- Add and publish cards to the Home page in theAdded Cardssection.
- 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.
- Refer to Concept: Home Page Workspace.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 theTo Dosection on theDaily Briefwidget 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.
- 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 theGlobal Navigation Configurationreport to add and required and recommended apps and external links to the Global Navigation Menu.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.