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Administrator Guide
Last Updated: 2025-04-04
Steps: Set Up Enterprise Search

Steps: Set Up Enterprise Search

Security:
  • Manage: Search Insights
     in the System functional area:
  • Set Up: Tenant Setup - Machine Learning
     in the System functional area.
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:
  1. Select your profile avatar on Workday Community.
  2. Select
    Profile
    .
  3. On your profile page, select your organization's name, which is beneath your name and next to your job title.
  4. View your
    Subscription Service Agreement
     value.
If the value is:
  • UMSA
    , the feature is automatically available. You can skip the
    Enable Innovation Services Feature and AI Data Contributions for MSA Customers
     step. 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 the
    Enable Innovation Services Feature and AI Data Contributions for MSA Customers
    step.
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 Enterprise Search to improve your search-related experience in Workday by leveraging machine learning.
  1. You might need to take additional steps to enable this feature depending on your organization's subscription service agreement. For more information, see this Community article.
    On the
    Innovation Services Opt-In
     task, select the
    Enterprise Search
     service in the
    Cross Applications
     category of the
    Available Services
     tab.
    On the
    Maintain Innovation Services Data Selection Opt-In
     task, select the
    Search Query
     check box in the
    Cross Applications Services: Enterprise Search
     category to contribute data for Machine Learning.
    Security:
    Manage: Innovation Services
     domain in the Innovation Services functional area.
  2. Grant security groups permissions to the
    Manage: Search Insights
     security domain in the System functional area.
  3. Access the
    Edit Tenant Setup - Machine Learning
     task and select a machine learning data hosting region.
  4. Create a custom report using the new
    Search Insights Queries
     data source (secured to the
    Manage: Search Insights
     domain). See Create Custom Reports.
    The
    Search Insights Queries
     data source enables you to create reports with fields from the Search Insights Query Row business object.
  5. Configure the
    Search Insights
     dashboard. See Configure Dashboard Content.
    Access the
    Maintain Dashboards
     report.
    Click
    Edit
     for the
    Search Insights
     dashboard.
    On the
    Content
     tab, click
    Add
    .
    In the
    Worklets
     section, add 3 new rows.
  6. As you complete the
    Worklets
     section, consider:
    Option Description
    Worklet
    Add the
    Select Top Intents
    ,
    Top Searcher Report
    , and
    Top Topics
     reports as worklets.
    Required for Groups
    Workday recommends removing security groups that don't need access to this dashboard. Include at least 1 security group.
    Workday displays the list of security groups who can access the report definition for the worklet.
    Required?
    Select to prevent users from removing the worklet from the dashboard.
    Worklet Size
    To increase the size of a worklet and display it first in order, select
    2X
    . The default worklet size is
    1X
    .
    Worklet Title
    Enter an alternate title for the report that displays when you run the worklet on a dashboard.
  7. Click
    Done
    .