Concept: Home Page Workspace
The
Home
workspace in the System Admin Hub
provides a single place for home page configurations.
- Home Cards Workspaceprovides you with a central location to add and configure home page cards.
- Home Page Configurationenables you to configure the widgets your users see on their home page.
- Home Page Settingsenables you to customize certain sections of the home page.
- Quick Actionsprovides users with direct access to frequently used items.
Home Cards Workspace
Workday displays published and unpublished cards on the
Added Cards
table. By clicking the header on Added Cards
, you can sort the data in a meaningful order for analysis.You can click to add a card through the
Add Card
button located on the right-side of the page. Cards on the Added Cards
section remain unpublished to your workers' home page until you select the Publish
option on the card. You can Publish
, Unpublish
, and Remove
multiple cards all at once. You must edit and complete all required fields for external cards before you can publish the card to the Home page.You can't change which section cards and links display in. You can also preview how the cards display on the Workday home page. You can select the card and then the
Preview
option from the Actions button on the right side of the grid. You can only preview some Workday-delivered cards. You can sort the cards in the
Added Cards
and Available Cards
table that enable you to search, edit, and organize your cards more easily.These cards provide workers with access to information from a central place and display in the
Daily Brief
section on the home page.You can also create an external card by selecting the
Create External Card
option from the Available Cards
section.You can click the
Card Admin Guide
icon to review the card details in the Workday Administrator Guide.Workday-Delivered Cards
The cards display on the Workday home page for workers with security access to the:
- Domain that secures the card.
- Tasks and reports that the card links to.
Example: When you add the
Expiring Certifications
card on the Home page, only workers with access to the Edit Certification
task and the Self-Service: Certifications
domain in the Talent Core functional area can see the card.You can edit the title, subtitle, and display a customized schedule of some of the Workday-delivered cards.
When editing a card, the
Time Before Event
and Time After Event
fields control the display time frame of the card. The event refers to the date on which the card is anchored to display to the user. Example: The event for the Birthday for Worker card is the user's birthday, and the event for the Anniversary for Worker card is yearly based on the user's hire date.
Example: Betty wants the View Check-ins card to display for employees for 2 weeks.
Betty edits the View Check-ins card and selects these values:
- Time Before Event:2 weeks before
- Time After Event:On the day of the event
Workday then displays the card for 2 weeks before the user's check-in date until the actual day of the check-in date.
You can customize the display schedules on the
Edit Card
task. When you select the Use Custom Schedule
field, it enables you to override the automatic display schedule for the Workday-delivered cards.The fields that enable you to specify exact dates and recurrence schedules are:
- First displays On
- First Disappears On
- Repeats Every
The
Display Summary
field summarizes your configured display schedule.External Cards
We plan to retire the External Cards feature for Journeys, also known as Journeys Custom Cards. Refer to the retirement release note Journeys External Home Page Cards for details.
You must have access to Workday Journeys to use external cards. External cards aren't available for the Workday Student product.
The external cards that you publish to the Workday home page display for employees that either:
- Have access to theView: Custom Carddomain in the Journeys functional area, or
- Meet the condition rules that apply to the external card.
Home Page Configuration
You can update the layout of the Workday home page for web and mobile platforms by using the
Home Page Configuration
task.To configure the home page widgets:
- Access theHome Page Configurationtask.
- ClickConfigurein either the Web Widgets or the Mobile Widgets section.
- Enable, disable, or reorder widgets as needed.
- (Optional ) Add a condition rule to target these widgets to specific user populations. To create a new rule, you can use existing tasks such asCreate Announcement Rule,Create Branding Rule, orCreate External Link Rule.
- (Optional) Preview the layout by clicking thePreviewbutton in theWeb Widgetssection.
To add configurable cards to the Workday Home page:
- Access theManage Configurable Cardstask (secured to theSet Up: Tenant Setup: Cardsdomain).
- Edit an existing simple or image card or add a new one by clickingCreate New Card.
- Publish the card.
- Once the card is published, access theHome Page Configurationtask, and clickConfigure.
- Enable the published card, and adjust its display order.You can refer to Configurable Cards for Hubs for details.
You can configure these home page widgets from the
Home Page Configuration
task:
Option
| Description
|
Extend Cards
| Enables you to add Extend cards when a developer deploys an Extend app containing extend cards to the tenant. Extend cards:
You can also surface Extend cards in other entry points, including Workday Journeys, Workday-delivered Hubs, and Search. You must subscribe to the Workday Extend SKU to create and display Extend cards on the Workday Home page. |
Onboarding
| Displays the Onboarding Timeline widget when:
You must enable the Onboarding functional area to be able to add this widget. |
Important Dates
| Enables you to select the events that display in the Important Dates section:
|
Sana Cards
| Displays the Sana card for users with:
Your users can permanently remove the Sana card from their search results page. Once they dismiss the card, it no longer appears. To enable the Sana Card to display on the home page, you'll must set up Sana Core or Sana Enterprise. |
Home Page Settings
You can consider what you want to display on your
Home Page Settings
tab.
Option | Description |
|---|---|
Enable My Tasks | Displays the 3 most recent My Tasks on the Home page. |
Disable Hiding | Removes the ability for the user to hide My Tasks on the home page. |
Anniversary Display Date | Selects the Anniversary Date to display in the Updates section of Daily Brief .
|
Quick Actions
Your users can use Quick Actions to navigate to their most critical tasks, reports, and external links defined by their organizations.
You can directly access a set of delivered tasks and reports from
View Quick Actions
:- Check In (Web, Mobile)
- Check Out (Web)
- Create Expense Report (Web)
- Edit and Approve Time (Web)
- Enter My Time (Mobile)
- Enter My Time (Web)
- Enter Time for Worker (Web)
- Feedback Received (Web, Mobile)
- Feedback on My Team (Web, Mobile)
- Find Jobs (Web)
- Give Feedback (Web, Mobile)
- Manage Absence (Web, Mobile)
- My Development Items (Web, Mobile)
- My Org Chart (Web)
- My Payslips (Web, Mobile)
- My Schedule (Web, Mobile)
- My Time Clock History (Web)
- Payslips (Mobile only)
- Request Absence (Web)
- Review Time (Web)
- Schedule Workers (Web)
- Submit My Time (Web)
- Time Off Balance (Web)
- Total Rewards (Web, Mobile)
You can customize to fit your organization's needs:
- Add, remove, and reorder these default tasks.
- Add new tasks, reports, or external links to this list.
- Add a condition rule to display these actions to specified user populations. Have a maximum of 25 actions configured.
A maximum of 25 actions can be configured.