Concept: Journeys Templates
Journeys Templates
You can navigate to the Workday-delivered
Journeys Templates
through the Journeys Workspace
report.Security:
Set Up: Journey Administration
domain in the Journeys functional area.To access
Journeys Templates
, you can:
- Select the journeys template tab on the left-side navigation panel.
- Select theResourcesicon on the top-right corner of the report.
The Workday-delivered templates provide you with an easy starting point when you configure new journey use cases through both these methods.
Click
Create Journey
to start the journey configuration process. When you click Create Journey,
Workday displays a pop-up modal. The modal displays:
- Explore Templatesto browse through the Workday-delivered templates.You can view Workday-delivered templates by selecting eitherTemplate Detailsor selectPrevieworUse Templatefrom the Related Actions menu.
- Build your Journeyby starting from scratch on the journey builder.
We provide you with Workday-delivered templates to ease your configuration process and provide insights into frequently used journey use cases.
Section | Description |
|---|---|
Commitment to Belonging and Diversity | Guides you to create a Diversity, Equity, Inclusion, and Belonging (DEIB) experience for your employees. |
First-time Manager | Guides new managers to succeed in their initial weeks in the organization. |
Fueling Your Career | Guides your employee to build skills, enroll in learning courses, and provide mentorship and networking opportunities for them. |
Job Transition | Ensures employees to have the resources, knowledge, and support for a seamless experience. |
Offboarding | Allows a smooth offboarding process for your employee. |
Onboarding | Allows a smooth onboarding process to match your employee's specific needs. |
Open Enrollment | Streamlines open enrollment period for your employee. |
Relocation | Allows you to tailor a smooth experience that best fits your employee. |
Supporting Your Parental Leave | Provides you with specific policies and procedures to make your employee feel supported. |
Supporting Your Sick Leave | Ensures a hassle free process for both the employee and the HR team that supports the employee. |
You can use
Copy Link
to share a view only URL of a page with anyone outside of the Journeys. You can select Preview
to see how the journey displays for your user and click Use Template
to create a journey.Security:
Manage Journey Builders
domain in the Journeys functional area.Custom Templates
You can navigate to the
Custom Templates
through the Journeys Workspace
report. You must have edit access to
Manage Journey Builders
domain to create, edit, and publish custom templates.
You can enable custom templates only for
Recipient Type- Worker
.To optimize this feature, you can:
- SelectCreate Journey Templatesto create new templates from scratch or browse existing journeys and copy as a template.
- SelectBrowse Journeysand click theCopy as Templateaction button to copy an existing journey use case to use as a template.
- SelectCreate Template From Builderto create a builder from a custom template.
- Manage the templates with options to draft, edit, and publish.