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Administrator Guide
Last Updated: 2025-05-16
Concept: Journeys Templates

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 the
    Resources
    icon 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 Templates
    to browse through the Workday-delivered templates.
    You can view Workday-delivered templates by selecting either
    Template Details
    or select
    Preview
    or
    Use Template
    from the Related Actions menu.
  • Build your Journey
    by 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:
  • Select
    Create Journey Templates
    to create new templates from scratch or browse existing journeys and copy as a template.
  • Select
    Browse Journeys
    and click the
    Copy as Template
    action button to copy an existing journey use case to use as a template.
  • Select
    Create Template From Builder
    to create a builder from a custom template.
  • Manage the templates with options to draft, edit, and publish.