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Administrator Guide
Last Updated: 2026-03-13
Steps: Set Up Journeys

Steps: Set Up Journeys

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.
  • Configure the
    Journey Distribution
     business process and security policy in the Journeys functional area.
    Security:
    Set Up: Journey Administration
     domain in the Journeys functional area.
Workday Journeys provide a guided experience for users to navigate their careers through personalized journeys. Journeys include links on the Home Page enabling recipients to:
  • Complete tasks.
  • Navigate to multiple sites.
  • View information inside and outside of Workday.
You can distribute journeys to selected people in your organization based on the condition rules you set for each journey step group. Workday automatically saves a recipient's journey progress, enabling them to work at their own pace and easily find where they left off.
  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
    Journeys
     service on the
    Available Services
     tab in the People Experience category.
  2. Enable the
    Journeys
     functional area.
  3. Set up segmented security to enable individuals or groups to view, modify, or distribute specific journey categories.
    1. Access the
      Create Security Group
       task.
      Create a user-based security group.
    2. Access the
      Assign Users to User-Based Security Group
       task.
      Add users to the security group your created.
    3. Access the
      Create Security Group
       task.
      Create a segment-based security group.
      On the
      Security Groups
       prompt, select the user-based security group that you created.
      On the
      Access to Segments
       prompt, select security segments that you want to be able to access
      Journeys > Journey Category
      .
      Security:
      Security Configuration
       domain in the System functional area.
  4. Add the segment-based security group to the
    Manage: Journeys Builders
     domain in the Journeys functional area.
    Grant security group permissions to these domains in the Journeys functional area:
    1. Self Service: Journeys
    2. Set Up: Journey Administration
    3. Manage: Journey Builders
    4. Manage: Team's Journeys
    5. Manage: Journey Condition Rules
    6. Manage: Journeys Preview
    Manage: Journey Condition Rules
     and
    Manage: Journeys Preview
     are sub-domains of
    Manage: Journey Builders
    . You can grant access to these sub-domains without requiring the user to have access to the
    Manage: Journey Builders
     domain.
  5. (Optional) Grant security groups permissions to these domains in the System functional area:
    1. Manage: Media
      1. This domain gives Journeys administrators the ability to add videos.
    2. View Drive File and Media
      1. This domain provides a user with access to files or media items shared from the drive, without requiring the user to have access to the
        Drive
         domain. The access level depends on the access permissions for the drive items when they were shared.
  6. Create and configure the
    Journey Distribution
    Business Process Definition in the Journeys functional area.
  7. Configure the
    Journey Distribution
     Business Process Security Policy in the Journeys functional area.
  8. Configure
    Edit Tenant Setup - Journeys
    .
  9. (Optional) Access the
    Edit Tenant Setup - Journeys
     task. Select the
    Silence Journey Notifications
     checkbox from the Journeys Notification Preferences.