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Administrator Guide
Last Updated: 2025-03-14
Example: Create and Distribute a Journey

Example: Create and Distribute a Journey

This example illustrates how you can use a journey to help a new manager onboard into their role.
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.
Betty Brown is an employee at your company who has recently been made a manager. You want to create a journey that provides her with a consolidated list of the first tasks she needs to do in her new role.
Security:
Manage: Journey Builders
 domain in the Journeys functional area.
  1. Access the
    Journeys Workspace
     report.
  2. Click
    Create Journey
    , and then click
    Build Your Journey
    .
  3. Enter these values and click
    Create
    :
    Option Description
    Journey Name
    New Manager Tasks
    Recipient Type
    Worker
    Journey Category
    Create Journey Category
    Journey Category Name
    First-Time Manager
    Journey Category Type
    Job Transition
  4. In the journey editor, click the journey header.
  5. In the
    Edit Journey Details
     section, enter
    Welcome New Manager
     in the
    Journey Name
     field.
  6. From the left column, drag a step group into the journey.
  7. In the
    Edit Step Group
     section, enter
    New Manager Tasks
     in the
    Step Group Name
     field.
  8. From the left column, drag 2 task steps into the
    Required Steps
     section of the step group.
  9. Click the first task in the
    Required Steps
     section.
  10. In the
    Edit Task Step
     section, select
    Change My Business Title
     on the
    Task
    prompt.
  11. Click the second task in the
    Required Steps
     section.
  12. In the
    Edit Task Step
     section, select
    Create Goal
     on the
    Task
     prompt.
  13. From the left column, drag a task step into the
    Recommended Steps
     section of the step group.
  14. In the
    Edit Task Step
     section, select
    Org Chart
     on the
    Task
     prompt.
  15. Click
    Check for Errors
    .
  16. Click
    Distribute
     and enter these values:
    Option Description
    Journey Category
    First-Time Manager
    Journey Builder
    New Manager Tasks
    Recipients
    Betty Brown
  17. Click
    OK
    .
Workday displays the journey in the
Awaiting Your Action
 section on Betty's home page.