Reference: Journeys Manager Experience
Workday provides the Manager Experience for Journeys to enable direct managers or matrix managers to view the assigned journeys of their direct reports. This visibility assists managers in supporting their teams, balancing workloads, and driving journey completion.
You can use this topic to help you make decisions when planning your configuration for your managers. You must:
- Create a new security group or utilize an existing segment-based security group for managers.
- Configure theManage: Team’s Journeyssecurity domain.
- Manage access permissions on journeys or journey categories.
- Assign the security group to theManage: Team’s Journeysdomain withView Onlyaccess using the Domain Security Policies for Functional Area report.
- Specify which journeys managers can see by selecting these options on theSettingstab and modify theJourney Manager Accessprompt of a journey or a journey category:
- No Access: Automatically managers can’t view their Team’s Journeys for their team.
- View Only: Managers with security permissions can view their Team’s Journeys for their team.
- Inherit access from category: The journey uses this setting by default.
Type | Domain/Task/Report | Description | Considerations |
|---|---|---|---|
Security Domain | Manage: Team's Journeys
| You must assign View Only access for this domain to a security group containing your managers. | You must assign View Only access for this domain to a security group containing your managers. This feature doesn’t support modify access. |
Report (Workday-delivered and custom) | View My Direct Reports' Journeys
| Enables managers to report on their direct reports' journey details. | Ensure matrix managers are assigned to the appropriate security group and provide them with a custom report, as the delivered report is optimized for direct reports. |
Task | View Journeys in the My team section. | Enables managers and matrix managers to view their team journeys in a single place. |
Web Services
Web Service Operation Type | Description |
|---|---|
Get Journey Categories | This includes Manager Access Type reference. |
Put Journey Category | This includes Manager Access Type reference. |
Get Journey Builders | This includes Journey Access Type reference. |
Put Journey Builder | This includes Journey Access Type reference. |