Concept: Journeys
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.
Workday Journeys enables you to guide your employees through their critical professional and personal milestones through an immersive experience. It provides you with a robust toolset to distribute and manage Journeys for your users. Journeys provide a personalized page with links and resources enabling recipients to:
- Navigate to multiple links without the need to search in Workday.
- Complete administrative tasks.
- View Documents, Help articles, Learning content, and Reports.
- View training modules and video content.
- View content both inside and outside of Workday.
- View Extend cards.
You can use journeys to:
- Create personalized journey content.
- Distribute journeys to individuals or entire organizations and institutions of any size through Ad-Hoc Distribute Journeys task, Mass Operation Management (MOM), business processes, and REST APIs.
- Enable users to access journeys and view journey statuses through the Awaiting Your Action section on the Workday Home page, global search, mobile, and APIs.
- Enable your users to discover and self-distribute existing or new journeys you publish by turning on theSelf-Servicetoggle.
- Enable automatic translations for all Workday-delivered languages in a user's preferred language.
After an administrator configures and distributes a journey, Workday displays a journeys card icon on the Home page that displays when users first open Workday.
Example: When an employee goes on parental leave, there are a number of decisions to consider and administrative tasks to perform. A journey can guide an user through these duties and resources using individual steps they can complete at their own pace.
Journey Details
You can enter these journey details when you click either
Explore Templates
or Build your Journey
:
- Journey Name(Required): Name of the journey. Only journey administrators can see this field.
- Journey Description: The description doesn't display to recipients. Only journey admins can see this field.
- Recipient Type: Selects either worker or student.
- Journey Category: Defines the type of journey. Select an existing category or create new to group similar journeys. This field
- Organizes a group of similar journeys.
- Enables administrators to configure segmented security in their tenants.
- Enables reusability of step groups in a journey category.
- Journey Category Type: Enables administrators to assign and classify categories from the Workday-delivered category types.
- Functional Area: Assists with reporting for a customer tenant when optionally used for journey categories.
Journeys in Global Search
Your users can find all their journeys, including those from the Ad-Hoc Distribute Journeys task, Business Processes, Mass Operation Management (MOM), and self-distributed journeys using the global search bar.
They can find relevant self-service journeys by entering keywords or questions even if the journey wasn't previously distributed to them.
Workday matches search queries against the
Journey Title
and Journey Welcome Message
to find these journey statuses:
- Active
- Completed
- Retired
Search results display Journeys in a card format. To enable this feature, you must:
- Enable security permissions for theSelf Service - Journeys Distributiondomain, which is a subset of theSelf Service - Journeysdomain.
- Update your training materials so that users can find journeys through the global search bar.
Segmented Security on a Journey Category
You can create security segments and assign security permissions for a journey category. Example: Members of segment-based security groups can create, modify, or view Journeys based upon the needs of your organization.
You can create segmentation to:
- Restrict users from accessing a specific Journey Category.
- Grant access to certain individuals or groups to configure, distribute, or report on Journeys.
Add individuals or groups to the domain security policy to enable them to view and modify Journey Categories and reporting.
Add individuals or groups to the domain security policy to enable them to view and modify Journey Categories and reporting.
You must secure to
Manage: Journey Builders
in the Journeys functional area with modify permissions to edit or distribute journeys. You can refer to the Example: Create Security Segments on Journey Categories for details.