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Administrator Guide
Last Updated: 2026-03-13
Set Up Worksheets

Set Up Worksheets

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.
When setting up Worksheets, give access to all users and groups that might use Worksheets in different areas of Workday. Example: Workday Slides users use Worksheets to set up defined names and pivot tables for use in Slides presentations.
  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
    Productivity Suite ML Features
     service on the
    Available Services
     tab in the
    Cross Application Services
     category.
  2. Create security groups for Worksheets administrators and users.
    Use these security group types:
    • Public groups
    • Role-based (constrained) groups
    • Unconstrained groups
  3. Create or edit a security policy for these domains and add permissions:
    • Worksheets
    • Manage Bot and User Conversations
    1. Access the
      View Domain
       report.
    2. Select the domain from the
      Domain
       prompt.
    3. From the related actions menu, select
      Domain
      Create Security Policy
      , or select
      Edit Security Policy Permissions
       if there's an existing policy.
    4. As applicable, in
      Report/Task Permissions
      , add, or edit security groups.
    5. Select the
      View
       and
      Modify
       check boxes.
      In the domain setup, you must select both
      View
       and
      Modify
      . You can't use these settings to manage workbook access. You select view and edit permissions for individual workbooks when you share them.
    6. From the related action menu on the domain security policy, select
      Domain Security Policy
      Enable
      .
  4. Activate Pending Security Policy Changes.
  5. Sign out and sign back in to see your changes.
  6. To enable Formula Writer and Explainer functionality in your tenant, access the
    Edit Tenant Setup - System
     task. In the
    Workday Conversation Settings
     section, select the
    Enable Worksheets GenAI Features
     option.
  7. In
    Edit Tenant Setup - System
    System Setup
    File Type Setup Instructions
    , make sure that you include the WXF file type and all other file types that you want to support in Worksheets, or select to support all file types.
    We recommend supporting these file types
    in addition to
     any other file types that you want to support in your tenant:
    • CSV
    • HTML
    • XLS
    • XLSM
    • XLSX
  8. (Optional) Access the
    Edit Tenant Setup - System
     task.
    Configure settings for workbook downloading and commenting, and the user feedback survey.
    In the
    Drive Settings
     section, use the
    Disable Workbook Download
     check box to select whether to prevent users from downloading workbooks out of Workday. Example: If selected, users can't download workbooks to Excel, PDF, or CSV files. After you change this setting, you might experience a delay of up to 65 minutes before the change takes effect in Drive.
    In the
    Workday Conversation Settings
     section, use the
    Disable Comments for Worksheets
     check box to select whether to prevent users from adding or viewing comments. If selected, the Collaborate panel doesn't display in the web browser or in the mobile app for any workbook, regardless of the user's permission settings for the workbook. Worksheets preserves existing comments and restores them when you enable commenting again. The Can Comment permission level continues to display when sharing files; if you disable commenting, the Can Comment permission level is the same as Can View.
    After you change this setting, you might experience a delay of up to 5 minutes before the change takes effect in Worksheets.
    In the
    User Feedback
     section, use the
    Opt-out of Intercept Survey
     check box to select whether to disable all ad hoc user feedback surveys across the entire tenant. Opting out prevents Worksheets,
    and all other Workday applications
    , from displaying a survey to a subset of users after complete an action in a workbook.
  9. (Optional) Configure system settings for Worksheets notification delivery.
    Access the
    Edit Tenant Setup - Notifications
     task. In the
    Notification Delivery Settings
    System
     section, customize notification settings for Worksheets:
    • Workbook Access Additions (not currently used).
    • Workbook Access Removals (not currently used).
    • Workbook Comments (not currently used).
    • Workbook Conversations: Workday sends a notification, and also sends an email if enabled on the tenant, to tagged (@mentioned) users in a workbook comment.
    • Workbook Import Failures: Workday sends a notification, and also sends an email if enabled on the tenant, when a file upload to Drive fails.
    • Workbook Import Successes: Workday sends a notification, and also sends an email if enabled on the tenant, when a file upload to Drive succeeds.
    • Workbook Live Data Scheduled Updates: Workday sends a notification, and also sends an email if enabled on the tenant, when you schedule a live data refresh.
    • Workbook Notify If Function Notifications:Workday sends a notification, and also sends an email if enabled on the tenant, when the results of a NOTIFYIF or NOTIFYIFS formula meet the criteria that you defined.
    • Workbook Tasks (not currently used).
  10. If Worksheets hasn't been translated into the language that a user selected as their display language, your security administrator must access the
    Edit Workday Account
     task for the user and select the
    Allow Mixed-Language Transactions
     option. This makes the Worksheets user interface visible to the user in English.