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

Steps: Set Up Student 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.
  • Set up People Experience. Steps: Set Up People Experience
  • Configure the
    Journey Distribution
     business process and security policy in the System functional area.
You can set up Student Journeys to provide a personalized section on the Home page with links enabling recipients to:
  • Complete tasks.
  • Navigate to multiple sites.
  • View information in and outside of Workday.
  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.
    See Steps: Enable Functional Areas and Security Policies.
  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.
      Security:
      Security Configuration
       domain in the System functional area.
    2. Access the
      Assign Users to User-Based Security Group
       task.
      Add users to the security group you created.
      Security:
      User-Based Security Group Administration
       domain in the System functional area.
    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. Edit Domain Security Policies.
    Add the segment-based security group to the
    Manage: Journeys Builders
     domain in the Journeys functional area.
    Grant security groups permissions to these domains in the Journeys functional area:
    • Self-Service: Journeys
    • Set Up: Journey Administration
    • Manage: Journey Builders
    • Reports: Student Journeys
    • Reports: Students
  5. Edit Business Processes
    Configure the Journey Distribution business process.
  6. Configure the security policy for the
    Journey Distribution
     business process in the System functional area.
  7. Activate Pending Security Policy Changes.