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Peakon
上次更新時間 ：2025-09-19
Create Flex Teams

Create Flex Teams

You can set up the Flex Teams application so that administrators and flex team hosts can create temporary work assignments they can promote to internal candidates. Workday uses machine learning to determine which workers have the best skills for each flex team.
  1. Access the
    Create Flex Team
     task. You can also create a flex team from the
    Manage Flex Teams
     report.
  2. As you complete the task, consider:
    選項 說明
    Team Type
    Select either:
    • Advanced Flex Team
      : A flex team with roles, up to a maximum of 10 per flex team.
    • Simple Flex Team
      : A flex team without roles.
    The
    Team Type
     can't be modified once the flex team is created.
    Title
    Enter a title for the flex team.
    Description
    Enter a description for the flex team. The description field displays prominently on the flex team details page, and on flex team cards in Opportunity Marketplace and Career Hub.
    Deliverables and Milestones
    (Optional) Enter deliverables and milestones details. Details can include expectations and due dates.
    Start Date
    Enter the start date for the flex team. If you're creating an
    Advanced Flex Team
    , you can enter different start dates for the roles you create.
    End Date
    (Optional) Enter the end date for the flex team. Leave the value blank for an ongoing flex team.
    Type
    (Optional) Select the flex team type. Configure the type options by accessing the
    Maintain Flex Team Types
     task.
    Display Image
    Select a display image for the flex team. The image surfaces on the
    Manage Flex Teams
     report and the flex team detail page.
    Attachments
    (Optional) Upload an attachment to the flex team.
  3. The options for the second part of the flex team creation process differ depending on the
    Team Type
     selected. As you complete the second part of the task, consider:
    選項 說明
    Required Skills
    Simple Flex Team
     only. Enter the skills needed for the flex team. Workday uses the skills to find the appropriately skilled workers to staff the flex team.
    Role Title
    Advanced Flex Team
     only.
    Role Description
    Advanced Flex Team
     only. The
    Role Description
     content duplicates the information entered for the flex team. You can enter a description specific to the role or roles.
    Skills Needed for Role
    Advanced Flex Team
     only. The explicit skills selected for each role results in improved machine learning recommendations for both flex team hosts and candidates.
    Start Date
    Advanced Flex Team
     only. The
    Start Date
     field duplicates the value from the flex team
    Start Date
     field. You can enter different start dates for the role or roles.
    End Date
    (Optional)
    Advanced Flex Team
     only. The
    End Date
     field duplicates the value from the flex team
    End Date
     field. You can enter different end dates for the role or roles. Leave the value blank for an ongoing role.
    Availability
    (Optional) Select the availability option applicable to the flex team or role. Configure the availability options by accessing the
    Maintain Flex Team Availabilities
     task.
    Number of Workers
    (Optional) Enter the number of workers needed for the flex team or role.
    Location
    (Optional) Enter the location for the flex team or role. Simple flex teams are limited to 1 location. On the
    Manage Flex Teams
     report, the flex team's card displays the
    Multiple Locations
     attribute if more than 1 location is specified for all roles on an advanced flex team.
    Onsite or Remote
    (Optional) Select either or both values to indicate where flex team members are expected to spend their time while working.
    Category
    (Optional) Select the category for the flex team or role. The field is limited to a single value. Configure the category options by accessing the
    Maintain Flex Team Categories
     task.
    Add Workers
    (Optional) Add workers to the flex team or role. Workers receive a task in My Tasks to approve or deny the invitation. Workers are shown as Pending Approval on the flex team until they respond to the invite.
Workday routes the flex team for approval, depending on your
Manage Flex Team
 business process configuration.
Rachel, a team leader, is asked to lead a market expansion initiative. This initiative requires skills that the team doesn't currently possess. As a result, Rachel creates an advanced flex team to locate internal talent that can assist her with completing the project. The flex team consists of multiple roles, including a business analyst, a marketing project manager, and a user experience designer. Rachel defines the skills needed for each role.
Bruce, a worker in the company, is contemplating new opportunities to grow within the organization. Bruce is interested in improving upon skills he possesses that aren't utilized in his current roles, but would also like to learn new skills that would contribute to his overall experience.
After creating the advanced flex team, Rachel uses the promote flex team process, with Workday machine learning having provided her with a list of possible candidates for each role. Bruce is notified about the opportunity, and also has the flex team recommended to him in Career Hub. He reviews the flex team description, and expresses interest in the business analyst role.
Rachel reviews the candidate suggestions for each role, as well as the workers who have expressed interest. She staffs each role, and adds Bruce as a team member on the business analyst role. Once the work is completed and the initiative is a success, Rachel completes the skill endorsements and feedback for each worker. Bruce sees the positive feedback on his worker profile, as well as new skills endorsements.
Flex team hosts can access the
Manage Flex Teams
 report to view the advanced and simple flex teams they've created.
Administrators see the
Manage All Flex Teams
 option on the
Manage Flex Teams
 report, enabling them to browse all flex teams, or use the filters to find flex teams that meet their criteria. Users with permissions on the
Set Up: Flex Teams
 domain can access the
Maintain Flex Team Availabilities
,
Maintain Flex Team Types
, and
Maintain Flex Team Categories
 tasks from this page.
Actions on the flex team card include
Manage Flex Team
, and
Share
,
View
,
Edit
, and
Cancel
 flex team. Select the flex team card to view the details page.
Access the
Manage Flex Team
 page to:
  • View the machine learning candidate recommendations for the flex team. Use the filters to find candidates that meet your criteria. Advanced flex teams have an additional
    Role
     filter, enabling the host to focus on the suggested candidates for the selected role.
  • Promote
     the flex team or role to all suggested candidates, or those manually selected. Flex team hosts can create a customized notification title and message when promoting their flex team or role.
  • Manually
    Add Worker
     to the flex team or role. The
    Add Worker
     option isn't available if the flex team or role is fully staffed.
  • View the flex team or role team. Select the
    View Team
     option to add or remove workers.
Administrators and flex team hosts can access the
My Flex Team Events
 report to view the business process details for advanced and simple flex teams.
When a flex team or role has the status of Fully Staffed, or has one approved member, the
Complete Flex Team
 and
Complete Role
 options are available. These options enable the flex team host to enter recommendations, feedback, and endorsements for team members. Additionally:
  • Flex team hosts can complete a simple flex team using the flex team's action menu. Advanced flex team roles can be completed individually, with the
    Complete Flex Team
     option available on each role from the flex team's detail page.
  • The host can close the complete window and return to the process at any time prior to the flex team or role being marked as Completed.
  • Submitting feedback and endorsements for the final team member completes that specific flex team or role.
  • Submitted feedback and endorsements aren't available for edit.
  • Administrators can create a custom notification alerting flex team team members that feedback has been provided. Feedback is available on the worker profile and from the flex team detail page.