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上次更新時間 ：2025-09-19
Steps: Set Up Flex Teams

Steps: Set Up Flex Teams

Review setup considerations for Talent Marketplace. See Setup Considerations: Talent Marketplace.
Review the Innovation Services setup details. See Steps: Set Up Talent Marketplace.
You can set up the Flex Teams application so that administrators and flex team hosts can create temporary work assignments that they can promote to internal candidates. Flex Teams consist of either the simple or advanced team type. Workday uses machine learning to determine which workers have the best skills for each flex team.
To use custom labels throughout Talent, use the
Maintain Custom Labels
 task. Create custom labels to replace the default Workday labels Flex Team and Flex Teams with your organization's terms. Refer to Create Custom Labels for details regarding search terms that don't update after a custom label change.
  1. Access the
    Create Business Process Definition (Default Definition)
     task.
    Create and configure default definitions for these business processes in the Talent Marketplace functional area:
    • Add Flex Team Member
    • Manage Flex Team
      . When you want to create assignable roles for flex teams, add the
      Assign Roles
       allowed action on the business process definition.
    Security:
    Business Process Administration
     and
    Manage: Business Process Definitions
     domains in the System functional area.
  2. (Optional) Set up Enterprise Interface Builder (EIB) integrations for the Flex Teams web service operations.
  3. Configure a custom notification to notify a manager when their direct report initiates the
    Manage Flex Team
     business process.
  4. Access the
    Maintain Flex Team Availabilities
     task.
    Configure flex team availabilities and select the default for Career Hub or Opportunity Marketplace onboarding. The Workday-owned flex team availability of
    Not Available
     is required and is always an option for workers when choosing their availability for flex teams.
    Security:
    Set Up: Flex Teams
     in the Talent Marketplace functional area.
  5. Access the
    Maintain Flex Team Types
     task.
    Create flex team types to enable workers to filter flex teams by type in Opportunity Marketplace.
    Security:
    Set Up: Flex Teams
     in the Talent Marketplace functional area.
  6. Access the
    Maintain Flex Team Categories
     task.
    Create flex team categories to enable workers to filter flex teams by category in Opportunity Marketplace.
    Security:
    Set Up: Flex Teams
     in the Talent Marketplace functional area.
  7. Add the
    Manage Flex Teams
     report to the
    Career for Worker Profile
     profile group to display relevant flex teams and worker flex team histories.
  8. Set up anytime feedback to enable flex team hosts to provide feedback for flex team members.
  9. (Optional) Enable express interest notes to allow flex team candidates to add a custom message when expressing interest in a flex team.
    On the
    Edit Tenant Setup - HCM
     task, Talent section, select the option to
    Enable Flex Teams Express Interest Notes
    .
    Security:
    Set Up: Tenant Setup - HCM
     in the System functional area.
  10. (Optional) Set up additional manager evaluations for performance reviews to enable flex team hosts to add comments to performance reviews for members of their teams. See Steps: Set Up Additional Manager Evaluations.
  11. (Optional) To enable linking individual goals to flex teams using the
    Relates To
     field for a goal, access the
    Configure Talent Tags
     task and add
    Flex Team
     to the
    Talent Tags
     for Goals.
    Security:
    Set Up: Talent
     in the Talent Pipeline functional area.
  12. (Optional) Access the
    Configure Profile Summary
     task.
    Add the
    Flex Teams
     card to the Worker Profile.
Users can access:
  • The
    Browse Flex Teams
     report to view flex team opportunities. This report is available even when you don't enable flex teams for Opportunity Marketplace.
  • The
    Manage Flex Teams
     report to create and manage flex teams. When a user creates a flex team, Workday automatically assigns them as the flex team host.
On a flex team's manage team page, the flex team host can use the
Show Me
 filter to view interested candidates. From the related actions on the candidate card, flex team hosts can select
View Express Interest Note
 to review the candidate's custom message. When a candidate is added to the flex team, the flex team host can view the interest note on the
Flex Teams
 tab in the
Career
 profile group of the worker's profile.
Enable flex team opportunities for Opportunity Marketplace.