Configure Workday Learning

Administrators and workers can configure the applications that display in the Global Navigation menu.

Organizations can determine which applications display on the

Home

dashboard and the Global Navigation menu for all workers. On the

Maintain Dashboards

report, select the Required checkbox next to the desired worklets. On the Global Navigation menu, individual users have the option to add, remove, and arrange other optional applications.

Individual workers can personalize the order of the applications in each section and which applications display, as long as an administrator does not require them.

From the Global Navigation menu, you can select the Add Apps button or the Edit button at the bottom to achieve the following:

When setting up the learner experience on the

Learning

dashboard, you need to consider the worker's mobile and desktop experience. Each experience uses separate functionality.

Use the

Maintain Learner Experience

task to customize each menu page on the

Learning

dashboard, including Learning Home, My Learning, and Discover. You can configure these menu pages and who has access to each item. This task creates a robust learner experience on a desktop or browser.

You can configure any dashboard using the

Maintain Dashboard

report. This drives the learner experience on the Workday mobile application. It is important to note that the mobile

Learning

dashboard is limited to six sliders and will only display one centralized Learning page.

You can customize the

Learning

dashboard's Learning Home menu page with a customized banner, including an image and text. Use the

Configure Tenant Branding

task, and select the Other tab. In the Product Branding Configurations grid, locate the learning item and select the Rules button. You can add multiple images and text, and apply condition rules for each to display to different worker groups.

When adding images and text, consider the following:

By customizing the

Learning

dashboard with a banner, you create a more personalized and consistent learner experience that improves recognition and trust among learners.

Use the announcement functionality to alert learners to new learning content, training deadlines, and any overall learning content or enrollment changes.

Use the

Configure Announcements

task and select the intended learning dashboard for the announcement to display. Display an announcement on the

Learning

,

Learning Admin

, or

Learning Trainer

dashboards.

Determine the intended audience, expiration date, and message. Elect to display a worker profile image, custom image, or video within the announcement. Additionally, display and link tasks, custom reports, and external links for quick navigation.

Workday provides the ability to link internal reports and tasks or external URLs to the Links menu on the

Learning

dashboard. Workday provides two external link options:

Quicklinks and SAML single sign-on (SSO) links are not unique to Workday Learning. Use the

Maintain Learner Experience

task to create internal or external links and access existing links.

Sliders enable access to personalized learning content. You can use the following slider types:

You can configure Workday-delivered sliders and opt into Workday machine-learning services to automatically populate learning content into specific sliders. Workday automatically delivers all machine-learning sliders once you sign the Innovation Service Agreement for Workday Learning at the time of purchase.

Additionally, create custom sliders using the saved search functionality for reports to display personalized learning content on the

Learning

dashboard menu pages. Use the

Maintain Learner Experience

task to add and update custom sliders, and designate which menu pages for display. Add up to three custom sliders to the Discover, Learning Home, and My Learning menu pages.

Workday delivers many sliders that you can display across the

Learning

dashboard menu pages, with some limitations. The table below lists a few examples:

Spotlight cards highlight specific tasks, reports, and external content to defined groups of learners. Use the

Maintain Learner Experience

task to add spotlight cards to a dashboard. You can create custom cards in the

Create Learning Spotlight Card

task.

For performance optimization purposes, you can add a maximum of three spotlight cards per menu item to each of the

Learning

dashboard menu pages.

You can use spotlight cards to:

Configure spotlight cards with the fields below:

Workday-delivered dashboards include delivered worklets. You can copy and modify delivered worklets and reports to create custom worklets. You can add worklets to any of the security-driven learning dashboards.

There are many ways to configure Workday Learning to meet your organization's needs. Consider the following:

Currently, Workday does not deliver the following functionality by default. However, you can apply these configurations to a dashboard depending on your organization's needs.

Assign learning trainers to deliver in-person, virtual, or training activity course lessons. Learning trainers can be instructors or assessors.

You can assign internal or external instructors to lead your instructor-led classroom training. Internal instructors are workers in your organization, while external instructors work for an outside contracting agency. When creating instructors, there are two distinct tasks:

Both types of instructors can track attendance, enter grades, and manage the enrollment roster.

Assessors are similar to instructors. They manage onsite or on-the-job training activities, not classroom trainings. It is the assessor's role to observe or evaluate learner performance. Assessors are typically workers in your organization, like managers, where assessing job performance is a part of their job description. You also have the option to designate external learning assessors for specific on-the-job training, such as CPR training. You can also assign multiple assessors to a learner's enrollment in a course training activity lesson.

To designate workers as assessors, use the

Create Internal Learning Assessor

task, which uses the

Manage Internal Learning Assessor

business process. To create external learning assessors, use the

Create External Learning Assessor

task.

Before building a course, determine your pool of available instructors and assessors to lead instructional delivery. By designating personnel as an internal or external instructor or assessor, they automatically become members of Workday-delivered security groups. They will receive the permissions of that group, including the

Learning Trainer

dashboard.

Locations allow organizations to track their business assets and work spaces. In Workday Learning, you can assign a location to a course offering. Every location has a defined location usage, such as a business site, training room, or workspace. To deliver in-person instruction, schedule the offering at:

To schedule at an existing location, create the location with a Location Usage value of Training Room, and idenitfy the new training location's superior (business site) location.

The

Create Location

task establishes new training room locations. These locations require a Superior Location that controls the time profile, time zone, and locale information for course offerings on the Details tab. On the Contact Information tab, add a separate phone number or an address that is specific to the training room location. Enter specific information pertaining to the training space, such as equipment, directions, and capacity on the Training Room Details tab. You can note training locations on an instructor-led course lesson. However, the primary location still associates with the business address. If you leave the Contact tab blank, the superior location's information will default.

Using the

Maintain Dashboards

report, consider configuring the learning dashboards in the following ways:

Learning dashboards consolidate administrative tasks and reports into a single location. Users access these dashboards based on configurable security. To customize dashboards, configure security for the following:

When configuring learning trainer access, Workday automatically assigns an appropriate security group. To further configure customer requirements, consider the following:

When setting up the learner experience, configure security in the following domains: