Manage Workday – User Experience, Worktags & Collaboration¶
Source: Admin Guide – Manage Workday (May 14, 2026), pp. 1243–1459
User Experience¶
My Tasks¶
Concept: My Tasks — the worker's primary task inbox. Displays all pending BP tasks, to-do items, and inbox notifications across all BPs. Supports filtering, sorting, and delegation.
Example: Create a My Tasks Filter to Share with Others — admin-created filters shared across a security group.
Example: Create a Personal My Tasks Filter — individual worker filter configuration.
People Experience¶
Home Page¶
Configure the worker Home landing page: - Featured worklets and announcements - Recommended content sections - Quick action shortcuts - AI-generated content suggestions - Personalization controls
Journeys¶
What They Are: Guided, multi-step experiences for workers during key life events (e.g., new hire, return from leave, promotion, open enrollment). Journeys sequence tasks, content, and resources into a structured workflow.
Key configuration: - Define Journey triggers (hire, leave return, life event, anniversary) - Configure Journey steps (tasks, learning, forms, acknowledgments) - Set Journey eligibility rules (who sees which journey) - Configure Journey notifications
Accessibility¶
Concept: Accessibility — Workday's commitment to WCAG 2.1 AA compliance. Covers keyboard navigation, screen reader support, color contrast, and focus management.
Guidance Workspace¶
What It Is: Admin tool for creating and managing QuickTips — contextual in-app guidance overlays that appear on specific Workday pages.
| Task | Purpose |
|---|---|
| Steps: Configure QuickTips using Guidance Workspace | Create and deploy QuickTips |
| Configure QuickTips in Guidance Workspace | Edit existing QuickTips |
| Delete Guidance Project and All its Quick Tips | Remove a guidance project |
| Disable AI QuickTips | Turn off Workday AI-generated QuickTips |
Concept: Guidance Workspace — project-based QuickTip management; targeting rules; publish workflow.
Concept: AI QuickTips and AI Content Generation — how Workday AI generates contextual guidance; content review and approval.
QuickTips Sample Library — Workday-delivered sample QuickTips for common configuration patterns.
Electronic Signatures¶
Integrate e-signature platforms with Workday document workflows.
| Platform | Setup Task |
|---|---|
| Adobe Sign | Set Up Adobe Sign — configure OAuth connection, document routing, and signature workflow |
| DocuSign | Set Up DocuSign — configure API credentials, envelope templates, and tab mapping |
Concept: DocuSign Tabs — mapping Workday document fields to DocuSign tab positions.
Concept: Track Document Signatures — monitor signature status from within Workday BPs.
Concept: eSignature Integrations Best Practices — document template design, retry handling, and error recovery.
Reference: Adobe Sign Email Notification Settings — configurable notification events.
Troubleshooting: eSignature Integrations — common issues with document delivery, signature failure, and timeout.
Troubleshooting: Generated Documents — errors in document generation due to template issues, missing data, or layout conflicts.
Worktags¶
Setup Considerations: Worktags¶
What They Are: Dimension tags applied to financial and operational transactions to enable multidimensional reporting and cost allocation. Worktags are the primary mechanism for tagging spend, time, and HR data to organizational dimensions.
Common worktag types: Company, Cost Center, Region, Fund, Grant, Program, Project, Business Unit, Custom Org, Basic Worktag.
Key decisions: - Which worktag types to enable - Required vs. optional worktags per transaction type - Worktag defaulting rules (auto-populate from worker or org) - Worktag validation rules (allowed combinations) - Custom worktags for organization-specific dimensions
Configuration Tasks¶
| Task | Purpose |
|---|---|
| Steps: Define Custom Worktags | Create organization-specific worktag types |
| Steps: Set Up Custom Organizations as Worktags | Use custom org hierarchy as a worktag dimension |
| Create Basic Worktags | Simple tag values without hierarchy |
| Configure Related Worktags | Define defaulting relationships between worktag types |
| Configure Worktag Defaulting | Set auto-population rules when one worktag implies another |
| Configure Worktags for Transactions | Define which worktags are required/optional per transaction type |
| Convert Basic Worktags to Full Definitions | Upgrade basic tags to full org/hierarchy definitions |
Concept: Worktags — full overview of worktag types, transaction applicability, and reporting behavior.
Reference: Worktag Types — complete catalog of all Workday worktag types and their usage contexts.
Collaboration¶
Activity Stream¶
Steps: Enable Activity Stream — activate the social activity feed that shows worker and org updates.
Concept: Activity Stream — how posts, likes, comments, and follows work in Workday's activity stream. Privacy controls and moderation.
Campaigns and Scheduled Distributions¶
What They Are: Targeted communications sent to defined worker audiences on a schedule or triggered by an event. Used for change management, awareness campaigns, and recurring communications.
Setup Considerations: Campaigns — key decisions on audience targeting, message frequency, and opt-out handling.
| Task | Purpose |
|---|---|
| Steps: Set Up Campaigns | Enable and configure the campaigns framework |
| Steps: Create Campaign Categories | Organize campaigns by type |
| Steps: Schedule Worker Communication Notifications | Time-based notification scheduling |
| Create Audiences to Use in Collaboration Tasks | Define worker populations for campaigns |
| Create Campaigns | Build and configure a campaign |
| Schedule a Notification to Send in the Future | Queue a future-dated communication |
Concept: Campaigns and Scheduled Distributions — campaign lifecycle, audience evaluation, delivery channels (email, inbox), and metrics.
Engagement Builder¶
What It Is: A structured tool for creating multi-touchpoint engagement programs combining learning content, communications, and surveys.
Setup Considerations: Engagement Builder — configuration decisions for engagement types, audience rules, and message templates.
| Task | Purpose |
|---|---|
| Steps: Create Engagement Categories | Organize engagements by type |
| Create a Learning Engagement | Engagement that drives learning content completion |
| Create a Worker Communications Engagement | Structured multi-message communication program |
| Create an Audience | Define targeted worker population |
| Create an Integration System User (ISU) for Engagements | ISU for engagement delivery integrations |
| Create Engagement Message Templates | Reusable rich-text templates for engagement messages |
| Set Up Security for Engagement Builder | Domain access configuration |
| Set Up Worker Communications Engagement Type | Define custom engagement types |
Key Concepts:
| Concept | Description |
|---|---|
| Concept: Custom Reports as Audience Source | Use a custom report output as the audience definition |
| Concept: Defining Audiences | Static vs. dynamic audience types; refresh behavior |
| Concept: Engagement Reminders | Automated reminder messages within an engagement |
| Concept: Manage an Engagement | Lifecycle management: launch, pause, close |
Surveys¶
What They Are: Structured questionnaires distributed to worker populations for measuring sentiment, gathering feedback, or conducting assessments.
Setup Considerations: Surveys — anonymous vs. identified responses, survey frequency, and result visibility.
| Task | Purpose |
|---|---|
| Create and Send Surveys | Build and distribute surveys |
| Steps: Set Up Survey Notifications and Campaigns | Configure survey delivery via campaigns |
| Steps: Send Surveys Using Scheduled Distribution | Schedule recurring survey delivery |
Concept: Surveys — survey types, response anonymization, result aggregation, and reporting.