Dashboard

Workday allows creating custom dashboards from the Maintain Dashboards tasks.

After defining the dashboard settings, configure the content for the custom dashboard. Determine which worklets should be on the dashboard and which security groups should have access to each worklet.

Prompt Sets

Prompt sets configured at the dashboard level provide an enhanced user experience and allow for flexibility with report deployment. Prompt field values set at the dashboard level apply to the worklets configured for the dashboard, allowing the user to view data across all worklets with one prompt set.

After defining the dashboard settings, configure the content for the custom dashboard. Determine which worklets should be on the dashboard and which security groups should have access to each worklet.

When configuring content for a custom dashboard with prompt sets, one can only configure required (not recommended) worklets. Dashboard users are not able to add or remove worklets from a dashboard that uses a prompt set.

Additionally, the dashboard creator or a user with the appropriate security must Map Prompts to specify from where the worklet prompts should get their values.

The options for mapping prompts are as follows:

• Use value from dashboard prompt
• Use default value from worklet
• Specify default value
• Determine default value at runtime

Worklets

Workday provides users quick access to frequently used frequently referenced data and tasks common to a specific functional area. Workday custom reports can be enabled as worklets for use on landing pages and dashboards, allowing users quick access to key reports and analytics.Advanced, Matrix, nBox, Transposed, Trending, and Composite report types can be enabled as worklets, while Search and Simple report types cannot.
A report must be enabled as a worklet before it can be added to a dashboard or landing page. To enable a custom report as a worklet, go to the Output tab of the report definition and configure the Worklet Options.

While configuring custom reports as Worklet please note of the following.

• Prompts : Configure prompts default.
• Space : Use chars, sorts and filter
• Performace : Use indexed data source

Worklets must be designed to load in less than 30 seconds or else they will not render on a landing page or dashboard.

Maintain Religions

Each country has its own set of religions. Maintain Religions task allows adding religions for a country that a worker has option to select.

Select the country for which religions need to be added.

Click on the plus icon to added the religion.

Delegation

Administrator and other authorized users can grant/manage delegation for other workers through the task Manager Delegation Settings.

An administrator needs to select the worker for whom they want to setup Delegation. Click on Request Delegation Change button and add the details like start date, end date, to whom it needs to be a delegation , what are the business process for whom delegation need to set up and any process where the delegation can initiate the task

How to add company logo in the tenant

Most organizations display their organization logo on the sign on page of Workday. This can be configured using the task Edit Tenant Setup - System and upload the organization/company logo at the Signon Tenant Logo field.

Supervisory Organization

Supervisory Organization( Sup Org) is the foundation of Workday HCM. They group workers together into a management hierarchy. A Sup Org can be a business unit, department, group or projects. Business Process can be assigned to a sup org.
Sup Org is created using the task Create Supervisory Organization.

Visa Types in Workday

Visa Types is maintained in Workday through the task Maintain Visa ID Types

Under the Visa Identifier Type Name mention the type of Visa.
For Countries : Visa is applicable/valid for which country.

Visa details for an employee can be maintained uner Person Data>Edit Passport and Visa

Announcements in Workday

An announcement can be configured for all dashboards and landing pages including Home.
One can configure ut through the task "Configure Announcement" and select the dashboard or landing page where it needs to be displaced.

Condition rule can be set up to identify the message recipients or expiry date that can be configured so that no longer see the announcement.
Message From/Title with pics/videos or task can also be setup as required.