Hi All,
I want to discuss
about the basic features of Workday Landing page and Navigations which will
help in the later sessions to learn this unified application suite.
Navigations
–
Search feature
–
Worklets
–
Workbench
–
Landing pages
–
Inbox
–
W: Drive
–
Links and related actions
Workday Search feature:-
•
Predictive results: workday search bar
gives predictive results based on the keywords you typed. An example can be a
Google search bar where it provides search options as you type along the search
bar.
• Search categories: When you use search bar and search for a keyword, the search results are displayed in a full screen view. There you can see search categories which you can use to narrow down your search results.
•
Search prefixes: Prefixes are used
followed by a semi-colon to search for a specific business data in the system.
If you want to see the available prefixes just type in a question mark in the
search bar.
•
Worklets provide access to groups of
related tasks, reports, and links. Each worklet is represented by icons.
•
You can configure worklets, add or remove
them from your home page by clicking on the icon available at home page below
the profile photo.
Workbench:-
•
The Workbench is a navigation
wheel designed for technical users, such as administrators and implementers,
that provides convenient navigation to worklets, tasks, and reports that you
already have permission to access.
•
Available worklets include
–
Reporting & Analytics
–
Business Processes
–
Account Administration
–
Security and Audit
–
Integrations
–
Deployment
–
Utilities
Landing Pages:-Landing pages display Worklets icons for easy access to the data and tasks available in dashboards and Worklets.
Inbox:-
•
Inbox page
displays an actionable, chronological view of your action items and archived
items. Access the Inbox through the:
–
Inbox option on
the main menu. The red badge count icon indicates the total number of action
items.
–
Inbox worklet. You
can add this to the Home landing page to give users another
way to access their Inbox.
–
Archive tab tracks all process statuses
and historical actions.
•
We can filter or sort items using filter
drop down menu, which includes favorite’s, to-do’s and more.
Dashboards are customizable Landing Pages grouped by subject that are only available for managers depending on security.
Profiles and Profile Groups:-
–
A profile is a composite view of
a worker, a job, or a group. Workday delivers numerous profiles including
Ø
Candidate Profile
Ø
Customer
Ø
Job Profile
Ø
Organization
Ø
Worker Profile etc..
Notification’s:-
Access the Notifications page
to review items that you need to know about, but that don't require any action,
including:
§
Configurable alerts, such as birthdays,
anniversaries, time off, and alerts
based on custom alerts.
§
Background notifications, such as
scheduled reports, reports ready in your W:Drive or My
Reports, or processes for which you choose Notify Me Later
W
Drive:-
The Workday drive (W: drive) is a virtual
drive where you can store generated reports. There are several scenarios
in which report output can be sent to the W: drive:
§
If you schedule a report or If you share a
report, the report output is stored on the My Reports tab of
your W: drive.
§
Whenever Workday determines that it might
not be able to render a page in your browser quickly ,it automatically provides
an option to send the results to the W: drive.
in My next post we will see different oranization types in workday.
