Workday Basics:- Navigations

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:-

•      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:-

          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.