How to setup Required Worklets in the Tenant?

Maintain Dashboard - Home

Most of the people know how to set the Worklets / Applications on the Home Page. If not, you will see a Setting / gear icon on the home page which lets you configure what you want to see on the Worklets. You can set the Optional Worklets but the required Worklets on the left does not allow you to edit or change. 

You can edit those Required Worklets as what should be shown and to Whom.

Meanwhile, worklets are the easily accessible icons which we can say shortcuts for your tasks or reports or both of them grouped as a folder. What ever you see in the worklets can be searchable in the search bar.

Naviage to the task - Edit Tenant Setup - Worklets  and click on Maintain Dashboards. 

Or you can directly access the task - Maintain Dashboards.

Out of the listed Custom and Workday Delivered dashboards, search for Home and click on Edit.

Here it will take you to Content, which allows you to add or remove Worklets. Also notice the Required for Groups and Required checkbox which is making it mandate for those security group users. 

How to configure the Summary Page of Worker?

Configure Profile Summary

Different companies would like to show up different summarized sections on the Worker's profile. Navigation: Go to Worker's Profile >> Summary

Workday allows you to configure Summary through the task - Configure Profile Summary.

As shown below are the available profiles that you can configure the summary for. Most of them that you notice here are for Recruiting, and Student related.

Once you select the desired profile, you have the choice of selection as which cards / sections you wanted to show up on your Worker's profile and their order.

How to Enable or Disable certain fields in Workday based on Region?

Maintain Localization Settings

Workday allows you to setup certain fields based on Locale i.e. Country. Access the Task - Maintain Localization Settings. As you notice only in certain Areas at the moment.

As you see down below the only allowed areas as of today are:

Contact Information, Internal Candidate Compensation, Staffing, Personal Information, Period Activity Hours.

Select the area to configure. In this example lets take Personal Information. You can not Add or Remove the fields with in any Area.

Notice the fields below:

Localized Field - The field that you want to control.

Allow for Countries or Regions - If not selected, applies to all Countries. If selected applies to only selected.

Active - If selected then it is Applicable and active in Tenant.

Require for Countries - If you mandate for certain countries, populate those.

Enforce Required in Web Services - With in Web Services the localized field will be a required ones

Task: Maintain Localization Settings

How to set up Termination Categories in Workday Core HCM?

Termination Categories

When you are performing a termination transaction or an End Worker Contract for an Employee / Worker in Workday, you will see the Termination Category and Sub Category. Have you ever wondered where these can be maintained? If so it is with the help of task Maintain Termination Categories.

Example: Termination Category        - Voluntary

                Termination Sub-Category - Career Move

Go to the task Maintain Termination Categories, notice couple of Termination Events, you will see End Contingent Worker Contract / Terminate Employee. Depending on your need, you can go ahead and configure it on the next screen.

Here on this screen by clicking on add button you may add a new reason or you can edit the existing ones. Notice the other fields that you see on the same screen that you can maintain like Eligible for Rehire, Inactive, usage etc.,

Access the report Termination Categories

You have a report to see what are the existing values. 

How do I find appropriate fields for creating Workday condition rules?

Fields for creating Condition Rules

While creating condition rules say for example in Business Processes, if a field that you are looking for is not available or it in one of the other related Business Objects,  then you can create your own calculate fields and bring it up to the Action Event Level. 

Remember that you Business Process is related to the action event. Also you can notice all the available fields and conditions that you can use in a particular BP.

Lets take an example of Termination BP - You can see a tab "Available Rules & Fields". Search here for the fields that you are looking for while creating the conditions. 

Also check  Workday Data Dictionary report to determine what fields are available for each business object.