Steps: Set Up Employee Self-Service

Understand which Workday-provided security groups enable employees and contingent workers to access the Workday security domains that you select for employee self-service (ESS).

ESS tasks are available:

On the

Home

landing page through worklet links.

From a worker's related actions menu.

Workers can access their primary landing page by clicking the Workday logo at the top of any page in Workday. The worklets that employees see vary based on the functional areas you implement and which worklets you configure as required or optional.

You can grant access to ESS tasks through domain security policies in various functional areas:

Functional Area	Domain Security Policies
Benefits	Self-Service: Beneficiaries Self-Service: Benefits Self-Service: Dependents
Career and Development Planning	Self-Service: Connections Self-Service: Mentoring
Core Compensation	Self-Service: Compensation Self-Service: Insurance Calculated Coverage Self-Service: Total Rewards Dashboard
Contact Information	Self-Service: Emergency Contacts Self-Service: Home Contact Information Self-Service: Name Self-Service: Work Contact Information
CAN Payroll	Self-Service: Payroll - CAN
Core Payroll	Self-Service: My Pay Dashboard Self-Service: Payroll
Expenses	Self-Service: Expense Report Self-Service: Payment Election Self-Service: Spend Authorizations Self-Service: Travel Booking
Performance Enablement	Self-Service: Check-Ins Self-Service: Delete Development Item Self-Service: Development Items Self-Service: Employee Reviews Self-Service: Feedback
Personal Data	Self-Service: Person Self-Service: Personal Data Self-Service: Verify National ID
Procurement	Self-Service: Procurement Card Transaction Verification Self-Service: Purchase Order Self-Service: Receipt Self-Service: Requisitions and Templates Self-Service: Supplier Contact Tasks Self-Service: Time and Tasks
Talent Pipeline	Self-Service: Talent Card
Time Off and Leave	Self-Service: Leave of Absence Self-Service: Leave of Absence Entitlements Self-Service: Team Absence Calendar Self-Service: Time Off Self-Service: Time Off Balances Self-Service: Worklets: Absence
Time Tracking	Self-Service: Time Tracking Self-Service: Time Tracking High Volume
USA Payroll	Self-Service: Payroll (My US Territory Year End Forms) Self-Service: Payroll - USA
Worker Profile and Skills	Self-Service: Personal Notes Self-Service: Skills and Experience Self-Service: Upload My Experience

Access the

Maintain Functional Area

task.

Select the

Enabled

check box for the functional areas you plan to deploy.

Security: Security Configuration
domain in the System functional area.

Review the tasks and reports associated with the self-service domains:

Search for domain: self-service
and select the domain you want to review.

In the

Reports and Tasks

section, view the reports and tasks secured to the domain and determine which you want visible to your employee population.

Disable access to specific tasks within the delivered domain security policies.

See Edit Domain Security Policies.

Configure the

Home

landing page.

See Steps: Set Up Dashboards and Landing Pages.

Workers can customize the

Home

landing page to suit their preferences.

Workday Knowledge Management offers an Adoption Kit with various resources and customizable training materials for self-service users. Learn more about this toolkit at Workday Community: Adoption Kit.

The Workday documentation provides information for administrators to understand, set up, and manage Workday functionality and isn't designed to support self-service users.

Concept: Configurable Security

Reference: Security-Related Reports

Reference: Set Up Help for Self-Service Users