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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Security for Workday Everywhere

Steps: Set Up Security for Workday Everywhere

Set up security to enable workers to perform some Workday self-service tasks directly in these workspaces:
  • Microsoft Teams
  • Slack
  1. Enable Innovation Services Features and Machine Learning Data Contributions.
    On the
    Innovation Services Opt-In
     task, select the
    Workday Everywhere
     service on the
    Available Services
     tab in the
    People Experience
     category.
  2. Access the
    Maintain Functional Areas
     task.
    Enable the Workday Everywhere functional area.
    Security:
    Security Configuration
     domain in the System functional area.
  3. Access the
    Domain Security Policies for Functional Area
     report.
    Enable these domain security policies in the System functional area:
    • View: Public Innovation Services Items
      . Secures worker data by checking the Innovation Services Agreement before granting user access.
    • WQL for Workday Extend
      . Enables you to integrate with your Slack or Microsoft Teams workspace.
    Security:
    Security Activation
     domain in the System functional area.
  4. Add administrators who will install and manage Workday for Microsoft Teams and Workday for Slack to the
    Workday Everywhere Administrator
     domain in the Workday Everywhere functional area.
    After testing, add
    All Employees
     as a security group with:
    • View and Get access to these domains in the System functional area:
      • View: Public Innovation Services Items
      • WQL for Workday Extend
    • View and Modify access to the
      Workday Everywhere User
       domain in the Workday Everywhere functional area, which permits workers to use Workday in their Slack or Microsoft Teams workspace. Workday recommends that you:
      • Add
        Employee As Self
         as a security group to this domain.
    (Optional) Add managers as a security group with View and Modify access to these domains in the Time Off and Leave functional area:
    • Worker Data: Time Off (Time Off Balances Manager View)
      . Permits managers to receive Slack or Microsoft Teams notifications that enable them to approve time off requests for their workers.
    • Worker Data: Time Off (Time Off Manager View)
      .