Steps: Set Up Manager Insights Hub
Review setup considerations for Manager Insights Hub.
Manager Insights Hub provides managers with automated insights and personalized suggestions for team career growth and development. Managers can view actionable insights about their direct reports only, and they can gain visibility into team progress and activities.
Access to pages, sections, tasks, and reports depends on your organization’s Workday product subscriptions. The individual security permissions of supervisory organization managers determines what data they can view, and which tasks, reports, and cards they can use.
When you use Career Hub, Manager Insights Hub displays a
Suggested Opportunities
section that uses machine learning to recommend mentors, gigs, and learning opportunities. You can configure it to also recommend connections. When a manager shares an opportunity with their direct report through Manager Insights Hub, Workday displays the opportunity in the direct report's Career Hub with a Manager Suggested
label. When you don't use Career Hub but want to enable the Suggested Opportunities
section, you must configure Interests and Skills Cloud.- Enable the Manager Insights Hub functional area.
- (Optional) Enable these functional areas.Functional AreaDescriptionCore Compensation functional area (in the Core HCM product area)You can perform basic compensation functions, including:
- Creating and assigning compensation plans, such as salary and hourly plans.
- Creating and assigning compensation packages.
- Creating eligibility rules.
- Creating grades and grade steps.
Advanced Compensation functional area (in the Core HCM product area)The Advanced Compensation functional area enables you to manage compensation review processes and give your employees merit increases, distribute bonuses, and manage stock grants.Time Off and Leave functional area (in the Core HCM product area)You can view information, access tasks, and take actions related to time off and leave on theOverviewandTime Managementsections.Performance Enablement (in the Talent Optimization product area)You can view performance tasks for your team including:- Upcoming Check-Ins
- Latest Career Activities
- Team Progress
- (Optional) Set up Career Hub.Set up Career Hub to enable theSuggested Opportunitiessection.
- (Optional) Set up Talent Highlights.Set up Talent Highlights to enable:
- TheMy Team’s Eligibility for Talent Highlightscard in theOverviewandPerformancesections.
- ThePrepare for Worker’s Development Conversationcard in theSuggested Actions for Supportsection for a direct report.
- TheTalent Highlightstab for a direct report.
- (Optional) Enable Innovation Services Feature and Machine Learning Data Contributions.On theInnovation Services Opt-Intask, selectHCM Machine Learning GA Featureson theAvailable Servicestab in theHCMcategory.On theMaintain Innovation Services Data Selection Opt-Intask in theHCM: HCM Machine Learning GA Featuresinnovation service, select Manager Insights Hub from theView Data Categories for Featureprompt. Select the opt-in check boxes for the categories for which you want to contribute data for Machine Learning:CategoriesDescriptionLearning DataSelect theOpt Incheck box to enable suggested learning opportunities.Talent Opportunity Marketplace DataSelect theOpt Incheck box to enable suggested gigs.Worker Profile DataSelect theOpt Incheck box to enable suggested mentors and connections.
- Access theEdit Tenant Setup - Machine Learningtask.Select the region in which Workday hosts data used for improvement and personalization of machine learning and analytics functionality. The default region is the U.S.Security:Set Up: Tenant Setup - Machine Learningdomain in the System functional area.
- Configure these domains:
- Manage: Manager Insights Hubin the Manager Insights Hub functional area. Managers must have Modify permissions to share suggested opportunities with direct reports.
- Worker Data: Career Connectionsin the Career and Development Planning or Career Hub functional areas to enable connections in theSuggested Opportunitiessection.
- in the Manager Insights Hub functional area to enable Talent Optimization tasks and information.Manage: Talent Optimization in Manager Insights Hub
- (Optional) Set up Workday Peakon Employee Voice.To enable theEmployee Engagementsection, set up Workday Peakon Employee Voice and select theEnable Employee Engagement in Manager Insights Hubcheck box on theEdit Tenant Setup - HCMtask. You must also ensure that managers have access to:
- A Peakon dashboard that meets the visibility thresholds set by your organization.
- The Engagement question set.
Ensure that the Workday tenant name is mapped in Peakon Backoffice. Open a Customer Care ticket to set up tenant mapping. - (Optional) Set Up Hubs.You can customize the Manager Insights Hub, such as by:
- Renaming the hub, and sections.
- Hiding sections, navigation items, and cards.
- Including navigation items to custom reports, custom dashboards, and Extend Apps.
- Adding announcements to sections.
- Adding suggested links.
You haven’t subscribed to the Talent Optimization product area and the Peakon Employee Voice functional area. When you access the Manager Insights Hub, you can see the following:
- These cards on theOverviewsection:
- Hiring and Staffing Summary
- Time Offs Pending Approval
- Hiring and Staffingsection.
- Time Managementsection.
- Budgets and Resourcessection.
- TheMy Teamsection, and these tabs on the worker pages:
- Overview
- Compensation
Add the
Manager Insights Hub
worklet to the Home
landing page.Use the
Configure Worklet
task to add the Manager Insights Hub
action to the Talent
and Development
worklets.