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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up People Experience

Steps: Set Up People Experience

To use videos on the Workday Home page, such as in announcements, you must sign the Workday Media agreement. See Getting Started with Media Cloud.
You can set up People Experience to enable your employees to access engaging company information from a central place by providing a Home page and search result experience. You can enable the People Experience functional area to customize the Home page and display curated:
  • Announcements.
  • Cards, which link to different areas in Workday.
  • External links.
  • Worklets.
  1. Enable the People Experience functional area.
  2. Grant security groups permissions to
    Set Up: People Experience Configuration
     domain in the People Experience functional area:
    • Set Up: People Experience Configuration
      . Enables you to customize the Home page.
  4. Access the
    Home Cards Workspace
     report to add and publish cards to the Home page.
    Security:
    Set Up: People Experience Configuration
     domain in the People Experience functional area.
  5. Click the
    Settings
     category on the
    Home Page Workspace
    .
    1. Select
      Enable My Tasks
       to display the
      Awaiting Your Action
       section on the Home page.
    2. Once you select
      Enable My Tasks
      , you have the option to select
      Disable Hiding
       that restricts users from hiding inbox items on the Home page.
    3. Select
      Enable Top Apps
       to display the first 4 apps or worklets from the
      View All Apps
       section that you want to display from the global navigation menu.
    4. You can hide the 3 recommended tasks on the Home page once you select the
      Disable Quick Tasks
       check box.
    5. Select either
      Hire Date
       or
      Continuous Service Date
       from the
      Anniversary Display Date
       for the Anniversary for Worker card to indicate the type of date you want to display on your workers' home page.
    Security:
    Set up: People Experience Configuration
     domain in the People Experience functional area.
  6. (Optional) Access the
    Manage Tenant Search Sources
     task to select which product categories display in the Federated Search.
  7. (Optional) Access the
    Maintain Time Off Plan Balance Display Priority for Search
     task.
    Enter priorities for time off plan balances that you want to display in the
    Your Time Off Summary
     card. Workday delivers these personalized results as part of the Smart Summaries feature.
  9. Access the
    Maintain Dashboards
     report.
    To add required and recommended worklets and external links to the Home dashboard, click
    Edit
     and select the
    Content
     tab.
    Security:
    Set Up: Tenant Setup - Worklets
     domain in the System functional area.
  11. (Optional) Brand your Workday tenant with custom images and color.