Reference: Home Page Cards
You can use the
Home Cards Workspace
report to add any combination of these cards to your employee's and student's Home pages. You can't change which section each card displays in.
The cards display on the Home page for workers that have security access to the:
- Domain and allowed access that secures the card.
- Tasks and reports that the card links to.
Absence Management
Card | Domains and Securities | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Upcoming Time Off | Self-Service: Time Off
|
| Displays upcoming approved time off and leaves of absence within the next 30 days.
Time off requests are submitted through the Absence Calendar Experience, the legacy Time Off and Leave Calendar or the legacy Absence Calendar display, depending on which calendar an employee can access. Leave of absence requests only display on the Team Absence Calendar and aren't included in the display if an employee only has access to the Time Off and Leave Calendar | Timely Suggestions | 30 days before the start of your time off. | None |
View Upcoming Team Absences
(ESS) | Self-Service: Team Absence Calendar
| Request Time Off
| Displays upcoming approved time off within 30 days for the ESS Team Absence Calendar ,
Click the link on the card to see a complete list of your peers who are taking time off or leave of absence. | Timely Suggestions | 30 days before the start of your time off. | You can change the title and subtitle. |
View Upcoming Team Absences
(MSS) | Worker Data: Team Absence Calendar
|
| Displays upcoming approved time off within 30 days and leaves of absence for the MSS Team Absence Calendar.
Click the link on the card to see a complete list of all team members who are taking time off or leave of absence. | Timely Suggestions | 30 days before the start of your time off.
Workday searches 30 days in advance to find the next Absence event and lists that single event. When 2 workers have upcoming time off in the same week, the card displays the name of the worker who has an approved time off as of a specific date. When multiple workers take time off on the same day, the card displays the worker's names (up to a maximum of 3 names). | You can change the title and subtitle. |
Benefits
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Change 1095-C Printing Election | Self-Service: Benefits (My Tax Documents) - USA
| Change 1095-C Printing Election
| Enables workers to change their printing preferences to electronic. Displays for workers that haven't selected the electronic print option. | Recommended For You | November through January. | None |
Evidence of Insurability Reminder | Self-Service: Benefits
| Complete Your Evidence of Insurability
| Reminds workers to submit their evidence of insurability for benefit events. | Timely Suggestions | When an employee submits elections within the last 30 days and is awaiting evidence of insurability. | None |
OE Submit Benefit Changes Reminder | Self-Service: Benefit Elections
| Change Open Enrollment
| Reminds workers to submit pending changes for open enrollment events. | Timely Suggestions | When an employee makes changes to an existing Employee Open Enrollment Event but hasn't submitted the changes.
Applies only to previously submitted events that no longer display in the employee's Inbox. | None |
Compensation
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
My Compensation Review Statement is Available | Self Service: Benefits and Pay Hub Self Service: Compensation Review Stat | My Compensation Review Statement History Compensation Review Statement History | Provides you with easy visibility on your compensation updates.
Your users can access the My Compensation Review Statement is Available card from their desktops only, and not on their mobile applications. | Timely Suggestions | When there’s a compensation event, including a compensation Review.
Displays on the user's home page from the date that the statement is visible for 1 week. | You can create a custom schedule. You can change the title and subtitle. You can update the Time Before Event and Time After Event fields. |
My Compensation Update | Self Service: Compensation Self Service: Compensation History Self Service: Benefits and Pay Hub Self Service: Total Rewards | Total Rewards
My Compensation History My Compensation Summary | Provide you with easy visibility on your compensation updates.
Your users can access the My Compensation Update card from their desktops and mobile applications. | Timely Suggestions | When there’s a compensation event, including a compensation Review.
Displays on the user's home page from the date that the update is visible for 1 week. | You can create a custom schedule. You can change the title and subtitle. You can update the Time Before Event and Time After Event fields. |
Financials
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Add Credit Card Transactions to Expense Report | Manage: Expense Report for Pre-Hire
Process: Expense Report - Core Self-Service: Expense Report | Create Expense Report
My Expense Reports | Enables you to add open credit card transactions to expense reports. | Timely Suggestions | When you haven't added your credit card transactions to an expense report. | None |
Expenses Hub (Desktop) | Self-Service: Credit Card in the Common Financial Management functional area.
In the Expenses functional area:
| Redirects you to the Expenses Hub , which you can use to access tasks and reports to manage your expenses. | Awaiting Your Action | When you have any of these expense types:
| None | |
Expenses - Expenses That Need Attention (Mobile) | Self-Service: Credit Card
Self-Service: Expense Report Self-Service: Travel Booking | Redirects you to the Expenses mobile page, from which you can add these expenses to expense reports:
From the Expenses mobile page, you can also submit in-draft and sent-back expense reports. | Timely Suggestions | When you have:
| None | |
Expenses - Cash Advance Balance Owed (Mobile) | Self-Service: Spend Authorization
| Reminds you that you have an outstanding cash advance balance to repay. | Timely Suggestions | When you've 1 or more cash advances with outstanding balances that you need to repay. | None | |
Expenses - Expense Balance Owed (Mobile) | Self-Service: Receivable Payments
| Reminds you that you have 1 or more negative-balance expense reports to repay. | Timely Suggestions | When you've a negative-balance expense report that you need to repay. | None | |
Expenses - Spend Authorizations to Submit (Mobile) | Self-Service: Spend Authorization
| Reminds you that you need to submit 1 or more spend authorizations. | Timely Suggestions | When you have spend authorization that:
| None | |
View Requisition Cart | Process: Requisition - Create/Edit
Self-Service: Requisition | View Cart
| Reminds you that you have an incomplete requisition order. | Timely Suggestions | When you have an item in your cart. | None |
HCM
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Anniversary for Worker | Worker Data: Anniversaries/Birthday Reports
| My Team Anniversaries
| Displays upcoming team anniversaries. | Timely Suggestions | Displays anniversaries between today and the following Saturday. Example: If today is 27th December, 2022, then the card displays anniversaries between 27th December, 2022, and 7th January, 2023. | None |
Birthday for Worker | Worker Data: Anniversaries/Birthday Reports
| Birthdays for this week and next
| Displays upcoming team birthdays.
Sends an email if there's only 1 upcoming birthday. | Timely Suggestions | Displays birthdays between today and the following Saturday. Example: If today is 27th December, 2022, then the card displays birthdays between 27th December, 2022, and 7th January, 2023. | None |
Change My Emergency Contacts | This card is for the Change Emergency Contacts business process that you can secure through a business process definition. | Change My Emergency Contacts
| Reminds you to update your emergency contact information.
You can also configure access for these roles:
| Timely Suggestions | Always.
Disappears from the Home page for 6 months once the user completes the action on the card. | You can create a custom schedule. You can change the title and subtitle. |
Change My Home and Work Contact Information. | This card is for the Contact Change business process that you can secure through a business process definition. | Change My Contact Information
| Reminds you to update your home and work contact information. You can also configure access for these roles:
| Timely Suggestions | Always.
Disappears from the Home page for 6 months once the user completes the action on the card. | You can create a custom schedule. You can change the title and subtitle. |
Change My Home Contact Information | This card is for the Home Contact Change business process that you can secure through a business process definition. | Change My Home Contact Information
| Reminds you to update your home contact information.
You can also configure access for these roles:
| Timely Suggestions | Always.
Disappears from the Home page for 6 months once the user completes the action on the card. | You can create a custom schedule. You can change the title and subtitle. |
Change My Work Contact Information | This card is for the Work Contact Change business process that you can secure through a business process definition. | Change My Work Contact Information
| Reminds you to update your work contact information.
You can also configure access for these roles:
| Timely Suggestions | Always.
Disappears from the Home page for 6 months once the user completes the action on the card. | You can create a custom schedule. You can change the title and subtitle. |
Explore Org Chart Card | Reports: Navigate Organization
View: People-View Org Chart | Org Chart
| Enables workers to view their team organization structure. | Recommended For You | Always. | You can create a custom schedule.
You can change the title and subtitle. |
View Your Profile Card | Current Staffing Information
Worker Data: Public Worker Reports | View Worker Profile
| Enables the worker to view and manage the information that displays on their profile. | Recommended For You | Always. | You can create a custom schedule.
You can change the title and subtitle. |
Help
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Help Multiple Cases | Self Service: Help Case Management
| View My Cases
| Provides quick access to the View My Cases report. Displays when an employee has more than 2 active Help cases. | Timely Suggestions | Doesn't display for cases that 's been resolved or canceled 7 or more days previously. | None |
Help Single Case | Self Service: Help Case Management
| View Case
| Provides quick access to an employee's active Help cases and displays status updates. Displays when the employee has 2 or fewer active cases. | Timely Suggestions | Doesn't display for cases that 's been resolved or canceled 7 or more days previously. | None |
Inventory
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Edit Recall Response-Inventory | Process: Recall Response - View
| Edit Recall Response - Inventory
| Reminds you to finish responding to an impacted inventory location order by recall alert. | Awaiting Your Action | When there's an open high priority recall alert. | None |
Edit Recall Response-Issue | Process: Recall Response - View
| Edit Recall Response - Issue
| Reminds you to finish responding to an impacted issue order by recall alert. | Awaiting Your Action | When there's an open high priority recall alert. | None |
Edit Recall Response-Par | Process: Recall Response - View
| Edit Recall Response - Par
| Reminds you to finish responding to an impacted par location by recall alert. | Awaiting Your Action | When there's an open high priority recall alert. | None |
Edit Recall Response-Purchase Order | Process: Recall Response - View
| Edit Recall Response - Purchase Order
| Reminds you to finish responding to an impacted purchase order by recall alert. | Awaiting Your Action | When there's an open high priority recall alert. | None |
Learning
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Required Learning | Learning Access
| Required Learning
| Displays required learning that's due soon. | Awaiting Your Action | Displays when you have learning assignments with an open status. Required courses display 2 weeks before the due date for 1 or multiple required courses due. Additionally, for multiple required learning assignments, these will display once they're assigned. | None |
Payroll
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Payslips | Self-Service: Payroll (My Payslips)
| My Payslips
Payslips | Enables you to view your latest on-cycle payslips. | Timely Suggestions | When the payslip is available to view through 4 days after the pay date. | None |
View Available Canadian Tax Forms | Self-Service: Payroll (My Tax Documents) - CAN | View My Tax Documents
| Enables Canadian workers to access their tax information. | Timely Suggestions | When the tax document becomes available or publishes before March 15, until April 30th. If the tax form publishes after March 15, it displays for 2 months after the publish date. Example: 2023 tax documents published March 18 display until May 18th. | None |
View Available W-2Cs | Self-Service: Payroll (My Tax Documents)
| View My Tax Documents
| Enables you to view your tax documents. | Timely Suggestions | When W-2Cs are available until April 15th. Or, if available after February 15th, displays for 2 months. | None |
View Available W-2s | Self-Service: Payroll (My Tax Documents)
| View My Tax Documents
| Enables you to view your tax documents. | Timely Suggestions | When W-2s are available until April 15th. | None |
Workday Peakon Employee Voice
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Peakon Employee Voice Survey Notification | Self-Service: Take Surveys
| My Surveys
| Displays as the New Peakon Survey Available card. This card enables you to get feedback from your workers on their workplace experience.
Use the Maintain Feature Opt-Ins report and enable the Survey Enhancements feature to use this functionality. | Timely Suggestions | Displays when your workers have a Peakon survey to complete. | None |
Team Submitted Peakon Employee Voice Surveys Reminder | Peakon Employee Voice
| Peakon Homepage
| Notifies managers when their team submits surveys. | Timely Suggestions | First Monday of each month for 1 week. | You can create a custom schedule.
You can change the title and subtitle. |
Productivity
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Drive - Lots of Changes to Your File | Drive: Viewers
| View Drive (with relevant item highlighted) | In the Drive item list, Workday highlights a randomly selected item that 2 or more people who aren't the owner edited within the past day. | Recommended For You | After 3 or more users have made changes to an item. The counts of the changes expire daily. Example:
| None |
Drive - Use Group Sharing | Drive: Owner
| View Drive (with relevant item highlighted) | In the Drive item list, Workday highlights a randomly selected item that you shared with more than 50 individual people. | Recommended For You | Less than 7 days after you shared an item with more than 50 individual people. Example:
| None |
Drive - Unopened Shared File | Drive: Viewers
| View Drive (with relevant item highlighted) | In the Drive item list, Workday highlights a randomly selected item shared with you that you haven't opened in over a week. | Timely Suggestions | More than 7 days but fewer than 14 days after someone shared an item with you, but that you haven't yet opened. | None |
Projects
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Project Worker Added to Resource Plan Line | Self-Service: Time Off
| Request Time Off
| Reminds project workers to enter their upcoming time off. | Timely Suggestions | 7 days after an employee is assigned and approved to a resource plan line. | None |
Recruiting
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Create Job Requisition from Open Positions | Job Requisition Data
| Create Job Requisition
| Enables you to create requisitions for open roles. | Timely Suggestions | When there's an open position that doesn't include a job requisition. | You can change the title and subtitle. |
Student
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Create Saved Schedule | Self-Service: Registration
| Design Schedule from Plan
| Reminds students to create a schedule for registration appointments.
Displays only if the student has an academic plan. | Timely Suggestions | Displays for an academic period if the student has a registration appointment and published course sections for the same academic period. Stops displaying when the student has at least 1 saved schedule for the period or when the registration appointment starts. | None |
Grades Have Posted | Self-Service: Academic Records
| View My Grades
| Informs students that their grades are available to view. | Timely Suggestions | At least 1 final grade posted for the student's registration in the academic period. Displays until 1 week after the latest final grade posted for the academic period. | None |
New Charges Have Posted | Self-Service: Student Financials
| View Account Activity
| Informs students about new charges to their accounts after the charge assessment schedule runs. | Timely Suggestions | From the first charge assessment for the period until 2 weeks after. | None |
Past Due Balance Hold | Student Payment Event business process | Make a Payment
| Warns students that they have a hold on their account because of a balance due on their payment. | Timely Suggestions | On the Hold Application Date for 1 week or until the Hold is removed. | None |
Payment Due | Student Payment Event business process | Make a Payment
| Informs students that payments are due and enable them to make a payment. | Timely Suggestions | When current due charges are more than $0 until the student makes the payment. | None |
Payment Plan Enrollment | Student Payment Plan Enrollment Event business process | Sign Up for Payment Plan
| Enables students to sign up for a payment plan if the student doesn't already have a payment plan set up for the period.
Displays if the student doesn't already have a payment plan set up. | Timely Suggestions | Displays at the Payment Plan Sign-Up Window Start date (Academic Date Controls). Until 2 weeks after the Payment Plan Sign-Up Window Start date or until the student signs up for a payment plan for the academic period. | None |
Plan for Registration | Self-Service: Academic Planning
| View My Academic Plan
| Reminds students to set up their registration appointments.
Displays only if Academic Plans are enabled. | Timely Suggestions | Displays 6 weeks before the registration window opens ( Date of Enrollment Window Start Date Control ) in the academic period in which they have a plan. Displays until 4 weeks before the registration window opens. | None |
Program of Study Change | Self-Service: Academic Planning
| Edit My Academic Plan
| Displays that the student has changed their program of study.
Doesn't display if the student doesn't have an academic plan. Also it doesn’t display after the admin updates the Edit Program of Study task. | Timely Suggestions | Displays after the program of study updates, until 2 weeks after the business process completes. | None |
Registration Appointment is Approaching | Self-Service: Registration
| View My Saved Schedules
| Reminds students that they have a registration appointment on their saved schedule.
The student must have a saved schedule for the period with all courses on the plan for the period. | Timely Suggestions | From 2 weeks before the registration window until the registration window closes. | None |
Registration Appointment is Open | Self-Service: Registration
| View My Saved Schedules
| Reminds students to plan for their registration appointments. | Timely Suggestions | If the current date is between the registration start and end date. If the registration appointment has no end date, then displays until the Last Day to Add Classes for the Academic Period of the registration appointment. | None |
Schedule Your Planned Courses | Self-Service: Academic Planning
| View My Academic Plan
| Reminds students if they have planned courses that aren't on their schedule. The student must already have a saved schedule. | Timely Suggestions | 5 days before the registration window until the registration window opens. | None |
You've Been Awarded Financial Aid | Self-Service: Financial Aid
| View Financial Aid
| Enables students to view financial aid awards.
Displays only if the student has a Student Institutional Financial Aid Account (SIFA) and a Financial Aid Award Package. | Timely Suggestions | On the Standard Start Date (SSD) of the first period in the award year. Also on the SSD of all periods with aid awarded in the award year. Stops displaying 3 weeks after the SSD of the first FAPR (Financial Aid Period Record) period in the award year. | None |
You've Updated Your Program of Study | Self-Service: Academic Planning
| Edit My Academic Plan
| Displays that the student has changed their program of study.
Doesn't display if the student doesn't have an academic plan. Also it doesn’t display after the admin updates the Edit Program of Study task. | Timely Suggestions | Displays after the program of study updates, until 2 weeks after the business process completes. | None |
Talent
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Add/Update Goal | Self-Service: Employee Goals
| My Individual Goals
| Reminds workers to add and review their goals. | Timely Suggestions | New hires: Beginning 2 months from hire date and displays for 2 weeks. Ongoing reminder: 1 year from the hire date for 2 weeks, then every 6 months after that for 2 weeks.
Disappears from the Home page once the user completes the action on the card. | You can create a custom schedule.
You can change the title and subtitle. |
Create Check-In | Self-Service: Check Ins
| Create Check-In
| Reminds workers to schedule a check-in with their manager. | Timely Suggestions | Monthly until 1 day after check-in date. | You can update the display timeframe.
You can change the title and subtitle. |
Career Hub - Suggested Mentor | Self-Service: Career Hub
| Career Hub
| Reminds Career Hub users to start mentorships with saved or suggested mentors. | Timely Suggestions | 7 days after completing Career Hub onboarding until you start a mentorship event. | None |
Expiring Certifications | Self-Service: Certifications
| Edit Certification
| Displays certifications that expire soon. | Awaiting Your Action | 10 days before through 10 days after a certification expires. | None |
Give Feedback | Self-Service: Anytime Feedback
| Give Feedback
| Enables you to give feedback to your peers twice a year. | Recommended For You | Every 6 months from your hire date, for 2 weeks leading up to that date. | You can create a custom schedule.
You can change the title and subtitle. |
Get Started with Career Hub | Self-Service: Career Hub
| Career Hub
| Provides users quick access to the Career Hub report to start or complete onboarding. | Recommended For You | When a user has Career Hub access and has been with the company for more than 3 months, but hasn't started or completed Career Hub onboarding. | None |
Manage Interests | Users must have access to the Edit Interests allowed action on the Manage Interests business process to view this card. | Edit Interests
| Enables workers to manage job profiles, skill interests, career preferences, career interests, as well as travel and relocation preferences. | Recommended For You | Displays for 1 week on:
| You can create a custom schedule.
You can change the title and subtitle. |
Mentor Assignment | Worker Data: Mentoring
| Find Mentor
| Reminds managers to identify and assign mentorships to employees not enrolled in mentorship events. | Timely Suggestions | When a direct report has been in their role between 3 and 4 months but doesn't have an assigned mentor. | None |
My Reviews | Users must have access to the My Reviews report to view this card. | My Reviews
| Reminds workers that they have an upcoming performance review and enables them to review previous performance reviews to prepare. | Timely Suggestions | Displays for the last 2 weeks in June. | You can create a custom schedule.
You can change the title and subtitle. |
New Suggested Skills Available | Self-Service: Skills
| Edit Skills
| Enables workers to update their skills when they have new skill suggestions. | Recommended For You | When a worker's profile has changes that improved skill suggestions within the last 2 weeks, but the worker hasn't updated their skills.
See Reference: Skill Sources for information on the profile data that impact skill suggestions. | None |
Start My Performance Review | Users must have access to the Start My Performance Review task to view this card. | Start My Performance Review
| Enables workers to start a performance review from the Home page. | Timely Suggestions | Always.
Disappears from the Home page for 1 year once the user completes the action on the card. | You can create a custom schedule.
You can change the title and subtitle. |
Update Individual Check-In | Self-Service: Check-Ins
| Edit Check-In
| Reminds workers that they have an upcoming check-in. | Timely Suggestions | Monthly until 1 day after check-in date. | You can update the display timeframe.
You can change the title and subtitle. |
View Check-Ins | Self-Service: Check-Ins
| My Check-Ins
| Reminds workers to check in with their manager. | Timely Suggestions | Monthly until 1 day after check-in date. | You can update the display timeframe.
You can change the title and subtitle. |
Time Tracking
Card | Domain | Tasks and Reports | Description | Section | Display Time Frame | Edit Capability |
|---|---|---|---|---|---|---|
Check In/Check Out: Prevent Consecutive Check-In Enabled | Self-Service: Time Clock
| Check In
Check Out | Enables workers to check in and check out of work from their home page. After a worker checks in, Workday displays the Check Out card. After the worker checks out, Workday displays the Check In card. Use this card if you've configured the time entry template to prevent matching consecutive check-ins. | Timely Suggestions | Always. | None |
Check In: Prevent Consecutive Check-In Not Enabled | Self-Service: Time Clock
| Check In
| Enables workers to check in to work from their home page. | Timely Suggestions | Always. | You can change the title and subtitle. |
Check Out: Prevent Consecutive Check-In Not Enabled | Self-Service: Time Clock
| Check Out
| Enables workers to check out of work from their home page. | Timely Suggestions | Always. | You can change the title and subtitle. |
Unapproved Time - Review Time | Manager: Time Tracking Manager Approval
| Review My Team's Time
| Enables you to approve time submitted for the current pay period.
You must configure time approval templates to use this card. | Timely Suggestions | When you have unapproved time for a report in the current pay period. | You can create a custom schedule.
You can change the title and subtitle. |
Unsubmitted Time - Time Entry | Self-Service: Time Calendar
| Enter My Time
| Enables you to submit time for pay periods. Workday displays unsubmitted time for all open periods in the worker's period schedule. | Timely Suggestions | When you have unsubmitted time for pay periods. | You can create a custom schedule.
You can change the title and subtitle. |