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Administrator Guide
Last Updated: 2024-04-05
Example: Create and Distribute a Journey

Example: Create and Distribute a Journey

This example illustrates how you can use the
Journeys Workspace
 to:
  • Create, manage, and distribute journeys.
  • View journey metrics.
  • View metrics for individual journeys and specific steps for detailed analysis.
Set up
Security: Set Up: Journey Administration
 domain in the Journeys functional area.
The Journeys administrator sends out a journey to a first-time manager that provides them with a consolidated list of helpful content they can access from their Workday home page.
  1. Access the
    Journeys Workspace
     from the global search box.
    The
    Journeys Workspace
     report is part of
    People Experience Workspace
     . You can see the Headline Metrics at the top of the page that includes:
    • Distributed Journeys
    • Journeys Marked Complete
    • Average Days to Complete
    • Users with Journeys in Progress
  2. Access the
    All Journeys
     grid to select a
    Journey  Name
    ,
    Journey Category
    ,
    Last Modified
    ,
    Last Modified By
    ,
    Status
    , and
    Last Distributed
     fields.
  3. Select a row to
    Edit
    ,
    Preview
    ,
    Distribute
    , view
    Metrics
     and
    View
     the journey.
    Click the
    Resources
     button on the top right of the page to view the
    Journey Templates
    ,
    What's New in Journeys
    ,
    Journeys Admin Guide
    , and
    Brainstorm on Community
     pages.
  4. Click
    Create Journey
     to access a blank journey or browse templates to guide you to create a journey for the first-time manager.
  5. Select a
    Journey Name
    ,
    Journey Description
    , and
    Journey Category
     for your recipient.
    For your recipient, the
    Journey Name
     and the
    Journey Category
     can be
    Transition to Manager
    .
    Journey Description
     isn’t displayed to the users.
  6. Click
    Journey Category
     to select an existing category or create a new category.
  7. Click
    Journey Category Name
    ,
    Journey Category Description
    ,
    Recipient Type
    , and
    Functional Area
    .
    For your recipient, the
    Journey Category Name
     is
    Transition to Manager
    .
  8. (Optional) Select a
    Functional Area
     from the drop-down menu to add a relevant functional area, and click
    Create
    .
    You can use the functional area to organize your journey. You don't have to set up security permissions.
  9. In the journeys editor, add
    Step Groups
     into the journey.
    You can customize to add a welcome message for the recipient.
  10. Add
    Steps
     into the step groups and configure them in the
    Edit Step
     section.
    The
    Step Group Name
     can be
    Getting Started
     for the recipient.
    Steps include:
    • Article
      ,
      Document
      ,
      Learning
      ,
      Link
      ,
      Task
      ,
      To Do
      , and
      Video
      .
    • Required and Recommended steps such as
      My Org Chart
      ,
      My Goals
      , and
      Change My Business Goals
      .
  11. Create or add
    Condition Rules
     to your step groups and individual steps.
  12. Click
    Check for Errors
     on the editor tab to ensure that you’ve completed all the required fields.
    This allows you to validate your journey configuration before you distribute it to the recipient.
  13. Click
    Preview
     to check that the
    Transition to Manager
     journey works for your recipient.
    This displays the journey category name, welcome message, journey step group name and description, required steps, and recommended steps.
  14. Click
    Distribute
    .
You can distribute the journey to the recipient by selecting
Transition to Manager
 from the
Journey Category
 drop-down menu.
You can distribute journeys to recipients in multiple ways through:
  • Selecting
    Distribute
     in
    Journeys Workspace
     so that Workday distributes journeys to a maximum of 100 recipients. You must configure the 
    Journey Distribution Business Process
     and the business process security policy.
  • Mass Operations Management
     (MOM) to 50,000 recipients using a standard or a custom report.
  • Configuring a business process Service step and specifying a
    Journey Distribution Service
     using a journeys-enabled business process.
The journey will display in your recipient's
Awaiting Your Action
 section on their home page.