Ir para o conteúdo principal
Documentação
Documentação
Peakon
Última atualização: 2025-07-11
Baixar PDF
Reference: Manager Insights Hub

Reference: Manager Insights Hub

Overview

Card
Product Area and Functional Area
Security
Description
Time Offs Pending Approval
 in the
Awaiting Action
 section
Core HCM
Time Off and Leave
Worker Data: Time Off (Time Off Manager View)
This card displays workers with time off requests that are pending approval and links to My Tasks. If there are no pending requests, we won't display information in the card.
Hiring and Staffing Summary
 in the
Awaiting Action
 section
Core HCM
Manager Insights Hub
Manage: Manager Insights Hub
This card displays pending job requisition events and job changes and links to the
Hiring and Staffing Overview
 page.
Worker Name
 in the
Team Career Highlights
 section
Talent Optimization
Manager Insights Hub
Manage: Talent Optimization in Manager Insights Hub
Worker Data: Anytime Feedback
Worker Data: Check-Ins
Worker Data: Confidential Feedback
Worker Data: Development Items
Worker Data: Employee Goals
Worker Data: Self Requested Feedback
Worker Data: Role Requested Feedback
Workday displays 1 card per direct report with up to 4 career highlights. Career highlights include overdue goals, as well as updates when there are no changes to feedback, goals, or development items in 90 days or more. Each career highlight displays for 1 month or until no longer relevant.
Workday doesn't display cards for direct reports that don't have any career highlights. Workday doesn't display the
Team Career Highlights
 section when there are no career highlights for any of the manager's direct reports.
My Team’s Eligibility for Talent Highlights
 in the
Team Career Highlights
 section
Talent Optimization
Manager Insights Hub
Worker Data: Talent Highlights
This card displays the number of direct reports who are eligible and ineligible for Talent Highlights, and links to the
My Team’s Eligibility for Talent Highlights
 report. This report links to the
Generate Talent Highlights for Employee
 task for eligible direct reports.
Engagement Score
 in the
Employee Engagement
 section
Talent Optimization
Manager Insights Hub
Manage: Talent Optimization in Manager Insights Hub
This card displays the engagement score from the segment that displays on the manager's Workday Peakon Employee Voice landing page when they sign in.
Highlighted Drivers of Engagement
 in the
Employee Engagement
 section
Talent Optimization
Manager Insights Hub
Manage: Talent Optimization in Manager Insights Hub
This card displays up to 3 drivers or subdrivers that are focus areas for the manager.
Workday sorts the highlighted drivers of engagement in ascending order based on the:
  • Difference between the manager's score and the true benchmark.
  • Actual score.
Latest Comments
 in the
Employee Engagement
 section
Talent Optimization
Manager Insights Hub
Manage: Talent Optimization in Manager Insights Hub
This card displays the 3 latest comments by direct reports in their Peakon Employee Voice Survey responses, in descending order.
For managers of managers, Workday displays comments from direct and indirect teams.

Hiring and Staffing

Hiring and Staffing Overview
You can customize the
Hiring and Staffing Overview
 page on the
Maintain Hubs
 report. You can add announcements. On the
Hiring and Staffing Overview
 page:
Section
Product Area and Functional Area
Security
Description
These tasks in the
Tasks and Reports
 section:
  • Create Job Requisition
  • Create Position
  • Close Job Requisition
  • Contract Contingent Worker
  • Add Job
  • End Job
Core HCM
Pre-Hire Process
Add security groups to the initiating action on these business processes:
  • Job Requisition
  • Create Position
  • Close Job Requisition
  • Contract Contingent Worker
    . Select the
    Contract Contingent Worker
     initiating action with the following description: Search for pre-hires, former workers, inactive students, inactive external students, or create a new pre-hire and contract them into an open position. Also enables contracting from the related actions menu of a job requisition, supervisory organization, or an unfilled position.
  • Add Additional Job
    . Select the
    Add Job
     initiating action with the following description: Online task.
  • End Additional Job
    . Select the
    End Job
     initiating action with the following description: Related Task from Supervisory org.
You can use these tasks to create or close job requisitions for:
  • New positions
  • Existing positions
  • Multiple existing positions
You can also use these tasks to contract contingent workers, and add or end additional jobs.
The
Start Job Change
 task in the
Tasks and Reports
 section.
Core HCM
Add security groups to the initiating action on the
Change Job
 business process.
You can use this task to initiate the
Change Job
 business process for your direct reports.
The
In-Progress Job Requisition Events
 card.
Core HCM
Job Requisition Data
Add security groups to the View action on the
Job Requisition
 business process.
This card displays the in progress
Job Requisition
 events from supervisory organizations that the logged in user has the
Manager
 role for. This card links to the
In-Progress Job Requisition Events
 page.
Open and In-Progress Positions
 in the
Team Highlights
 section
Core HCM
Manage: Manager Insights Hub
Add security groups to the View action on the
Create Position
 business process.
This card displays all open positions and in-progress
Create Position
 events from supervisory organizations that the logged in user has the
Manager
 role for.
In-Progress Job Changes
in the
Team Highlights
 section
Core HCM
Manage: Manager Insights Hub
Add security groups to the View action on the
Change Job
 business process.
This card displays any in-progress
Change Job
 business process events for workers on your team. It also displays who needs to take action on the event.
In-Progress Job Requisition Events
On the
In-Progress Job Requisition Events
 page, Workday displays the
View In-Progress Job Requisition Events
 report that's secured to the
Job Requisition Data
 domain.

Time Management

On the
Time Management Overview
 page:
Section
Product Area and Functional Area
Security
Description
Request Absence
task and
Manage Absence
report in the
Tasks and Reports
 section
Core HCM
Time Off and Leave
Add security groups to 1 of these initiating actions:
  • Request Time Off for Self
     and
    Request Time Off for Worker
     on the
    Request Time Off
     business process.
  • Edit Time Off for Self
     and
    Edit Time Off for Worker
     on the
    Correct Time Off
     business process.
You can use the
Request Absence
task to request time off and leave for yourself or on behalf of workers.
You can use the
Manage Absence
report to manage your own time off or view another worker's absence calendar, review, and edit their absence, or request absence on their behalf.
Return Worker from Leave
 task in the
Tasks and Reports
 section
Core HCM
Time Off and Leave
Add security groups to the initiating action on the
Request Return from Leave of Absence
 business process.
You can use this task to record a worker's return from a leave of absence.
Place Worker on Leave
 task in the
Tasks and Reports
 section
Core HCM
Time Off and Leave
Add security groups to the initiating action on the
Request Leave of Absence
 business process.
You can use this task to place workers on leave on their behalf.
Worker Time Off Balance Details
 report in the
Tasks and Reports
 section
Core HCM
Time Off and Leave
Worker Data: Time Off (Time Off Balances)
You can use this report to view details of time off balances for workers.
Time Offs Pending Approval
 card in the
Team Highlights
 section
Core HCM
Time Off and Leave
Worker Data: Time Off (Time Off Manager View)
This card displays workers with time off requests that are pending approval and links to My Tasks.
Upcoming Team Time Off
card in the
Team Highlights
 section
Core HCM
Time Off and Leave
Worker Data: Time Off (Time Off Manager View)
This card displays workers with upcoming approved time off within the next 30 days, as of the current date, and links to the
Team Absence Calendar
 report.
Upcoming Team Leave of Absence
 card in the
Team Highlights
 section
Core HCM
Time Off and Leave
Worker Data: Leave of Absence
This card displays workers with approved leaves of absence that start within the next 30 days, as of the current date, and links to the
Team Absence Calendar
 report.
Workers on Leave
 card in the
Team Highlights
 section
Core HCM
Time Off and Leave
Worker Data: Leave of Absence
This card displays workers who are on leave as of the current date and links to the
Workers on Leave
 report.
Workers Returning from Leave
card in the
Team Highlights
 section
Core HCM
Time Off and Leave
Worker Data: Leave of Absence
This card displays workers currently on leave who are estimated to return within the next 2 weeks and links to the
Workers Returning from Leave
 report.
Team Absence Calendar
On the
Team Absence Calendar
 page, Workday displays the
Team Absence Calendar
 report (secured to the
Worker Data: Team Absence Calendar
 domain). You can use the
Team Absence Calendar
 report to analyze absence requests so that you can better manage team resources.

Budget and Resources

To use this section, set up the Core Compensation functional area (in the Core HCM product area). Each managers’ security permissions determines the data that they can view. On the
Team Compensation Summary
 page, Workday displays the
Team Compensation Summary
 report that's secured to the
Reports: Manager
 domain. Provided a manager has security access to view compensation details for their team, the report contains these fields:
  • Base Pay Range
  • Compa-ratio
  • Job Profile
  • Time in Position
  • Total Base Pay
  • Worker

Performance

To use the Performance Overview page and its content:
  • Your Workday subscription must include Talent Optimization, that is, the Talent Optimization SKU or Talent Optimization Add-On SKU.
  • You must configure the
    Manage: Talent Optimization in Manager Insights Hub
     domain, as well as the domains that secure each card you want to use.
Each managers’ Product Area security permissions will determine the data that they can view, and the tasks they can run on the cards.
You can customize the
Performance Overview
 page on the
Maintain Hubs
 report. You can add announcements within the Performance section.
Card
Product Area and Functional Area
Security
Description
Goals
 in the
Completed in the Past 3 Months
 section
Talent Optimization
Performance Enablement
Worker Data: Employee Goals
This card displays goals that direct reports have completed.
The
Completed in the Past 3 Months
 section only displays when direct reports have completed goals, flex teams, or mentorships in the past 3 months.
Flex Teams
 in the
Completed in the Past 3 Months
 section
Talent Optimization
Talent Marketplace
Worker Data: Flex Teams
This card displays flex teams that direct reports have completed.
The
Completed in the Past 3 Months
 section only displays when direct reports have completed goals, flex teams, or mentorships in the past 3 months.
Mentorships
 in the
Completed in the Past 3 Months
 section
Talent Optimization
Functional areas:
  • Career and Development Planning
  • Worker Profile and Skills
Worker Data: Mentoring
This card displays mentorships that direct reports have completed.
The
Completed in the Past 3 Months
 section only displays when direct reports have completed goals, flex teams, or mentorships in the past 3 months.
Worker Name
 in the
Latest Career Activity
 section
Talent Optimization
Functional areas:
  • Career and Development Planning
  • Performance Enablement
  • Worker Profile and Skills
  • Manager Insights Hub
Worker Data: Anytime Feedback
Worker Data: Check-Ins
Worker Data: Confidential Feedback
Worker Data: Development Items
Worker Data: Employee Goals
Worker Data: Self Requested Feedback
Worker Data: Role Requested Feedback
Workday displays 1 card per direct report with their most recent career activity.
Upcoming Check-Ins
 in the
Check-Ins
 section
Talent Optimization
Performance Enablement
Self-Service: Check-Ins
This card displays up to 4 upcoming check-ins with direct reports. It's blank when there are no upcoming check-ins.
My Team’s Eligibility for Talent Highlights
 in the
Team Career Highlights
 section
Talent Optimization
Manager Insights Hub
Worker Data: Talent Highlights
This card displays the number of direct reports who are eligible and ineligible for Talent Highlights, and links to the
My Team’s Eligibility for Talent Highlights
 report. This report links to the
Generate Talent Highlights for Employee
 task for eligible direct reports.
My Team's Goals
 in the
Team Progress
 section
Talent Optimization
Performance Enablement
Worker Data: Employee Goals
This card displays the team's progress towards achieving their goals.
My Team's Learning
 in the
Team Progress
 section
Learning
Learning Core
Person Data: Learning
This card displays up to 4 courses that direct reports on the team are enrolled in and enables managers to view the status. 

My Team

You can view an overview card for each direct report that you have access to. You can also select the
View Org Chart
 button (secured to the
Reports: Navigate Organization
 and
View: People-View Org Chart
 domains).
Header
On each direct report's page, Workday displays a header with metrics.
Metric
Product Area and Functional Area
Security
Description
Skills
Talent Optimization
Worker Profile and Skills
Person Data: Skills
This metric indicates the number of skills that the direct report has added to their profile.
Skill Interests
Talent Optimization
Career and Development Planning
Worker Data: Interests
This metric indicates the number of skills that the direct report has expressed interest in.
Development Items
Talent Optimization
Functional areas:
  • Career and Development Planning
  • Performance Enablement
Worker Data: Development Items
This metric indicates the number of in-progress development items for the direct report.
Goals
Talent Optimization
Performance Enablement
Worker Data: Employee Goals
This metric indicates the number of in-progress goals for the direct report.
Overview Tab
Card
Product Area and Functional Area
Security
Description
Start Job Change
 section.
Core HCM
Add security groups to the initiating action on the
Change Job
 business process.
Enables you to start a job change for a worker. This section will display Change Job templates if you've configured them.
Get Feedback on How Worker is Doing
 in the
Suggested Actions for Support
 section
Talent Optimization
Functional areas:
  • Worker Profile and Skills
  • Performance Enablement
Self-Service: Anytime Feedback
Worker Data: Anytime Feedback
Worker Data: Self Requested Feedback
Worker Data: Role Requested Feedback
This card displays when the direct report doesn't receive feedback in 90 days. The card displays for 1 month or until no longer relevant. When the manager takes the suggested action, this card disappears and Workday displays the next suggested action.
Help Worker Progress Their Development Items
 in the
Suggested Actions for Support
 section
Talent Optimization
Functional areas:
  • Career and Development Planning
  • Performance Enablement
Worker Data: Development Items
This card displays when the direct report doesn't update development items for more than 90 days.The card displays for 1 month or until no longer relevant. When the manager takes the suggested action, this card disappears and Workday displays the next suggested action.
Help Worker Progress Their Goals
 in the
Suggested Actions for Support
 section
Talent Optimization
Performance Enablement
Worker Data: Employee Goals
This card displays when the direct report doesn't update goals for more than 90 days.The card displays for 1 month or until no longer relevant. When the manager takes the suggested action, this card disappears and Workday displays the next suggested action.
Check On Worker's Goal Timeline
 in the
Suggested Actions for Support
 section
Talent Optimization
Performance Enablement
Worker Data: Employee Goals
This card displays when the direct report has overdue goals.The card displays for 1 month or until no longer relevant. When the manager takes the suggested action, this card disappears and Workday displays the next suggested action.
Prepare for Worker’s Development Conversation
 in the
Suggested Actions for Support
 section
Links to the
Generate Talent Highlights for Employee
 task for eligible workers with no new talent highlights within the past 90 days.
Worker Data: Talent Highlights
This card links to the
Generate Talent Highlights for Employee
 task for eligible direct reports who have no new talent highlights within the past 90 days. The card displays for 1 month or until no longer relevant.
Goals
 in the
Completed in the Past 3 Months
 section
Talent Optimization
Performance Enablement
Worker Data: Employee Goals
This card displays goals that the direct report has completed.
Flex Teams
 in the
Completed in the Past 3 Months
 section
Talent Optimization
Talent Marketplace
Worker Data: Flex Teams
This card displays flex teams that the direct report has completed.
Mentorships
 in the
Completed in the Past 3 Months
 section
Talent Optimization
Functional areas:
  • Career and Development Planning
  • Worker Profile and Skills
Worker Data: Mentoring
This card displays mentorships that the direct report has completed.
Mentors cards in the
Suggested Opportunities for Worker Based on Skill Interests
section
Talent Optimization
Functional areas:
  • Career and Development Planning
  • Worker Profile and Skills
  • Contact Information
  • Staffing
Worker Data: Interests
Worker Data: Mentoring
To display additional mentor information:
  • Person Data: Work Email
  • Person Data: Work Address
  • Worker Data: Time in Position
When you set up Career Hub to enable the
Suggested Opportunities
 section, up to 3 cards display with information on suggested mentors.
Flex Teams cards in the
Suggested Opportunities for Worker Based on Skill Interests
section
Talent Optimization
Functional areas:
  • Career and Development Planning
  • Talent Marketplace
Worker Data: Flex Teams
Worker Data: Interests
When you set up Career Hub to enable the
Suggested Opportunities
 section, up to 3 cards display with information on suggested flex teams.
Connections cards in the
Suggested Opportunities for Worker Based on Skill Interests
section
Talent Optimization
Functional areas:
  • Career and Development Planning
  • Career Hub
  • Talent Marketplace
Worker Data: Career Connections
Worker Data: Interests
When you set up Career Hub to enable the
Suggested Opportunities
 section, up to 3 cards display with information on suggested connections.
Learning cards in the
Suggested Opportunities for Worker Based on Skill Interests
section
Learning
Learning Core
Person Data: Learning
When you set up Career Hub to enable the
Suggested Opportunities
 section, up to 3 cards display with information on suggested learning content.
Development Items & Interests Tab
Card
Product Area and Functional Area
Security
Description
Development Items
Talent Optimization
Functional areas:
  • Career and Development Planning
  • Performance Enablement
Worker Data: Development Items
This card displays up to 4 in-progress development items for the direct report.
Interests
Talent Optimization
Career and Development Planning
Worker Data: Interests
This card displays job profiles, skill interests, and career preferences and interests for the direct report.
Goals Tab
When you opt in to the Goals Redesign User Interface Changes feature, Workday displays these cards.
Card
Product Area and Functional Area
Security
Description
Goals cards in the
Goals Awaiting Your Action
 section
Talent Optimization
Performance Enablement
Worker Data: Employee Goals
Cards display goals that are:
  • Saved for later by managers.
  • Overdue.
  • Pending the manager Review step in the business process.
Goals cards in the
Recently Updated Goals
 section
Talent Optimization
Performance Enablement
Worker Data: Employee Goals
Cards display recently updated goals.
Check-Ins Tab
Section
Product Area and Functional Area
Security
Description
Check-Ins
Talent Optimization
Performance Enablement
Self-Service: Check-Ins
This section displays existing check-ins. It enables managers to create, archive, edit, and view check-ins for the direct report.
Topics
Talent Optimization
Performance Enablement
Self-Service: Check-Ins
This section displays check-in topics. It enables managers to create, archive, edit, and view check-in topics for the direct report.
Reviews Tab
Card
Product Area and Functional Area
Security
Description
Start Employee Review for Worker
Talent Optimization
These business processes:
  • Start Development Plan
  • Start Disciplinary Action
  • Start Performance Improvement Plan
  • Start Performance Review
This card displays buttons that enable you to start different types of employee reviews.
In Progress Reviews
Talent Optimization
Performance Enablement
The
Worker Data: Employee Reviews
 domain
These business processes:
  • Start Development Plan
  • Start Disciplinary Action
  • Start Performance Improvement Plan
  • Start Performance Review
This card displays any in-progress reviews for the direct report.
Completed Reviews
Talent Optimization
Performance Enablement
The
Worker Data: Employee Reviews
 domain
These business processes:
  • Start Development Plan
  • Start Disciplinary Action
  • Start Performance Improvement Plan
  • Start Performance Review
This card displays completed reviews for the the direct report.
Feedback Tab
Card
Product Area and Functional Area
Security
Description
Requested Feedback
Talent Optimization
Functional areas:
  • Worker Profile and Skills
  • Performance Enablement
Worker Data: Role Requested Feedback
Worker Data: Self Requested Feedback
Worker Data: Private Feedback
Worker Data: Confidential Feedback
This card displays feedback for the direct report:
  • The feedback requestor's profile picture and name in the
    Requested by
    field.
  • The
    Request Sent
    field displays the date that the feedback event was submitted.
  • The
    Responses
     field displays the number of peers invited to submit feedback and how many have responded. The count doesn't include confidential feedback.
  • The
    Feedback On
     field displays the number of questions in the event side panel report.
  • The
    View Responses
    link displays the details in the
    View Requested Feedback
     side panel.
Anytime Given Feedback
Talent Optimization
Functional areas:
  • Worker Profile and Skills
  • Performance Enablement
Worker Data: Anytime Feedback
Worker Data: Private Feedback
Worker Data: Confidential Feedback
This card provides color-coded labels to help managers quickly identify the feedback visibility.
  • Confidential feedback has a red label with
    NOT VISIBLE TO
    and the name of the worker that the feedback is provided for.
  • Private feedback has a yellow
    PRIVATE
     label.
  • Shared nonprivate feedback doesn’t have a color-coded label.
  • A
    View
     link to the
    View Anytime Given Feedback
     side panel.
Compensation Tab
Card
Product Area and Functional Area
Security
Description
Request Compensation Change
 task in the
Tasks and Reports
 section
Core HCM
Core Compensation
Configure access to the domain for each plan type in both the Core Compensation and the Advanced Compensation functional areas.
For employees managed by a compensation basis total,
Compensation Change: Compensation Basis Details
 domain in the Core Compensation functional area
You can change an existing employee's compensation.
Request One-Time Payment
 task in the
Tasks and Reports
 section
Core HCM
Core Compensation
Request: One-Time Payment
 in the Core Compensation functional area.
You can request a one-time payment for an employee for a referral bonus, a retention incentive, or for any other reason.
Total Rewards Statement
Core HCM
Core Compensation
  • Reports: Total Rewards Statement (Results - Security based on Pay Component Security)
     domain in the Core Payroll functional area.
  • Set Up: Total Rewards
     domain in the Core Compensation functional area.
  • Set Up: Compensation
     domain in the Core Compensation functional area.
The
Total Rewards Statement
 provides a breakdown of base pay, bonuses, health and other benefits, stock, commissions, and so on.