Using Workday Community

Transcription

1 Workday Community is a platform for collaboration, networking, and learning with fellow Workday users and Workday experts. This User Guide covers the basics of Workday Community navigation and use. The Table of Contents contains clickable links to specific sections (Crtl+click to follow link). Table of Contents Create a Workday Community Account... 1 Your Workday Community Profile... 2 Workday Community Home Page Navigation... 5 Main Menu... 6 Join User Groups... 6 Sign Out of Workday Community CREATE A WORKDAY COMMUNITY ACCOUNT 1. Navigate to the Workday Resource Center at 2. On the Sign in page, select Request Workday Community account 3. Enter the required information and click Submit *NOTE: Business Address is your FGCU employee account address; Reason for Account Request is optional Updated May 2021 Page 1 of 11

2 Your account request will be reviewed and approved by the Workday Community Administrator; upon approval, you will receive an in your FGCU Inbox containing your Workday Community username and password. YOUR WORKDAY COMMUNITY PROFILE 1. Log in to the Workday Resource Center using the credentials provided by the Workday Community Administrator 2. Click the Workday Community tile Updated May 2021 Page 2 of 11

3 3. On the Workday Community Home Page, click your Profile icon at the upper right 4. Click View Profile *NOTE: This is also where you Sign Out of Workday Community Updated May 2021 Page 3 of 11

4 5. Click Edit to enter Profile information as desired 6. Use drop down arrows to expand sections; enter information as desired 7. Select several areas of interest or Workday Product areas you support to better direct your Community experience; when you have completed your Profile, click Save Updated May 2021 Page 4 of 11

5 WORKDAY COMMUNITY HOME PAGE NAVIGATION The Workday Community Home Page consists of several key areas: 1) Workday Logo- click to return to Community Home Page at any time 2) Search- enter specific keywords to quickly locate related items; results can be filtered 3) Marquee- highlights new & interesting Workday items 4) Customer Alerts- notifies Workday customers of known issues in Workday, posted by Customer Support 5) Product Information- quick access menu for specific Workday product information (select category at left to display icons for that category) 6) Main Menu- provides drop down menus of items for Basics, Release, Products, & Collaborate (some items are also available in Info Quicklinks) 7) Info Quicklinks- quick access to specific information and activities (these options are also available from the Main Menu) Updated May 2021 Page 5 of 11

6 MAIN MENU The Main Menu on the Workday Community Home Page provides access to a number of items in each of the categories indicated. Basics- includes quick access to Get Started in Workday Community Release- quick access to information about Workday Releases Products- features Administrator Guide, official Documentation for configuring and using Workday Collaborate- quick access to Customer Q&A, User Groups, and Brainstorms 1. Select the desired Category to display the resulting menu of options; click an item to open it JOIN USER GROUPS Joining a User Group in Workday Community provides the opportunity to collaborate with and learn from others using Workday. Updated May 2021 Page 6 of 11

7 1. On the Workday Community Home Page, select Collaborate from the Main Menu options 2. Choose Group Type and/or Product from the menu 3. When your selections have been made, click Apply Filters Updated May 2021 Page 7 of 11

8 4. Use the Sort By drop down menu to organize your results 5. The list of results includes the Group Name, Group Type, number of Members, date of Last Activity in the Group, and information regarding Upcoming Events; click the Group Name to access the Group 6. On the Group page, filter by Activity Type and/or Product; to join the User Group, click the Join Group button. To receive notifications about Group activity, click Subscribe. *NOTE: Notification preferences for each User Group can be established individually. Updated May 2021 Page 8 of 11

9 7. On the Subscriptions page, use Filter by Frequency or Filter by Group Type and click Apply to display the selected options for multiple Groups; click the drop down menu for Frequency to select how often you d like to receive notifications about Group Activity. *NOTE: Notifications will appear in your FGCU Inbox and include a link to the Workday Community item Updated May 2021 Page 9 of 11

10 8. On the Group Page, click the title of an Activity to view details 9. To create a Group Post, click the Create button and complete the necessary information; add attachments as desired. Click Save to post your item to the Group SIGN OUT OF WORKDAY COMMUNITY 1. Click your Profile picture/icon at the top right of the screen Updated May 2021 Page 10 of 11

11 2. Click the Sign Out button 3. At the top of the Workday Resource Center page, click the drop down arrow next to your name; select Sign out Updated May 2021 Page 11 of 11