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Configuration guide: Adopt - Workday essentials

The configuration options on this page are only accessible to administrators.

Refer to the Usage guide: Adopt - Workday essentials to use library content as a standard user.

Prerequisites

This library pack contains content from the following required expansion products:

Some of these products offer default access to their respective content and can still be used without expansion products.

Refer to the Nexthink Infinity thresholds and limits overview documentation for more information about default thresholds for expansion products.

Included content and dependencies

This library pack contains the following content and dependencies:

Content type
Name
Description
Dependencies

Adopt guide

Homepage navigation

An interactive, self-guided walkthrough designed to help new employees quickly become comfortable with the Workday homepage

None

Adopt guide

Change home contact information

An interactive, self-guided walkthrough designed to help new employees update their home address and personal contact details in Workday accurately and efficiently to ensure that HR can stay in touch.

None

Adopt guide

Change my email address

An interactive, self-guided walkthrough designed to help new employees update their email address in Workday to stay connected from day one

None

Adopt guide

Add or change emergency contacts

An interactive, self-guided walkthrough designed to help new employees accurately update their emergency contacts in Workday to ensure workplace safety and compliance.

None

Adopt guide

Change my preferred name

An interactive, self-guided walkthrough designed to help new employees quickly update their preferred name in the Workday system to avoid any confusion in communications.

None

Configuring "Adopt - Workday essentials"

Adapt these suggested configuration steps to edit and customize content according to your organizational needs.

Follow these steps to install and configure content:

Step 1 - Configure guides

  1. From the main menu, navigate to the Applications > Manage adoption guides page.

  1. The installed guides will be unattached.

  2. Select a guide, and using the menu, choose "Attach to an application"

  1. Choose your application from the list, and click OK

  1. By default, your installed guide will be in draft mode.

  2. You are free to edit the guide, change the description and assign key page restrictions if required.

  3. Once the guide settings are complete, you can publish the guide

  1. Your guide will now be available in the Context help menu

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