Configuring the Workday Menu

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Overview of Process

Workday allows you to configure the menu and save favorites to make navigation easier for users.

Table of Contents

  1. Configuring the Workday Menu
  2. Saving Favorites to Your Menu

 

Configuring the Workday Menu

  1. To configure your desktop Workday menu, select the Menu button at the top of the screen, then click the Customize button at the bottom of the menu.
    The user's Menu displays, with bolded categories listed in the order of Home, Budget and Planning, Cash and Banking, HR Operations, Inventory, Organization, and Personal. Organization and Personal are expanded, and each of them has several inset, unbolded tasks and reports listed underneath it.
     
  2. A new window will open inside Workday to allow you to add or re-order items in your menu.  
    A Customize Navigation window opens, which allows the user to make choices regarding their Menu order. Under Navigation Preference, a toggle button allows users to choose whether their side menu always displays or not. Below, the user's menu items are listed.

    You will first be given a Navigation Preference option to always display your side menu or not via an on/off toggle. This is defaulted to "off" for all Bowdoin users as a default. Under that, the Menu section allows you can choose to add menu items by clicking the +Menu button and to rearrange your existing menu items by dragging and dropping them into different locations.
     
  3. You may move items around inside categories
    The user prepares to move tasks around inside a category by hovering their cursor over a set of six dots to the left of the task's name. Text appears to encourage the user to "Drag to reorder".

    or you may move categories around to re-order the full menu.
    The user prepares to move categories around inside the menu by hovering their cursor over a set of six dots to the left of the category's name. Text appears to encourage the user to "Drag to reorder".
     
  4. To keep a task, app, or dashboard at the top of your menu, click the three dots to the right of the item's name and select Pin to Menu.
    The user has highlighted the Expenses Hub by clicking the three dots to the right of the Hub's name. A box appears, which reads Pin to Menu.

    When you next visit your menu, you will see the item you just pinned displaying at the top with a push pin icon.
    The User's menu displays with Expenses Hub as the second item after Home. To the right, a push pin icon displays, indicating that the Expenses Hub has been pinned to the menu.
     
  5. When Menu items are rearranged to your liking, click the blue Save Changes button on the bottom of the window. The next time you open your Menu, you will see the updated order.

 

Saving Favorites to Your Menu

  1. To save certain reports or tasks as favorites in your Global Navigation Menu, scroll to the bottom of the menu and select Saved.
    A Saved category displays at the bottom of the user's Menu.
     
  2. A screen will prompt you to add your favorite reports, tasks, and external links to Shortcuts. Click the Add Shortcuts button.
    A page prompts the user to Add Shortcuts.
     
  3. Search for a report or task you use frequently. When it displays, click the plus icon to add it.
    The user types "course section extract" into the prompt, and BOW STU Course Section Extract displays for the user to select.
     
  4. Your selection will now display with a blue checkmark. Click Add Shortcut.
    The plus sign now displays as a blue checkmark, indicating that the user has chosen to add it to their saved menu.
     
  5. Repeat this process to add items to your saved menu. Once you're finished, be sure to Save Changes.
    The user clicks Save Changes.
     
  6. Your Saved menu now shows any shortcuts you have added.
    The menu displays a full list of Saved items.

 

Additional Assistance

If you need additional assistance, click the link under the Related Services / Offerings section on this page to enter a support request online.

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