How to Configure Worklets in Workday Core HCM: A Step-by-Step Guide

Why Worklets Matter in Workday

Imagine logging into Workday and struggling to find critical HR functions like payroll, benefits, or time tracking. That’s where Worklets come in. Worklets are the tiles on the Workday home page that provide quick access to frequently used tasks, reports, and applications. Configuring them correctly enhances user experience, increases efficiency, and ensures seamless navigation.

But how do you configure Worklets in Workday Core HCM effectively? This step-by-step guide will walk you through the process while also covering best practices and common mistakes to avoid.

Understanding Worklets in Workday

Worklets are categorized into two types:

• Standard Worklets: Pre-configured by Workday for essential functions like Time Tracking, Absence, and Payroll.
• Custom Worklets: Created based on unique business needs to display reports, dashboards, or specific tasks.

Whether you want to modify existing Worklets or create new ones, understanding their role is crucial to optimizing your Workday dashboard.

Steps to Configure Worklets in Workday Core HCM

Step 1: Navigate to the Workday Configuration Area

1. Log in to your Workday tenant with administrative privileges.
2. In the search bar, type “Maintain Worklets” and select the option from the results.
3. You will see a list of existing Worklets and the option to create a new one.

Step 2: Adding a New Worklet

1. Click Create Worklet to begin configuring a new tile.
2. Enter a Name and a Description to define its purpose.
3. Choose the Worklet Type – commonly used types include:
   • Task-based (e.g., “Submit Timesheet”)
   • Report-based (e.g., “Employee Headcount Report”)
   • Dashboard-based (e.g., “HR Metrics Dashboard”)

Step 3: Configuring Worklet Security & Access

To ensure users only see relevant Worklets:

1. Set security permissions by specifying user roles that can access the Worklet.
2. Apply access restrictions if needed (e.g., limit payroll-related Worklets to finance teams).

Step 4: Adding Worklet Content

The core of a Worklet is its content. This can include tasks, reports, dashboards, or custom links.

1. Click Edit Worklet Content and add relevant tasks and reports.
2. Reorder items to place the most critical actions at the top.
3. Define parameters like date range, filters, or specific employee groups if needed.

Step 5: Assigning Worklets to Dashboards

1. Navigate to Manage Home Page Configurations in Workday.
2. Select the dashboard where you want the Worklet to appear.
3. Click Add Worklet and choose the one you configured.
4. Save and publish changes.

Step 6: Testing & Deploying the Worklet

Before rolling out changes company-wide:

1. Preview the Worklet to ensure all elements function correctly.
2. Test accessibility by logging in with different user roles.
3. Gather feedback from HR or key stakeholders before finalizing.

Best Practices for Worklet Optimization

• Keep Worklets Task-Oriented: Employees prefer direct access to tasks instead of lengthy reports.
• Limit the Number of Worklets: Too many Worklets can clutter the dashboard and reduce usability.
• Regularly Review & Update Worklets: As business processes evolve, ensure Worklets remain relevant.
• Use Intuitive Naming: Employees should instantly understand the Worklet’s function by its name.

Common Mistakes to Avoid

• Ignoring Security Configurations: Misconfigured access can lead to sensitive data exposure.
• Adding Too Many Reports: Keep Worklets focused on actionable items, not just data.
• Failing to Test Before Deployment: Always validate the Worklet setup to prevent user confusion.

How Worklets Improve Workday Usability

According to HR technology studies, companies with well-organized Workday dashboards see a 30-40% increase in employee self-service efficiency. A case study from a multinational firm found that optimizing Worklets reduced HR support tickets by 25% because employees could navigate Workday more easily.

Conclusion: Enhance Workday with Smart Worklet Configuration

Configuring Worklets in Workday Core HCM is a simple yet impactful way to streamline HR processes and improve employee experience. Whether you’re setting up payroll shortcuts, manager dashboards, or department-specific reports, following these steps ensures a more intuitive Workday environment.

Now that you know how to configure Worklets efficiently, it’s time to apply these best practices and customize Workday to meet your organization’s needs.

Have you configured Worklets before? What challenges did you face? Share your insights in the comments! 🚀