Workday is a popular enterprise software solution that offers a range of tools and features to help organizations manage their human capital, finance, and planning. One of the key benefits of Workday is its user-friendly interface, which can be customized to meet the needs of individual users. In this article, we will explore how to add a left sidebar in Workday, a feature that can greatly enhance the user experience.
The left sidebar in Workday provides quick access to frequently used pages, reports, and tasks, allowing users to navigate the system more efficiently. Adding a left sidebar is a straightforward process that can be completed in a few simple steps. In this article, we will walk you through the process of adding a left sidebar in Workday, as well as provide some tips and best practices for customizing your Workday experience.
Understanding Workday's Navigation
Before we dive into adding a left sidebar, it's essential to understand how Workday's navigation works. Workday's navigation is based on a tile-based interface, where users can access different areas of the system by clicking on tiles. The navigation menu is located at the top of the screen and provides access to various Workday modules, such as HR, finance, and planning.
While the tile-based interface is user-friendly, it can be time-consuming to navigate to frequently used pages or reports. This is where the left sidebar comes in – it provides a convenient way to access frequently used content without having to navigate through the main menu.
Benefits of Adding a Left Sidebar
Adding a left sidebar in Workday offers several benefits, including:
- Improved Navigation: A left sidebar provides quick access to frequently used pages, reports, and tasks, making it easier to navigate the system.
- Increased Productivity: By having frequently used content at your fingertips, you can complete tasks more efficiently and effectively.
- Enhanced User Experience: A customized left sidebar can help you personalize your Workday experience, making it more intuitive and user-friendly.
How to Add a Left Sidebar in Workday
Adding a left sidebar in Workday is a straightforward process that can be completed in a few simple steps:
- Log in to your Workday account and navigate to the Settings page.
- Click on Navigation and then select Configure Navigation.
- In the Configure Navigation page, click on Add a Section and select Left Sidebar.
- Choose the content you want to add to the left sidebar, such as frequently used pages, reports, or tasks.
- Click Save to save your changes.
Once you have added the left sidebar, you can customize it to meet your needs. You can add or remove content, rearrange the order of the items, and even add custom links or reports.
Customizing Your Left Sidebar
Customizing your left sidebar is an essential part of getting the most out of Workday. Here are some tips and best practices for customizing your left sidebar:
- Add Frequently Used Content: Add frequently used pages, reports, and tasks to your left sidebar to make it easier to access them.
- Organize Your Content: Organize your content in a logical and intuitive way, such as grouping similar items together.
- Use Custom Links: Use custom links to add external content or web pages to your left sidebar.
- Review and Refine: Regularly review and refine your left sidebar to ensure it remains relevant and useful.
Key Points
- Adding a left sidebar in Workday can greatly enhance the user experience.
- The left sidebar provides quick access to frequently used pages, reports, and tasks.
- Customizing your left sidebar is essential to getting the most out of Workday.
- Use custom links to add external content or web pages to your left sidebar.
- Regularly review and refine your left sidebar to ensure it remains relevant and useful.
| Workday Navigation | Description |
|---|---|
| Tile-based interface | A user-friendly interface that allows users to access different areas of the system by clicking on tiles. |
| Navigation menu | Located at the top of the screen, provides access to various Workday modules, such as HR, finance, and planning. |
| Left sidebar | Provides quick access to frequently used pages, reports, and tasks. |
What is the benefit of adding a left sidebar in Workday?
+Adding a left sidebar in Workday provides quick access to frequently used pages, reports, and tasks, making it easier to navigate the system and increasing productivity.
How do I add a left sidebar in Workday?
+To add a left sidebar in Workday, log in to your account, navigate to the Settings page, click on Navigation, and then select Configure Navigation. From there, click on Add a Section and select Left Sidebar.
Can I customize my left sidebar in Workday?
+Yes, you can customize your left sidebar in Workday by adding or removing content, rearranging the order of the items, and adding custom links or reports.