Creating a Custom Slider for Required Learning

Every learner desires clarity, every growing organization who invests in their employees’ career development aims to empower the right skills at the right time. But when Required Learning feels confusing or cluttered, even the best learning programs can lose their impact. Workday Learning provides out of the box sliders and spotlight cards that allow users to further enhance the learner experience.

When it comes to Required Learning, business leaders have two options to assign training. Admins can push mandatory campaigns to employees’ company wide, but Managers can also enroll their team members in specific courses and mark those courses as required leading to priority confusion. Workday does not differentiate between the two assignments in the “Required for You” slider. Instead, Workday automatically lists all required learning under that section with little to no differentiation. This approach may be sufficient for some organizations, but for others they have the need to separate the two options for more complex situations.

Admins can easily see this information via custom reporting to show how the course was assigned, who assigned it and if the course is required. This allows us to go a step further and allow that same data to drive saved searches to be applied to custom sliders for learners.

In this blog, we will outline a step-by-step process for creating the custom report, saved search and custom slider.

Configuration Steps:

1. Create advanced custom report
   1. Choose the Learning Assignment Records Data Source
2. Update the columns in the Additional Info Section
   1. Use the learning assignment business object for all rows
   2. You can add as many items to the column section that you want. The main purpose is to verify the report once created:
      1. Learning Assignment
      2. Assignment Mechanism
      3. Assigned by
3. Update the filter section of additional info
   1. Filter should always be marked required equal to yes
   2. Assignment mechanism will either be Manager Enroll or Campaign
4. Share with Employee as self in the Share section
   1. Important so that the learner will be able to see the custom slider when created
5. Update the facet filter on the advanced section to include Assignment Mechanism
   1. This step will be important when using the saved search
   2. Filters for this report can be Assignment Mechanism
6. Some dummy data is potentially needed at this point
   1. A dummy campaign could be needed to create the facet value for the saved search
   2. Manager mass enroll could be needed as well
7. Run the report and select the checkboxes for the filters you want to save
   1. Manager Enroll would be used for creating a saved search for manager required learning
   2. Campaign would be selected for creating a saved search for campaign required learning
8. Name your saved search
9. Search for the “Create Learning Custom Slider” task
10. Name the custom slider
    1. This is what the learner will see when they access the learning worklet
11. Add the saved search that you created
12. The new custom slider can then be added to the learner experience
    1. Use the Maintain Learner Experience task to add it to the appropriate section

Notes

1. If you are using the saved search for another use case, the steps above are the same, but the report that the saved search is based on must come from one of the following four data sources:
   1. Learning Assignment Records
   2. Learning Content
   3. Learning Enrollments
   4. Learning Records
2. You can create one report with many faceted filters to create multiple saved searches.

Custom sliders can be a great way to tailor your presentation to the learners and enhance the learner experience. If you would like to learn more about expanding your Workday Learning Platform, contact us today to get started!