In 2021, Workday released Workday Docs, a powerful new document generation tool to ensure consistent branding across automatically generated documents.
It’s particularly useful during the recruitment process, as part of Workday Recruiting, where creating a positive and consistent candidate experience of the brand is critical for attracting top talent.
The previous Workday Document Generation process offered only basic formatting, and many people found it frustrating to work with.
Workday Docs now gives users the power to use locked content, images, and more advanced formatting, including tables, page breaks, headers, footers, and margins.
It’s a real boost for users trying to give candidates a better and more consistent brand experience and reduce the need to use an uneconomic custom option.
So, the functionality to produce more consistent and professional documentation through Workday now exists. Now it’s down to organisations to make the transition from the old Document Generation system to Workday Docs.
How to make the change to Workday Docs
Sadly, there is no magic wand to wave to migrate to Workday Docs. It is a manual process where all new documents need to be created from scratch, which can take some time.
You can use both Document Generation and Workday Docs at the same time. So, if you are looking to move to the new system but are not keen on moving all your documentation over at once, you can do so on a document-by-document basis over time.
This option may be attractive if the capacity to make the transition is limited. However, candidates may encounter documents produced in two different systems, resulting in an inconsistent experience.
One alternative solution is to bring in capacity from external experts.
A trusted partner will guide you through the migration process and can take on the heavy lifting of configuring Workday documents for you. They may even be able to create additional value by advising on the process, design and content of documents used in recruitment.
You should also expect your partner to transfer skills and knowledge to your in-house team to ensure you can manage future updates and apply Workday Docs to other areas of Workday as the feature evolves.
Our expertise in optimising Workday tenants and deep understanding of Workday functionality puts us in an ideal position to support clients through this process.
Please get in touch if you’d like to discuss how Preos can help your organisation migrate to Workday Docs, or if you want to learn more about the opportunities and implications for your organisation.
Image (c) Shutterstock | Miha Creative