• A single place to store, share, and collaborate on your Workday content within the security of Workday.
• Join the Drive Product User Group

Worksheets

• The best spreadsheet for your Workday data. Collaborate, model, analyze, and tinker with Workday data in a familiar interface. 
• Join the Worksheets Product User Group

Slides

• Present data insights with confidence and clarity. Build story decks that you can reuse and scale.
• Join the Slides Product User Group

Docs

• Simple, accurate content compilation for documents at scale. 
• Join the Docs Product User Group

Notification Designer

• Send beautifully branded email notifications at scale.
• Join the Notification Designer Product User Group and Get to Know Workday Notification Designer

For more information on Worksheets and Drive, see their individual Workday Administrator Guides. Access user guides directly within a tenant using In Product Help.

• For the Drive user guide, navigate to Drive and you’ll see a link in the lower left-hand corner.
• For the Worksheets user guide, open a Worksheets Workbook and click the Help tab.
• For the Slides user guide, open Slides and click the Help > User Guide tab.
• For the Notification Designer user guide, open a Notification Designer Template and select Help > User Guide.

This content reflects generally available functionality:

In Reverse Chronological Order

Worksheets Migration Guide

The migration of Worksheets workbooks isn’t currently supported by Object Transporter (OX). This article walks through how to migrate Worksheets workbooks and their underlying reports from one tenant to another. (Published: 11/2023)

Build Your QBR Presentation Using Workday Slides

As a Report Writer you've probably created reports used by your executive leadership team during their quarterly business review (QBR) meetings. In this presentation, we define the concept of a QBR. We introduce you to ways you can use Worksheets and Slides to distill report outputs into consumable insights that can then be refreshed with the push of a button. (Published: 04/2023)

Recruiting Worksheets for Leadership

Use key features within Worksheets to perform requisition tracking:

• Summarize recruiting pipelines
• Track hires by source
• Oversee recruiter workload and performance
• Allows users to add and share comments

This contributed solution was developed, in part, to get around the 6 worklets on a tab limitation within Workday Dashboards. (Published: 07/2022)

Get to Know Workday Docs

This Next Level provides an overview of the functionality of Workday Docs, helping you understand what it is and how it can support the needs of your organization. We also highlight configuration options and design considerations. (Published 03/2022)

Drive FAQ

Drive is the single place in Workday to store, share, and collaborate on Workday file content within the security of Workday. Review commonly asked questions and their responses. (Published: 04/2022)

Leveraging Workday Slides in Project Economics Tracking

This presentation spotlights Workday Worksheets and Slides capabilities to solve a real world problem. See how a Workday Project Manager used these capabilities to more efficiently keep internal and external stakeholders informed of project economics. (Published: 10/2021)

Using Worksheets Templates to Share Multiple Reports

The most common method to share a large number of reports with a group of users is to use Report Groups. With the introduction of the Worksheets Template feature, we now have another way. This option offers several key benefits:

• Report results are based on the end user’s security permissions.
• The results can display inside the tenant, and field values are drillable.
• Users decide when the data in the reports gets refreshed. They can establish their own refresh schedule in addition to performing ad hoc refreshes.
• Users can personalize the returned results by updating each report’s prompt values.
• Users can slice and dice the data to perform their own analysis. This analysis will persist even after a data refresh. (Published: 03/2021)

Innovation Spotlight: Workday Worksheets with Templates

The worksheets feature in Workday has transformed the way you engage with your Workday data. Teams of workers can now collaborate, analyze, and make decisions based on one-click live data updates. Join us to learn about the next great innovation, Worksheets templates:

• Enables you to create a template file of formatting, formulas, and business logic alongside live data
• Share it effortlessly with groups to allow scalable distribution with each recipient's file respecting their own contextual security.

This is a game changer for increasing data leverage and ROI at scale! (Published: 02/2021)

Drive Overview and Drive Administration

Workday Drive, a tool within our Productivity Suite of products, is home to all of your collaborative documents in Workday, including Worksheets, Slides, Discovery Boards, and Media files. It can also house non-Workday files as authorized. Join us for an overview. Get step-by-step instructions on how to enable, administer, and use this feature. (Published: 05/2020)

Worksheets Overview

Worksheets can help simplify ad hoc reporting, data modeling, and bidirectional activities. This presentation gives an overview of the power of ad hoc reporting and data modeling, often a customer's first foray into Worksheets. Learn why we built Worksheets, how you can use them, and their unique security model. Then, dive into the configuration considerations and steps to get started. (Published: 12/2019)

Workday Features Leveraging Embedded Worksheets

View the current list of Workday functionality where Worksheets get embedded as a core part of the user experience. (Initially published: 4/2020)

Worksheets Techniques with Example Workbooks

Extend your Worksheeting skills in dynamic data modeling. We provide a set of downloadable workbooks you can upload into your Worksheets Drive. You can develop knowledge and skills topics including VLOOKUP, SUMIFS, REMOVEROWS and TRIMROWS, SELECT, Advanced Data Validation, Combining your data, and more. (Initially published: 2/2020)

Looking Forward Webinar: Elevating Productivity with Workday

Watch this recording to learn how to get more productivity and value from Workday. Increase ad hoc analysis, collaboration, and communication across your teams with the Workday Productivity Suite. This webinar features real-life examples and demos of how customer Sonoco uses Worksheets and Slides to solve their people and finance business problems and increase the ROI from Workday. (Published: 9/2020)

Cash Forecasting with Worksheets

With Workday 32, cash forecasting and cash positioning become unified in a Cash Forecasting 2.0 framework. The power of Worksheets gets leveraged to populate the cash forecast in a friendly Excel-like format for your treasury team. Maintain and provide better insight and visibility to your future cash positions.

In this first session, we demonstrate business scenarios so you can see the newly redesigned cash forecasting solution in action. We walk through sample use cases, configuration steps to show how the system can meet your business requirements, and the process of maintaining accurate future cash visibility by day, week, or month. (Published: 03/2019)