{"id":9649563599122,"title":"Workday Human Capital Management Create or Update Search Settings Integration","handle":"workday-human-capital-management-create-or-update-search-settings-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eCreate or Update Search Settings in Workday HCM | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n strong { font-weight: 600; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eOptimize Workday Search Settings to Boost Productivity, Security, and Business Efficiency\u003c\/h1\u003e\n\n \u003cp\u003eWorkday Human Capital Management is the backbone for managing people, payroll, and organizational data. The search experience inside Workday is the front door employees and managers use every day to find people, roles, policies, and payroll information. The ability to create or update search settings is how organizations tune that front door — improving speed, relevance, and the safety of what users can see.\u003c\/p\u003e\n \u003cp\u003eTuning search settings is more than a one-time technical exercise. When search is optimized, teams find information faster, HR and IT support fewer tickets, and leaders get consistent, compliant access to the right data. Combine that with AI integration and workflow automation and search becomes adaptive: it learns from usage, proposes improvements, and applies safe changes at scale. The result is measurable business efficiency rather than an occasional configuration tweak.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, creating or updating search settings means defining the rules and preferences that determine how Workday looks up and returns information. That includes which fields should be included in searches, how results are ranked, what filters are available, and which results are visible to which roles or employee groups. Organizations can also set language preferences, define result grouping, and tune ordering logic so the most useful records surface first.\u003c\/p\u003e\n \u003cp\u003ePicture search settings as the controls on a vehicle dashboard: you can tune them to prioritize speed (fewer but more relevant results), relevance (promote current policies over outdated drafts), or security (hide salary details from non-authorized roles). Practical outcomes include hiring managers finding candidates quickly, HR reps locating policies reliably, and leaders seeing consistent reporting where it matters. The work is about mapping business needs (faster hiring, fewer support tickets, tighter compliance) to specific search behaviors inside Workday.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI integration transforms search settings from static configurations into adaptive systems. Instead of waiting for manual requests each time usage changes, intelligent agents can monitor patterns, recommend improvements, and, when appropriate, apply safe, auditable updates automatically. This agentic automation reduces manual effort, cuts response time, and keeps search aligned with evolving organizational needs.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntelligent chatbots:\u003c\/strong\u003e interpret user complaints about search results, ask clarifying questions, and either route requests to HR\/IT or execute simple setting changes where policy allows, reducing ticket volume and improving response time.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eWorkflow bots:\u003c\/strong\u003e schedule and apply standardized configuration changes — for example, enabling locale-specific search fields during a global rollout or adjusting visibility when a department restructures — ensuring consistent execution across systems.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAI assistants for insights:\u003c\/strong\u003e analyze search logs to surface trends like commonly used filters, slow queries, or frequent “no results” searches, and convert those insights into prioritized recommendations for changes.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAutonomous experimentation agents:\u003c\/strong\u003e run safe A\/B tests on ranking rules to measure which configurations reduce support tickets or speed task completion, then roll out winning configurations at scale with audit trails.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eGovernance agents:\u003c\/strong\u003e validate any automated change against compliance rules, check role-based access controls, and automatically record change history to satisfy auditors and internal governance processes.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster Hiring Decisions:\u003c\/strong\u003e Recruiters and hiring managers search for candidate profiles and job requisitions multiple times a day. By tuning search to prioritize open roles and active applicants, managers locate qualified candidates more quickly. AI agents can detect when searches return too many irrelevant results and recommend narrowing fields like location or skill, or automatically apply filters during active hiring windows.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSmoother Onboarding:\u003c\/strong\u003e New hires and their managers need fast access to onboarding checklists, benefits enrollment, and mandatory trainings. Search settings can surface onboarding items prominently for new employees while workflow bots enable those settings only for the relevant lifecycle window, ensuring newcomers see the right content at the right time without manual toggles.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eRole-Based Data Protection:\u003c\/strong\u003e Sensitive fields such as compensation, performance reviews, and disciplinary records should only be visible to authorized roles. Programmatic updates to search visibility reduce accidental disclosures. Automation can immediately lock down visibility when someone changes roles or exits the company, preserving compliance without manual paperwork.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eGlobal Multi-Language Support:\u003c\/strong\u003e In multinational companies, employees search in different languages and expect localized labels and results. Agents can adjust language mappings and prioritize local content based on user locale, increasing adoption and reducing confusion across regions.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAudit and Compliance Readiness:\u003c\/strong\u003e During audits, HR and finance must demonstrate who could access what information and when changes occurred. Automation can generate reports showing current search settings, recent changes, and the rationale for updates, making audits faster and less risky.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIT and HR Support Reduction:\u003c\/strong\u003e Support teams spend time fixing searches that return no results or irrelevant data. AI-driven recommendations and automated fixes can proactively resolve common configuration issues, significantly reducing repetitive tickets and freeing support to focus on higher-value initiatives.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eTuning and automating Workday search settings delivers measurable outcomes across efficiency, risk reduction, and employee experience. These benefits grow as AI integration and workflow automation allow changes to be faster, safer, and driven by real usage data instead of guesswork.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eTime savings:\u003c\/strong\u003e Employees spend less time hunting for data. Managers complete approvals and hiring decisions faster when search surfaces the correct items first, directly shortening cycle times for HR processes.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReduced support load:\u003c\/strong\u003e Proactive adjustments and automated fixes mean fewer tickets to HR and IT. Support teams can focus on strategic work instead of repetitive configuration issues, improving overall operational efficiency.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eImproved accuracy and consistency:\u003c\/strong\u003e Automated rules and AI recommendations reduce human error and ensure search behavior remains consistent across teams and geographies, making outcomes predictable and reliable.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eStronger compliance and security:\u003c\/strong\u003e Role-based visibility and automated governance preserve data privacy and make audits less disruptive. Automated change logs provide a reliable trail for regulators and internal stakeholders.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability:\u003c\/strong\u003e As organizations grow or reorganize, automation allows search settings to adapt quickly without extensive manual rework, supporting digital transformation initiatives by keeping operational systems responsive to change.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBetter employee experience:\u003c\/strong\u003e A relevant, fast search reduces frustration, increases productivity, and supports adoption of HR systems — an essential element of workforce development and change management.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eData-driven optimization:\u003c\/strong\u003e AI agents continuously learn from search behavior, enabling ongoing improvements that compound over time and drive greater business efficiency.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box treats Workday search optimization as a blend of HR strategy, systems integration, and AI-enabled workflow automation. Our approach begins with mapping the business outcomes you need — faster hiring, reduced support volume, or stronger compliance — and translating those goals into specific search behaviors and governance rules within Workday.\u003c\/p\u003e\n \u003cp\u003eWe follow a pragmatic sequence: discovery to understand current search usage and pain points; prioritized configuration changes that deliver quick wins; and an automation roadmap that introduces AI agents where they create clear business value. That may include agents that analyze logs and recommend changes, bots that automate repetitive updates, and governance agents that validate every change against policy. Changes are deployed safely through A\/B tests and staged rollouts so impact can be measured and refined.\u003c\/p\u003e\n \u003cp\u003eBeyond the technical implementation, we support workforce development so HR and IT teams can manage and extend the automation. We document standards, deliver targeted training, and build monitoring dashboards that link search settings to business performance indicators. The goal is a sustainable program where automation reduces friction, maintains compliance, and continuously improves the employee experience as part of broader digital transformation.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eCreating or updating search settings in Workday HCM is a high-impact, low-friction way to improve productivity, reduce risk, and enhance employee experience. When combined with AI integration and agentic automation, search evolves from a static configuration into an adaptive capability: self-correcting, auditable, and aligned to business priorities. The measurable outcomes include fewer support tickets, faster decisions, stronger compliance, and a search experience that helps people get work done with less manual effort and more confidence.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-28T11:13:24-05:00","created_at":"2024-06-28T11:13:25-05:00","vendor":"Workday Human Capital Management","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":49766177145106,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Workday Human Capital Management Create or Update Search Settings Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/files\/5453d92825d1f6e9fcb2fdac9083b5ba_b1ec71ff-4ca2-424a-b5a2-9ab6b76b1110.svg?v=1719591205"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/5453d92825d1f6e9fcb2fdac9083b5ba_b1ec71ff-4ca2-424a-b5a2-9ab6b76b1110.svg?v=1719591205","options":["Title"],"media":[{"alt":"Workday Human Capital Management Logo","id":40000938901778,"position":1,"preview_image":{"aspect_ratio":2.485,"height":581,"width":1444,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/5453d92825d1f6e9fcb2fdac9083b5ba_b1ec71ff-4ca2-424a-b5a2-9ab6b76b1110.svg?v=1719591205"},"aspect_ratio":2.485,"height":581,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/5453d92825d1f6e9fcb2fdac9083b5ba_b1ec71ff-4ca2-424a-b5a2-9ab6b76b1110.svg?v=1719591205","width":1444}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eCreate or Update Search Settings in Workday HCM | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n strong { font-weight: 600; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eOptimize Workday Search Settings to Boost Productivity, Security, and Business Efficiency\u003c\/h1\u003e\n\n \u003cp\u003eWorkday Human Capital Management is the backbone for managing people, payroll, and organizational data. The search experience inside Workday is the front door employees and managers use every day to find people, roles, policies, and payroll information. The ability to create or update search settings is how organizations tune that front door — improving speed, relevance, and the safety of what users can see.\u003c\/p\u003e\n \u003cp\u003eTuning search settings is more than a one-time technical exercise. When search is optimized, teams find information faster, HR and IT support fewer tickets, and leaders get consistent, compliant access to the right data. Combine that with AI integration and workflow automation and search becomes adaptive: it learns from usage, proposes improvements, and applies safe changes at scale. The result is measurable business efficiency rather than an occasional configuration tweak.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, creating or updating search settings means defining the rules and preferences that determine how Workday looks up and returns information. That includes which fields should be included in searches, how results are ranked, what filters are available, and which results are visible to which roles or employee groups. Organizations can also set language preferences, define result grouping, and tune ordering logic so the most useful records surface first.\u003c\/p\u003e\n \u003cp\u003ePicture search settings as the controls on a vehicle dashboard: you can tune them to prioritize speed (fewer but more relevant results), relevance (promote current policies over outdated drafts), or security (hide salary details from non-authorized roles). Practical outcomes include hiring managers finding candidates quickly, HR reps locating policies reliably, and leaders seeing consistent reporting where it matters. The work is about mapping business needs (faster hiring, fewer support tickets, tighter compliance) to specific search behaviors inside Workday.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI integration transforms search settings from static configurations into adaptive systems. Instead of waiting for manual requests each time usage changes, intelligent agents can monitor patterns, recommend improvements, and, when appropriate, apply safe, auditable updates automatically. This agentic automation reduces manual effort, cuts response time, and keeps search aligned with evolving organizational needs.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntelligent chatbots:\u003c\/strong\u003e interpret user complaints about search results, ask clarifying questions, and either route requests to HR\/IT or execute simple setting changes where policy allows, reducing ticket volume and improving response time.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eWorkflow bots:\u003c\/strong\u003e schedule and apply standardized configuration changes — for example, enabling locale-specific search fields during a global rollout or adjusting visibility when a department restructures — ensuring consistent execution across systems.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAI assistants for insights:\u003c\/strong\u003e analyze search logs to surface trends like commonly used filters, slow queries, or frequent “no results” searches, and convert those insights into prioritized recommendations for changes.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAutonomous experimentation agents:\u003c\/strong\u003e run safe A\/B tests on ranking rules to measure which configurations reduce support tickets or speed task completion, then roll out winning configurations at scale with audit trails.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eGovernance agents:\u003c\/strong\u003e validate any automated change against compliance rules, check role-based access controls, and automatically record change history to satisfy auditors and internal governance processes.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster Hiring Decisions:\u003c\/strong\u003e Recruiters and hiring managers search for candidate profiles and job requisitions multiple times a day. By tuning search to prioritize open roles and active applicants, managers locate qualified candidates more quickly. AI agents can detect when searches return too many irrelevant results and recommend narrowing fields like location or skill, or automatically apply filters during active hiring windows.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSmoother Onboarding:\u003c\/strong\u003e New hires and their managers need fast access to onboarding checklists, benefits enrollment, and mandatory trainings. Search settings can surface onboarding items prominently for new employees while workflow bots enable those settings only for the relevant lifecycle window, ensuring newcomers see the right content at the right time without manual toggles.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eRole-Based Data Protection:\u003c\/strong\u003e Sensitive fields such as compensation, performance reviews, and disciplinary records should only be visible to authorized roles. Programmatic updates to search visibility reduce accidental disclosures. Automation can immediately lock down visibility when someone changes roles or exits the company, preserving compliance without manual paperwork.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eGlobal Multi-Language Support:\u003c\/strong\u003e In multinational companies, employees search in different languages and expect localized labels and results. Agents can adjust language mappings and prioritize local content based on user locale, increasing adoption and reducing confusion across regions.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAudit and Compliance Readiness:\u003c\/strong\u003e During audits, HR and finance must demonstrate who could access what information and when changes occurred. Automation can generate reports showing current search settings, recent changes, and the rationale for updates, making audits faster and less risky.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIT and HR Support Reduction:\u003c\/strong\u003e Support teams spend time fixing searches that return no results or irrelevant data. AI-driven recommendations and automated fixes can proactively resolve common configuration issues, significantly reducing repetitive tickets and freeing support to focus on higher-value initiatives.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eTuning and automating Workday search settings delivers measurable outcomes across efficiency, risk reduction, and employee experience. These benefits grow as AI integration and workflow automation allow changes to be faster, safer, and driven by real usage data instead of guesswork.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eTime savings:\u003c\/strong\u003e Employees spend less time hunting for data. Managers complete approvals and hiring decisions faster when search surfaces the correct items first, directly shortening cycle times for HR processes.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReduced support load:\u003c\/strong\u003e Proactive adjustments and automated fixes mean fewer tickets to HR and IT. Support teams can focus on strategic work instead of repetitive configuration issues, improving overall operational efficiency.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eImproved accuracy and consistency:\u003c\/strong\u003e Automated rules and AI recommendations reduce human error and ensure search behavior remains consistent across teams and geographies, making outcomes predictable and reliable.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eStronger compliance and security:\u003c\/strong\u003e Role-based visibility and automated governance preserve data privacy and make audits less disruptive. Automated change logs provide a reliable trail for regulators and internal stakeholders.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability:\u003c\/strong\u003e As organizations grow or reorganize, automation allows search settings to adapt quickly without extensive manual rework, supporting digital transformation initiatives by keeping operational systems responsive to change.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBetter employee experience:\u003c\/strong\u003e A relevant, fast search reduces frustration, increases productivity, and supports adoption of HR systems — an essential element of workforce development and change management.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eData-driven optimization:\u003c\/strong\u003e AI agents continuously learn from search behavior, enabling ongoing improvements that compound over time and drive greater business efficiency.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box treats Workday search optimization as a blend of HR strategy, systems integration, and AI-enabled workflow automation. Our approach begins with mapping the business outcomes you need — faster hiring, reduced support volume, or stronger compliance — and translating those goals into specific search behaviors and governance rules within Workday.\u003c\/p\u003e\n \u003cp\u003eWe follow a pragmatic sequence: discovery to understand current search usage and pain points; prioritized configuration changes that deliver quick wins; and an automation roadmap that introduces AI agents where they create clear business value. That may include agents that analyze logs and recommend changes, bots that automate repetitive updates, and governance agents that validate every change against policy. Changes are deployed safely through A\/B tests and staged rollouts so impact can be measured and refined.\u003c\/p\u003e\n \u003cp\u003eBeyond the technical implementation, we support workforce development so HR and IT teams can manage and extend the automation. We document standards, deliver targeted training, and build monitoring dashboards that link search settings to business performance indicators. The goal is a sustainable program where automation reduces friction, maintains compliance, and continuously improves the employee experience as part of broader digital transformation.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eCreating or updating search settings in Workday HCM is a high-impact, low-friction way to improve productivity, reduce risk, and enhance employee experience. When combined with AI integration and agentic automation, search evolves from a static configuration into an adaptive capability: self-correcting, auditable, and aligned to business priorities. The measurable outcomes include fewer support tickets, faster decisions, stronger compliance, and a search experience that helps people get work done with less manual effort and more confidence.\u003c\/p\u003e\n\n\u003c\/body\u003e"}