Workday®: Best Practices for Building WalkMe Apps the Smart Way
Last Updated January 29, 2022
Smart Walk-Thru Best Practices
- Create short navigational Smart Walk-Thrus to get your users to the correct place.
- Read more here.
- Create simple flows – We recommend keeping flow below 20 steps (ideally, with 8-10 contextual balloons)
- Use one balloon per page.
- Build modular flows (i.e., “mini” Walk-Thrus that are initiated from a Launcher or a SmartTip).
- Use the Workday® error validations; no need to add WalkMe validations on top of it. (Such as Error loops)
- Avoid adding balloons in forms, use SmartTips instead.
- Make use of GIFs and inline images to explain complex processes.
- for example, use GIFs to highlight the three dots that the user must hover over on a user profile and for things that are not intuitive.
SmartTip Best Practices
- SmartTip Best Practices
- Use SmartTips in place of long Walk-Thrus for contextual guidance.
- Use SmartTips to guide users through forms.
- Make sure you capture the entire field area (input and name together) and always locate your SmartTip on the same side for each field areas (either next to the name — on the left — every time or next to the input — on the right — every time).
- Use a SmartTip icon so users have the option to view additional information.
- This way users will always find guidance when interacting with the element:
<need new image>
- This way users will always find guidance when interacting with the element:
- Use Hover SmartTips for very important information.
- In the WalkMe Editor, organize SmartTip Sets per page, not per process.
- Use a consistent naming convention to better identify Sets. For example: “Job Requisition- Compensation Form.”
- You can use the red asterisk icon from the Editor to mark mandatory fields:
Launcher Best Practices
- Place Launchers in strategic places in your website, and use them to initiate Walk-Thrus.
- Focus on places from where a user might want to start a process.
- Use invisible Launchers to block fields users shouldn’t interact with.
ShoutOut Best Practices
- A well-timed ShoutOut at the beginning or end of a quarter can help push staff to complete performance review processes right from the home page:
- Use a ShoutOut to launch frequent processes from strategic locations in your site.
- ShoutOuts and Walk-Thrus should never be set to Auto Play “Always.”
Was this article helpful?
Yes
No
Thanks for your feedback!