Workday®: Best Practices for Building WalkMe Apps the Smart Way

Download as PDF

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” Smart 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 Smart 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:
• 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 Smart 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 Smart Walk-Thrus should never be set to Auto Play “Always”