Workday®: Best Practices for Getting Started Right

Last Updated January 29, 2022

Best Practices for Getting Started Right

  1. Go over the solution, make sure it’s structured according to WalkMe best practices for Workday®.
  2. Make sure you have the credentials for all the user whose accounts you need access to.
  3. Whenever you capture an element in Workday® make sure the precision is strong. If it is unreliable use the Workday® Logger (“_walkmeInternals.workdayLogger.enable()”). The elements you capture should all be higher than 9/9.
  4. Use WorkDay® variables for Segmentation, Start Points and Wait For conditions:
    1. walkMeWorkday.segmentation.flow.forms: The most specific variables, these indicate specific sections on the page.
    2. walkMeWorkday.segmentation.flow.subPage: This rule type should always be used in combination with a page rule. Connect the two rules using AND.
    3. walkMeWorkday.segmentation.flow.page: Usually very general variables, these apply to all of the pages under a certain Worklet.
  5. Make sure the implementation is as light as can be.

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