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How to Configure Search Preferences in Workday

Modified on: Thu, Oct 13 2022 12:31 PM

This article will walk a user through configuring their Search Preferences in Workday. By default, Workday will automatically return results in the People and Tasks and Reports categories only.


Step 1: Search for any item in the Global Search Bar in Workday.


A screen shot showing the user typing some example text into the Global Search Bar in Workday. The user should type any text into the search bar and hit the "Enter" key to be taken to the search results screen.


Step 2: On the Search Results Page, click on the Configure Search button.  


A screenshot displaying the results page after a user searches for an item in Workday. The Configure Search button is outlined in the lower left corner of the screenshot. The user is instructed to click on the Configure Search button.




Step 3: Configure your search by dragging and dropping your preferred Search Categories into the Saved Categories list.

 

Note: The Saved Categories list should include categories you would like to search first. The More Categories list should include categories you don’t want to show on your initial results page.

A screenshot of the Configure Your Search menu in Workday. Outlined are the "Saved Categories" and the "More Categories" of the search configuration.




Step 4: After rearranging your search categories, click the Save button.


A screenshot of the Configure Your Search menu in Workday. The user is instructed to click on the blue Save button on bottom of the screenshot.



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