Updating Your Workday Search Settings to Add Procurement

Overview

Users can update their Workday search settings to allow for quicker access to Procurement items.

Steps

In the search bar at the top of your Workday page please enter a PO or RQ number that you are looking for. You will likely get this message:

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Please click on "Edit Category Preferences" under the "All Categories" area.

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You can then select what categories you want to have as a "Pinned Category" on your search. 

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If you want to add "Procurement" so you have better visibility to POs and RQ, drag that category up to the Pinned Category area and hit "SAVE" at the bottom. You can move different categories up and down based on your day to day work.

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Now when you do your next search you will see your PO or Req right at the top of your search.

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You can then click on the PO or the related actions buttons to look deeper into your PO/Req