Dashboard
The Dashboard is the control center for projects, BP groups, environments, Git Sync, Smart EIB, and workspace-level navigation.
Main Areas
The Dashboard is the first page after login. It shows active projects, recent execution batches, BP groups, Smart EIB tools, and workspace-level navigation.
Open Projects to browse automation suites by workspace.
Open BPs to manage business-process workflow groups and implementations.
Use the toolbar shortcuts for Settings, Environments, Git Sync, Smart EIB, and Report Workspace.
Use favorites or search when the workspace has many projects.
Creating Work
For validation work, create a project and add a suite. For operational automation, create or open a BP group and add implementations. Both paths eventually use steps, test data, environments, and execution results.
Practical Tips
- Name projects by business area or tenant, such as HR Sandbox or Payroll Regression.
- Name suites by intent, such as Hire Flow Smoke or Compensation Change Regression.
- Keep BP group names close to the Workday process name so chat and users can find them easily.
Daily Operating Flow
A typical user opens the Dashboard, confirms the correct environment, opens a project or BP group, runs a focused automation, and then reviews the execution result before moving to the next task.
Admins use the Dashboard as a launch pad for configuration: environment setup, Git Sync setup, imported report governance, Smart EIB template preparation, and user access checks.
Confirm you are in the correct organization and workspace.
Open the target Project or BP tab.
Check whether the required Local Runner is online.
Run a small workflow first if the target tenant or data set changed recently.
Use the Execution result to verify output before sharing status with the team.
Troubleshooting
If the Dashboard looks empty, first check your organization membership and permissions. If shortcuts are visible but pages fail to load, verify that the server is running and that your session has not expired.
Practical Tips
- Refresh after creating a new project if it does not immediately appear.
- If Git status looks stale, open the full Git Sync page and reload repository state.
- If a runner status chip is offline, restart the Local Runner and verify its server URL.