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Hey there! Mia here. Itโ€™s 2025. That is, almost 10 years after the โ€œfutureโ€ Marty McFly and Doc time traveled to from 1985 ๐Ÿ˜ณ

While teens arenโ€™t riding their hoverboards to school in your local town quite yet, you know what is the norm?

A highly mobile workforce.

For those of us whose jobs are Workday-centric, we primarily work on desktop. Weโ€™ve typically got a big screen (or 2, maybe 3) that awaits us each day.

But zoom out and consider the average employeeโ€™s Workday experience?

Itโ€™s becoming increasingly mobile! The Workday mobile app is #15 in Business apps overall in the Apple App Store. And it has over 10 million downloads on Google Play ๐Ÿคฏ

The average employee uses Workday to do things like view their pay, request time off, get benefits info, clock in and out, submit expense reports, etc. All of this, and more, can be done on mobile.

The takeaway here? Every HRIS team needs the ability to assess and test Workday mobile.

So, in todayโ€™s newsletter, weโ€™re teaching you how ๐Ÿ˜Ž Letโ€™s get into itโ€ฆ

๐Ÿ“ฒ How to test Workday mobileโ€ฆ

This seems to be somewhat of a secret in the Workday ecosystem (or at least something not too many folks are talking about).

Well, today weโ€™re spilling the beans! Here it isโ€ฆ

You can log into your testing tenants (e.g., Sandbox, Preview, etc.) on the Workday mobile app.

When you connect your testing tenants to the Workday mobile app, you can do things likeโ€ฆ

โœ… Create user guides for mobile

โœ… Review and optimize your workforceโ€™s mobile experience

โœ… Test new mobile features (extra important for releases!)

โœ… Troubleshoot employee-reported mobile issues

Connect your testing tenantโ€ฆ

If youโ€™re downloading the Workday mobile app for the first time, follow steps 1 - 4 below.

If you already have the Workday mobile app connected to your Production tenant, skip to step 5.

  1. To begin, youโ€™ll start on desktop. On desktop, log into the testing tenant youโ€™d like to connect to the mobile app. Click your profile photo in the upper right-hand corner, click My Account, then click Organization ID.

a. Click My Account

b. Click Organization ID

  1. After you click Organization ID, youโ€™ll see your organizationโ€™s ID (typically some variation of your companyโ€™s name), and a QR code. Keep this page handy as you complete the next 2 steps.

  1. Next, pull out your phoneโ€”weโ€™re going mobile! Download the Workday mobile app from the App store or Google Play. Click Log In.

โœ๏ธ Note that this guideโ€™s screenshots are on iPhone. However, the process should be similar on Android.

  1. Click the QR symbol and scan your QR code from step 2. Upon your successful scan of the code, you should be redirected to the tenantโ€™s sign-on page. Log in as you normally would, and youโ€™re in business ๐Ÿฅณ If your tenant doesnโ€™t have a QR code, donโ€™t worryโ€”you can add your tenant manually using its organization ID and tenant web address (scroll down to โ€œManaging your tenantsโ€โ€ฆ for cheat sheets that help you figure this out!).

If your Workday mobile app is already connected to your Production tenant, follow steps 5 - 9 below to connect your testing tenant(s)โ€ฆ

  1. Log into your Production tenant on your mobile app. Click the menu dropdown button (typically your tenantโ€™s logo) in the upper lefthand corner, and click Switch Organization.

  1. Click Add Organization.

  1. On a desktop, complete steps 1 - 2 again in the tenant you want to connect to mobile. Once you access that tenantโ€™s organization ID and QR code, click the QR symbol below and scan the code.

  1. Label your tenants with a nickname (no spaces allowed). PROD and SBX have the same organization ID (e.g., โ€˜wellbuiltโ€™). Look at the tenantโ€™s web address to determine which tenant is which. SBX contains โ€˜implโ€™ in its URL.

  1. Once you save your tenant nicknames, youโ€™ll be signed into your newly connected tenant ๐Ÿ‘

Switching tenantsโ€ฆ

Once you have multiple tenants connected to your mobile app, you can easily switch between them!

To switch before you log in, click the dropdown with your tenantโ€™s nickname at the top of your screen. You can then click on the tenant youโ€™d like to log into:

a. Click the dropdown with your tenantโ€™s nickname.

b. Click the tenant youโ€™d like to log into.

To switch tenants after youโ€™re already logged in, click the menu dropdown button (typically your tenantโ€™s logo) in the upper lefthand corner and click Switch Organization. Then, click the tenant youโ€™d like to log into.

a. Click the menu dropdown button and select Switch Organization.

b. Click the tenant youโ€™d like to log in to.

Managing your tenantsโ€ฆ

To edit or remove tenants, click Manage Organizations, located near the bottom of the organization selection screen.

When you edit an organization (a.k.a., a tenant) on this page, you can update the nickname, organization ID, and web address.

Occasionally, a QR code may not be available for a tenant. In that case, you can add your tenant manually using the organization ID and tenant web address, both of which you can figure out yourself!

Here are cheat sheets to helpโ€ฆ

How to determine your tenantโ€™s organization ID:

How to determine your tenantโ€™s web address (itโ€™s based on your data center!):

Mobile tips nโ€™ tricksโ€ฆ

Before we wrap things up, here are a few nice-to-knows for mobile setup and testing ๐Ÿ˜Ž

๐Ÿ‘‰ Proxy on mobile

Sometime in 2023, Workday delivered the ability to proxy on mobile! This was a dream come true for Workday admins. No more creating โ€œdummyโ€ users just to test mobile ๐Ÿ˜† Your Proxy Access Policies apply to your tenants across desktop and mobile. So, if you have proxy access on desktop, you have it on mobile! Just search for the task, Start Proxy.

๐Ÿ‘‰ PIN/Biometrics

When you log into a tenant for the first time on mobile, you may encounter two screens to set up additional sign-on security measures including a biometric (like face ID) or a PIN.

We encourage you to take a moment to add these for quicker, more secure sign-on. You can always use the Delete Mobile PIN/Biometric for Workday Account task on desktop to delete them later on.

ย ๐Ÿ‘‰ Tasks and reports for mobile

Get these 6 tasks and reports on your radar to assist you as you test and manage mobileโ€”just generally helpful to be aware that these exist ๐Ÿ˜Š

Eager to get started? ๐Ÿ˜œ

If youโ€™re inspired to do some mobile testing now that youโ€™re set up and ready to goโ€ฆ

Explore these 3 new 2025R1 mobile features in a testing tenant on your mobile app:

As always, thank you for being a reader!

Weโ€™re celebrating you and your pursuit of a Well Built Workday ๐Ÿฅณ

Until next time!

Mia & Ceci

Co-Founders of Well Built Solutions

P.S. Loving the newsletter? Leave us a testimonial here ๐Ÿฅฐ

Say hi ๐Ÿ‘‹ on LinkedIn โ€” @ceciblomberg, @miaeisenhandler

๐Ÿค Want to partner? Get on Well Builtโ€™s project waitlist here

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