This page walks through everything a signed-in user needs: signing in, reviewing your own features, checking overall status, and (for admins) importing a release. Everything described here reflects the app as it actually behaves today.
Start with My Review. It is the fastest way to find and confirm your own features.
Jump straight to Admin for importing releases, testing workbooks, and managing aliases.
Enter your email on the sign-in screen and click Send sign-in link. A magic link arrives in your inbox within a minute or two; click it and you're in. There's no password to set or remember, and no separate signup step.
Overview shows the current release's label, its live status, and a running feature count at the top, followed by a quick-nav grid and a short set of stats for the release as a whole.
Below the quick-nav, a stats row totals up the release: total features, functional areas, owners on the roster, features reviewed so far, and features still unassigned. It updates live as reviews come in, so there's nothing to refresh.
Clicking My Review takes you into the All Features table with the Owner filter automatically pinned to your name, then scrolls the page down to your first not-yet-reviewed row so you land on it right away.
The row itself stays collapsed when you arrive; click its chevron to expand it and reveal the review controls. That's a deliberate one extra click, not a bug: it keeps the description and flags out of the way until you actually want them.
Type into the search box to filter by title or functional area as you type. Every column header with a filter icon (Category, Functional Area, Impact/Effort, Owner, Training) opens a checkbox popover; the Owner filter's list includes an Unassigned entry alongside real owner names so you can isolate unassigned rows in one click. Click a column label itself to sort by it.
Active filters show up as removable chips above the table, each with its own × and a Clear all to reset everything at once.
Click a row's chevron to expand it: full description, plus four status flags (Training/Testing Impact, Effort, End User Training, Super User Training recommendation). If it's your row, the review controls appear inline: a two-way toggle (Accurate as-is / Needs a change), an optional comment box, and Save.
The export button in the toolbar downloads a CSV of exactly what's currently visible in the table, so it respects your active search text and filters. Filter down to your area first if you only want your own rows in the file.
A stat row up top totals features assigned and unassigned, the percentage reviewed, and how many reviews were flagged Needs a change. An alert card below calls out any functional area with no assigned owner at all, since those need attention before the review can be considered complete.
Underneath, owner-by-owner progress cards show how far each person has gotten through their own assigned features.
Testing tracks execution of regression and integration test scenarios sourced from Workday's separate Testing Workbook. It is a different kind of review from All Features: All Features asks “is this description accurate,” Testing asks “did this scenario pass.” A release can need both, and they're tracked independently.
Each scenario row expands the same way rows do in All Features, but instead of a two-state toggle it uses four states, plus a notes field:
| Status | Meaning |
|---|---|
| Not started | Nobody has run this scenario yet. |
| Passed | Ran clean, no issues found. |
| Issues to resolve | Ran, but something needs follow-up. |
| Blocked | Couldn't be run at all. |
The toolbar lets you filter by type (Regression / Integration) and by status, and search by scenario or functional area, mirroring the All Features toolbar.
If your account isn't an admin on the organization, the Admin tab shows a short message saying so and stops there. Everything below is for organization admins.
Upload the two Workday-provided workbooks: the heat map workbook and the owner roster workbook. Both are parsed entirely in your browser; only the extracted data is sent to the server. Give the release a label (e.g. 2026R2) and click Import. It's safe to re-run an import for the same release label; it updates the release in place rather than creating a duplicate.
Upload the separate Feature Release Testing Workbook the same way. The scenario catalog is org-wide and carries over release to release; import the matching release's heat map first so the testing import can attach to it by label.
Toggle a functional area in or out of the current release's Testing tab without deleting its scenario catalog. This mirrors the in-scope decision the workbook's own Dashboard tab makes per release.
When Workday's heat map and the owner roster spell the same functional area slightly differently (for example, “Common Financial Management” vs. “Common Finance Management”), add the heat map's variant here as an alias for the roster's version. Future imports resolve it to the right owner automatically.
If you belong to more than one organization, the Which organization? picker shown right after sign-in is how you choose which one to work in for that session; reload the app and pick a different one to switch. There's no separate in-app org switcher beyond that picker today.
Sign out using the sign-out icon in the app's header, next to your name.