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Administrator Guide
Last Updated: 2023-06-23
Create Grant Hierarchies

Create Grant Hierarchies

Security:
  • Manage: Grant Hierarchies - Create
     domain in the Grants Management functional area.
  • Set Up: Basic Grant Worktag
     domain in the Common Financial Management functional area.
To enhance reporting, you can group related grants into hierarchies. You can use 1 or more hierarchies or user-based roles to route your grants. If you don't specify roles on a grant, Workday populates the grant roles based on the grant hierarchy roles.
  1. Access the
    Create Grant Hierarchy
     task.
  2. As you complete the task, consider:
    Option Description
    Grant Hierarchy ID
    If you don't enter an ID, Workday creates one when you save the grant hierarchy. Once you save or submit the grant hierarchy, the grant hierarchy ID becomes the reference ID for integration purposes. Only an administrator can change the grant hierarchy ID and reference ID.
    Include Grant Hierarchy ID in Name
    Select to add the grant hierarchy name to the grant hierarchy ID. If the grant hierarchy name is the same as the award name, Workday uses the grant hierarchy ID to create a unique grant hierarchy name.
    Superior Grant Hierarchy
    When you define a superior grant hierarchy, users with assigned roles can create and approve all of the child hierarchies and grants.
    Include Grants
    Select all grants that belong to the
    Superior Grant Hierarchy
    .
    A grant can belong to multiple grant hierarchies.
  3. (Optional) Assign additional roles to the grant hierarchy using the roles you created on the
    Maintain Assignable Roles
     task. Only workers with roles on the grant hierarchy can view related grant information.