Create Allocation Pool Hierarchies

Create allocation pools.

Security: Set Up: Allocation Pool Hierarchy
domain in the Financial Accounting functional area.

You can create a hierarchical structure to group allocation pools for more enhanced reporting. You can also assign roles to each hierarchy and enable role-based security.

Access the

Create Allocation Pool Hierarchy

task.

Complete the task:

Option	Description
Allocation Pool Hierarchy ID	When you don't enter an ID, Workday creates one when you save the allocation pool hierarchy. When you submit the allocation pool hierarchy, the allocation pool hierarchy ID becomes the reference ID for integration purposes. Only an administrator can change the reference ID and therefore the allocation pool hierarchy ID.
Include Allocation Pool Hierarchy ID in Name	Select to add the allocation pool hierarchy name to the allocation pool hierarchy ID. Allocation pool hierarchy names must be unique, even when the ID is different.
Superior	Configure to use a multilevel hierarchy. When you define a superior, users with assigned roles and security access on the superior can manage the child hierarchies and allocation pools. Workday recommends creating the highest level hierarchy first.
Includes	Select the allocation pools that belong to the allocation pool hierarchy. You can't have the same allocation pool in more than 1 level of a hierarchy. You can an assign allocation pool to multiple unrelated hierarchies.
Assign Roles	You can create or assign a role to associate with the allocation pool hierarchy. Example: Configure an Allocation Pool Hierarchy Administrator role. Set Up Assignable Roles

Configure your allocation plan to automatically include pools on the plan to the allocation pool hierarchy.