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Administrator Guide
Last Updated: 2024-07-12
Steps: Set Up Establishments

Steps: Set Up Establishments

You can set up establishments for physical or service locations where your company conducts business. You can assign establishments to workers manually or automatically, making it easier to comply with global regulatory reporting standards, such as EEO reporting.
You can also propose establishments for candidates and assign establishments to workers.
  1. Edit Domain Security Policies.
    Security: These domains in the in the Regulatory Reporting (HCM) functional area:
    • Set Up: Establishment
    • Worker Data: Establishments
  2. Configure the
    Assign Establishment
     business process security policy in the Jobs & Positions functional area.
  3. Edit Business Processes.
    Configure the
    Assign Establishment
     business process to assign establishments to workers.
    You can either add
    Complete Observer Assignment
     as an action step to the
    Assign Establishment
     business process or add
    Assign Establishment
     as a substep to these business processes:
    • Add Additional Job
    • Change Job
    • Contract Contingent Worker
    • Edit Position
    • Hire
    If you configure
    Assign Establishment
     as a substep, you must have a completion step before the
    Assign Establishment
     step.
    If you add
    Complete Observer Assignment
     as an action step:
    • You must set it as the completion step.
    • Workday recommends you add a condition rule so the step initiates for locations that use EEO-1 reporting.
    • Workday secures the establishment to the security group you specify for this step.
    If you add
    Complete Observer Assignment
     step to the
    Assign Establishment
     business process and then add
    Assign Establishment
     as a substep to an applicable staffing business process, Workday ignores the
    Complete Observer Assignment
     step even if there is a condition rule to skip the
    Assign Establishment
     substep.
  4. Access the
    Configure Establishment by Country
     task.
    As you complete the task, consider:
    Option
    Considerations
    Legal Entity Type
    Select the organization level to associate with establishments.
    Allow assignment of multiple jobs per worker
    If you don't select this check box, automatic assignments are only based on a worker's primary position.
    Inactivate auto reassignment of establishments
    Select this check box to turn off assigning establishments automatically.
    Allow Establishment on Employment Agreement/Offer
    Select this check box to add the
    Establishment
     prompt to the
    Employment Agreement
     and
    Offer
     business processes.
    Select the organization level to associate with establishments in the
    Legal Entity Type
     field.
    If you don't select the
    Allow assignment of multiple jobs per worker
     check box, automatic assignments are only based on a worker's primary position.
  5. Access the
    Maintain Establishment
     task to create or update establishments.
    Select the business sites associated with the
    Country for Establishment
     in the
    Location
     field. Enter the code numbers for the reports specified in the
    Configure Establishment by Country
     task.
    The
    Location
     field only displays locations that have an address with:
    • The same Country as the
      Country for Establishment
       field.
    • An
      Effective Date
       that's on or before today's date.
  6. (Optional) Access the
    Assign Establishment
     task to assign establishments to workers manually.
    You can also manually assign establishments to workers when you enable automatic assignments. However, Workday reassigns them based on your automatic establishment configuration the next time the business process runs. Workday recommends that you turn off automatic assignments to prevent automatic overrides before you manually assign establishments to workers.
  7. (Optional) Enable autocomplete on the
    Assign Establishment
     business process definition.
    When you select the
    Enable Autocomplete
     check box and there is a default establishment, Workday automatically completes the add establishment step as a substep of applicable staffing events.
  • You can create a custom report using the
    Staff Movements (Reporting France) Events
     data source for French legal reporting requirements.
  • You can view all establishments set up in your tenant for a particular country using the
    Establishment Set Up
     report.