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Administrator Guide
Last Updated: 2024-05-17
Steps: Set Up Extended Enterprise Affiliations

Steps: Set Up Extended Enterprise Affiliations

Extended enterprise affiliations are groups of extended enterprise learners. You can establish hierarchies by creating superior and subordinate affiliations. Workday enables you to assign users to roles that manage and report on specific affiliations.
When you create extended enterprise learners, add each one to the appropriate affiliation.
  1. Select the Extended Enterprise Affiliation option from the
    Location Usages
     prompt to create locations for extended enterprise affiliations. Alternatively, you can edit an existing location. Access the
    Edit Location Usages
     task and select the Extended Enterprise Affiliation option from the
    Location Usages
     prompt.
  2. Access the
    Create Extended Enterprise Affiliation
     task.
    As you create affiliations, you can specify their locations. You can also create hierarchical relationships by selecting superior affiliations.
    Security:
    Manage: Extended Enterprise
     domain in the Extended Enterprise for Learning functional area.
  3. Set Up Assignable Roles.
    Create and enable a role for extended enterprise affiliations. Example: The Affiliation Manager role enabled for Extended Enterprise Affiliation.
  4. Create a constrained role-based security group for the role that you created.
  5. Edit Domain Security Policies.
    Configure these domains and grant the role-based security group View or Modify permissions:
    • Manage: Extended Enterprise Affiliation Learners
       in the Extended Enterprise for Learning functional area. Enables users to create, edit, and view extended enterprise learners within their assigned affiliations.
    • (Optional)
      Person Data: Certifications
       in the Worker Profile and Skills functional area. Enables access to certification information.
    • (Optional)
      Person Data: Learning
       in the Learning Core functional area. Enables access to learner transcripts.
    • Reports: Extended Enterprise Affiliation Learners
       in the Extended Enterprise for Learning functional area. Enables users to view extended enterprise learners that belong to their assigned affiliations.
    • (Optional)
      Reports: Extended Enterprise Affiliations
       in the Extended Enterprise for Learning functional area. Enables constrained and unconstrained groups to access reports related to affiliations.
    • (Optional)
      Workday Accounts
       in the System functional area. Enables users with Modify permission to reset passwords for extended enterprise learners in their affiliations.
  6. (Optional) Edit Business Processes.
    Configure the
    Mass Enroll
     business process in the Learning Core functional area to enable users to enroll extended enterprise learners that belong in their assigned affiliations in learning courses.
  7. Grant the role-based security group permissions on the initiating action of the
    Mass Enroll
     business process.
  8. (Optional) Configure the
    Request Extended Enterprise Learner
     business process in the Extended Enterprise for Learning functional area.
    Enables affiliation managers to request learning access for new or existing users for their affiliations. You can configure the business process to initiate automatically or manually, or use a combination of automatic and manual initiation based on custom condition rules.
  9. From the related actions menu of an extended enterprise affiliation, select
    Roles
    Assign Roles
    .
    Assign roles to affiliations.
Create external learning users.