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Administrator Guide
Last Updated: 2024-07-26
Steps: Set Up Mass Extended Enterprise Learner Account Deactivation

Steps: Set Up Mass Extended Enterprise Learner Account Deactivation

Security:
Mass Operation Management
 domain in the System functional area.
You can use a mass operation to deactivate up to 50,000 extended enterprise learners accounts at once based on criteria specified in a custom report.
Workday excludes extended enterprise learner accounts from this operation when they're archived, already inactive, or have in progress events on these business processes:
  • Manage Extended Enterprise Learner
  • Request Extended Enterprise Learner
  1. You can create a new security group or edit an existing security group and enable members to set up mass extended enterprise learner account deactivation.
    As you complete the task, consider:
    Option
    Description
    Security Groups
    Select the security groups that you want to enable to run the
    Deactivate Extended Enterprise Learner Accounts
     mass operation type.
    Access to Segments
    Select the
    Deactivate Extended Enterprise Learner Accounts
     segment.
  2. Edit Domain Security Policies.
    Grant the new segment-based security group Modify permissions on the
    Mass Operation Management
     domain.
  3. Activate Pending Security Policy Changes.
  4. Create Custom Reports.
    Create a custom report based on the
    Extended Enterprise Learners
     report data source that defines the criteria for deactivating extended enterprise learner accounts. Example: Your organization no longer does business with GMS, so you want to deactivate extended enterprise learners in the GMS affiliation. You create a custom report that displays extended enterprise learners in the GMS affiliation.
    Alternatively, you can copy the
    View Last Sign-In For Extended Enterprise Learners
     report, which displays extended enterprise learners that haven't signed in a specified number of days.
    As you complete the task, consider:
    Option
    Description
    Report Type
    Select
    Simple
     or
    Advanced
    .
    Temporary Report
    The report can't be temporary. Don't select this check box.
    Data Source
    Select the
    Extended Enterprise Learners
     report data source.
    You can only use a custom report based on this report data source in the
    Deactivate Extended Enterprise Learner Accounts
     mass operation type.
    Report Definition Sharing Options
    Share the report with appropriate authorized groups or users.
  5. Access the
    Mass Operation Management
     task.
    As you complete the task, consider:
    Option
    Description
    Mass Operation Type
    Select the
    Deactivate Extended Enterprise Learner Accounts
     mass operation type.
    Workday only displays this option when the user is a member of the segmented security group with access the
    Deactivate Extended Enterprise Learner Accounts
     segment.
    Input Report
    Select the custom report that you created. This mass operation type only accepts custom reports.
    Run Frequency
    Configure the operation to run now, in the future, or on a regular schedule.
    Enable Review
    Workday only enables you to add user-based security groups.
    Value Type
     and
    Value
    When your custom report is based on the
    View Last Sign-In For Extended Enterprise Learners
     report, Workday displays the
    Number of Days Since Last Sign-In
     field in the
    Report Definition
     section. Use the
    Value Type
     and
    Value
     prompts to specify the number of days since last sign-in as criteria for mass deactivating extended enterprise learner accounts.
When the mass operation runs, Workday deactivates extended enterprise learner accounts based on the criteria that you defined in your custom report.
For every extended enterprise learner account deactivation through the mass operation, Workday creates a new event on the
Manage Extended Enterprise Learner Events
 report field. Workday automatically approves the event creation.