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Administrator Guide
Last Updated: 2025-11-28
Steps: Manage External Learning Instructors and Assessors in Bulk

Steps: Manage External Learning Instructors and Assessors in Bulk

Security:
Mass Operation Management
 domain in the System functional area.
You can use a mass operation to activate or inactivate up to 50,000 external learning instructors and assessors at once based on criteria specified in a custom report.
Workday excludes external learning users who are archived, have in-progress
Manage External Learning Assessor
or
Manage External Learning Instructor
events, or already have an active external learning assessor or external learning instructor role. It also doesn't update external learning users who don't have an active assessor or instructor role when the role is revoked.
  1. You can create a new security group or edit an existing one and enable members to manage external learning instructors and assessors.
    Select the
    External Learning Instructors and Assessors Account Management
     security 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
    External Learning Users
    report data source that defines the criteria for the users you want to activate or deactivate.
  5. Access the
    Mass Operation Management
    task.
    Complete these options:
    Option
    Description
    Mass Operation Type
    Select the
    Manage External Learning Instructors and Assessors
     operation type.
    Workday only displays this option when the user is a member of the segmented security group with access to the
    External Learning Instructors and Assessors Account Management
    segment.
    Input Report
    Select the custom report that you created.
    Run Frequency
    Configure the operation to run now, in the future, or on a regular schedule.
  6. Complete the
    Mass Operation Configuration
     tab:
    Option
    Description
    Select a Role
    Select the role you want to manage.
    Inactivate
    (Optional) Select this check box when you want to deactivate roles.
    Complete Business Process
    (Optional) Select this check box to bypass any approval steps in the business process for the created events.
  7. (Optional) In the
    Schedule
     tab, enter the operation frequency.
  8. Click
    Done
    .