Set Up Reasons for Job Changes
This topic is relevant to the legacy change job experience. We plan to retire this topic in a future release.
Security:
Set Up: Staffing
domain in the Staffing functional area.Create custom reasons for job changes and map them to these Workday-owned change job types:
- Data Change
- Demotion
- Lateral Move
- Promotion
- Transfer
- Swap Positions
Workday uses the change job type to create a Display ID for the change job event. This Display ID displays in change job-related tasks when you submit a change job event, such as on My Tasks or Worker History. It provides additional context on the reason for the change. Example:
Data Change: John Smith
, Lateral Move: Janet Smith
.You can move a worker to a different manager or supervisory organization using any reason type.
Workday filters reasons based on worker type and whether a manager starts the process. You can designate reasons for managers and nonmanagers to control which types of job changes either role can make. Everyone in the management chain of a supervisory organization can access manager reasons.
Categories display in prompts to help organize reasons on the
Change Job
business process. Although you can create as many reasons and reason categories as you need, we recommend keeping the list short to make selection easier. - Access theMaintain Event Categories and Reasonstask.
- Select theChange Jobevent.
- Create and organize reasons:
- Create aReason Category.
- Create aReasonto display in selection lists.
- Map the reason to aChange Job Type:
- Data Change
- Demotion
- Lateral Move
- Promotion
- Transfer
- Swap Positions
- Specify whether the reason applies to employees or contingent workers, and whether to display the reason to managers.
- Create additional reasons and categories as needed.
- SelectOK.Workday displays the view page for theMaintain Event Categories and Reasons.
- (Optional) View the audit trail for the task.
- Access the related actions menu forChange Jobon the view page for theMaintain Event Categories and Reasonstask.
- Select .
Reason Category | Reason | Change Job Type | For Employee | For Contingent Worker | Manager Reason |
|---|---|---|---|---|---|
Demotion | Decrease in Responsibility | Demotion | X | ||
Data Change | Change Location | Data Change | X | X | X |
Change Job Details | Data Change | X | X | X | |
Change Contract Details | Data Change | X | X | ||
Lateral Move | Move to Another Position on My Team | Lateral Move | X | X | X |
Promotion | Increase in Responsibility | Promotion | X | X | |
Transfer | Move to Another Manager | Transfer | X | X | X |
Swap Positions | Training | Swap Positions | X | X | X |
Reorganization | Swap Positions | X | X | X |