Set Up Reasons for Job Changes
This topic is relevant to the enhanced change job experience. The new change job experience is available to all customers at this time.
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
Based on your configuration, Workday filters the reasons that are available to the initiator depending on:
- Whether or not the initiator is a manager.
- What the worker type is of the person you are doing the change job for.
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
.- Access theMaintain Event Categories and Reasonstask.
- Select theChange Jobevent.
- Create and organize reasons:
- Create aReason Category. Categories display in prompts to help organize reasons on theChange Jobbusiness process.
- Create aReasonto display in selection lists.
- Map the reason to aChange Job Type:
- Data Change
- Demotion
- Lateral Move
- Promotion
- Transfer
- Swap Positions
- Select one or both of these check boxes to indicate that the reason applies to employees or contingent workers:
- For Employees
- For Contingent Worker
- SelectManager Reasonif you want to display the reason to everyone in a manager role.
- Create additional reasons and categories as needed. We recommend keeping the list short to make selection easier.
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 |