Concept: Move Manager's Team

When you use the

Change Job

business process to move a manager to a new organization, you can also move the teams that report to that manager. Workday only displays the teams that are eligible to move. You either can move all eligible teams or leave all teams behind. You can't pick teams or individual team members that you want to move.

Moved teams retain their current:

Headcounts.
Job openings.
Job requisitions.
Subordinate organizations.

After you submit the job change, Workday initiates 1

Assign Superior

subprocess for each eligible team, with its own workflow and approvals. You can cancel, rescind, or correct the individual

Assign Superior

subprocesses as needed. However, you can't reverse the original decision to move, or not move, a manager's teams by correcting

Change Job

events. To reverse that decision, you would have to cancel or rescind the

Change Job

business process and start again.

You don't see the option to move teams when you:

Don’t configure the
Change Superior Organization
step on the
Change Job
business process.
Move a worker who isn't a manager.
Keep a manager in the same supervisory organization.
Move a manager who also manages an organization that is a superior of the proposed organization.
Move a manager whose supervisory organization has an organization hierarchy event in progress. Example: An in-progress
Create Subordinate
event.
Move a manager whose team is in a subordinate organization that isn't part of their supervisory hierarchy. Example: The manager is part of Supervisory Organization 1, which has Subordinate Organizations A, B, and C. However, the manager's team is part of Subordinate Organization D.

To set up the option to move teams modify the default definition for the

Change Job

business process to include 2 additional steps:

Assign Roles - Change Assignments for Worker
Change Superior Organization

Both steps must come after the

Change Job

completion step.

Step	Details
(Optional) Assign Roles - Change Assignments for Worker	Ensures that the worker has the manager role before you move the manager's teams. All of the worker's previous roles automatically populate, including the manager role. You can remove the default role assignments, add new roles, or reassign roles as needed. Alternatively, you can use the Copy Role Assignments step for Job Management organizations when you have the Change Job Use Default Organizations for Job Management check box enabled. Both Assign Roles - Change Assignments for Worker and Copy Role Assignments must come before the Change Superior Organization step.
Change Superior Organization	Workday suggests that you include an approval step in the Assign Superior business process definition; otherwise the step completes automatically as part of the Change Job workflow. Ensure that you grant permission on the Approve action for the Assign Superior business process as well.

To populate

Yes

automatically on the

This person is a manager. Do you want to move their teams with them?

field, you can select the

Change Job Default for Move Team with Manager

check box on the

Edit Tenant Setup - HCM

task.