Concept: Job Overlap
You can overlap workers in the same position to meet different staffing needs. Examples:
- Train a replacement before a worker transfers to another job or leaves the company.
- Backfill a position while a worker takes a leave of absence.
- Backfill a position while a worker is on an assignment.
Job overlap is only available for the position management staffing model. Workers can be in only 1 job overlap at a time.
The terms for job overlap include:
- Principal worker= original job holder.
- Overlap worker= secondary job holder.
- Overlapped position= original position.
- Overlapping position= secondary position.
Downstream Impacts
When a worker is in a job overlap, you may have downstream impacts to:
- TheAll Positionsreport. A single position in Job Overlap will be listed twice.
- Terminating a worker who’s in a job overlap position.
- TheMove Worker (Supervisory)business process. Workday suggests that you don't initiate theMove Worker (Supervisory)business process on a worker in a job overlap position. We suggest that you end the job overlap before moving the worker.
- Future-dated events. Workday suggests that you review any future-dated events for both workers before placing them in a job overlap. Such as anyChange Job,Move Worker (Supervisory), orTerminationbusiness process events.
- TheChange Jobbusiness process.Change Jobevents for one worker might conflict with events you try to run for the other worker in the same position. Workday suggests not making any changes to a worker in a job overlap position when the other worker in the position has aChange Jobevent in progress.
Earliest Overlap Date
You can see the
Earliest Overlap Date
on the Position Overview
tab in the View Position Restrictions
report. This date is the later of:
- The day after the principal worker filled the position restriction.
- The day after the last overlap worker left the position restriction.
- TheTarget Hire Dateon the job requisition.
The
Earliest Overlap Date
doesn't display if:
- The position restriction or supervisory organization is frozen.
- There's a pending staffing event that fills the position.
- The date when the principal worker left the position or returned from leave is earlier than the overlap date.
Fill Overlap Positions
You can fill a position with an overlap worker using the
Add Job
, Change Job
, Contract Contingent Worker
, Hire Employee
, and Start International Assignment
tasks. The Position
prompt has a Filled Positions Available for Overlap
selection list.Only filled positions are available for overlap, and only 2 workers at a time can be in overlap for a position. You can overlap workers into positions that are in the past or hire a worker into a position that was available for overlap when the incumbent worker has already vacated.
You can hire a worker into a position that is available for overlap even if the incumbent worker doesn't have a future termination date.
If you require job requisitions, you must create a requisition before you can fill a position with an overlap worker. The target hire date on the requisition can be earlier than the position vacancy date.
If a position has a future-dated
Move Workers (By Organization)
or Move Workers (Supervisory)
event, you can't fill it with an overlap worker until after the organization change takes effect.Security Roles
Overlap workers share all security roles associated with the position with the principal worker during the overlap period. The workers share the manager roles as well, regardless of whether or not you enable supervisory organizations to have multiple managers.
Organization Assignments
Workday doesn't synchronize organization assignments between the overlapped position, the overlapping position, and the position restrictions. If you use these business processes, the changes only apply to the position or position restrictions that you act on:
- Change Organization Assignments for Worker
- Change Organization Assignments for Workers by Organization
Update the other position or position restrictions separately.
Manage Job Overlap
You can rescind or correct business processes that remove principal workers from their positions:
- When you rescind, the overlap worker remains in the position and keeps the security roles unless you take additional steps to reassign the worker.
- When you correct, you can only change the effective date and the overlap flag. If you've already assigned an overlap worker to the position, you can't change the overlap flag. You can't correct the effective date to be after the date that you hired the overlap worker into the position.
When you hire the overlap worker into a position on the same date that the principal worker leaves the position, the workers aren't in job overlap. The only exception is a termination, as the position doesn't become available until 1 day after the termination effective date. If you hire the overlap worker into the position on the termination date, the workers are in job overlap. If you hire 1 day later, they're not in job overlap.
You can move principal or overlap workers within nonsupervisory organizations with the
Move Workers (By Organization)
business process. You cant use the Move Workers (Supervisory)
business process, which is only available for moving workers between supervisory organizations, to move workers who are in job overlap. You can't close positions that are in overlap.