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Administrator Guide
Last Updated: 2023-06-23
Steps: Change Organization Assignments for Worker

Steps: Change Organization Assignments for Worker

  • Configure the
    Change Organization Assignments for Worker
     business process and security policy in the Organizations and Roles functional area. All roles that have initiate permission on the business process must also have edit permissions on the
    Staffing Organizations: Header
     domain. Access the
    Template-Driven Business Process Security
     report to confirm that you've aligned the business process and domain security permissions.
  • When creating or editing supervisory organizations and location hierarchies, specify which organizations are available to assign by organization type.
You can change the organization assignments for an individual worker or a position. These assignments can include a:
  • Business unit
  • Company
  • Cost center
  • Custom staffing organization
  • Fund
  • Gift
  • Grant
  • Program
  • Region
  1. Define the organization types that support staffing in the
    Maintain Organization Types
     report.
    Before you can assign workers to a costing or custom organization in a staffing transaction, you must select the
    Show in Change Organization Assignments and Job Requisition
     check box on the report. When you don't select this check box, some organization data won't be available, and the organization won't display on the worker position.
  2. From the related actions menu of the worker, position, or position restrictions, select
    Organization
    Change Organization Assignments
    .
  3. In the
    Organizations
     section, view the default assignments and update them as needed.
    Workday displays only the organization types that you configured as Allowed Organizations when editing the:
    • Location Hierarchy.
    • Supervisory Organization.
    When you restrict the Allowed Organizations to Location Hierarchies and Supervisory Organization, Workday displays only organizations allowed in both.
    The location of a position might be in multiple location hierarchies. Workday displays only the organizations allowed across all location hierarchies as of the
    Effective Date
    .
    Workday also displays custom organizations in order of creation, and you can't change this order.
For the
Change Organization Assignments for Worker
 business process, you can:
  • Correct the latest event when it's a standalone event or a subprocess of another business process. The organizations must be active as of the new effective date.
  • Set up out of order insertion and correction using the
    Maintain Functionality for Staffing Transactions
     task.