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Administrator Guide
Last Updated: 2024-01-12
Reference: Default Organization Assignments

Reference: Default Organization Assignments

Workday assigns default organizations to workers and positions based on:
  • The availability of related worktags.
  • The staffing event type.

Staffing Events

When
Change Organization Assignments for Worker
is a subprocess for these staffing events, it assigns default organizations as shown.
Parent Staffing Event
Organization Assignments
Create Position
Edit Position Restrictions
Move Workers (Supervisory)
Populates from the supervisory organization.
Add Additional Job
Contract Contingent Worker
Hire
Start International Assignment
Depends on the staffing model in the proposed supervisory organization:
  • Job management
    : Populates from the job requisition if available, otherwise from the supervisory organization.
  • Position management
    : Populates from the job requisition if available; then from the hiring restrictions if available; otherwise from the supervisory organization.
    If there are any organization assignments on the job requisition, all the organization data populates from there.
If you don't change the default organization assignments in a staffing event, Workday automatically cancels the
Change Organization Assignments
subprocess.

Change Job

In
Change Job
, the
Change Organization Assignments for Worker
subprocess assigns default organizations differently for each staffing model according to this logic:
Staffing Model
Organization Assignments
Job Management
Filling a Job Requisition with Organization Assignments?
  • Yes
    : Organization assignments populate from the job requisition.
  • No
    :
    Are the current and proposed supervisory organizations job management?
    • Yes
      : The
      Change Job Use Default Organizations for Job Management
      check box on the
      Edit Tenant Setup - HCM
      task determines whether organization assignments populate from the current job or from the proposed supervisory organization.
    • No
      : Organization assignments populate from the proposed supervisory organization if available; otherwise from the current job.
Position Management
Filling a Job Requisition with Organization Assignments?
  • Yes
    : Organization assignments populate from the job requisition.
  • No
    :
    Are you creating a new position?
    • Yes
      : Organization assignments populate from the proposed supervisory organization if available; otherwise from the current position.
    • No
      : Organization assignments populate from the proposed position restriction. When there are no organizations on the proposed position restriction, organization assignments populate from the proposed supervisory organization. Otherwise, organization assignments populate from the current position.

Related Worktags

When you add related worktags to cost centers, custom organizations, gifts, or grants, the
Change Organization Assignments
,
Job Requisition
, and
Job Requisition Change
business processes automatically populate organizations as shown.
Action
Organization Assignments
  • Move a position that has organizations assigned.
  • Move a worker to a new position that has organizations assigned.
  • Move a worker and position together.
  • Cost centers, custom organizations, gifts, and grants populate from related worktags.
  • Organizations that populate from related worktags supersede organizations defined on the position.
  • Default organizations must conform with the
    Allowed Organizations
    on the supervisory organization or location hierarchy.
Move a worker to a new position without organization assignments, but with default organizations assigned to the supervisory organization.
  • Organizations populate from the supervisory organization.
  • Cost centers, custom organizations, gifts, and grants populate from related worktags when you change a worker's organization.
  • Organizations that populate from related worktags supersede organizations defined on the position.
  • Default organizations must conform with the
    Allowed Organizations
    on the supervisory organization or location hierarchy.
Move a worker to a new position without organization assignments.
  • Cost centers, custom organizations, gifts, and grants populate from related worktags.
  • No other organizations automatically populate.
Create or edit a job requisition.
Workday automatically populates organizations on the
Create Job Requisition
and
Edit Job Requisition
tasks when you select an organization that has related worktags. Related worktags only populate for organizations you manually select. If an organization automatically populates as a related worktag, Workday doesn't populate the related worktags for that organization.