Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Concept: Moving Workers

Concept: Moving Workers

Moving Workers in Supervisory Organizations

For supervisory organizations, you move workers by configuring the
Move Workers (Supervisory)
 business process.
Routing is based on the security of the outbound supervisory organization. Example: If you assign an approval step to the HR Partner, Workday routes it to the HR Partner in the outbound supervisory organization.
Approvals, reviews, and other workflow tasks apply to the move as a whole rather than to individual employees—separate reviews and approvals aren't required for each employee.
When you include the
Change Organization Assignments
 subprocess:
  • Routing is based on the security of the inbound supervisory organization.
  • You can use the inbound supervisory organization defaults or keep the current organization assignments. To update the assignments for individual workers, use the
    Organization Assignments
     grid.
  • Workday bypasses reviews, approvals, and other workflow tasks for individual employees and routes 1 workflow task for each inbound organization.

Moving Workers by Organization

For nonsupervisory organizations, you move workers by configuring the
Move Workers (By Organization)
 business process. It is a stand-alone business process that starts the
Move Worker (By Organization)
 subprocess for each worker who is moved.

Changing Organizational Assignments

You can change organization assignments for workers by configuring the
Change Organization Assignments for Worker
 business process.
You can also make mass changes to organization assignments by configuring the
Change Organization Assignments for Workers by Organization
 business process. This business process launches the
Change Organization Assignments for Worker
 subprocess for each position in the organization. Add condition rules and workflow steps to the parent business process, since the subprocess automatically completes.

Alternative Ways to Move Workers

You can also move workers with these tasks:
  • From the related actions menu of a supervisory organization, select
    Reorganization
    Move Workers
     to move workers, jobs, or positions between 2 organizations that use the same staffing model. You can also use this action to move workers between other types of organizations.
  • From the related actions menu of a worker or position, select
    Job Change
    Transfer, Promote, or Change Job
     to move a single worker, position, or job at a time and enter detailed position or job data as part of the transfer. If you move a manager, you can also move the teams that report to that manager.
  • Use the
    Move to New Manager
     business process to create an organization for someone who isn't currently a manager and move a worker into the new organization.
  • Use the Enterprise Interface Builder (EIB) to move workers with the
    Move Workers By Organization
     web service operation.

Restricting Organization Selection Lists

If you want to restrict organization selection lists, specify which organizations are allowed by type from the related actions menu of supervisory organizations and location hierarchies.