Concept: Organization Assignment Worktags

A worker's organization assignments become worktags that automatically populate on transactions involving the worker, such as:

Expense reports.

Financial transactions.

One-time payments.

Payroll costing allocations.

Payroll input.

Period activities pay for academic faculty.

Spend authorization.

Time entry.

Organization assignment worktags can also impact your planning, accounting, and reporting throughout Workday. Examples:

Headcount plans.

Organization operating expenses.

Scorecards.

Spend authorizations.

Worktags configured for organization types assigned to workers can impact accounting for transactions involving the workers. Example: A worker has an invalid combination of organization assignments based on the worktag configuration. The worker's organizations automatically populate as worktags on a transaction, but will cause an error when you try to save the transaction. The invalid combination can result in invalid accounting entries.

You can disable automatic population of worker organization assignments on specific transactions using the

Maintain Worktag Type Precedences

task.

To identify and fix any invalid organization assignments, access the

Organization Assignment Exception Audit

report. Fixing the invalid organizations can prevent incorrect worktag combinations. The report displays invalid organizations based on:

The worker's supervisory organization.

Any location hierarchies that include the location of the worker's position.

The related worktag configuration for an organization assigned to the worker.

The companies for the worker's cost center, from the

Restricted to Companies

field on the