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Administrator Guide
Last Updated: 2024-01-12
Set Up Out of Order Insertion and Correction for Organization Assignments

Set Up Out of Order Insertion and Correction for Organization Assignments

Security:
Set Up: Staffing
 domain in the Staffing functional area.
Configure which security groups on the
Change Organization Assignments for Worker
 business process policy can:
  • Insert events out of order.
  • Correct events out of order.
An out of order event is one you initiate with an effective date before a completed event.
If you had out of order events before 2022, you might see different current organization values returned for these business processes when comparing historical transactions:
  • Move Workers (By Organization)
  • Change Organization Assignments for Worker
You can use these web services to load and retrieve configurations on the
Maintain Functionality for Staffing Transactions
 task in bulk:
  • Get Maintain Functionality for Staffing Transactions
  • Put Maintain Functionality for Staffing Transactions
  1. Access the
    Maintain Functionality for Staffing Transactions
     task.
    Security:
    Set Up: Staffing
     domain in the Staffing functional area.
  2. Select
    Change Organization Assignments for Worker
     in the
    Business Process Type
     field.
  3. As you complete the task, consider:
    Option
    Description
    Functionality
    Ensure that the functionality has the same security groups on the relevant actions on the business process policy:
    • The
      Correct Out of Order Events
       functionality corresponds to the
      Correct
       action.
      Example: You need to correct the region on an assign organization event for a worker who has subsequent assign organization events.
    • The
      Insert Out of Order Events
       functionality corresponds to the
      Change Organization Assignments
       initiating action and
      Change Organization Assignments for Worker (Mass Action)
       initiating action.
      Example: You need to initiate a change to the company for a worker. The effective date for the change is before an existing organization assignment event.
    • The
      Insert Out of Order Events (Web Services)
       functionality corresponds to the
      Change Organization Assignments (Web Services)
       initiating action.
      Example: You need to initiate a change to the company for workers, using the web service. The effective date for the change is before an existing organization assignment event.
    Enabled for
    The
    All Security Groups
     option enables access to every security group configured on the business process security policy, for the relevant action.
    The
    Restricted Security Groups
     option enables you to select any security group in the
    Security Groups
     column. However, Workday only grants access to the security groups that are on the corresponding action on the business process security policy.
    Security Groups
    The groups you select must also have access to the relevant actions on the business process security policy.
  • You can correct organization assignment events out of order for another business process when you configure
    Change Organization Assignments for Worker
     as a subprocess.
  • When you insert or correct an organization assignment event out of order, Workday updates subsequent organization assignment events.
  • You might have
    Change Organization Assignments for Worker
     business process definitions that use condition rules. You might need to update those condition rules to include the
    Impacted Future Events
     report field.
    Example: You have a condition rule that states that you can't associate Cost Center A with Region B. When you correct or insert a cost center for a worker out of order, Workday updates future events without considering the condition rule. You update the condition rule to include this information:
    And/Or
    Source External Field
    Relational Operator
    Or
    Impacted Future Events
    is not empty
    Now, Workday considers impacted future events when evaluating the condition rule.
  • Any automatically updated future events will display a
    Corrected
     status on the
    Process History
     report. You can manually correct any individual events as required.
Your cost centers for your organization are as follows:
January 1
February 1
March 1
April 1
Cost Center
A
A
A
B
You insert Cost Center C for January 15th, replacing Cost Center A.
January 1
January 15
February 1
March 1
April 1
Cost Center
A
C
A
A
B
Workday overrides Cost Center A to Cost Center C in all subsequent organization assignment events. Workday doesn't override Cost Center B because the cost center has a different value.
January 1
January 15
February 1
March 1
April 1
Cost Center
A
C
C
C
B
To display any future events that Workday will update, click
View Impacted Events
 on the
Change Organization Assignments for Worker
 business process while you:
  • Insert events out of order.
  • Correct events out of order.