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Administrator Guide
Last Updated: 2023-06-23
Initiate Change Organization Assignments in Mass Action Workbooks

Initiate Change Organization Assignments in Mass Action Workbooks

  • Configure the Change Organization Assignments for Worker business process and business process security policy.
  • Set up mass action workbooks for changing organization assignments.
You can initiate the
Change Organization Assignments for Worker
 business process in bulk with a mass actions workbook.
You can add contingent workers and employees to the workbook by:
  • Using the
    Launch Mass Change Organization Assignments for Worker
     or
    Launch Mass Change Job
     reports.
  • Selecting a report in the
    Launch Mass Action Event
     task.
  • Using a search report to access the
    Launch Mass Action Event
     task.
  • Adding them manually in the workbook.
  1. Access the
    Launch Mass Action Event
     task.
  2. As you complete the task, consider:
    Option Description
    Mass Action
    Select
    Change Organization Assignments for Worker
    .
    Report
    To populate the workbook, select a standard or custom report that includes up to 1000 workers.
    The report must have a data source that contains positions or position restrictions.
    You can filter the population by report definition parameters, if you select a custom report with configured parameters.
    Company
    Cost Center
    Region
    Select a value for these fields to populate every row in the workbook. You can override these values in the workbook.
  3. After the workbook generates, select
    Open Workbook
    .
  4. Complete the details in the workbook using the prompts and validation messages.
  5. Select
    Begin Error Validation
    .
    Resolve errors and submit the workbook.
    You can submit a workbook with errors. Any rows with errors remain in the workbook instead of initiating the
    Change Organization Assignments for Worker
     business process. You can access the workbook later to resolve and submit the remaining rows.
The
Change Organization Assignments for Worker
 business process initiates for the relevant workers in the workbook. Any other steps on the business process route for completion.