Steps: Set Up Security for Flex Teams
You can set up security to determine who can:
- Set up flex teams.
- Create and manage flex teams.
Workday provides the ability to enable contingent workers to use Flex Teams as a configuration option for use at your discretion. You must always verify any configurations in your tenant and should consult with your own legal counsel to determine if the configurations meet your business and compliance needs.
- Access theDomain Security Policies for Functional Areareport.Select from the related actions menu of these domain security policies in the Talent Marketplace functional area:
- Flex Teams
- Flex Team Worker Data
- Manage: Flex Teams
- Manage: Flex Teams Host Access
- Reports: Flex Teams
- Self-Service: Flex Teams
- Set Up: Flex Teams
- Worker Data: Flex Teams
Security:Security ActivationandSecurity Configurationdomains in the System functional area. - Create a user-based security group namedFlex Team Administratorand assign users.Workers in theFlex Team Administratorsecurity group that are also a member of a flex team do not retain their administrator privileges for that specific flex team.
- As you complete the task, consider:OptionDescriptionRole NameEnter a name for the flex team host role or any other assignable role that you want to create.Workday RoleSelectGig Hostfor the flex team host role.For other assignable roles, you can optionally leave this field blank when you don't want to map to a Workday role.Enabled ForSelectGig.Self-AssignSelect theSelf-Assigncheck box for the flex team host role.For other assignable roles, you can optionally leave this check box unchecked.
- Create constrained and unconstrained role-based security groups for the flex team host role and any other assignable roles that you created.As you create a constrained role-based security group, consider:OptionDescriptionAccess Rights to OrganizationsWorkday recommends that you selectApplies To Current Organization and Unassigned Subordinates.Access Rights to Multiple Job WorkersWorkday recommends that you selectRole has access to the positions they support.
- Configure these domains in the Talent Marketplace functional area:DomainExample Security GroupsPermissionConsiderationsFlex TeamsAll Contingent WorkersAll EmployeesModifyAdding contingent workers to this domain enables them to access and express interest in flex teams.Flex Team Worker DataFlex Team AdministratorFlex Team Host (Unconstrained)ViewThe Flex Team Host (Unconstrained) security group is required for the flex team host to provide skill endorsements to flex team members.Manage: Flex TeamsFlex Team AdministratorManagerModifyAlso add the role-based security groups that you created for your assignable roles when you want them to view or edit flex teams and flex team membership.Manage: Flex Teams Host AccessFlex Team AdministratorManager (Unconstrained)Modify(Optional)Opportunity Marketplace in Career HubAll Contingent WorkersAll EmployeesModifyAdd workers to enable them to access theCareer Huband view suggested work opportunities there, including flex teams.Reports: Flex TeamsFlex Team AdministratorHR AdministratorViewTo enable administrators to view flex team report data, grant View permission on these domains:
- For theInternal Job Application Rate by Flex Team Membershipreport:Candidate Data: Job Applicationsin the Recruiting functional area.
- For theInternal Movement Rate by Flex Team Membershipreport:Worker Data: Historical Staffing Informationin the Staffing functional area.
Self-Service: Flex TeamsContingent Worker As SelfEmployee As SelfModifyAdding contingent workers to this domain enables them to view flex teams that they have expressed interest in or participated in.Set Up: Flex TeamsFlex Team AdministratorModify(Optional)Set Up: Career Hub and Opportunity MarketplaceHR AdministratorTalent AdministratorModifyEnables administrators to set up flex team suggestions on Opportunity Marketplace inCareer Hub.Worker Data: Flex TeamsFlex Team AdministratorFlex Team HostViewWhen you enable new workers to access flex teams, Workday doesn't suggest them as flex team candidates for up to 24 hours, until the match analysis data process updates, on business days only. - Configure the security policies for these business processes:Business ProcessDescriptionAdd Flex Team Member
- Add the role-based security groups that you created for your assignable roles to the initiating action when you want to enable them to invite others to join a flex team.
- Add security groups to theView All,Approve, andDenyactions to enable them to approve or deny invitations to join flex teams. Workers must have this access to join a flex team.
Manage Flex TeamAdd the role-based security groups that you created for your assignable roles to actions on the business process security policy.