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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up Mass Operations for Assess Potential

Steps: Set Up Mass Operations for Assess Potential

Security:
Mass Operation Management
 domain in the System functional area.
You can use the Mass Operations Management framework to create, launch, and cancel assess potential events in mass, enabling you to conduct assessments for a large number of supervisory organizations.
You can launch Assess My Team's Potential events, independent of performance reviews, in mass to the specific supervisory organizations listed in a custom report.
  1. As you complete the task, consider:
    Option
    Description
    Type of Tenanted Security Group
    Select
    Segment-Based Security Group
    .
    Name
    Workday recommends naming the security group
    Mass Assess My Team's Potential
    .
    Security Groups
    Select these groups:
    • Business Process Administrator
    • HR Administrator
    • Talent Administrator
    Access to Segments
    Select
    Assess My Team's Potential
    .
  2. In the
    Who Can Do Action Steps in the Business Process
     section of the
    Assess My Team's Potential
     business process, add
    Manager
     to the
    Security Group
     of the
    Assess My Team's Potential - Mass Launch
     action step.
  3. Activate Pending Security Policy Changes.
  4. From the related actions menu of the
    Assess My Team's Potential
     business process, select
    Business Process
    Edit Definition
    .
    Add a row in the
    Business Process Steps
     section.
    As you complete the business process steps, consider:
    Option
    Description
    Order
    Specify the completion order of this step. Example: ab.
    Type
    Select
    Action
     as the step type for the business process.
    Specify
    Select
    Assess My Team's Potential - Mass Launch
     as the allowed action for the business process.
    Group
    Select
    Manager
    .
  5. Create Custom Reports.
    As you complete the task, consider:
    Option
    Description
    Report Type
    Select
    Simple
     as the report type.
    Data Source
    Select
    Supervisory Organizations
     as the data source.
    Optimized for Performance
    Clear this check box to include
    Supervisory Organizations
     as the data source.
    Columns
    Select
    Supervisory Organization
     as the report field.
    (Optional) Filter
    Select
    Supervisory Organization
     as the report field.
    (Optional) And/Or
    Select
    And
    .
    (Optional) Operator
    Consider the operator option you want for your custom report.
    To exclude specific supervisory organizations from receiving mass assess potential events, select
    not in the selection list
     as the operator option and enter the supervisory organizations you want to exclude under
    Comparison Value
    .
    Mass Assess My Team's Potential supports only supervisory organizations.
  6. Access the
    Mass Operation Management
     task.
    As you complete this task, consider:
    Option
    Description
    Mass Operation Type
    Select
    Mass Assess My Team's Potential
     as the mass operation type.
    Input Report
    Select the custom report you created.
    Run Frequency
    Select
    Run Now
    .
  7. (Optional) Select
    Business Process
    Cancel
     from the related actions menu of an in-progress
    Assess My Team's Potential
     business process.
    Select any associated assess potential events that you want to cancel.
    Security:
    Business Process Administration
     domain in the System functional area.
Workday launches Assess My Team's Potential events for the supervisory organizations listed in your custom report. You can view the completion status of this event in your notifications. Managers receive Assess My Team's Potential events in My Tasks.
You can review the
Data Not Processed
 report to identify unprocessed supervisory organizations.