Steps: Borrow Workers Across Organizations

Security: Set Up: Scheduling: High Level Scheduling Settings
domain in the Workday Scheduling functional area.

You can borrow workers to work in high-level scheduling organizations (HLSOs) outside of their original high-level scheduling organization, so that you can share workers between districts or regions, making it easier for you to give workers the flexibility to work from different locations.

When you enable this feature, managers or schedulers can search for and select workers from outside their HLSO using the worker search functionality on the schedule, and then assign them to a shift in their organization.

The borrowed worker inherits the HLSO settings of the borrowing organization. Example: If the worker is part of Org 15 but is borrowed into Org 35, then the worker will now inherit the configuration of Org 35. If Org 35 has predictive scheduling and shift bidding configured, the worker could now receive predictive scheduling penalties and be able to bid on shifts.

The worker’s costs will only be visible to the manager of the organization that the worker has shifts in. Example: The manager of the worker’s home organization won’t see worker cost if the worker doesn’t have any more shifts in the home organization.

Access the

Create Borrow Worker Rule Set

task.

Create rule sets to define the HLSOs and/or scheduling organizations (SOs) that you want to borrow workers from. If you select an HLSO, then all of the SOs under the HLSO in the organization hierarchy will also be automatically selected.

Access the

Edit Scheduling Settings

task and select the relevant HLSO.

On the

Settings

tab, in the

Borrow Workers Rule Set

field, select the rule set you just created.

If the HLSO has either of these fields selected, then those workers will also be included when borrowing from another HLSO:

Include Leader as Part of the Schedule

Include Members of Subordinate Organizations

When a worker is borrowed into an organization, their shifts will display as external shifts on the

Schedule Workers

report. If a worker is borrowed and has a shift in the org, then the worker will be a suggested worker in

Replace Worker

. If the worker's shift is removed, they will not be suggested anymore.