Concept: Scheduling Organizations

There are 3 different types of organizations that you can use in Workday Scheduling: high-level scheduling organizations, scheduling organizations, and subgroup organizations.

Organization Type	Description
High-level scheduling organization (HLSO)	The organization that determines the scheduling settings for organizations below itself in the organizational hierarchy.
Scheduling organization (SO)	The organization in which workers can be scheduled to work. A scheduling organization can also be a high-level scheduling organization.
Subgroup organization	A subset of a scheduling organization that enables you to take action on a smaller group of workers.

You can define supervisory organizations or custom organizations as HLSOs. Workday recommends that you use a supervisory organization as your HLSO. You must configure at least one HLSO. Settings you can define at the HLSO level include:

The start day of week for the schedule.
Location and time zone.
Validations.
Schedule tag types and values.
Labor demand period length.
Schedule appearance and options for managers and workers.

To configure these settings, use the

Edit Scheduling Settings

task. The configuration choices you make for the HLSO will flow down to the scheduling organizations below it in the hierarchy. If you need to schedule members of an HLSO, then it can also be a scheduling organization.

You can define supervisory organizations, custom organizations, or groups of supervisory or custom organizations as scheduling organizations. Scheduling organizations determine the workers who are included in a schedule. Example: A group of workers share a manager, and that manager is in a supervisory organization enabled as a scheduling organization. Those workers are scheduled together.

The settings you configure for HLSOs will flow down to the scheduling organizations below them in the organization hierarchy. If more than 1 HLSO exists on a hierarchy, the scheduling organization will inherit the settings from the HLSO nearest to it in the hierarchy.

Managers, scheduling partners, and scheduling administrators can assign a shift to a worker in a different scheduling organization if both scheduling organizations roll up to the same HLSO. Workers can also pick up shifts or swap shifts from outside of their scheduling organization as long as:

The worker is qualified to work the shift they're attempting to pick up or swap.
The worker's scheduling organization and the shift's scheduling organization both roll up to the same HLSO.

You can define subgroup organizations on an HLSO. Subgroup organizations can be locations or custom organizations enabled as financial worktags. Using subgroup organizations enables you to divide the population of your scheduling organization into smaller groups of workers. You can then define labor demand and view and report on schedules and schedule data for subgroups.

Example: At your fitness center, you make each of these departments a separate subgroup organization by enabling them as a custom worktag:

Day Care
Cafe
Swimming Pool

Some of the schedule attributes you can define at a subgroup level include:

Labor budget.
Labor demand.
Productivity targets.
Sales forecast.

You can view the results of these attributes using the

Sales and Productivity

modal on the schedule.