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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Professional Affiliations

Steps: Set Up Professional Affiliations

Security:
Set Up: Skills and Experience
domain in the Worker Profile and Skills functional area.
With professional affiliations, you can track external work experience details, such as board membership, volunteer work, and visiting professorship, for workers, academic affiliates, and external committee members.
To track professional affiliations, create a library of:
  • Professional affiliation types.
  • Professional affiliation relationship types.
  • Professional affiliations.
  1. Access the
    Maintain Professional Affiliation Types
    task.
    1. Create a list of professional affiliation types, such as
      Foundation
      and
      Military
      .
    2. (Optional) Select the
      Enable Workday Delivered Professional Affiliation Types (School/Company)
      check box to display Workday delivered professional affiliation types in your tenant.
  2. Access the
    Maintain Professional Affiliation Relationship Types
    task.
    Create a list of professional affiliation relationship types, such as
    Board Member
    and
    Volunteer
    .
  3. Access the
    Maintain Professional Affiliations
    task.
    Create a list of professional affiliations, such as
    Salvation Army
    and
    YMCA
    .
  4. Configure the
    Professional Affiliations
    report on any of these profile groups:
    • Academic for Academic Affiliate Profile
    • Career for Worker Profile
    • Overview for Academic Affiliate Profile
    • Overview for External Committee Member Profile
    • Overview for Worker Profile
    • Performance for Worker Profile
    See Steps: Set Up Profiles and Profile Groups.
You can select from predefined values when you add your professional affiliations on the worker, academic affiliate, or external committee member profile using the
Add Professional Affiliation
or
Edit Professional Affiliation
task.
  • To view professional affiliation information, access these reports:
    • View Professional Affiliation Types
      .
    • View Professional Affiliation Relationship Types
      .
    • View Professional Affiliations
      .
    • Professional Affiliations for Organizations
      .
  • To inactivate a professional affiliation, affiliation type, or relationship type, select the
    Inactive
    check box. The professional affiliation, affiliation type, or relationship type remains active for workers, academic affiliates, or external committee members who have already selected them.