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Administrator Guide
Last Updated: 2023-06-23
Create Organization Hierarchies

Create Organization Hierarchies

Security: At least 1 or more of these domains in the Organizations and Roles functional area:
  • Create: Company
  • Create: Cost Center
  • Create: Region
  • Manage: Location Hierarchy
Hierarchies establish parent-child relationships or reporting relationships between organizations. They're part of the foundation that provides configurable and contextual security within Workday.
Each organization hierarchy has roles that represent the support groups assigned to it. Supporting roles have responsibilities within a functional area. Example: Compensation partner or HR partner. Each organization hierarchy has 1 Leadership role. The assignee of the Leadership role is the manager of the organization. Workday associates roles with role-based security groups when you configure the security group to inherit, which determines access to information about that organization hierarchy, business process routings, and notifications.
  1. Access 1 of these tasks:
    • Create Company Hierarchy
    • Create Cost Center Hierarchy
    • Create Region Hierarchy
    • Create Location Hierarchy
  2. As you complete the
    Assign Roles
     grid, consider:
    Option Description
    Role
    The prompt only displays roles that you're enabled to assign. Configure security groups that can assign the role on the
    Maintain Assignable Roles
     task.
    Restricted to Single Assignment
    Indicates that you can only assign the role to a single worker.
    Assigned To
    Select positions or position restrictions to assign to the role.
Create subordinate hierarchies by selecting
Reorganization
Create Subordinate
 from the related actions menu of any level of the hierarchy.
Access the
Organization Hierarchy
 report to view a hierarchy. To view and navigate a hierarchy, select
Location Hierarchy
Navigate Storage Location Hierarchy
 from the related actions menu.