Reference: Hierarchies

Hierarchies establish relationships between organizations in Workday. You can include organizations in any member of a hierarchy. Hierarchies don’t store definitions of individual objects but members of included organizations will roll up to the hierarchy. Example: Positions, workers, or financial accounts.

Roles can inherit from a hierarchy to a specified organization if a role is defined for both organization types and the security group inherits. When a role belongs to a security group with sufficient rights, you can assign the role at a higher level in a hierarchy. Subordinates can also inherit the role. You can make role assignments at any level. When a role-based security group has access rights to

Applies to Current and All Subordinates

, Workday treats the objects in the subordinate hierarchy as subordinates.

Some business object types support custom business processes. Example: Company is the primary business object for Financials. You can define business processes for a parent company and subordinate companies can use those business processes definitions. You can also define unique business processes for any subordinate company.

You can configure these organization hierarchy types on the

Maintain Organization Types

report:

Supervisory: You define the organization and place it in a hierarchy simultaneously. Each supervisory organization can:
Have only one superior organization.
Have many subordinate organizations.
Exist in a single hierarchy only.
Custom: You can configure to include a hierarchy and optionally include nonhierarchical organizations.

You can use other hierarchy types to include nonhierarchical organizations, and a single organization can exist in multiple hierarchies. However, 1 organization can only be included in 1 hierarchy organization in 1 hierarchy structure. Example: A cost center can exist in multiple cost center hierarchies. When you include a cost center in multiple cost center hierarchies, it inherits the union of inherited role assignments from all hierarchies it exists in.

You can:

Use these hierarchies for reporting to reflect different organizational structures.
Change how you structure organization hierarchies at any time and can have multiple views of your data.

To easily identify the hierarchy structure, you can navigate it without displaying organization membership by selecting

Hierarchy

Navigate Hierarchy

from the related actions menu of the organization.

Each node displayed in the hierarchy includes both subordinates and included organizations. The node displays the total count of these items. For supervisory organizations, the node displays the member count. In addition to the organization name, each card displays:

Assignees in a Manager role or a role marked as 'Is Leader.'
The organization type.
The organization subtype.

The organization type and subtype only display for these hierarchy types:

Cost Center Hierarchy
Company Hierarchy
Custom Organization Type Hierarchy
Location Hierarchy
Region Hierarchy
Supervisory Organization

To display a hierarchy in tree form, access the

View in Tree Viewer

report and select

Hierarchy

View as Tree

from the related actions menu of these organization types:

Cost Center
Cost Center Hierarchy
Company
Company Hierarchy
Custom Organization Type Hierarchy
Location
Location Hierarchy
Supervisory
Matrix

Use the

View in Tree Viewer

report to:

Render all organization levels in a hierarchy, expanding 1 level at a time.
Drill down on hierarchy details of an organization.
View the number of organizations included in each level.
Display details about each organization.