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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Committee Memberships

Steps: Set Up Committee Memberships

Set up committees.
You can easily track different types of members by organizing your committee memberships. Workday recommends setting up committee memberships before you:
  • Find potential committee members.
  • Invite people to join a committee.
  • Manage committee memberships.
  • Create external committee members.
  1. Access the
    Maintain Committee Membership Type
     task.
    Create and track different types of committee membership, such as officers, alumni, or graduate students.
    Security:
    Committee Definition: Set Up
     domain in the Organizations and Roles functional area.
  2. Access the
    Maintain Event Categories and Reasons
     task.
    Create categories and reasons for committee membership.
    Security:
    Set Up: Staffing
     domain in the Staffing functional area.
  3. Configure these business processes and security policies in the Organizations and Roles functional area:
    • Manage Committee Membership
    • (Optional)
      Invite Committee Candidates
    If you have external committee members, configure security for the
    Create External Committee Member
     initiating action on the
    Manage Committee Membership
     business process.
  4. Edit Domain Security Policies.
    Configure these domains in the Organizations and Roles functional area:
    Domains
    Control Access To
    • Manage: Committee Invitations
    • Self-Service: Committee Invitation
    Committee invitation tasks and data.
    • (Optional)
      Committee Candidates: Academic
    • (Optional)
      Committee Candidates: Demographic
    • (Optional)
      Committee Candidates: HR
    • (Optional)
      Committee Candidates: Talent
    • (Optional)
      Search: Committee Candidates
    Find Committee Candidates
     report.
    • Committee Membership
    • Committee Membership: Current
    • Committee Membership: Historical
    • Committee Membership: Manage
    • Committee Membership: Reporting
    • Committee Membership: Self-Service
    Committee membership tasks, reports, and profiles.
    • External Committee Member: Public Reports
    • External Committee Member: Contact Data
    • External Committee Member: Contact Information
    • External Committee Member: Photo
    View and update access to external committee member data.
    Configure these super domains, or their subdomains, in the Contact Information functional area:
    Domains
    Control Access To
    • Person Data: Name
    • Person Data: Personal Data
    • Self-Service: Name
    • Self-Service: Personal Data
    View and update access to external committee member personal data.
  5. (Optional) Access the
    Edit Tenant Setup - HCM
     task.
    Use the
    ID Definition for Academic Affiliate ID
     and
    ID Definition for External Committee Member ID
     fields to select your own ID format definitions. Otherwise, Workday assigns unique IDs to each academic affiliate and external committee member.
  6. (Optional) Access the
    Edit Tenant Setup - Notifications
     task.
    Configure email notifications to invitees. For the
    HCM
     parent notification type, configure
    E&G Committee Invitation
    .
  7. Add the
    Committee Service
     and
    Committee Invitations
     reports to the committee member profiles. Add committee membership reports to the committee profile groups.
Configure the
End Committee Membership Service
 step on the
Termination
 business process in the Staffing functional area. This step enables Workday to end a committee membership automatically on the same day of a termination.