Steps: Set Up Committees
You can track various types of committees including corporate, department, regulatory, or
special subcommittees. You can maintain committee memberships and meeting details to
have a complete record of committee related activity in Workday.
You can classify a committee as private to restrict access to the committee, its members, and
its meetings.
- Edit Domain Security PoliciesConfigure theCommittees: Viewdomain to grant access for updating or viewing any committee information. You can then control access to specific committee information by combining other committee domains with theCommittees: Viewdomain.To enable access to the committee profile andCommittee Member Directory for Profilereport, configure theCommittees: ViewandCommittees: Directorydomains.
- Access theMaintain Committee Typetask.Create committee types for categorization purposes, such as faculty, student, or administrative. Selecting theSearch Committeecheck box enables you to associate search committees with job requisitions.Security:Committee Definition: Set Updomain in the Organizations and Roles functional area.
- Access theMaintain Organization Subtypestask.Assign subtype levels to the committee organization type for reporting purposes. Subtypes are levels used in hierarchy-related calculated fields and in the definition of organization hierarchy structures.Security:Committee Definition: Set Updomain in the Organizations and Roles functional area.
- (Optional) Access theMaintain Committee Classification Groupstask.Create groups that you can use to combine similar committee classifications for greater ease of reporting and usability in Workday, such as meeting frequency.Security:Committee Definition: Set Updomain in the Organizations and Roles functional area.
- (Optional) Access theMaintain Committee Classificationtask.Classify committee definitions to correspond with your classification groups.Security:Committee Definition: Set Updomain in the Organizations and Roles functional area.
- Create a committee.
- Create roles for committee type organizations, and assign them to academic affiliates, admission counselors, external committee members, students, or workers.
- Link the roles to a constrained or unconstrained role-based security group:See Create Role-Based Security Groups.Associate roles with security groups to restrict role assignee access to only the data and business process actions of their committee.
- (Optional) Create Organization Membership Security Groups.Grant current members access to committee information by creating a constrained organization membership security group for the committee.
- Set up the committee profile and add its profile report to the sponsoring organization type profile.
- Set up the Committees dashboard to combine analytics and actions for managing your committees from a single place.
You can use the
com:
search prefix to limit your results to committees.Workday provides a number of standard reports to help you manage committees. For a list,
access
Workday Standard Reports
and select the
Committees
category.