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

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.
  1. Edit Domain Security Policies
    Configure the
    Committees: View
    domain 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 the
    Committees: View
    domain.
    To enable access to the committee profile and
    Committee Member Directory for Profile
    report, configure the
    Committees: View
    and
    Committees: Directory
    domains.
  2. Access the
    Maintain Committee Type
    task.
    Create committee types for categorization purposes, such as faculty, student, or administrative. Selecting the
    Search Committee
    check box enables you to associate search committees with job requisitions.
    Security:
    Committee Definition: Set Up
    domain in the Organizations and Roles functional area.
  3. Access the
    Maintain Organization Subtypes
    task.
    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 Up
    domain in the Organizations and Roles functional area.
  4. (Optional) Access the
    Maintain Committee Classification Groups
    task.
    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 Up
    domain in the Organizations and Roles functional area.
  5. (Optional) Access the
    Maintain Committee Classification
    task.
    Classify committee definitions to correspond with your classification groups.
    Security:
    Committee Definition: Set Up
    domain in the Organizations and Roles functional area.
  6. Create a committee.
  7. Create roles for committee type organizations, and assign them to academic affiliates, admission counselors, external committee members, students, or workers.
  8. 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.
  9. Grant current members access to committee information by creating a constrained organization membership security group for the committee.
  10. Set up the committee profile and add its profile report to the sponsoring organization type profile.
  11. 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.