Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Concept: Custom Organizations

Concept: Custom Organizations

You can use custom organizations to group workers into logical constructs that Workday-provided organization types haven't defined.
Use the
Maintain Organization Types
 task to define custom organization types. You can configure a custom organization to be a worktag in financial transactions, and assign a worker to the custom organization in organization assignment. In this case, the custom organization defaults as a worktag into transactions that involve the worker. You can mark up to 10 custom organization types as a financial worktag. In addition to using worktags in business process routing, you can also use worktags as a dimension in reporting. When you configure a custom organization to display in Change Organization Assignment, then you can't assign it using membership or Assign Worker tasks.
When you select
Use as Financial Worktag
 for a custom organization, that custom organization defaults into transactions for organization members. You can select it as a worktag in financial transactions and route transactions to people with roles on the custom organization.
Use
custom organizations
 as worktags when you want to:
  • Assign worktags to workers so that they populate onto financial transactions like expense reports.
  • Assign roles to worktags for business process approval and reporting.
  • Create worktag hierarchies for navigation as well as validation logic and condition rules.
If the worktags for financial transactions doesn’t require the above capabilities, you should instead use
custom worktags
. However, note that custom worktags are available for payroll transactions but not payroll costing transactions. For more information, refer to the
Payroll for the U.S. > Labor Costing
 documentation (or
Payroll for Canada > Labor Costing
 documentation).
You can define related worktags on a custom organization. When you enter the custom organization into a transaction, Workday defaults its related worktags into the
Worktags
 field on the transaction. The latest default for a worktag type overrides any previous value.
Example: You can define an organization type of
Store
, and create a custom organization with that type for each store location such as
San Francisco Store
 and
New York City Store
.
  • If an employee of the
    San Francisco Store
     creates an expense report, you can have that store automatically display as a worktag in the expense report.
  • If you assign the
    Store Manager
     role to the
    San Francisco Store
    , you can configure the
    Create Expense Report
     business process to route to the person in that role whenever a store employee submits an expense report.

Use Custom Organizations to Mass Distribute Documents

Workday enables you to mass distribute documents or tasks by organization. Custom organizations enable you to use membership rules to assign members to a specific custom organization either statically or dynamically. You can then mass distribute documents to members of that custom organization.

Use Custom Organizations as a Dimension in Account Posting Rules

When you use a custom organization as a dimension, you can assign that dimension to specific ledgers within your account posting rules. When you assign a custom organization as a dimension to a ledger, organizational transaction types made to that custom organization will automatically post to the ledger associated with it.