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Administrator Guide
Last Updated: 2024-01-12
Maintain Organization Types

Maintain Organization Types

Security:
Set Up: Organization
 domain in the Organizations and Roles functional area.
You can maintain Workday-delivered organization types and create your own custom organization types.
  • Costing
  • Hierarchy
  • HR
  • Pay
  • Custom
When you select a category, Workday displays both the Workday-delivered organization types and custom organization types that are available to you within that category.
You can only delete a custom organization type that isn't in use.
  1. Access the
    Maintain Organization Types
     report.
  2. Select the organization category and organization type that you want to change and click
    Edit
    .
  3. As you complete the task, consider:
    Option Description
    Organization Type Name
    When you use the custom organization type as a financial worktag in transactions, Workday displays the name as a category in the prompt.
    Use as Financial Worktag
    Workday automatically enables this option for certain organization types such as Company and Location. Custom organizations can't have other organizations as members. You can create up to 10 custom organizations to use as financial worktags. To use a custom organization as a financial worktag, you must select the worktag in the
    Custom Organization Worktag Dimension
     prompt.
    Select the
    Position Assignment Unique
     check box to select the
    Use as Financial Worktag
     check box simultaneously with these position assignment options:
    • Allow Reorganization Tasks
    • Show in Change Organization Assignments and Job Requisition
    • Position Assignment Required
    Select the
    Use as Financial Worktag
     check box to:
    • Make the organization type available for payroll costing on the
      Maintain Worktag Usage
       report.
    • Configure default worktags for organization types that support them.
    • Use as HR Worktag
       or be available for payroll costing allocations.
    You can only delete custom organization types with a
    Usage Count
     value of zero. When an organization has related worktags, you can't clear the
    Use as Financial Worktag
     check box until you remove all references to organizations of this type in related worktags. Also, you can't clear this check box after you use a custom organization as a worktag on any transaction.
    Use as HR Worktag
    Only available on custom organizations. Select this check box to make the organization type available as a worktag in headcount plans. Enable
    Use as Financial Worktag
     to select this check box. When you enable the custom organization as an HR worktag and configure the organization as a headcount plan dimension, you can't clear this check box.
    Available for Payroll Costing Allocation
    Select this check box to create up to 10 custom organizations for payroll costing allocations. Enable
    Use as Financial Worktag
     to select this check box.
    This check box indicates whether the organization type is either:
    • Configured as a balancing worktag at the tenant level.
    • Enabled as a Primary or Additional worktag type under
      Payroll Costing Allocation
       on the
      Maintain Worktag Usage
       task.
    See Steps: Configure Worktag Balancing for Journals and Reference: Edit Tenant Setup - Payroll.
    Custom Organization Worktag Dimension
    Enables you to run dimensional reports when this custom organization is on transactions. You can have up to 10 worktag dimensions available to associate with a custom organization type. You can only associate 1 worktag dimension on 1 custom organization type. Once you make the association, you can't use the dimension again.
    Enables you to use a custom organization as a dimension within account posting rules. You can post operational transaction types from the custom organization to a specific ledger.
    Used by Organization Subtypes
    Configure subtypes on the
    Maintain Organization Subtypes
     task. A custom organization type requires at least 1 subtype.
    Show in Change Organization Assignments and Job Requisition
    Enables you to assign or reassign workers to this custom organization in the
    Change Organization Assignments
     task. This option also enables you to add this organization type to a job requisition. If users in your organization don't have security access to this organization type, the field won't display on these tasks:
    • Change Organization Assignment
    • Create Job Requisition
    • Edit Job Requisition
    If you don't select this check box, some organization data won't be available and the organization won't display on the worker position.
    Position Assignment Unique
    Select this check box to assign the organization type to only 1 position group. You can't select this check box when you use membership rules to assign members to custom organizations. See Concept: Custom Organizations.