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Administrator Guide
Last Updated: 2024-05-31
Steps: Assign Membership Rules in Custom Organizations

Steps: Assign Membership Rules in Custom Organizations

On the
Maintain Organization Types
 report for custom organizations, set:
  • Allow Reorganization Tasks
     to
    Yes
    .
  • Position Assignment Unique
     to
    No
    .
Instead of assigning workers individually, membership rules enable you to assign multiple worker positions to custom organizations based on defined criteria. Membership rules evaluate active and terminated workers.
Membership rules can be:
  • Static Rules: Calculate and explicitly assign membership at the time that you apply the rule to the custom organization. To remove workers later, you must explicitly remove them or apply another static rule.
  • Dynamic Rules: Calculate membership when you access a custom organization on a report. Note that using dynamic membership rules on custom organizations with large numbers of workers can cause performance problems.
  • Semidynamic Rules: Calculate membership every 4 hours. Semidynamic rules start as dynamic rules.
Static and semidynamic rules perform faster than dynamic rules. Static rules run once, whereas semidynamic rules determine membership dynamically and add or remove workers every 4 hours.
Changing membership rules from dynamic to semidynamic can improve performance.
  1. Access the
    Create Membership Rule
     task.
    Create membership rules for custom organizations.
    Security:
    Manage: Membership Rule Create
     domain in the Organizations and Roles functional area.
  2. Access the related actions menu of a custom organization.
    From the related actions menu, select either:
    • Reorganization
      Assign Workers
       to link a dynamic or semidynamic rule to a custom organization. When you use this task to associate a static membership rule to a custom organization, the rule automatically changes to semidynamic.
    • Reorganization
      Assign Members Using Rule
       to assign a custom organization explicitly to workers who meet the rule criteria.
    To preserve existing members, select
    Add to Existing Members
    , otherwise Workday replaces existing members with members who satisfy the membership rule criteria.
    Security:
    Manage: Organization Edit and Reorganization Action
     domain in the Organizations and Roles functional area.
  3. (Optional) To change a dynamic rule to semidynamic, access the
    Edit Membership Rule
     task.
Workday displays workers assigned to the custom organization on 1 of these grids:
  • By Membership Rule
    : By a dynamic or semidynamic membership rule.
  • Members
    : Manually or by a static membership rule when results are for 50,000 workers or fewer.
Use the
View Organization Members
 report (secured to the
Worker Data: All Positions
 domain) for custom organizations with more than 50,000 members that don't have hierarchies enabled. Depending on your domain security configuration, the member count for the
View Organization Members
 report might differ from the
Organization
View Members As Of
 related action.
Workers assigned by a dynamic rule won't display in the
Organizations
 tab of the worker profile if you change
Allow Reorganization Tasks
 to
No
.
Workers won’t display as members of the rule when you view the organization with an effective date that's earlier than the effective date of the reorganization selected to assign the rule to the custom organization. Additionally, workers might not display as members when you view the organization with an effective date that matches or is later than the reorganization effective date when their position doesn't meet the rule criteria as of the effective date that you're viewing the organization. Example: When a worker's membership changes as of a future date, their position, organization, or location might have changed or the rule criteria might have changed.
View rule criteria updates from the related actions menu of the membership rule. Select
Effective Stating
View Audit Entries
 and filter by scheduler.