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Administrator Guide
Last Updated: 2023-06-23
Manage Membership Rules

Manage Membership Rules

Security:
Manage: Membership Rule Edit
domain in the Organizations and Roles functional area.
Static and semidynamic membership rules perform faster than dynamic rules. To improve performance, Workday recommends that you apply semidynamic membership rules for:
  • Time off rules that return more than 3,000 workers.
  • Rules with
    Include Subordinate Organizations in Rule
    selected.
Note that worker profiles might not reflect custom organization membership for up to 4 hours after you update a worker or semidynamic rule.
To avoid performance problems with report fields that use membership rules, ensure that all membership rules in your tenant are semidynamic. When report fields use dynamic membership rules, Workday evaluates each instance that includes the report field, which can cause delayed report results or failures.
With semidynamic rules, members added during a reorganization only display as of the effective date of the reorganization.
  1. Access the
    Edit Membership Rule
    task.
  2. Select the rule that you want to edit.
    Membership rule usage must be dynamic before you can change it to semidynamic.
  3. Select
    Semidynamic Membership Evaluation
    to convert a dynamic membership rule into a semidynamic membership rule.