Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Set Up Nonsupervisory Organizations

Set Up Nonsupervisory Organizations

Security: At least 1 of these domains in the Organizations and Roles functional area:
  • Create: Company
  • Create: Cost Center
  • Create: Custom Organization
  • Manage: Matrix Organizations
  • Create: Region
  • Manage: Retiree Organization Create
Workday provides several organization types for you to manage aspects of your company. When you create an organization, you can assign roles to it. Roles and role-based security groups determine access to information about that organization, business process approvals, and notifications.
  1. Access 1 of these tasks:
    • Create Company
    • Create Cost Center
    • Create Custom Organization
    • Create Matrix Organization
    • Create Region
    • Create Retiree Organization
  2. As you complete the task, consider:
    Option Description
    Name
    The name, code, and whether the code is included in the name are effective dated. You can change the name and apply effective dating by selecting
    Organization
    Edit Name/Code
     from the related actions menu of the organization. Organization name and code history are visible on this task and on the
    Organization History
     report.
    When you create a new effective date for an organization name change and the organization name matches the next snapshot, Workday updates the effective date of that next snapshot to the earlier date.
    Workday displays translations by effective date in the
    Name History
     grid. When you create a new effective date, Workday doesn't copy the translations from the previous effective date when you:
    • Select the
      Hide Translations after Base Value Change
       check box on the
      Edit Tenant Setup - Global
       task.
    • Modify the organization name in the base language of the effective date.
    Phonetic Name (Company only)
    When you add or update a phonetic name, Workday displays the company or business entity name in both the local language and English on specific financial documents.
    Displays when:
    • You enable phonetic names on the
      Edit Tenant Setup - Global
       task.
    • Users select the relevant locale and display language in their preferences.
    Availability Date
    Workday-delivered validations don't use the
    Availability Date
    . You can create a custom validation to prevent the organization from being used in a transaction with an effective date earlier than the
    Availability Date
    .
    Visibility
    When determining who can view an organization, Workday prioritizes organization visibility over the access rights of the worker's role-based or user-based security group. To grant modify access to administrators and limit organization visibility to role assignees only, you must also assign the role to administrators.
    Visibility also controls whether workers can see the organization details or only the organization name in prompts and reports. You can restrict visibility entirely for supervisory organizations. However, for other organization types, the organization name is visible in prompts and reports, but the organization details and related actions aren’t.
    Restricted to Companies
    When you restrict cost centers to specific companies, Workday supports valid company and cost center combinations on tasks where you enter both values. When you don't select a company, the cost center is valid for all companies.
    Related Worktags
    When you select an organization with related worktags in a transaction, Workday automatically populates those related worktags. When you enter a related worktag that has default values, the worktag you enter overrides any existing default value.
  3. As you complete the
    Assign Roles
     tab, consider:
    Option Description
    Role
    The prompt displays roles you have permission to assign. Configure security groups that can assign the role on the
    Maintain Assignable Roles
     task.
    Restricted to Single Assignment
    Indicates that you can only assign the role to a single worker, as set on the
    Maintain Assignable Roles
     task.
    Assigned To
    Select positions or position restrictions to assign to the role.
Depending on the organization type, add the organization to a hierarchy by selecting:
  • Organization
    Assign Superior
     from the related actions menu of the organization.
  • Organization
    Assign Included Organizations
    .
For a complete list of Workday-delivered organization reports and descriptions, access the
Workday Standard Reports
 report and select the
Organizations
 report category.