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Administrator Guide
Last Updated: 2025-03-14
Assign Workers to a Matrix Organization

Assign Workers to a Matrix Organization

Configure these business processes and security policies in the Organizations and Roles functional area:
  • Assign Matrix Organizations
  • Assign Multiple Matrix Members
Matrix organizations represent indirect reporting relationships. Workers can belong to only 1 supervisory organization, but they can belong to multiple matrix organizations. You can assign workers in bulk to a matrix organization using the
Assign Multiple Matrix Members
 business process and the
Import Assign Matrix Organization
 EIB.
The managers displayed on an organization chart are workers assigned to the roles marked as
Is Leadership
 for
Matrix Organization
 on the
Maintain Assignable Roles
 task.
You can configure the
Assign Matrix Organizations
 business process as a subprocess on other staffing business processes.
  1. Access the relevant task:
    • Assign Matrix Member
       to assign a single worker to a matrix organization.
      Assign Multiple Matrix Members
       to assign multiple matrix members to a matrix organization.
  2. Select the
    Effective Date
     of the assignment.
  3. Select the
    Matrix Organization
     that you're assigning the worker or workers to.
  4. Select the
    Worker
    . When the worker has multiple positions, select the
    Position
     of the worker.
  5. Click
    Submit
    . You can use custom organization hierarchies to roll up matrix organizations.
The update is routed to the approver. The approver will be able to see all workers and positions that are on the
Assign Multiple Matrix Members
business process event.
When the assignment is approved, as of the effective date, Workday displays the matrix organization details on the
Job
 section of the worker's profile on the
Management Chain
 and
Organizations
 tabs.
The user with the Matrix Manager role has access to the workers in the matrix organization. Workday automatically assigns the matrix manager to the
Matrix Manager (Supervisory Hierarchy Access)
 security group, which doesn't give them additional access by default. You can enable matrix managers to access the supervisory reports of any managers within matrix organizations by configuring the security group on a security policy. For performance reasons, we recommend that you don't use this security group in business process action steps.
Example: Helen is the matrix manager for the Matrix1 organization. Bob is a supervisory organization manager within Matrix1. Helen wants to see the business titles for all workers within Bob's supervisory organization. You assign the
Matrix Manager (Supervisory Hierarchy Access)
 security group to the
Worker Data: Business Title on Worker Profile
 domain. You give the group View access. Bob's supervisory organization includes subordinate organizations. Helen gains access to the workers in those organizations as well.
To remove:
  • A single worker from a matrix organization, access the
    Remove from Matrix Organization
     task.
  • Workers in bulk from a matrix organization, use the
    Remove Multiple Matrix Members
     business process and the
    Import Remove Matrix Organization
     EIB.