Reference: Organization Types and Subtypes

Administrator Guide

Organizations enable you to group resources, workers, costs, and other organizations for business process routing, security, analysis, and reporting. Workday delivers different organization types for different functional purposes. Example: Your supervisory organizations reflect the reporting structure, and your cost centers and regions reflect your costing structure. You can also create your own custom organization types.

Use organizations to:

Aggregate data for reports.

Assign workers to their management and support teams.

Initiate business processes.

Some organization types have a corresponding hierarchy for grouping organizations to represent a structure. Hierarchies enable you to assign and inherit roles, share business processes, and consolidate results.

Workday Delivered Organization Types

Organization Type	Description	Tasks	Domains
Academic Unit	Provides the basis to manage faculty appointments in education.	Create Academic Unit Edit Academic Unit View Academic Unit View Academic Unit As Of	Set Up: Academic Units Reports: Academic Units
Academic Unit Hierarchy	Roll up or grouping of academic units that typically reflects a structure of a college or university.	Create Academic Unit Hierarchy Edit Academic Unit Hierarchy View Academic Unit Hierarchy View Academic Unit Hierarchy As Of	Set Up: Academic Unit Hierarchies Reports: Academic Unit Hierarchies
Business Unit	Typically used to reflect lines of business that might cut across multiple companies or legal entities.	Create Business Unit Edit Business Unit View Business Unit	Set Up: Worktags - Business Unit
Business Unit Hierarchy	Hierarchy for business units.	Create Business Unit Hierarchy Edit Business Hierarchy View Business Unit Hierarchy	Set Up: Worktags - Business Unit
Committee	Tracks various types of committees from corporate to department level.	Maintain Committee Definition View Committee Definition	Committee Definition: Manage Committee Definition: Reporting
Company	The primary organization type for Workday Financial Management. All financial transactions are for a company. Most financial reports, such as balance sheets and income statements, run in the context of a company. Workday recommends that you create a separate company for each internal entity with a separate tax ID.	Create Company Company Company Edit (related action) View Company View Company As Of	Manage: Company Reports: Company View as of Date
Company Hierarchy	Hierarchy for companies.	Create Company Hierarchy Organization Edit Organization (related action) View Organization View Organization As Of	Create: Company Set Up: Organization
Cost Center	Tracks financial transactions and HCM transactions with a financial impact, such as hiring or terminations. Assign employees and contingent workers to a cost center when you hire them. You can roll up cost centers into cost center hierarchies, which can only store cost centers for reporting purposes. You can't associate transactions with a cost center hierarchy. The Edit Cost Center task enables you to specify related worktags.	Create Cost Center Cost Center Edit Cost Center (related action) View Cost Center View Cost Center As Of	Manage: Cost Center Reports: Cost Center View as of Date
Cost Center Hierarchy	Hierarchy for cost centers.	Create Cost Center Hierarchy Organization Edit Organization (related action) View Organization View Organization As Of	Create: Cost Center Set Up: Organization
Custom Organization	Enables you to group workers into logical constructs that aren't defined by the other Workday-provided organization types.	Create Custom Organization Custom Organization Edit Custom Organization (related action) View Custom Organization View Custom Organization As Of	Manage: Custom Organization Reports: Custom Organization View as of Date
Fund	Primarily used by public sector and higher education organizations. You can use funds as a worktag in financial and payroll transactions.	Create Fund Edit Fund View Fund	Set Up: Fund
Fund Hierarchy	Hierarchy for funds.	Create Fund Hierarchy Edit Fund Hierarchy View Fund Hierarchy	Set Up: Fund
Gift	Primarily used in higher education and nonprofit organizations and typically represent gifts of money as a funding source. A common type of gift is an endowment.	Create Gift	Configure the Gift Event business process and security policy in the Endowment Accounting functional area.
Gift Hierarchy	Hierarchy for gifts.	Create Gift Hierarchy Edit Gift Hierarchy View Gift Hierarchy	Set Up: Endowments Manager Reports: Endowments Reports: Endowments
Grant	Primarily used by public sector and higher education organizations.	Create Grant Edit Grant View Grant	Set Up: Grants Process: Grants Set Up: Basic Grant Worktag
Grant Hierarchy	Hierarchy for grants.	Create Grant Hierarchy Edit Grant Hierarchy View Grant Hierarchy	Process: Grants
Location	Locations are an attribute associated with a worker in a position. You can also use locations for assets. Locations reflect a worker's work location rather than an area of responsibility. Location hierarchies have organizational roles and can include locations for grouping purposes.	Create Location Edit Location View Location View Location As Of	Manage: Location Location: View
Location Hierarchy	Hierarchy for locations.	Create Location Hierarchy Organization Edit Organization (related action) View Organization View Organization As Of	Manage: Location Hierarchy Set Up: Organization
Matrix	Contains workers from different supervisory organizations who work together. Each matrix organization has a manager who has a leadership relationship to all the members of the matrix organization. However, the manager of a worker's supervisory organization retains ultimate authority over the worker. You can use a custom hierarchy to group matrix organizations. Workday automatically adds assigned matrix managers to the Matrix Manager (Supervisory Hierarchy Access) security group. You can configure the security group to grant members access to the supervisory reports of any managers within matrix organizations. Matrix organizations are freestanding and aren't related to a supervisory organization.	Create Matrix Organization Organization Edit Organization (related action) View Organization View Organization As Of	Manage: Matrix Organizations Set Up: Organization
Pay Group	Aggregates workers and the rules that govern how their pay is calculated. Each worker who receives pay through Workday Payroll must be a member of exactly 1 pay group unless you're using the multiple jobs functionality.	Create Pay Group Organization Edit Organization (related action) View Pay Group	Set Up: Payroll - Pay Group Specific Set Up: Payroll Interface
Program	Primarily used by public sector and higher education organizations. Programs typically have long-term if not permanent high-level purposes.	Create Program Edit Program View Program	Set Up: Program
Program Hierarchy	Hierarchy for programs.	Create Program Hierarchy Edit Program Hierarchy View Program Hierarchy	Set Up: Program
Project	Projects enable you to define work that aligns with strategic company and individual goals. A project belongs to a project hierarchy. The resource plan to assign workers to a project is defined on the project or inherited from the project hierarchy. You can use billable projects to bill time and expenses to customers. You can use project scenarios for project planning	Create Project Edit Project View Project	Set Up: Project Details View: Project Self-Service: Project Manage: Project
Project Hierarchy	Hierarchy for projects.	Create Project Hierarchy Edit Project Hierarchy View Project Hierarchy	Configure the Create Project Hierarchy business process and security policy in the Projects functional area. Set Up: Project Hierarchy
Region	Reflects the area of responsibility for a worker instead of the work location. Example: A salesperson might work from a Miami location, which rolls up to North America, but might be responsible for sales to the Latin American region.	Create Region Region Edit Region (related action) View Region View Region As Of	Manage: Region Reports: Region View as of Date
Region Hierarchy	Hierarchy for regions.	Create Region Hierarchy Organization Edit Organization (related action) View Organization View Organization As Of	Create: Region Manage: Region Set Up: Organization
Retiree Organization	Holds retirees, and provides visibility and management access for retiree administrators and partners.	Create Retiree Organization Organization Edit Organization (related action) View Organization View Organization As Of	Manage: Retiree Organization Create Reports: Organization Set Up: Organization
Supervisory Organization	Supervisory organizations group workers into a management hierarchy. A supervisory organization can be a business unit, department, group, or project. Jobs, positions, and compensation structures are associated with supervisory organizations. Workers are hired into jobs or positions associated with a supervisory organization. You can assign business processes to a supervisory organization. All approvals and checklists are established for the supervisory organization hierarchy. You can set up variations for organizations within that hierarchy. You can create and insert supervisory organizations into a hierarchy as a single action. There’s no separate action to create a supervisory hierarchy.	Create Supervisory Organization Supervisory Organization Edit Supervisory Organization (related action) View Supervisory Organization View Supervisory Organization As Of	Manage: Supervisory Organization Reports: Supervisory Organization View as of Date
Union	Unions track and report on union membership for workers.	Maintain Unions View Union	Set Up: Unions
Workteam	Contains workers grouped together in a freestanding, nonhierarchical, task-based team, such as a scrum or task force. Workteam membership can be self-managed and dynamic, and members can be active, passive, or inactive.	Create Workteam Edit Workteam View Workteam Membership As of View Workteam	Manage: Workteam Manage: Workteam Membership History Self-Service: Workteam

Workday also provides report data sources with report fields for each organization type to simplify their use in custom reports, notifications, and condition rules.

Organization Subtypes

You can distinguish between multiple instances of the same organization type by using organization subtypes. Example: You could divide supervisory organizations into organization subtypes of Department, Division, or Group. For organization types that are hierarchies, subtypes define the levels in a hierarchic structure.

Access the

Maintain Organization Subtypes

task to manage organization subtypes.

Composite Views

Several organization types have their own composite view or profile made up of profile groups and reports (or allowed worklet tasks).

Each allowed worklet task (tab) has its own security. Workers must belong to the appropriate security domains for an organization type to view a tab on a composite view for the organization.

Profile groups for organization types include:

Overview for Company

Overview for Cost Center

Overview for Custom Organization

Overview for Region

Overview for Supervisory Organization

Access the

Configure Profile Group

task to configure the composite view for each segmented organization type. The

Details

tab is specific to each organization type.

Concept: Workday Projects