Concept: Moving Workers by Organization
Workday enables you to move workers, positions, or jobs to another organization as a stand-alone business process, without requiring you to select a reorganization event. You can move workers belonging to these organization types:
- Company
- Cost Center
- Region
- Supervisory
Moving workers by organization requires you configure these business processes and security policies in the Staffing functional area:
- Change Job
- Move Workers (By Organization)
- Move Workers (Supervisory)
The
Move Workers (By Organization)
business process is available on nonsupervisory organizations with these options selected in the Position Assignment
section of the Maintain Organization Types
task:
- Allow Reorganization Tasks.
- Unique.
Move Workers (By Organization)
is a stand-alone business process that initiates the Move Worker (By Organization)
subprocess for each worker who is moved.For supervisory organizations, you can only move workers between organizations with the same staffing model (job or position management). If you move open jobs or positions, you can't fill them until after the effective date of the
Move Workers (By Organization)
event.You can also move workers with these tasks:
- From the related actions menu of a supervisory organization, select . TheMove Workers (Supervisory)business process moves multiple workers from one supervisory organization to another.
- From the related actions menu of a worker or position, select to move a single worker, position, or job. TheChange Jobbusiness process enables you to enter detailed position or job data as part of the transfer. If you move a manager, you can also move the teams that report to that manager.
When you move workers out of an organization, the selection list depends on the organization type and its (or its associated supervisory organization's) staffing model:
Staffing Model | Supervisory Organization | Non-Supervisory Organization |
|---|---|---|
Job Management | Move jobs. | Move jobs. |
Position Management | Move filled positions or unfilled position restrictions.
Job Overlap : If a position restriction overlaps, you can't select it from the prompt. | Move positions or unfilled position restrictions. If you select a position, the move also affects the position restriction.
Job Overlap : If you select a position that overlaps another position, the move only affects the position you select and not the corresponding principal or overlap position. |
When you move workers, their positions, roles, and compensation rules remain the same in the new organization.
Rescind Move Worker
To rescind the move for all workers, select from the related actions menu of the business process (not the related actions menu of the step). When you rescind the
Move Workers (By Organization)
business process, Workday returns all moved workers to their original organization.You can also rescind the
Move Worker (By Organization)
business process for a single worker. To rescind a Move Workers (By Organization)
transaction, you must be a member of a security group specified in the business process security policy for the Rescind
action.