Concept: Reorganizations

Before you can perform a reorganization, you must define a

reorganization

event to track and manage your reorganization activities in Workday. You create a reorganization event when you create a new organization and you can associate this event with more than 1 activity.

When performing reorganization events on an organization, you should make changes in effective date order. Example: If there’s a future-dated inactivation event dated 1/1/2022, you can't do a reorganization event, such as assigning a superior or creating a subordinate, with an earlier effective date than 1/1/2022.

These tasks require a reorganization event in Workday:

Create Organization
Assign Included Organizations
For custom organizations (using the
Reorganization
related action):
Assign Workers
Assign Members Using Rule
Move Retirees

Creating and changing matrix organizations doesn’t require a reorganization event. When you use a task that requires a reorganization event, Workday recommends you use the UI task and not a web service because reorganization events aren't available on all web services.

You can use reorganization events to group reorganization activities in different ways. When grouping reorganization events, take these guidelines into account:

Consideration	Description
Logical Relationships	Avoid grouping unrelated tasks or breaking up activities that are part of a single event.
Hierarchy	Consider hierarchy type. Example: for accurate reporting, include cost centers in 1 node and 1 cost center hierarchy structure only. When you include a cost center in another node with the same top-level hierarchy and select it in a reorganization event, Workday moves it from its original node.
Effective Date	Group activities that take place at the same time. When you make changes to an existing reorganization event, the effective date of the reorganization becomes the effective date of the changes. You can move workers or retirees who are hired or transferred as of as of or after the reorganization effective date.
Future-Dated Events	Workday enables you to use unlimited future-dated reorganization events, but an organization can only have 1 future-dated reorganization at a time.
Staffing	Use separate reorganization events by period when you perform staffing activities periodically. Example: Assign Workers . You should set the effective date as the beginning of each period.

You can display reorganizations by activity or by organization. To view:

All reorganizations for a specific date range, run the
Reorganizations
report. You can include inactive reorganizations in your report.
Individual reorganizations, use the
Edit Reorganizations
task.

View the reorganization activities for a reorganization event ordered by organization on the

By Organization

tab. View the reorganization activities for a reorganization listed in order of reorganization activity on the

By Activity

tab.