Concept: Inactive Organizations

The

Inactivate Organization

task initiates the

Inactive Organization

business process. When you initiate the

Inactive Organization

business process, you can retire organizations that are no longer in use. Example: Organizations without:

Active members.
In-progress staffing actions.
Open positions.

You can inactivate organizations of these types:

Company
Cost Center
Custom
Matrix
Pay Group
Region
Retiree
Supervisory

You can also inactivate organizations that are location hierarchies.

You can only access the

Inactivate Organization

task by selecting

Reorganization

Inactivate Organization

from the related actions menu of an organization. You must cancel or complete all in-process events for the organization you’re inactivating and move all workers and positions out of the organization, including positions that will be active in the future. You should configure the

Activation

business process and security policy in the Organizations and Roles functional area.

When you inactivate an organization:

It retains its superior organization, role inheritance, and worker and event history unless you remove it from the hierarchy. As a best practice, Workday recommends that you leave the inactive organization in the hierarchy to retain role inheritance. Historical reporting reflects organization activity for dates when the organization was active.
Workday recommends that you leave inactive cost centers in reports to ensure accuracy when reporting on time frames when the organization was active.
Workday moves active subordinate and included organizations to the superior of the inactive organization. If the superior is inactive, you must specify an organization. Inactive subordinates and included organizations remain fixed unless you move them to the superior or a different organization.
Consider setting up a designated hierarchy for inactive organizations to ensure that role inheritance and performance are unaffected in active organizations. Note that moving an inactive organization out of its existing hierarchy could affect historical reporting. Workday doesn't display inactive organizations on the organization chart.

Workday provides you with these options for subordinate organizations on the

Inactivate Organization

task:

Option	Description
Move All to Superior	Move all active and inactive subordinate organizations and included organizations to the superior organization.
Move All to Organization	Specify a new superior organization for all active and inactive subordinate organizations and included organizations.
None of the above	Use the Current Subordinates grid to assign new superior organizations individually.

You can use the

Keep All Role Assignments

option on the Roles tab to select all roles to change inherited and default role assignments to explicit role assignments. Roles that are directly assigned to an inactive organization aren't inherited from the superior.

The

Remove from Hierarchy

option removes the superior organization and its inherited role-based security history. You can access the

View Organization History

report from the related actions menu of the organization to view previous reorganization events.

If an inactive organization has no superior organization, Workday displays the previous superior, and the effective date of the inactivation so that you can easily reassign the previous superior, and enable role inheritance. Workday recommends using the

Reassign Superior To Inactive Organization

web service to automatically bulk reassign inactive organizations to their last superior organization.