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Administrator Guide
Last Updated: 2023-12-15
Concept: Organization Search

Concept: Organization Search

To improve speed and accuracy, Workday recommends these best practices for organization searches.

Search Terms and Categories

To optimize search performance:
  • Don’t set All of Workday as the default search parameter.
  • Limit the number of terms you enter for faster searching.
  • Narrow search categories for refined results.
  • Use unique search terms to improve search accuracy.
All of Workday is not available as a search parameter in People Experience.

Search Attributes and Results

Workday uses these indexed attributes to determine which organizations to return in search results:
  • Organization Name
  • Organization Code
  • Organization Subtype
  • Global Names of Workers in Leadership Roles
  • Organization ID
    , when you use an organization prefix.
When you search for an organization using the name that's displayed in Workday, search results might include organizations with display names that don't match any of the search terms that you entered because the search engine checks these attributes for each core organization type.
Indexed search attributes don’t consider any of these fields:
  • Include Manager/Leader in Name
  • Include Organization Code in Name
  • Include Organization ID in Name
  • Include Organization Subtype in Name
    (Configured in the
    Maintain Organization Subtypes
    task.)
Example: Even when an organization doesn't have
Include Organization Code in Name
selected, search results still return the organization when the organization code matches at least 1 search term that you entered.
When your search contains more than 1 term, the results include all organizations with an indexed attribute that matches any of your search terms. Workday displays organizations that include all of the search terms at the top of the results. Example: Searching for
Global Modern Smith
returns organizations that contain
Global
,
Modern
,
Smith, or
any combination, with organizations that contain all 3 words at the top.

Prefixes

When you use prefixes, you can limit search results to organizations. In global search, when you don't use an organization prefix, search results list workers that match your search terms before listing organizations because workers have a higher search relevancy. Example:
  • To find only the organizations that Alex Smith manages, enter
    org: alex smith
    .
  • To find only supervisory organizations that Alex Smith manages, enter
    sup: alex smith
    .
When you enter
Alex Smith
with no prefix, search results list all workers with
Alex Smith
in their names first, then organizations with an indexed search attribute that matches
Alex
or
Smith
.
Prefixes ignore the search category. The
Common
search category doesn't consider organization reference IDs, so using an organization prefix expands search to consider organization reference IDs.
You can view a list of search prefixes by entering ? in global search. Alternatively, access the
View Search Tips
option after searching in Workday to view search examples and a list of Workday search prefixes.
When you use the org: prefix, Workday searches all organization types. You can use these search prefixes for these core organization types:
Core Organization Type
Search Prefix (if available)
Company
company:
Company Hierarchy
Cost Center
costcenter:
Cost Center Hierarchy
cch:
Custom Organization
Location Hierarchy
loch:
Matrix
Pay Group
paygroupname:
Region
region:
Region Hierarchy
Supervisory
sup:
Retiree

Delimiters

Workday search supports these special characters as search delimiters:
  • Underscore ( _ )
  • Hash (#)
  • Greater than (>)
  • Forward slash (/)
Example: A search for
Modern
returns an organization with any of these names:
  • Global_Modern_Services
  • Global#Modern#Services
  • Global>Modern>Services
  • Global/Modern/Services
The search engine treats all other special characters as part of the search term. Example: To search for an organization named
ABC-123-456
, enter
ABC-12
rather than
ABC12
or
123
.