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.
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.
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 theMaintain Organization Subtypestask.)
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, enterorg: alex smith.
- To find only supervisory organizations that Alex Smith manages, entersup: alex smith.
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 (/)
Modern
returns an organization with any of these names:
- Global_Modern_Services
- Global#Modern#Services
- Global>Modern>Services
- Global/Modern/Services
ABC-123-456
, enter ABC-12
rather than ABC12
or 123
.