Steps: Set Up Org Studio

Set up security for the Reorganization with Org Studio
business process to plan, review, and implement reorganizations. Once configured, you can complete transactions like moving workers and assigning superior and subordinate organizations in Org Studio using a drag-and-drop organization chart. You can then process those transactions using a Mass Action workbook.

Edit Domain Security Policies.

Configure the security policies for these domains in the Organizations and Roles functional area:

Maintain: Org Designs

Participate: Org Designs

Access to the Maintain: Org Designs
domain grants administrative rights over a feature, enabling users to view and edit all org designs, regardless of ownership. Access to the Participate: Org Designs
domain enables users to interact with their own designs and designs shared with them. Users with Maintain: Org Designs
access can perform all staffing transactions within a design, while users with Participate: Org Designs
access are limited to transactions available through specific subdomains (Example: The Org Designs: Terminate
domain enables access to termination transactions within a design). Generally, it’s redundant to assign both permissions to a user, as Maintain: Org Designs
access alone provides equivalent capabilities. We recommend that you secure groups to either domain, not both.

Configure the security policies for the subdomains under the Participate: Org Designs
domain.

Edit Business Process Security Policies.

Configure security permissions for the Reorganization with Org Studio
business processes.

Edit Business Processes.

Access the

Create Business Process Definition (Default Definition)

task and select the Reorganization with Org Studio
business process type.

On the Org Design Shared Participation
step, set

Type

to Shared Participation.

Create a new Approval step and Launch Reorganization Mass Action
action step.

Set up Mass Actions.