Setup Considerations: Org Studio and Mass Actions

Workday provides Org Studio and Mass Actions so that you can collaboratively visualize, plan, and approve reorganizations and implement the changes within Workday. Org Studio provides a drag-and-drop interface that enables you to iterate through the planning stages with stakeholders using current organization charts and data. After stakeholders approve plans, Workday transfers your model and data to Worksheets. From Worksheets, you can refine and correct your plans and then implement your new structure as a mass action. You can also use Mass Actions to process other business process events in bulk through Worksheets.

Org Studio and Mass Actions reduce manual processes and the need for external tools by enabling you to plan and implement changes within Workday.

You can use Org Studio and Mass Actions to:

Create and collaborate on organizational designs.
Copy Org Studio designs to evaluate several reorganization alternatives.
Test multiple versions of a reorganization structure.
Create, move, edit, or inactivate supervisory organizations.
Add and move workers.

To avoid approval routing and numerous tasks in

My Tasks

when completing a reorganization or initiating Mass Actions, configure rule-based business process definitions for these business processes with the

Mass Action Type

report field:

Assign Superior
Change Organization Assignments for Worker
Change Job
Close Position
Create Position
End Contingent Worker Contract
Move Workers (Supervisory)
Termination

While the recommended amount of transactions in a design is 1000-2000 transactions, performance varies based on the size of the design, length of time the design is open, and the complexity of the changes. For best performance, select an amount closer to 1000 transactions. If needed, you can split the total amount of transactions across multiple designs.

Workday currently supports these Org Studio and Mass Actions transactions:

Add Subordinate Org
Add Worker
Assign Role
Assign Superior
Change Organization Assignments for Worker
Close Position
Change Job
Create Position
Create Subordinate
Edit Organization
End Contingent Worker Contract
Inactivate Organization
Move Workers (Supervisory)
Termination

Workday doesn’t support delegation or proxy sessions for Org Studio and Mass Actions.

The

Mass Action Event

business process doesn't support

Approval

steps.

The

Complete Mass Action

step doesn't support constrained security groups. Workday recommends that you use an unconstrained security group or the initiator security group in the

Complete Mass Action

Step.

You can share mass action worksheets with constraint security groups but view and edit access to mass action worksheets depends on the position and domain security settings that you apply to the profiles.

Org Studio supports the

Configure Optional Fields

task for these transactions:

End Contingent Worker Contract
Termination

No impact.

Domains	Considerations
Maintain: Org Designs domain in the Organizations and Roles functional area.	Secures access for users to create, edit, manage, collaborate, and report on all designs related to the organizations and roles that the designs are secured to. You should secure groups to either the Maintain: Org Designs domain or the Participate: Org Designs domain, not both. The Maintain: Org Designs domain grants access to all designs within an organization structure. If you want to limit access, use the Participate: Org Designs domain instead.
Mass Action Events domain in the System functional area.	Secures access to submit and complete Mass Actions.
Participate: Org Designs domain in the Organizations and Roles functional area.	Secures access for users to create, edit, or share their designs or collaborate on designs that other users share with them. Secure groups to either the Participate: Org Designs domain or the Maintain: Org Designs domain, not both. You can select which Org Studio features and transactions users have access to by using the Participate: Org Designs domain.
Subdomains for the Participate: Org Designs domain in the Organization and Roles functional area: Org Designs: ~Terminate~ Org Designs: Assign Roles Org Designs: Assign Superior Org Designs: Change Business Title Org Designs: Change Org Assignments Org Designs: Close Position Org Designs: Create Position Org Designs: Create Subordinate Org Org Designs: Edit Org Org Designs: End ~Contingent Worker~ Contract Org Designs: Export Design Org Designs: Inactivate Org Org Designs: Job Change Org Designs: Move Worker Org Designs: Reports Org Designs: Undo and Redo Org Designs: View Job Details	Each subdomain secures access to a specific feature or related action within Org Studio designs, giving you more control over users' activities.
Worker Position: View domain in the Staffing functional area.	Secures access for users to view filled positions or workers in an Org Studio design
Worker Data: All Positions domain in the Staffing functional area.	Secures access for users to view open positions in an Org Studio design.

The changes that you plan in Org Studio and complete in a reorganization workbook display in worker histories as regular events.

You can use the

View All Mass Action Events

report to review your reorganization events. You can also create custom reports for Org Studio and Mass Action designs by using the Org Design business object. The Org Design business object includes report fields to help you track and manage designs. Examples:

Action Business Process
Action Type
Organization Type
Org Design Name
Owner
Role Added
Shared With
Staffing Model
Starting Point
Status

You can use these Report Data Sources to find specific details about the proposed changes in your designs:

All Organizations in Org Design (Supervisory)
All Positions in Org Design (Supervisory)
Org Design Action for Org (Supervisory)
Org Design Action for Workers (Supervisory)

You can use the

Maintain Org Studio Report Configurations

task to configure which reports using these RDSs are available in Org Studio for you to select.

No impact.

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships across your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.

Org Studio and Mass Actions can touch these areas in Workday:

Business processes
Organizations
Staffing