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Administrator Guide
Last Updated: 2023-06-23
Set Up Organization Charts

Set Up Organization Charts

Security:
Set Up: Tenant Setup - General
 domain in the System functional area.
You can use organization charts to view detailed representations of organization structures and hierarchies, including the reporting relationships, divisions of work, and levels of management of an organization.
You can set up different fields to display on your organization. You can create only 1 custom organization chart configuration for a primary business object.
  1. Access the
    Create Org Chart Business Object Configuration
     task.
  2. Select the
    Primary Business Object
    .
    An organization chart configuration only modifies the nodes displaying the
    Primary Business Object
    .
  3. Select the
    Usage
     to determine the content to configure.
    • Line 1
    • Line 2
    • Line 3
    • Navigable Owner
    • Navigation Icon
    • Navigator Image
    The usage determines where Workday displays each field on the card. When you don't configure an override, Workday applies the default values to the supervisory organization and worker. When you select a value in the
    Usage
     prompt, Workday doesn't display any default fields on the organization chart.
    Example: When you select
    Organization
     as the primary business object and
    Manager
     in the
    Field
     prompt for Line 3, Workday only displays the manager on each card and the default Workday icon for the organization.
    You can't configure the title of an organization on the organization chart.
    The field values you configure for each card are static and don't dynamically change when you filter the organization chart viewing options.
  4. Select a
    Business Object
     for the report field.
    Select the business object associated with the report field that you want to display on the organization chart.
  5. Select a
    Field
     to display on the organization chart.
    Workday enables you to select either public or nonpublic report fields to display on your organization chart based. When users don't have security access to report fields on an organization chart, Workday displays blank lines.
    When you select the
    Worker Profile Default Position
     report field, Workday displays the same position on the worker profile and the organization chart. For a worker on international assignment, Workday displays their international assignment position on the organization chart.
  6. Click
    OK
    . When you view a supervisory organization in the organization chart, Workday only displays one manager in a leadership role.
  1. Select
    Cost Center
     from the
    Primary Business Object
     prompt.
  2. Select
    Navigable Owner
    from the
    Usage
     prompt. By default, the
    Navigable Owner
     is the organization manager.
  3. Select
    Cost Center
     from the
    Business Object
     prompt.
  4. Select
    Cost Center
     from the
    Field
     prompt.
  5. Add a row.
  6. Select
    Line 1
     from the
    Usage
     prompt.
  7. Select
    Cost Center Manager
     from the
    Business Object
     prompt.
  8. Select
    Full Name
     from the
    Field
     prompt.
When you view an organization chart, Workday only displays the cost center name and manager's name.
Access the
Delete Org Chart Business Object Configuration
 task to revert configurations. Access the
Edit Org Chart Business Object Configuration
 task to edit existing configurations.