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Administrator Guide
Last Updated: 2025-03-14
Steps: Set Up Matrix Organization Business Processes

Steps: Set Up Matrix Organization Business Processes

Matrix organizations represent indirect reporting relationships. Workers can belong to only one supervisory organization, but they can belong to multiple matrix organizations. They enable:
  • You to create and manage dotted-line relationships between workers and one or more managers.
  • Managers to be involved in approvals of HCM business processes, such as job changes, merit increases, and performance reviews, for the workers in their matrix organizations. You can configure Workday so that the manager can or can't view workers' compensation information.
Business process definitions must be configured to include matrix organization's managers in order for them to participate in HCM Business processes, such as job changes. The
Assign Multiple Matrix Members
 business process enables you to assign a single or multiple workers to a matrix organization. The
Assign Matrix Organization
 business process enables you to assign only a single worker to a matrix organization.
  1. Configure the security policy for these business processes in the Organizations and Roles functional area:
    Business Process
    Description
    Assign Matrix Organization
    You can assign security groups to view and approval steps, and these initiating actions:
    • Assign Matrix Organization
    • Assign Matrix Member
    • Put Assign Matrix Organization (Web Service)
    • Import Assign Matrix Organization (WS Background Process)
    Assign Multiple Matrix Members
    You can assign security groups to view and approval steps, and the
    Assign Multiple Matrix Members
     initiating action.
    When configuring the approval step, consider that the approver can view all the workers and positions that you're assigning.
    Only Matrix Roles and Unconstrained security groups are allowed for initiating actions. If a user has access to the initiating action through a matrix role, they can initiate
    Assign Multiple Matrix Members
     for matrix organizations they hold a role on. If a user has access to the initiating action through an unconstrained security group, they can initiate
    Assign Multiple Matrix Members
     for any matrix organization.
    Remove From Matrix Organization
    You can assign security groups to view and approval steps, and these initiating actions:
    • Remove from Matrix Organization
    • Remove Matrix Member
    • Put Remove Matrix Organization (Web Service)
    • Import Remove Matrix Organization (WS Background Process)
    Remove Multiple Matrix Members
    You can assign security groups to view and approval steps, and the
    Remove Multiple Matrix Members
     initiating action.
    When configuring the approval step, consider that the approver can view all the workers and the associated positions that you're removing.
    Only Matrix Roles and Unconstrained security groups are allowed for initiating actions. If a user has access to the initiating action through a matrix role, they can initiate
    Remove Multiple Matrix Members
     for matrix organizations they hold a role on. If a user has access to the initiating action through an unconstrained security group, they can initiate
    Remove Multiple Matrix Members
     for any matrix organization.
  2. Edit Domain Security Policies.
    Configure the
    Worker Data: Select Position
    . Based on your configuration, users can assign and remove workers and positions to Matrix Organizations using the
    Assign Multiple Matrix Members
     business processes. If a user has access to this domain through:
    • An unconstrained security group, they can see all workers and their positions when completing the business process.
    • A constrained security group, they can only see workers and positions that they're contextually secured to with that security group.
  3. Configure these business processes in the Organizations and Roles functional area:
    • Assign Matrix Organization
    • Assign Multiple Matrix Members
    • Remove From Matrix Organization
    • Remove Multiple Matrix Members
  4. Activate Pending Security Policy Changes.