Steps: Set Up Manager Integrated Organizations
Security:
Manage: Manager Integrated Organization
domain in the Staffing functional area. Manager Integrated Organizations (MIO) establishes a formal reporting link between a manager's position and the supervisory organizations they manage. You can configure MIO for a single organization, a branch of a supervisory hierarchy, or the entire hierarchy.
You can use these web services for mass configurations, initial setup, or migrations:
- Get Manager Integrated Organization
- Put Manager Integrated Organization
- Edit Domain Security Policies.
- For manual configurations, use theEdit Manager Integrated Organizationtask.A position can only have 1 Manager Integrated Organization relationship with an organization. When a position has multiple manager roles across many organizations, the task shows all the possible organizations for you to select only 1. If a worker has multiple positions, each position can be associated with a single organization.
- (Optional) Edit Business Processes.Include theEdit Manager Integrated Organizationtask as aTo-Dotask in relevant business processes such asAssign Rolesor staffing events such as Hire or Change Job to ensure MIO associations are formed when appropriate.
- (Optional) Steps: Set Up Profile Cards.Use theConfigure Profile Header Cardtask to display Manager Integrated Organization information on theWorker Profilesection.
- SelectWorker Profileand add Manager Integrated Organization as a card item.
- (Optional) Create Custom Labels.Use theMaintain Custom Labelstask to replace the term Manager Integrated Organization to align with your organization's terminology. Custom labels are available in English and in some supported languages.
Once configured, the
Manager Integrated Organization
field displays on the Worker Profile Header
card, in the Worker Profile's Job Details
section.You can now view and report on your supervisory organizations as manager-integrated groups, comprising members of an organization and their manager.
You can use these fields (secured to the
Public Reporting Items
domain) to view and report on relationships:
- Is Manager Integrated Organizationon the Supervisory Organization business object. Use this field to determine if an organization has a MIO relationship with a position.
- Manager Integrated Organizationon the Position and Jobs - All Staffing Models business object. Use this field to identify the organizations that a position has a MIO relationship with.
- Manager Integrated Organization for Staffing Eventon the Position and Jobs - All Staffing Models business object. Use this field to determine if a position is MIO at the time of the staffing event.
Workday displays MIO values in the global search results when you configure them for a worker's primary position.
The MIO data is available for these integration points:
- Data sources
- Web services
- Reports-as-a-Service (RaaS)
- Payroll Effective Change Interface (PECI)
- Cloud connectors