Set Up Assignable Roles

If you can't remove the role:

Add a phrase to the
Role Name
. Example:
ZZZ(DO NOT USE) Buyer (for PO)
.
Clear the
Assigned/Reviewed by Security Groups
prompt.

This determines the organization types the assignable role can be used for. Workday recommends that you only enable a role for a single role assigner type. When you enable roles for more than 1 role assigner type, it's difficult to retrieve a worker's security access and business process routing.

Organization types that also have a hierarchy type must be enabled for more than 1 role assigner type. Example: Cost Centers and Cost Center Hierarchy, Company and Company Hierarchy. To ensure that role assignees inherit the correct security access, configure an assignable role for each role assigner type that's included in the hierarchy.

You can only select a role for the organization types that you specified in the

Enabled for

prompt. You can specify a

Default Role

on the

Maintain Assignable Roles

task. When a role is unfilled and has a default role configured on the

Maintain Assignable Roles

task, a worker directly assigned to the default role takes precedence over a worker who inherits the role from a superior organization.

When you use people-view organization charts, Workday recommends that you configure a

Default Role

that's not linked to the Workday-owned Manager role.

Workday also recommends that you don't select a

Default Role

for the role that you link to the Workday-owned manager role on a supervisory organization.

Use this check box when you want to assign multiple managers to a supervisory organization. Access the

Maintain Assignable Roles

task and clear the

Restricted to Single Assignment

check box for the Manager role.

When you select this check box, you can use the

Single Assignment

column when a single assignment is required for integrations and reporting fields that require a single instance. When you don't specify a single worker, Workday selects the single assignment manager alphabetically.

Workday displays assignees of an

Is Leader

role as leaders on organization charts and previews. The leadership role controls the role-enabled objects visible on the

My Leadership Roles

report and worklet.

When you assign a position to a supporting role, Workday displays the role on the

My Supporting Roles

report.

When you select

None of the Above

in the

Is Leader/Is Supporting

prompt for a role, you must assign the

Worker Data: Public Worker Reports

domain to that role before they can view organization members.

The

My Organizations

filter on the

Organizations

prompt on reports includes organizations for which the role assignment for the processing user is both:

Directly assigned (not an inherited role assignment).
Assigned to a role that is configured as
Is Leader
or
Is Supporting
in the
Maintain Assignable Roles
task.

When you’ve assigned a role and want to display inherited assignees on the

Roles

tab of an organization, select a role-based security group with an

Access Rights to Organization

value of:

When you leave this field empty:

When the role is assigned, Workday only displays the assigned roles.
When the role isn't assigned, Workday displays inherited assignees if the assignable role is linked to at least one security group with access rights of either:
Current Organization and Unassigned Subordinates Only
Current Organization and All Subordinates
Current Organizations and Subordinates to Level

.

When a role has any security groups in the

Role Assignees Restricted to

field, only members of those security groups can be assigned to that role.

If you enter a constrained role-based security group in the

Role Assignees Restricted to

field, you can only assign roles to the members of the role-based constrained security group on the role-enabled objects they support.

Workday recommends that you enable the restricted role and eligible security group for the same organization type, except for the Primary Recruiter and Recruiter roles.

For the Primary Recruiter and Recruiter roles, Workday recommends that you enable them for different organization types. Example: Primary Recruiter for Job Requisition organization type and Recruiter for Supervisory Organization organization type.

If you have roles in the

Role Assignees Restricted To

field and are creating a new organization, we recommend assigning roles after you have created the organization.

You can't select these security group types in the

Role Assignees Restricted to

field:

Segment Level
Support Compensation Level
Support Manager Level
Support Service Center (Constrained)
Support Service Center (Unconstrained)

When you use a constrained role-based security group, members of the Assigned By role can assign members of the role only within the organizations they support. Example: An HR Partner for a supervisory organization can assign a Manager, but only for the organizations they support.

Roles that you don't assign to a security group aren't available:

As a related action on the role assigner.
At the
Approval
step in the role assignment business process event.