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Administrator Guide
Last Updated: 2023-06-23
Lookup Organization

Lookup Organization

Security:
Custom Field Management
 domain in the System functional area.
You can configure the calculated field to determine an employee's organization level or node based on the criteria setup using 1 of these business objects:
  • Employee
  • Worker
Workday returns only the organization levels or hierarchy nodes the report runner has permission to view.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Lookup Organization
     from the
    Function
     prompt.
  3. As you complete the
    Calculation
     tab, consider:
    Option Description
    Field Type
    If you select
    Single Instance
     and the role has more than 1 employee assigned, Workday returns only the first employee.
    Organization Type
    Select a field based on your
    Field Type
     selection.
    Subtype
    Select to filter the organization hierarchy by a subtype.
    Top Level Organization
    Select to specify which organization hierarchy to use in the calculated field.
  4. (Optional) In the
    Advanced
     section, select the
    Allow Top Level Organization to be Blank
     check box to make the
    Top Level Organization
     prompt optional.
Mark belongs to this organization hierarchy. You want to determine his organization level and hierarchy node.
Organization Level
Hierarchy Node
1
ABC International
2
Executive Management
3
Finance and Administration
When you click
Organization associated with level
 for the
Return Value
, you can enter a number to return the hierarchy node:
  • Organization level
    1
     returns
    ABC International
    .
  • Organization level
    2
     returns
    Executive Management
    .
  • Organization level
    3
     returns
    Finance and Administration
    .
When you click
Organization assigned
 for the
Return Value
, you can look up Mark’s specific organization, which is
Finance and Administration
.