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Administrator Guide
Last Updated: 2023-12-15
Lookup Organizational Roles

Lookup Organizational Roles

Security:
Custom Field Management
 domain in the System functional area.
You can use the calculated field to determine organization role assignments based on specified criteria that use 1 of these business objects:
  • Employee
  • Organization
  • Worker
If the business object is Employee or Worker, Workday:
  • Doesn't return any results for role assignments for custom organizations.
  • Returns employees with the specified role and displays the role assignments on the
    Roles
     tab of an organization.
If the business object is Organization, Workday returns employees with the specified role and:
  • Displays the role assignments on the
    Roles
     tab of an organization.
  • Returns role assignments for custom organizations.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Lookup Organizational Roles
     from the
    Function
     prompt.
  3. On the
    Calculation
     tab, select an option from the
    Field Type
     prompt.
    If you select
    Single Instance
     and the role has more than 1 employee assigned, Workday randomly selects an employee to display. Workday caches the results, then randomizes the first employee selection when another uncached request executes.
  4. (Optional) Select an option from the
    Organization Type
     prompt.
    If you don't select an
    Organization Type
     and the business object is Employee or Worker, Workday:
    1. Determines each employee's assigned organization.
    2. Returns the employees who hold the organizational role for those organizations.
    If you specify an
    Organization Type
     and the business object is:
    • Employee or Worker, Workday returns employees who hold the organization role for all organizations with the specified organization type.
    • Organization, Workday returns results only if the organization type is the same as the processed organization instance.
You can use the calculated field to:
  • List each employee's Expenses Representative.
  • Report on the Facilities Manager for each Supervisory Organization.