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Administrator Guide
Last Updated: 2023-06-23
Create Academic Unit Hierarchies

Create Academic Unit Hierarchies

  • Set up roles for academic unit hierarchies using the
    Maintain Assignable Roles
     task.
    Workday doesn't recommend sharing the same roles with academic units or supervisory organizations.
  • Security:
    • Set Up: Academic Unit Hierarchies
       domain in the Academic Faculty functional area.
    • Set Up: Academic Structure
       domain in the Academic Foundation functional area.
Create academic unit hierarchies to support roll-up reporting. Each academic unit hierarchy can be a single node that is part of a larger hierarchy or tree. Once the tree is designed and built, include individual academic units in the appropriate academic unit hierarchy node.
Academic unit hierarchies:
  • Don't have faculty appointments.
  • Can be used for academic appointment business process configurations providing for:
    • Business process inheritance.
    • Role inheritance.
You can include the same academic unit in more than 1 academic unit hierarchy on different trees.
  • If you use hierarchies for appointment business processes, create 1 main academic unit hierarchy to manage business process configurations.
  • Assign roles to the main academic unit hierarchy to route business process actions. Typically, the main hierarchy is designated as
    Visible on Public Views
     on the
    Maintain Academic Unit Subtypes
     task.
  • Create additional academic unit hierarchies by school or discipline for reporting purposes only. A multiple hierarchy structure provides flexibility for roll-up reporting.
  • Assign only reporting roles to the additional hierarchies rather than roles that participate in business processes.
  1. Access the
    Create Academic Unit Hierarchy
     task.
  2. As you complete the task consider:
    Option Description
    Academic Unit Hierarchy Subtype
    Available subtypes are defined on the
    Maintain Academic Unit Subtypes
     task. Subtypes are referred to as Levels in hierarchy-related calculated fields.
    Academic Unit Hierarchy Code
    This alphanumeric code is used for reference only.
    Superior Hierarchy Node
    Select the superior hierarchy if this academic unit hierarchy rolls up to another one.
    Subordinates
    Displays the academic unit hierarchies that are subordinate to this hierarchy.
    Included Academic Units
    Select the academic units that roll up to this academic unit hierarchy.
  3. In the
    Assign Roles
     grid, directly assign roles in the academic unit hierarchy to workers.
    Example: Assign workers to the president and dean roles.
  • Confirm that your academic unit hierarchies have the proper structure, settings, included academic units, and role assignments using the
    Audit - Academic Unit Hierarchy Setup Data
     report.
  • Update an academic unit hierarchy using the
    Edit Academic Unit Hierarchy
     task.
    If you inactivate an academic unit hierarchy, Workday adds an
    (Inactive)
     suffix to the name, but the hierarchy remains visible and available for reporting.
  • Track additional data for academic unit hierarchies using the
    Create Custom Object
     task.
Set Up Assignable Roles
Steps: Set Up Academic Structure