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Administrator Guide
Last Updated: 2025-03-14
Concept: Editing Organization Units in Statement of Work

Concept: Editing Organization Units in Statement of Work

You can edit organization units on both
Draft
 and
Active
 Statements of Work (SOWs).

Editing Organization Units on Draft SOWs

To edit the
Organization Unit
 on
Draft
 SOWs, navigate directly to a specific SOW's
Overview
 tab. Your edits immediately apply to the SOW and any of its roles. If contractors are applied to any of the SOW's roles, your edits also apply to their pending work orders.
Programs with the Workday Integration
If your program uses the Workday integration, you can only change the
Organization Unit
 to a unit with a different staffing model if the
Prevent switching between staffing models on SOWs and SOW roles
 setting is disabled in the
Workday Settings
 section of your VNDLY
Company Settings
.
If an SOW's
Organization Unit
 changes from a unit with a
Staffing Model
 of
Position Management
 and any of the SOW’s roles are eligible for provisioning, VNDLY automatically removes any previous Workday position IDs from the roles. You can manually add new Workday position IDs to the roles, or you can wait for the Workday integration to assign Workday position IDs once the SOW is approved. If the SOW's
Organization Unit
 changes to a unit with a
Staffing Model
 of
Position Management
, you can choose to make all roles eligible for provisioning so that Workday position IDs can be added.

Editing Organization Units Active SOWs

To edit the
Organization Unit
 on an
Active
 SOW, create a change order. Once the change order is approved, the organization unit updates on the SOW and any of its roles. If contractors are applied to any of the SOW's roles, the organization unit also updates on their pending work orders, but active work orders aren't updated. You can skip the vendor review process for these change orders by selecting
Organization Unit
 for the
Skip Vendor Review for Change Orders
 field in your
SOW Configuration
 settings. We also recommend selecting
Role Resource Manager
 for this field, since changing organization units often requires changing resource managers.
Programs with the Workday Integration
If your program uses the Workday integration, you can only change the
Organization Unit
 to a unit with a different staffing model if the
Prevent switching between staffing models on SOWs and SOW roles
 setting is disabled in the
Workday Settings
 section of your VNDLY
Company Settings
.
If an SOW's
Organization Unit
 changes from a unit with a
Staffing Model
 of
Position Management
, you'll have one of several options to manage any unfilled Workday positions on the SOW's roles The available option depends on your
Close Unfilled Positions on SOW Roles and Close Positions for all Workflows
 setting configuration in your integrations settings (
More
Company Settings
Integrations
Configure Integrations
Workday
General Configuration
):
  • If
    Close Positions for all Workflows
     is enabled, an alert notifies you that all unfilled positions will close automatically.
  • If
    Close Positions for all Workflows
     is disabled and
    Close Unfilled Positions on SOW Roles
     is enabled, a check box displays for SOW managers to choose if they want to close unfilled positions automatically.
  • If
    Close Positions for all Workflows
     is disabled and
    Close Unfilled Positions on SOW Roles
     is disabled, an alert notifies you that all unfilled positions will remain open.
If an SOW's
Organization Unit
 changes to a unit with a
Staffing Model
 of
Position Management
, you have the option to make all roles eligible for provisioning, which allows the Workday integration to add Workday position IDs.
Once the change order is approved internally, VNDLY sends the changes to Workday for approval, and the change order status displays as
Connector in Progress
 in VNDLY. While in this status, VNDLY pauses onboarding for SOW roles to prevent onboarding contractors with position IDs that are closed in Workday. If the change order is approved in Workday, the organization unit updates on the SOW and its roles. Additionally, if contractors are applied to any of the SOW's roles, the organization unit updates on their pending work orders, but active work orders aren't updated. If Workday rejects the change order, the organization unit doesn't update in VNDLY.