Wokday HCM - 3. Supervisory Organization - CloudCertification

Wokday HCM - 3. Supervisory Organization

Workday HCM Training - Highlights

📁Reorganization concept serves as a repository to record and track supervisory organization changes.

📅 Unique and historical dates like 01/01/1900 are recommended for configuration activeness to avoid collisions.

🔗 Integration purposes require assigning backend codes to supervisory organizations.

👥 Visibility options include “Everyone,” “Role Assignees,” and “Role Assignees + Members” for controlling access.

🌐 External URLs can be added to supervisory organizations for linking external resources.

📍 Primary locations and naming conventions are essential for defining supervisory organizations.

🔄 Staffing model options include position or job, with position management being mandatory for top-level organizations.

⚙️ Assigning roles and role assignments are steps to be defined at a later stage in the process.

Workday HCM Training - Key moments

Creating a Reorganization 00:05
- Understand the concept of reorganization as a repository for structural changes in a supervisory organization setup.
- Learn the importance of creating a single reorganization name and how to initiate the process.

Configuring Reorganization Details 02:26
- Explore the steps to create a reorganization, either from a specific task or through a dropdown option.
- Set up the reorganization name, activation date, and comprehend the significance of using specific dates.

Supervisory Organization Setup 04:39
- Follow the process of creating a supervisory organization, including providing backend codes, subtypes, and visibility settings.
- Gain insights into the role of visibility options like “everyone” and “role assignees” in controlling access.

Integration and Reporting Considerations 12:32
- Understand the necessity of backend codes for integration purposes and reporting needs.
- Grasp the importance of visibility options and how they impact the accessibility of organizational structures.

External URLs and Additional Details 16:34
- Explore the optional feature of adding external URLs to supervisory organization definitions.
- Learn about considerations like location, staffing models, and role assignments in the setup process.

Workday HCM Training FAQ’s

Q:What is a Supervisory Organization in Workday HCM?

A Supervisory Organization in Workday HCM is a foundational element used to define and structure the management hierarchy within an organization. It helps in organizing employees based on reporting relationships and managerial responsibilities, facilitating effective management and oversight.

Q: How do I create a Supervisory Organization in Workday HCM?

To create a Supervisory Organization in Workday HCM, you need to navigate to the “Create Supervisory Organization” task, input the necessary details such as the name, manager, location, and parent organization, and then complete the setup process by following the on-screen prompts.

Q: Can an employee belong to multiple Supervisory Organizations in Workday HCM?

No, an employee in Workday HCM can belong to only one Supervisory Organization at a time. However, employees can be assigned to different roles within the same Supervisory Organization or be part of other groups, like Matrix Organizations or Projects, which allow for more flexible assignment structures.

Q: How do I manage changes to Supervisory Organizations, such as adding or removing employees?

Managing changes to Supervisory Organizations in Workday HCM involves using tasks like “Move Workers,” “Change Organization Assignments,” or “Reassign Roles.” These tasks allow you to update employee assignments, manage reporting relationships, and ensure the organizational structure reflects current operational needs.