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Workday 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 Training - Key moments

Here are the summary titles with time for the provided video information:

  • 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 Training FAQ’s

Q: What is the purpose of creating a supervisory organization reorganization?

A: The purpose of creating a supervisory organization reorganization is to establish a repository that records all structural changes related to supervisory organizations. This repository, known as reorganization, ensures the tracking of modifications, such as layout or definition changes, to maintain the integrity and functionality of the organizational structure.

Q: How is a reorganization name created, and why is it important to have only one for the entire tenant setup?

A: A reorganization name is created by accessing the “create reorganization” task and specifying a unique name and activation date. It is crucial to have only one reorganization for the entire tenant setup to avoid duplications. This name serves as a record-keeping mechanism for supervisory organization changes, allowing tracking of who made the changes and when they occurred.

A: The active date is crucial to determine when a supervisory organization’s structure becomes active. The recommended dates for configurational requirements are 01/01/1900 or 01/01/2000. Choosing a standardized date ensures uniformity in configuration activation, preventing conflicts when multiple teams work on different configurations within the organization.

Q: What is the significance of providing a backend code for a supervisory organization, and when should it be used?

A: The backend code for a supervisory organization is essential for integration and reporting purposes. It serves as a unique identifier when performing bulk loading of information or handling workday integrations. Although not mandatory, providing a proper backend code is recommended to represent the organization accurately in integration templates and reporting requirements.

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