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Workday Training Highlights

🌐 Region hierarchy is crucial for transactions in organizations, such as hiring, transfers, and payroll.

🏢 Before creating a physical region, it's necessary to establish a region hierarchy.

👩‍💼 The default role for a region is the region costing manager.

👥 Members of a region include employees using the region's information in hiring processes.

⚠️ Caution against changing delivered organization information to avoid potential issues.

Workday Training - Key moments

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

  • Understanding Region Hierarchy 00:05

    • Exploring the importance of region and region hierarchy in organizational structure.
    • Segmentations as key concepts for transactional requirements in various HR processes.

 

  • Creating Region Hierarchy 01:40

    • Establishing the foundation by creating a region hierarchy before physical regions.
    • Detailed steps on setting up a region hierarchy in an AR structure.

 

  • Roles in Region Hierarchy 03:52

    • Unveiling the primary role in region hierarchy: Region Costing Manager.
    • Drawing parallels with the default role for location, emphasizing organizational knowledge.

 

  • Adding Subordinate Regions 05:15

    • Demonstrating the process of creating subordinate regions within a hierarchy.
    • Understanding how employees associated with regions are automatically populated.

 

  • Creating Physical Regions 07:28

    • Walking through the steps of creating physical regions, avoiding common pitfalls.
    • Highlighting the significance of proper subtype usage and customization practices.

 

  • Avoiding Common Mistakes 09:09

    • Emphasizing the importance of not altering delivered organization information.
    • Addressing issues that may arise from modifying subtype names and defaulting work tags.

Workday Training FAQ’s

Q: What is the significance of segmentations in the context of organizational transactions?

A: Segmentations play a crucial role in ensuring that transactions within an organization are accurately executed. They are used to identify and determine the right employee when performing various transactions such as hiring, transfers, terminations, and changes in assignment or compensation details.

Q: What is the default role for a region within a region hierarchy?

A: The default role for a region in a region hierarchy is the “Region Costing Manager.” This role is assigned at the top level of the region hierarchy and is essential for overseeing and managing costing activities within that particular region.

Q: How are members of a region determined in the organizational structure?

A: The members of a region are the employees associated with that region. These members are automatically populated under the region’s members list during the hiring process within the assignment of a supervisory organization. The region information is utilized for hiring employees, and those individuals become members of the region.

Q: What cautionary advice is given regarding the customization of subtype information in organizational structures?

A: It is strongly advised not to change any delivered organization information and to customize subtypes only in custom organizations. Altering existing subtypes or replacing them in delivered organizations can lead to issues, as demonstrated in the video, where the wrong subtype (division instead of region) caused a discrepancy in the region-related input.

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