Workday HCM Transactions - 2. Staffing Model - CloudCertification

Workday HCM Transactions - 2. Staffing Model

Workday HCM Transaction Training

👔 Hierarchical Structure: Organizations have a defined hierarchical structure where every employee, except the CEO, must report to someone, ensuring a clear reporting line.
📊 Position-Based Staffing Model: This model requires specific roles to be filled based on approved headcounts, ensuring that all designated positions are occupied.
🔄 Job-Based Staffing Model: Unlike the position-based model, this allows for flexibility in hiring without strict headcount requirements, suitable for ground-level employees whose turnover is unpredictable.
📋 Organizational Rules: Adhering to specific rules is crucial for maintaining the integrity of the staffing model and ensuring proper configuration during hiring transactions.

Workday HCM Transaction Training - Key moments

Introduction to Global Staffing Model 00:00
- Overview of the global staffing model and its hierarchical structure.
- Emphasis on the necessity of a reporting structure for all positions except the CEO.
- Introduction to the concept of position management as the top level of the staffing model.
Staffing Models Overview 00:49
- Explanation of position management versus job management within the supervisory organization structure.
- Clarification that all staffing transactions occur within the supervisory organization.
- Mention of other organizational types contributing to staffing transactions, such as cost centers and service centers.
Position-Based Staffing Model 02:51
- Definition of the position-based staffing model as the default organizational model.
- Importance of specifying headcount requirements for open positions.
- Discussion on the necessity of filling all approved positions within the organization.
Job-Based Staffing Model 04:10
- Description of the job-based staffing model, which lacks headcount restrictions.
- Explanation that this model is suitable for ground-level employees without prior headcount knowledge.
- Clarification that job-based staffing allows for flexibility in hiring without strict approvals.
Comparison of Staffing Models 05:23
- Distinction between position-based (structured and restricted) and job-based (flexible and unrestricted) staffing models.
- Emphasis on the inability to combine both models within the same organization.
- Introduction to the concept of a hybrid model for future discussion.
Rules for Hierarchical Maintenance 06:02
- Overview of mandatory rules for maintaining organizational hierarchy.
- Importance of these rules for configuration and testing consultants.
- Highlight that adherence to these rules is crucial for successful staffing transaction configurations.

Workday HCM Transaction Training FAQ’s

Q: What is the staffing model in Workday HCM, and how does it affect transactions?

A: The staffing model in Workday HCM defines how positions and jobs are managed within an organization. It affects transactions by setting rules and guidelines for hiring, transfers, promotions, and terminations. There are two primary staffing models: position management and job management. Position management focuses on individual positions that must be filled, while job management is more flexible, focusing on jobs without predefined positions.

Q: How do I choose the appropriate staffing model for a transaction in Workday HCM?

A: The choice of staffing model depends on your organization’s structure and needs. For stable environments with specific roles, position management is ideal as it offers better control and visibility of positions. For more dynamic environments where flexibility is needed, job management is preferable. When initiating a transaction, ensure you follow the correct staffing model guidelines set by your organization.

Q: How does the staffing model impact the process of hiring new employees?

A: In position management, you must first create a position before hiring a new employee. Each position is unique and must be approved and budgeted. In job management, you can hire employees into predefined job families or roles without the need to create a specific position first, providing greater flexibility in hiring.

Q: Can I switch an employee from one staffing model to another within Workday HCM?

A: Switching an employee between staffing models is not a common practice and can be complex. However, it may be possible through specific Workday transactions like transfers or job changes, but it often requires careful planning and may involve terminating the position in one model and creating a new one in the other. Always consult your HR administrator for guidance.