Showing posts with label Workday Functional. Show all posts
Showing posts with label Workday Functional. Show all posts

Saturday, 8 August 2020

Staffing Models in Workday ?

Staffing Models in Workday ?

Workday supports 2 types of staffing models. These staffing models provide a different level of control over staffing and support different staffing goals.

They are :

-Position management

-Job management

1) Position management

Position management provides the greatest control over hiring, as it allows you to define separate hiring rules and restrictions for each position. They group workers into a management hierarchy.

Key Features:

-You must specify the number of positions to fill.

-An open, approved position is required before you can hire, promote, transfer, or demote workers.

-Each position you create can have its own definition and hiring restrictions

2) Job management

Job management provides the least control over the definition of individual positions. The hiring restrictions you define apply to all jobs in the supervisory organization, and you can define only one set of hiring restrictions per organization. In addition, you aren't required to set specific limits on the number of jobs that can be filled. For this reason, job management is useful for organizations that prefer to define broad job requirements. These organizations rely on staffing workflow and approvals to control the number of workers in a supervisory organization.

Key Features

-Hiring isn't limited to a predefined number of openings.

-You do not have to create a separate, open position for each job you want to fill.

-Any hiring restrictions you define apply equally to all jobs in the organization

Hiring Restrictions

Hiring restrictions define the rules and conditions for holding a job in a position or job management organization and enable you to:

-Limit staffing to specific job families and job profiles.

-Restrict the locations where a job or position can be filled.

-Define the required qualifications, experience, and skill levels of workers hired into a job or position (position management organizations only).

-Limit staffing for a job or position to a specific worker type (employees or contingent workers).

-Limit staffing for a job or position to a specific time type (full or part-time workers).

Job Profiles:

In Workday, positions and jobs use job profiles as their foundation. Job Profile enables you to describe general charactersistics of a position and idenfity special skills,training or other qualifications. A Job profile can be assigned to multiple positions.

Task Name : Create Job Profile

Multiple job profiles can be grouped into Job Family and Multiple Job Families can be grouped into Job Family Group.

Navigations:

-Create Position:

Sup Org  Related Actions > Staffing > Create Position

or you can directly access it using task ‘Create Position’ and give your sup org name where you want to create position

-Set Hiring Restrictions for Job Based Sup Org:

Sup Org  Related Actions > Organization > Set Hiring Restrictions


Organization Hierarchies in Workday?

Organization Hierarchies in Workday?

Used for reporting to reflect different organizational roll ups.

Organization hierarchies do not store positions, workers or transactions, but only organizations of the same type. Therefore a cost center hierarchies store cost centers, company hierarchies store companies and regional hierarchies store regions. Organization group positions, workers & Transactions. Positions and workers are assigned to a Supervisory Organizations, cost center, regions , companies and locations.

Other Organizational Types & Hierarchies in Workday ?

Other Organizational Types & Hierarchies in Workday ?


Company:

Companies are primary organization type used by Workday financials.

Represents a legal entity.

Equates to a single tax ID with in the enterprise.

Most of the delivered financial reports are run in the context of a company. E.g. Balance sheets & Income Statement.

Task Name to create company : Create Company


Cost Centers :

An organization used for financial reporting, such as a financial departments, to track revenue & expenses.

Task Name : Create Cost Center


Membership :

Workers can reside in number of organization types. They must be hired into a supervisory organization, but can also be part of a Cost Center, Company, Region and custom organization.


Matrix Organization :

Allows to create and manage dotted-line relationships between workers and managers

E.g.. A marketing worker and engineer reporting to a marketing manager and Development Manager , respectively , can be assigned to a group that reports to a product manager.

Reorganization in Workday ?

Reorganization in Workday ?


-When creating a Supervisory organization or making a change to the overall structure of the supervisory organizational hierarchy , a reorganization events need to be created.

-All activities relating to an organization including the initial creation task are part of an organization’s history & must have a reorganization name to be tracked in the system.

Reorganization Activity

-Create a Subordinate Organization
-Divide Organization
-Inactivate Organization
-Move Workers

Navigation:
Organization actions > Reorganization

Organization Roles in Workday ?

Organization Roles in Workday ?

Organization Roles

-Drives security tasks, access to employees & involved in business processes.

-Resides in each organization.

-Used in business process to assign tasks.

-Can be inherited from superior organization, Specifically assigned to a organization or roles can be defaulted as well.

How to create location's in Workday ?

How to create location's in Workday ?


Search "create location"


Fundamental Characteristics in Workday ?

Fundamental Characteristics in Workday






Location's in Workday

Location's in Workday


A location represents:

A work location that will include the physical address and additional details such as email & phone number(s).

Location can be created as either a Business site or as a Business asset.

Business site location used to account for physical location of workers and associated with supervisory organization.

Business Asset location is linked to finance.

Time profile – defines the standard number of hours in that location each week.

Locale – Controls the format for dates, times and currency.


Organization’s Visibility in Workday

Organization’s Visibility in Workday


An organization’s visibility determines who can view the organization


Everyone - Public and visible by everyone

Members only - Visible by organizational owner , supporting worker , or workers assigned as organizational members only

Administrators Only - Visible by organizational owner or worker with an Organizational role for the organization

Administrators Only - All Organizations - Visible by organizational owner or worker with an Organizational role for the organization. Workers with organizational role, access is treated as ‘Current organization and All Subordinates’


Monday, 3 August 2020

What is a Supervisory Organization in Workday?

What is a Supervisory Organization in Workday?

-Supervisory Organizations are the foundations to HCM.
-They group workers into a management hierarchy.
-Workers are grouped and tracked within supervisory organizations. Other organizational structures can be put into the system to represent multiple organization views, but the primary structure is the supervisory organization, not cost center or department costing structure. 

There are four key characteristics  of Supervisory Organization ?

1. Positions are only created within a supervisory organization. 
2. Employees must be hired into a supervisory organization. 
3. Organizational roles have responsibilities within a supervisory organization. 
4. Unique business processes can be assigned to a supervisory organization. 

What is an Organization in Workday?

What is an Organization in Workday?

-An organization is used to group resources , workers and costs to support a particular business function.
-It can be included in a hierarchy to represent a structure.
-New organizations can be added and existing organization can be divided or inactivated.
-Different types organization track different information.
-Unlimited number of each type of organization can be created and can be used for different types of reporting.
-Task name to view organization types;
Maintain Organization Types

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