Workday HCM, Supervisory Orgs and Staffing ModelsWorkday HCM
Business is constantly changing
Companies are growing, merging, consolidating and entering new markets
Workday HCM provides the core system of record enterprises need to manage the full hire-to-retire process for both employees and contingent workers in an increasingly global environment
Can align and realign your organization, workers and the supporting HCM processes in real time to support the company’s strategic objectives.
Workday HCM includes:
Staffing
Define staffing type for an individual organization, division or for the entire company
Support applicant tracking and on boarding of new employees and contingent workers
Control the development of an operator from conditional or an employee to dismissed operator or retiree
Development
Support for a multitude of organizational types—supervisory, costing, company/legal entities, regional, team, matrix and custom organizations
Organize and reorganize your workforce in real time and access up-to-date organizational charts for any organization in the business at any time
Supervisory Orgs
Primary Organization structure in HCM,
Supervisory Organization controls workers and activates business process approvals
Few Key characteristics which are particularly for Supervisory Org:
Mainly Positions are created within the supervisory Organization
Workers must be hired into the open positions in a supervisory Organization.
Prerequisites
Business Site: At least one Business Site should be started into the file before forming a Supervisory Organization.
Business Site represents:
A physical location
Address is required
Time Profile- defines standard number of hours worked in that location each week and this is used to determine FTE. Time Profile must be created prior to creating the Business Site
Important Structural aspects
Information
Why it is important
What Org Roles you require and what security groups should those roles be associated with (part of configurable security setup)
Drives who has access to data, who can initiate business processes and who can participate in business processes
Superior and subordinate organizations
Determines the supervisory organization hierarchy
Primary Business Site
Required data when creating a supervisory org. inherited from the superior supervisory org if not entered for subordinate
Who is the manager and other support personnel
Drives business process
Staffing model that will be used
Every Supervisory org must have a staffing model selected after it has been created
Reorganization
For creating an organization or making changes to org structure, a reorganization event needs to be created
Might include only one change or group multiple reorganization activities for multiple orgs
Reorganization event determines when the change will take effect
It is the effective date of the relationships between organizations
Reorganization is NOT…
The creation date/effective date of a new organization
Effective date for any changes to the organization descriptions or definitions
Creating a Supervisory Org
Process
Searchable Tasks
Verify the Time Profiles are available
Maintain time profiles
Create the Business Site that is require for the Supervisory Org
Create Business Site
Create Supervisory Org
Create Reorganization
Create Supervisory Organization
Assign Business Site
Managing Supervisory organization:Workday allows easy changes to the supervisory organization
The below Changes include:
Adding a subordinate organization
Dividing an organization
When Headcount Management is enabled, you can move the headcount group to the new org or keep them in the previous organization
When Position Management or Job Management is enabled, individual positions and workers can be selected to be moved into the new organization
Changing a superior organization
Moved the entire structure, including all positions or headcount groups and workers plus all subordinate orgs
Inactivating an organization
organization using Headcount Management, need to move all headcount groups out of the organization prior to inactivating
organization using Position or Job Management, need to change all the individual positions and workers
Once a Supervisory organization is in-activated it can’t be re-activated
Move Workers
Allows workers to be shifted in or out of the Supervisory organization.
It is Not a business process
Not only a staffing part, also as a part of re-organization. Creating a Subordinate Org
Process
Searchable Tasks
Search for earlier created Supervisory org
Give Sup Org name in search box
Create Subordinate Org
Go to Related Actions for Sup Org and Choose create subordinate org
View Inherited Org Roles and Business Sites
Go to the Subordinate org
Check org roles and business sites
Jobs/Positions
All staffing transactions in Workday, including hires, promotions and transfers takes place between Supervisory Orgs
Jobs/Positions are defined, opened, staffed and managed
Individual Position is always assigned to a specific org
A position is considered filled and unavailable to fill if there is a worker filling the position
Job Profiles
Job or Position in Workday is based on a job profile
Job profiles enable to describe general characteristics of a job
To identify special skills, training another qualifications
Not specific to Supervisory Orgs
Job Profiles can also be used as criteria in compensation selection rules to generate compensation packages