Datasheet
Organization Management in Workday Key Features
• Job or position management
The organization management capabilities in Workday are
• Flexible and custom org and
designed to help organizations model business changes, hierarchical structures
act on data-driven insights, and adjust to evolving market • Actionable organization charts
conditions. We combine org management, visualizations, • Single system that connects to
and modeling with the seamless ability to execute in a benefits, compensation, payroll,
and more
single solution, empowering your organization with agility
• Org studio interface: reorganization
in the face of change. modeling and seamless execution
– Drag-and-drop interface
As Dynamic as Your Business
– Mass action to execute change
Designed for flexibility, you can build organizational structures that reflect how
– Collaborative, secure environment
you do business and view them as dynamic organization charts. These charts
– Visualization of hierarchies and span
are configurable to display critical information to empower your leaders with
of control
insights and the ability to take action.
Workday supports two staffing models that can be used based on the user’s
organizational needs to allow for fluid and flexible controls. This flexibility
enables an organization to focus on meeting specific business needs, rather
than enforcing one staffing model.
• Position management: A comprehensive model with budgetary control
and commitment accounting that offers the ability to track open, filled,
available, and unavailable positions and set hiring restrictions and role
assignments.
• Job management: Defines organization-level hiring restrictions with
greater flexibility and no specific limits on the number of jobs that can
be filled.
Custom Structures—Unique to You
Workday gives you the ability to build your organizational structures to reflect
the way your enterprise does business.
We provide hierarchical structures designed to evolve as your company, business
needs, and locations grow. Setting up hierarchies helps streamline business
process routing, security, analysis, and reporting. Security can be configured
so that roles are automatically inherited at a higher level in a hierarchy, helping
to ensure business processes are covered and the right individuals in the
organization have the right access to view information and reports, and take
action based on their role within the organizational hierarchy.
Some organizational structures you can create with Workday:
• Supervisory: Create and manage your reporting relationships.
• Company hierarchy: Manage your organization across reporting legal
entities, and create rollup structures.
• Cost center and cost center hierarchy: Manage your organization
according to your financial cost center information.
• Geographic hierarchy: Manage your organization across your
geographic divisions.
• Custom organizations: Define your unique membership criteria.
• Matrix organizations: Represent collaborative organizations and
dotted-line relationships. Structure compensation packages according
to the needs of your organization.
Organization Charts That Empower Action
Workday enables you to navigate your organization with an interactive, graphical
chart. Our single security model means that security adapts with the changes
you make, allowing every user to get the right level of access to see what they
need to.
With the organizational management capabilities in Workday, organizations can:
• Configure dynamic charts to indicate which fields should be displayed to
easily adapt to your organization’s requirements
• Leverage native reporting and analytics, allowing your organization to
create and run reports using organizational parameters such as cost
center, region, and company or custom reporting structures
• Access worker records directly from a graphical chart, enabling users to
review and modify information quickly and efficiently
• Initiate business processes to increase efficiency, such as moving workers
or reorganizing businesses from directly within the graphical view.
• View any key metric, such as head count or span of control, within your
org chart for deep insight into the context of the organization
• Leverage effective dating to view historical, point in time, or future
organizational structures with ease
• Easily prepare for executive presentations by exporting organization
charts to a PDF file or Microsoft PowerPoint with pictures and metrics,
choosing the number of levels to include
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Our flexible organization management capabilities empower you to manage all
kinds of organization types, model reorganizations, and complete merger and
acquisitions—all within Workday.
Actionable org charts.
Intuitive and Easy-to-Use Org Design
Leveraging one security model, the org studio feature enables you to design
proposed organizational changes in real time using an intuitive drag-and-
drop interface for collaborative planning and seamless execution. You can
also visualize the new hierarchy and span of control before submitting an org
design. After all plans are approved, Workday transfers your design and data to
worksheets, where you can refine and correct your plans and then implement your
new structure as a mass action, helping to streamline the reorganization process.
Org studio enables you to:
• Create multiple design drafts using live and future-dated data,
helping to reduce human error
• Share and collaborate in real time with other stakeholders, streamlining
the reorganization process
• Experience the powerful security framework, auditing capabilities,
and business process-based routing in Workday for shared participation
and approval
• Approve changes using mass actions in worksheets to check for
errors, reducing the amount of time it takes to complete the
reorganization process
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Org studio design.
Structure Your Business for Change
The organizational management capabilities in Workday empower organizations
to build dynamic, flexible org structures to meet their unique business
requirements. Combined with the ability to take action directly from your
organizational charts, your managers and leaders can stay focused on strategic
activities. With a comprehensive view of their workforce plus the ability to model
reorganizations and seamlessly execute, businesses can embrace change and be
prepared for what comes next.
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