Organization types: Custom, Matrix, Pay Groups and Projects.

Introduction

Organizations enable you to group resources, workers, costs, and other organizations for business process routing, security, analysis, and reporting. Workday delivers different organization types for different functional purposes. Example: Your supervisory organizations reflect the reporting structure, and your cost centers and regions reflect your costing structure. You can also create your own custom organization types.

Use organizations to:

  • Aggregate data for reports.
  • Assign workers to their management and support teams.
  • Initiate business processes.

Some organization types have a corresponding hierarchy for grouping organizations to represent a structure. Hierarchies enable you to assign and inherit roles, share business processes, and consolidate results.

Custom Organization

Enables you to group workers into logical constructs that aren’t defined by the other Workday-provided organization types.

Tasks:

  • Create Custom Organization
  • Custom Organization > Edit Custom Organization (related action)
  • View Custom Organization
  • View Custom Organization As Of

Domains:

  • Manage: Custom Organization
  • Reports: Custom Organization View as of Date

 

Matrix

Contains workers from different supervisory organizations who work together. Each matrix organization has a manager who has a dotted-line relationship to all the members of the matrix organization. However, the manager of a worker’s supervisory organization retains ultimate authority over the worker. The matrix manager can view confidential data about each matrix organization member. Matrix organizations are freestanding and aren’t related to a supervisory organization. You can use a custom hierarchy to group matrix organizations.

Tasks:

  • Create Matrix Organization
  • Organization > Edit Organization (related action)
  • View Organization
  • View Organization As Of

Domains:

  • Manage: Matrix Organizations
  • Set Up: Organization 

Pay Group

Aggregates workers and the rules that govern how their pay is calculated. Each worker who receives pay through Workday Payroll must be a member of exactly 1 pay group unless you’re using the multiple jobs functionality.

Tasks:

  • Create Pay Group
  • Organization > Edit Organization (related action)
  • View Pay Group

Domains:

  • Set Up: Payroll – Pay Group Specific
  • Set Up: Payroll Interface 

Project

Projects enable you to define work that aligns with strategic company and individual goals. A project belongs to a project hierarchy. The resource plan to assign workers to a project is defined on the project or inherited from the project hierarchy. You can use billable projects to bill time and expenses to customers. You can use project scenarios for project planning

Tasks:

  • Create Project
  • Edit Project
  • View Project

Domains:

  • Set Up: Project Details
  • View: Project
  • Self-Service: Project
  • Manage: Project 

Conclusion

The types of organizations that Workday defines help maintain consistency across organizations in order to provide customized reports to consultants and maintain consistency on specific information such as organization and sub-organization segments. Workday also provides report data sources with report fields for each organization type to simplify their use in custom reports, notifications, and condition rules.

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