Creating Supervisory Organizations, Locations, and Location Hierarchies in Workday

Supervisory Organizations

• Purpose: Used to define the reporting relationships between different organizational units.
• Attributes: Typically include:
  • Name
  • Description
  • Supervisor
  • Subordinates

Locations

• Purpose: Used to represent physical locations where employees work or conduct business.
• Attributes: Typically include:
  • Name
  • Address
  • City
  • State
  • Country
  • Zip code

Location Hierarchies

• Purpose: Defines the relationship between multiple locations within an organization.
• Structure: Can be hierarchical or non-hierarchical.
• Types:
  • Geographic: Based on geographic proximity (e.g., country, region, city).
  • Functional: Based on business function (e.g., sales, marketing, operations).
  • Hybrid: A combination of geographic and functional hierarchies.

Creating Supervisory Organizations, Locations, and Location Hierarchies in Workday

1. Navigate to the appropriate module: Depending on your Workday configuration, you might find these options under Core HR, Organization, or Setup.
2. Create Supervisory Organizations:

• • Click on the Supervisory Organizations option.
  • Fill in the required fields (name, description, supervisor, subordinates).
  • Save the organization.

1. Create Locations:

• • Click on the Locations option.
  • Fill in the required fields (name, address, city, state, country, zip code).
  • Save the location.

1. Create Location Hierarchies:

• • Depending on your Workday configuration, you might find options to create hierarchies under Locations or Organization.
  • Define the hierarchy structure and assign locations to appropriate levels.

Key Considerations:

• Data Accuracy: Ensure that location information is accurate and up-to-date.
• Hierarchy Structure: Choose a hierarchy structure that aligns with your organization's needs and reporting requirements.
• Data Usage: Locations and hierarchies can be used for various purposes, such as tracking employee headcount, calculating payroll taxes, and managing facilities.