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    Move Workers (Supervisory) : Training For HR Analysts 6 March 2017

    Uploaded by

    Swathi Bindu
    This document provides a training for HR analysts on using the Move Workers tool in Workday. It defines key Workday concepts like supervisory organizations and managers. It explains when and how to appropriately use the Move Workers tool to permanently move a position/employee's manager, as well as examples. It cautions analysts on situations where Move Workers should not be used, like moving a manager or for temporary moves. It contrasts using Move Workers versus assigning a boss. Finally, it provides guidance on creating useful support tickets for tasks like assigning a manager role.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Move Workers (Supervisory) : Training For HR Analysts 6 March 2017

    Uploaded by

    Swathi Bindu
    214 views31 pages
    This document provides a training for HR analysts on using the Move Workers tool in Workday. It defines key Workday concepts like supervisory organizations and managers. It explains when and how to appropriately use the Move Workers tool to permanently move a position/employee's manager, as well as examples. It cautions analysts on situations where Move Workers should not be used, like moving a manager or for temporary moves. It contrasts using Move Workers versus assigning a boss. Finally, it provides guidance on creating useful support tickets for tasks like assigning a manager role.

    Original Description:

    Original Title

    SupplementalPresentationMoveWorker.pdf

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    This document provides a training for HR analysts on using the Move Workers tool in Workday. It defines key Workday concepts like supervisory organizations and managers. It explains when and how to appropriately use the Move Workers tool to permanently move a position/employee's manager, as well as examples. It cautions analysts on situations where Move Workers should not be used, like moving a manager or for temporary moves. It contrasts using Move Workers versus assigning a boss. Finally, it provides guidance on creating useful support tickets for tasks like assigning a manager role.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    214 views31 pages

    Move Workers (Supervisory) : Training For HR Analysts 6 March 2017

    Uploaded by

    Swathi Bindu
    This document provides a training for HR analysts on using the Move Workers tool in Workday. It defines key Workday concepts like supervisory organizations and managers. It explains when and how to appropriately use the Move Workers tool to permanently move a position/employee's manager, as well as examples. It cautions analysts on situations where Move Workers should not be used, like moving a manager or for temporary moves. It contrasts using Move Workers versus assigning a boss. Finally, it provides guidance on creating useful support tickets for tasks like assigning a manager role.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 31
    At a glance
    Powered by AI
    The key takeaways are that supervisory organizations define the organizational structure in Workday and managers are assigned security roles to manage those organizations. The 'Move Workers' task allows moving employees between supervisory organizations while 'Assigning a Boss' assigns a manager security role to a supervisory organization.

    A supervisory organization in Workday defines the fundamental building block of the organizational structure and outlines the reporting hierarchy. It has a name, is assigned a 'boss', and that boss is given the manager security role to manage the organization and its employees.

    Moving workers changes the reporting structure by moving employees between supervisory organizations, while assigning a boss assigns the manager security role to a specific supervisory organization without moving employees. Assigning a boss is generally the preferred method for changing reporting lines.

    Move Workers (Supervisory)

    Training for HR Analysts


    6 March 2017
    Please Mute Your Phone/Microphone and Close Your Video Window
    Today’s Topics
    • Workday Definitions and Parameters
    • Checking Your Security Roles
    • What is a Supervisory Org
    • What is a Manager
    • Supervisory Orgs and Managers
    • Danger Signs (Don’t Do This)
    • Move Worker
    • Move Worker Examples
    • Creating a Useful Ticket
    • Questions
    Checking Security Roles

    These HR Analysts can


    do a Move Workers for
    Tech Services
    What is a Supervisory Org
    • A supervisory organization is the core
    fundamental building block of Workday
    • It creates the outline of the org chart
    • It is identified by the “orange box” and has a
    name describing the organization’s function

    • A supervisory org is assigned a “boss” (supervisor,


    manager, director…) who will “manage” the org and the
    subordinate worker(s)
    • If a manager is not assigned to the supervisory org, the
    supervising manager will “inherit” the supervisory org
    What is a Manager?
    • A manager is an employee who supervises other
    employees – they are the “boss” of the organization (a
    supervisor, a manager, a director…)
    • The “Manager” is a security role in Workday
    • The manager security role is assigned to a worker to
    manage a supervisory org
    • This is independent of the manager’s position (people
    manage supervisory orgs, not positions)
    Supervisory Orgs & Managers
    • Think “People are bosses, not positions”
    • The Workday HRIS team is responsible for assigning the manager role
    to a “boss”
    • First, we make sure the boss is in the right spot on the org chart (they
    should be reporting to their assigned boss) > Then we assign them the
    manager role for the supervisory organization they need to manage

    Drew reports to Julie – Drew We assign Drew the Manager Role to


    should be the boss of “Parks make him the boss of “Parks
    Greenhouse Team 1” Greenhouse Team 1”
    What is “inheritance”?
    When a supervisory org does not have a boss (an
    employee assigned to the manager role), the boss
    above the supervisory org “inherits” the manager role
    Move Workers
    Move Workers (Supervisory)
    • The “Move Workers (Supervisory)” task is now
    available!
    • Allows the HR Analyst security role to move “workers”
    (positions/employees), not managers, to a new
    manager/supervisory org
    • Replaces the previous PeopleSoft “Updates Reports
    To” process
    • Routes to the BMO Partner for review/approval
    • Job Aid is available on denvergov.org/workday:
    https://www.denvergov.org/content/dam/denvergov/Portals/Workday/documents/Training/JobAidMoveWorker2017_03_03.pdf
    Job Aid is Here
    CAUTION!

    “Without thinking about it, somebody could


    really mess up Workday by doing this wrong.”
    -- Chris Longshore
    “With Great Power Comes Great Responsibility.”
    -- Uncle Ben Parker
    Move Workers
    When NOT to use Move Workers (Supervisory)
    Do not use this task to move a worker who is managing a
    supervisory org - Please complete a SupportNow ticket
    for this request
    Do not use this task in place of moving an employee to a
    new position which should be completed through Job
    Change > Transfer, Promote or Change Job
    Do not use this task to temporarily move an employee to
    a new supervisor while the managing position of their
    organization is vacant
    Do not use this task to move a vacant position with an
    existing job requisition - The order should be “fix then fill”
    Move Workers
    When TO use Move Workers (Supervisory)
    • With Care!
    • Just like you used the PeopleSoft “Update Reports To”
    process
    • To permanently update a position/employee’s
    manager/supervisory org

    Note:
    Note
    • HR Analyst Security Role can launch the action
    • Managers and other Security Roles will not have this
    tool.
    Tricky Moves
    Plan to talk to the HR Admin team
    if any of these happen:
    • Manager doesn’t have a Supervisory Org
    • Agency Reorganization
    • Shift Bid
    • Layoff
    • Creation of a New Office
    Prior to Moving Workers
    • Confirm where the position/employee is currently
    located
    • Move Workers pushed employee out
    • Does not pull employees in
    • Confirm that the moving employee is not a “boss”
    • Confirm that proposed manager is in fact a manager
    Example
    • We receive a ticket that Elizabeth Johnson now
    reports to Joseph Richardson
    Jack completes the “Move Worker
    (Supervisory)” task to move Elizabeth from
    Darnell Brooks to Joseph Richardson
    Move Workers or
    Assign Boss?
    Move Workers or Assign Boss?
    Wrong Way: Move Workers

    Request: Create and Move

    I = Inherited Org
    Move Workers or Assign Boss?
    Wrong Way: Move Workers

    Request: Create and Move


    1. Create new Org for
    manager
    I

    I = Inherited Org
    Move Workers or Assign Boss?
    Wrong Way: Move Workers

    Request: Create and Move


    1. Create new Org for
    manager
    I 2. Move Workers to new
    Supervisory Org

    I = Inherited Org
    Move Workers or Assign Boss?
    Wrong Way: Move Workers

    Request: Create and Move


    1. Create new Org for
    manager
    2. Move Workers to new
    Supervisory Org
    3. Inactivate inherited
    Supervisory Org

    I = Inherited Org
    Move Workers or Assign Boss?
    Wrong Way: Move Workers

    Request: Create and Move


    1. Create new Org for
    manager
    2. Move Workers to new
    Supervisory Org
    3. Inactivate inherited
    Supervisory Org
    4. Reconnect to Superior
    Org

    I = Inherited Org
    Move Workers or Assign Boss?
    Wrong Way: Move Workers Right Way: Assign Boss

    Request: Assign Boss to Supervisory Org

    I = Inherited Org
    Move Workers or Assign Boss?
    Wrong Way: Move Workers Right Way: Assign Boss

    Request: Assign Boss to Supervisory Org


    1. Assign Manager Security Role to
    Employee
    2. Done
    I = Inherited Org
    SupportNow Tickets
    The Good…
    The Bad….
    The Tricky…
    How to submit a ticket
    • To assign an employee the manager role:
    • You will need the employee and the name of the
    supervisory org the employee should be the boss of
    • “Assign Drew Barber to manage ‘Parks Greenhouse Team
    1’ effective 3/6/2017”
    • To create a new organization and assign a manager:
    • Need to know the superior org name, confirm the proposed
    manager is in the right spot, propose name for new org
    • “Create new org under Dana Williams (OED WD Training
    (Dana Williams (115274)) - named ‘OED WD Training
    Interns’ and assign Madeline Williams as the manager”
    Audience Questions
    Staff
    Working to Make Workday Work for Denver

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