Supervisiory Org - Cheat Sheet - Step by Step

www.workdaytraining.
in Workday HCM Functional

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WORKDAY - HCM
Create Location:
Click on Create Location – Task
Click on OK Button
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Go to Contact Information
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Fill the Address as well.

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Go to Business Site
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Click on OK Button and then Done.
Reorganizations:
Click on Reorganizations - Task

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Click on OK Button.
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Click on Done Button.
Supervisory Organization:
Click on Supervisory Organization – Task
Select our Reorganization – Tesla Motors

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Click on OK Button.
Fill the below details.

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Click on OK Button.
Create Subordinates:
Go to Actions -Reorganization-Create Subordinate
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Click on Subordinate

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Click on Submit and Done.
Create another Organization HR
Create another Organization Name ADMIN

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Click on Submit Button and Done.
Create another organization Name : FINANCE

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ORG Chart:
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Now I want assign superior for TM ADMIN Department to TM FINANCE Department
Go to TM ADMIN Department  Reorganization  Assign superior

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Click on Assign Superior

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Click on OK Button.
NOW:
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Now I want divide Marketing Department from Sales Department
Go to TM Sales Department  Reorganization  Divide Organization
Click on Divide Organization

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Click on OK Button.
:
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NOW:
ORG Chart:
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Create Company:
Create companies Tesla Motors IND, US & UK.
Click on Create Company
Give Reorganization Tesla Motors
Click on OK Button.

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Click on OK Button.
Create another company Tesla Motors US
Click on OK Button.
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Click on OK Button.
Create another company Tesla Motors UK
Click on OK Button.
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Click on OK Button.
Create Company Hierarchy:
Click on Create Company Hierarchy

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Click on OK Button.
Click on OK Button.
Click Tesla Motors Global
Go to Actions  Reorganization  Assign included Organizations

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Click on Assign Included Organizations
Click on OK Button.
Assign the below Organizations.

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Click on OK Button.
Now see company hierarchy.
Go to Tesla Motors Global ActionsOrg Chart.
Now assign companies to our Supervisory Organization.
Click on Supervisory organization Tesla Motors
Click on Organizational Assignments.
Now Actions Supervisory Organization Edit Supervisory Organization
In Allowed Organizations assigned our companies.

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Don’t assign Tesla Motors Global.
Click on OK Button.
Create Cost Centers:

Type Create cost center in workbench
Click on Create cost Center – Task

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Click on OK Button.
Click on OK Button.
Like this we need create for HR, Marketing & Finance.
Finance:
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Click on OK Button.
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Click on OK Button.
Marketing:
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Click on OK Button.
HR:
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Click on OK Button.
Create Cost Center Hierarchy:
Click on Cost center Hierarchy – Task

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Click on OK Button.
Click on OK Button.
ORG Chart for Tesla Motors Cost Center Hierarchy.

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Now we need assign cost centers to Cost Center Hierarchy.
Click on TM Tesla Motors General – Cost center Hierarchy
Go to Actions  Reorganization  Assign included organizations
Click on Assign Included Organizations

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Click on OK Button.
Click on OK Button and Done.
ORG Chart for TM Tesla Motors General – Cost Center Hierarchy.

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Assign Cost centers to Supervisory Organization:

Click on Supervisory Organization – TM Tesla Motors – Supervisory Organization.
Go to Organizational Assignments.
Actions Supervisory Organization Edit Supervisory Organization
Click on Edit Supervisory Organization
Go to Cost Center Column

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Click on OK Button.
Go to Organization Assignments.
See our Cost centers.
Create Region:
Click on Create Region – Task
Give our Reorganization

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Click on OK Button.
Click on OK Button.
Create another Region Central America.
Click on Create Region.

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Click on OK Button.
Click on OK Button.
Create Region for Eastern Europe.
Click on Create Region - Task

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Click on OK Button.
Click on OK Button.
Create Region Hierarchy:

Click on Create Region Hierarchy – Task
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Give our Reorganizaton
Click on OK Button.

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Click on OK Button.
ORG Chart of Region Hierarchy:
Now we need to assign our Regions to Regional Hierarchy.
Open TM Head Quarters – Corporate
Go to Actions ReorganizationAssign Included Organizations
Click on Assign Included Organizations.
Give our Reorganization.

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Click on OK Button.
Include our organizations.
ORG Chart for TM Head Quarters – Corporate

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Assign to our Supervisory Organization:

Go to Organization Assignments.
Go to Actions  Supervisory Organization  Edit Supervisory Organization
Click on Edit Supervisory Organization.
Go to Region Column and assign our Regions in Allowed Organizations.

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Click on OK Button.
Now see the Organization Assignments.
Assign Roles:
Go to our supervisory organization – TM Tesla Motors Pvt Ltd
Click on Roles Tab
Go to Actions  Roles  Assign Roles

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Click on Assign Roles
Give Effective Date
Click on OK Button.
Click on Add Row
Select Finance Executive
Assign Logan McNeil
Like this we need select and assign the following

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Click on Add Row button
Now go to Roles and see our Assignable Roles.

Supervisiory Org - Cheat Sheet - Step by Step

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www.workdaytraining.

in Workday HCM Functional

Click on Create Location – Task

Fill the Address as well.

Click on OK Button and then Done.

Click on Reorganizations - Task

Click on Done Button.

Click on Supervisory Organization – Task

Select our Reorganization – Tesla Motors

Fill the below details.

Fill the below details.

Click on Submit and Done.

Create another Organization HR

Click on Submit and Done.

Create another Organization Name ADMIN

Click on Submit Button and Done.

Create another organization Name : FINANCE

Click on Submit and Done.

Now I want assign superior for TM ADMIN Department to TM FINANCE Department

Go to TM ADMIN Department  Reorganization  Assign superior

Click on Assign Superior

Fill the below details.

Click on Submit Button and Done.

Now I want divide Marketing Department from Sales Department

Go to TM Sales Department  Reorganization  Divide Organization

Click on Divide Organization

Fill the below details.

Click on Submit Button and Done.

Click on Create Company

Give Reorganization Tesla Motors

Fill the below details.

Create another company Tesla Motors US

Create another company Tesla Motors UK

Create Company Hierarchy:

Click on Create Company Hierarchy

Fill the below details.

Click Tesla Motors Global

Go to Actions  Reorganization  Assign included Organizations

Click on Assign Included Organizations

Assign the below Organizations.

Now see company hierarchy.

Go to Tesla Motors Global ActionsOrg Chart.

Now assign companies to our Supervisory Organization.

Click on Supervisory organization Tesla Motors

Click on Organizational Assignments.

Now Actions Supervisory Organization Edit Supervisory Organization

In Allowed Organizations assigned our companies.

Don’t assign Tesla Motors Global.

Create Cost Centers:

Click on Create cost Center – Task

Fill the below details.

Like this we need create for HR, Marketing & Finance.

Create Cost Center Hierarchy:

Click on Cost center Hierarchy – Task

ORG Chart for Tesla Motors Cost Center Hierarchy.

Now we need assign cost centers to Cost Center Hierarchy.

Click on TM Tesla Motors General – Cost center Hierarchy

Go to Actions  Reorganization  Assign included organizations

Click on Assign Included Organizations

Fill the below details.

Click on OK Button and Done.

ORG Chart for TM Tesla Motors General – Cost Center Hierarchy.