CREATING AND MAINTAINING CUSTOM DURATION
ORGANIZATIONS 3 HOURS
DESCRIPTION TRAINING CREDITS
This three-hour course is for administrators who configure 0.5
Workday HCM and are responsible for creating custom
organizations. In this course, you will learn how to create
custom organizations and assign members to an organization. You will also learn how to use
role-based security to assign support roles to custom organizations. By completing this course,
you will be able to create and manage your custom organizations to group workers based on
organization structures not provided by Workday.
COURSE OBJECTIVES
• List use cases for custom organizations.
• Configure organization types.
• Create a custom organization.
• Assign members to an organization.
• Assign support roles to a custom organization.
PRETRAINING CONSIDERATIONS
To successfully complete this course, you will need a working knowledge of the core concepts of
Workday HCM, including navigation, organizations, business processes, and reporting. Enroll in
Workday Core Concepts for an introduction to these topics or Workday Foundations for an in-
depth overview.
Creating and Maintaining Custom Organizations
COURSE DELIVERY METHOD
This course is offered as a:
Learn Independent
COURSE OUTLINE
1: Overview of Organizations
• Define an organization.
• List common organization types.
• Describe a custom organization.
• Recognize possible use cases for custom organizations.
• Compare custom organizations to worktags and business units.
2: Creating Custom Organizations
• Define and create organization types and subtypes.
• Create a custom organization.
3: Worker Assignments
• Describe three ways to assign members to an organization.
• Define and create a membership rule.
• Use a membership rule to assign workers to a custom organization.
4: Support Roles for Organizations
• Describe the process to give a worker role-based security permissions for an
organization.
• Define and create an assignable role.
• Create a role-based security group.
• Configure a support role for a custom organization.
2 Creating and Maintaining Custom Organizations
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