Perform mass transactions in Workday

Employees with these security roles can execute mass HR transactions for large-scale processes:

• Academic HR Analyst.
• Academic HR Partner.
• Dean/VP.
• HR Analyst.
• HR Partner.

Supervisory organizations group employees together into management hierarchies. 

To create or modify a mass supervisory organization request, use the bulk supervisory organization change request template and submit a completed sheet with your Supervisory Organization Creation/Modification Request. 

Only HR Analysts, HR Partners and their academic counterparts can submit a ServiceNow request to create, modify or deactivate a supervisory organization or move unfilled positions to one.

Note: Supervisory organizations cannot be inactivated with workers, unfilled positions, open job requisitions or subordinate organizations present.

Supervisory organizations can be created using a Job Management or Position Management staffing model, but the staffing model cannot be modified.

Naming convention best practices

Workday will include the organization code — also called the VP/College code — before the supervisory organization name and the manager’s name after the inside parenthesis. Avoid using the manager’s name as the supervisory organization name.

• Example: OHR Employee Assistance Office (Elizabeth Banfield)

Subordinate supervisory organizations cannot have the same name as the parent ones without a Job Management staffing model. Job Management supervisory organizations will be appended with JM as part of the name.

Job Management staffing model example: 

• Subordinate: ET Deskside Services Downtown – JM (Edna Garbowski).

Position Management staffing model example: 

• Parent: ET Deskside Services Downtown (Edna Garbowski). 

Departments with many supervisory organizations may want to include a numerical designation for supervisory organizations with the same name. Please use Roman numerals when numbering supervisory organizations.

Examples include: 

• EOSS Housing Desk Assistants Tempe XXV - JM (Aidan Oswald).
• EOSS Housing Desk Assistants Tempe XXVI - JM (Yahaira Gonzalez).

1. When moving a worker to a supervisory organization, the staffing model must remain the same — Position Management or Job Management.
2. Do not request a move worker if transactions on that position are in progress. 
3. Download the Move Worker template to request moving more than 10 employees or unfilled positions to a different supervisory organization in the same staffing model — Job Management or Position Management. Edits to the position or job data are not permitted. Here is an example of a populated template. 
4. Refer to the Create and Close a Request job aid to start the HCM Mass Transactions request process.
5. Use the Change a Job business process to move fewer than 10 positions, a worker between staffing models or process one of the following transactions:
   1. Change worker data — e.g., FLSA status or work location.
   2. Promotion. 
   3. Reassignment. 
   4. Transfer. 

1. Download the Compensation Change template to request the processing of more than 25 employees. Here is an example of a populated template. 
2. Refer to the Create and Close a Request job aid to start the HCM Mass Transactions request process.
3. For fewer than 25 employees, use the Request Compensation Change business process to conduct transactions.

1. Download the Costing Allocation template to request the processing of more than 25 employees. Here is an example of a populated template. 
2. Refer to the Create and Close a Request job aid to start the HCM Mass Transactions request process.
3. For fewer than 25 employees, use the Assign Costing Allocation business process in Workday to conduct transactions. 

1. Use the appropriate Period Activity Pay template to process more than 25 employees.
   1. Download the Add Period Activity Pay template to request the processing of more than 25 employees. Here is an example of a populated template. 
   2. Download the Edit/End Period Activity Pay template to request the processing of more than 25 employees. Here is an example of a populated template. 
2. Refer to the Create and Close a Request job aid to start the HCM Mass Transactions request process.
3. For fewer than 25 employees, use the Manage Period Activity Pay business process to conduct transactions. 

Please contact the Workday Support Team or call 480-965-2334 with questions.