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.

Please note the following:

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. 

1. 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. 
2. Refer to the Create and Close a Request job aid to start the HCM Mass Transactions request process.
3. 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.