Workday Department

Support
Weekly Chat
August 4th
11am via Microsoft Teams
Workday Production Link
https://wd5.myworkday.com/dallascityhall/login.htmld
Welcome to Workday Website
http://bit.ly/DallasWorkday
 Agenda
• Updates – IAP timeline
• Sup Org Review
• Sup Org Process Changes
• Q&A

9/14/2020 2
 Update - IAP Process

• Compensation Team has changed the IAP

9/14/2020 3
 Sup Orgs 101
• Supervisory Organization Hierarchy is the management
structure in Workday
• Determines all business process routing and security role
assignment
• Each sup org is a team with a name and an assigned
manager
• Each team has a superior organization or “boss”
• Each sup org has at least 1 member or position assigned
and may have subordinate organizations
• Top organization is City of Dallas
• Each department’s director’s org is the department’s
name and org is DDD_0001 except DPD_3001
• Search for sup orgs by org name, manager or org id

9/14/2020 4
 Sup Orgs 101
• Sup Orgs are separate from cost centers/units
• Management Services “departments” are separated
into their hierarchy in Workday
• Uses each departments code instead of MGT such as 311,
OHS, OEM, FHO, etc
• Codes correspond to what’s used in the Financial System to
be consistent across systems
• Some managers have multiple sup orgs to denote
separate teams they manage

9/14/2020 5
 Sup Orgs 101

Manager – name in parenthesis

Superior – selected org reports to

Inherited – manager position is not assigned or is vacant – likely vacant

Organization ID – also called reference id – unique id for the sup org – use in Move
Workers when manager name not found

9/14/2020 6
 Supervisory Org Actions
• Create Subordinate – adds a new sup org below the
current manager
• Assign Superior – process takes one organization
and moves it to report to a new superior org. (note
assign superior does not change the who the org
manager reports to. A separate Move Worker task
needs to be kicked off in order to change who the
org manager reports to, if that’s needed.)
• Divide Organization - takes one organization and
splits it into two orgs, reporting to the same
superior

9/14/2020 7
 Supervisory Org Actions
• Edit Sup Org – change name, code, default location
• Activation - process can activate an inactive
organization or inactivate an active organization–
org is no longer available after effective date
• Assign Manager – assigns the PM number to be the
manager of the org
• Allowed Organization/Default Organization
Changes – update the allowed/defaults for a sup
org/ sup org hierarchy.

9/14/2020 8
 Supervisory Org Actions
Action Department Responsibility HR Responsibility
Create Subordinate WDDS kicks off task in WD Review and Approve – Comp Team

Assign Superior WDDS kicks off task in WD Review and Approve – Comp Team

Divide Organization WDDS kicks off task in WD Review and Approve – Comp Team

Edit Sup Org WDDS requests via using template – Review and Update - Comp Team
email to Compensation Team
hrcompensation@dallascityhall.com
Activate/Inactivate WDDS requests via using template – Review and Update - Comp Team
email to Compensation Team
hrcompensation@dallascityhall.com
Assign Manager WDDS requests via 1234 Ticket/ Review and Update – HRIS Team
Security Role Form
Assign/Update Allowed Department Request to Office of Review and Update – HRIS Team
Organization(s) for Sup Budget; Office of Budget reviews and
Orgs forwards to HR
Process Changes effective 8-10-2020

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 Sup Org Changes by WDDS

From the sup org you are updating – 4 actions

9/14/2020 10
 Sup Org Changes by WDDS

Sup Org Tasks will be approved by Compensation Team

9/14/2020 11
 Sup Org Reports
Informational
• Supervisory Organizations OCWG
• Positions by Sup Org
Troubleshooting/Review
• Supervisory Organizations without Assigned Manager
Role
• HRIS Audit Superior Differences
• Supervisory Organizations Without A Superior

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 Allowed & Default Organizations
• Supervisory Organizations can be set to default and/or
restrict the usage of specific organizations for its
members
• For example, members of a supervisory organization in
Dallas Water Utilities can be restricted to an Advantage
Fund or a cost center or set of cost centers.
• Sup orgs can also be assigned a default organization that
could be changed.
• Assignments cascade down to subordinate organizations
unless assignments are made on subordinates

9/14/2020 13
 Allowed & Default Organizations
• Allowed Organizations Set Up
• All cost centers and funds available to department using
current expense budgets with payroll costs in FY20 from
Advantage
• Allowed organizations set up for director’s sup org and
“cascade down” to or received by subordinates
• New cost centers added during year would need to be
added as Allowed Organizations
• HR will maintain Allowed and Default Organizations –
assigned to Sup Org at the request of the Office of
Budget

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 Allowed/ Default Organization
In this Change Job
example for a position
in Human Resources,
only funds allowed for
the Human Resources
Department will be
available as selection
options

9/14/2020 15
 Sup Org Update - Template
• Manager Changes along with the signed Workday
System Access Request Form
• Activate/Inactivate Sup Orgs
• Edit Sup Org – Name, Department, Default Location
• Move Workers – use template for large numbers of
moves

9/14/2020 16
 Q&A

9/14/2020 17