How to Create a Supervisory Organization in Workday

Log in to Workday

Log in to your Workday account using your credentials. Make sure your account has the permissions required to create supervisory organizations before you begin.

Go to the Workday Home dashboard

After logging in, you land on the Workday Home dashboard. Here you'll see a welcome message ("Let's Get Started"), the current date, and sections such as Awaiting Your Action that list pending tasks.

Search for the Create Supervisory Organization task

Click into the search bar at the top of the dashboard and begin typing Create Supervisory Organization.

Select the task from the search results

As you type, a dropdown list appears with matching tasks and reports. Click Create Supervisory Organization under the Task section to open the creation dialog.

Select a reorganization

In the Create Supervisory Organization dialog, click into the Reorganization field and type a keyword (for example, "logan") to filter the available reorganizations. Select the relevant option from the dropdown list, such as Logan_SupOrg (12/01/2020).

Confirm the reorganization

Once the correct reorganization appears in the field, click OK to proceed to the organization details form.

Enter basic organization information

Fill in the core details for your new supervisory organization:

• Availability Date: Click the calendar icon and select the effective date the organization becomes active (for example, 09/08/2023).
• Name: Enter a name for the organization (for example, "Logan - Apple Project").
• Include Organization ID in Name: Optional checkbox if you want the ID shown in the name.
• Code: Enter a unique code for the organization (for example, "123").
• Include Code in Name: Optional checkbox if you want the code shown in the name.
• Include Manager/Leader in Name: Optional checkbox if you want the manager's name shown in the name.

Specify additional organization attributes

Continue completing the form with the following fields:

• Subtype: Choose the appropriate subtype (for example, "AB Co Subtype1 Manasa," "Business Unit," "Company," "Department," or "Division").
• Visibility: Choose who can view the organization (for example, "Everyone," "Role Assignees," "Role Assignees and Members," or "Role Assignees, Current and Superiors").
• External URL: Optional field if applicable.
• Primary Location: Select the location associated with the organization.

Select the manager

In the Manager or Manager/Leader field, search for and select the person who will oversee this supervisory organization. This individual manages the employees within the group.

Set the reporting relationship

Indicate whether this supervisory organization reports to a higher-level supervisory organization. If it does, search for and select the appropriate organization from the list.

Review your entries

Before saving, carefully check all the information you've entered, including:

• Reorganization
• Availability Date
• Name
• Code
• Subtype
• Visibility
• Primary Location
• Manager
• Reporting Organization (if applicable)

Make any necessary corrections to ensure accuracy.

Verify role assignments

Go to the Roles tab to confirm that the correct manager and any other roles are assigned. Check that the Assigned To column lists the correct individuals and that effective dates are accurate.

Save the supervisory organization

Once you've confirmed all information, click Save to finalize the creation of the supervisory organization.

Confirm creation and check notifications

Workday displays a confirmation message indicating the supervisory organization was created successfully. Relevant notifications are sent to the assigned manager and other stakeholders through the Workday inbox.

Review process details in your inbox

In the Workday inbox, open the archived notifications to review the completed process. Check details such as the organization name, positions created, and overall status.