Why is this information so important? Reorganization ...

Why is this information so important? Cost Centers and the assigned Cost Center manager are important for approvals of requisitions, expense reports and journal entries, conversely, Supervisory Org Structure Managers approve time-off, post available vacancies. If this assignment is incorrect or blank, then the wrong manager or no manager at all gets the transaction for approval. This results in multiple corrections, manual processes and errors for the Manager, employees involved, HR, Finance and Workday teams.

Reorganization

Description of Field

Supervisory Organization

Supervisory Organization Structures (SOS) are the basic building blocks in Workday. They are used in the Human Capital Management (HCM) module to group positions and employees for various purposes that include Recruitment, Onboarding, Position Management, Reporting etc.

Availability Date

Date when this org should be visible and you can hire/move employees into it

Location

The primary location - Ottawa, Perth or Pembroke

Superior Organization Subordinate Organization Company

In the Supervisory Organization Hierarchy, it is the Supervisory Organization that has one or more Supervisory Organizations below (Subordinates)

In the Supervisory Organization Hierarchy, it is the Supervisory Organization below another Supervisory Organization (Superior)

Which Company is for the majority of those in this organization

Cost Centers

A specific project or department where revenue and expenses are tracked.

Region

Which Company is for the majority of those in this organization

Cost Centre Hierarchy Financial Data Model (FDM workbook)

Consists of groups of cost centres in a tree structure based on how an area wants to generate their financial reports. Max of 7 levels in CCH.

Excel workbook that is a tracker for what is created in Workday

HCM

Roles SOS Manager Cost Center Financial Analyst Timekeeper Cost Center Buyer Accountant CCH Approver

Human Capital Management. This is the module in Workday where processes such as Recruitment, Time Tracking, Position Management, etc. is executed.

Definition

Dean/Director and VP/Senior VP are used for requisition, expense reports and journal entry approvals. Determines who can see the financials on a cost center. Security Role that assists in a Supervisory Organization for HCM related activities. Determines who on the procurement team a requisition will route to for conversion to a P/O.

Determines who in Finance will approve Field Accountant journal entries after approval from the Cost Centre Manager.

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