Managers and HR experts must prioritize the creation of positions in Workday HCM. Better workforce planning, budgeting, and administration are made possible by ensuring that the system appropriately reflects your organizational structure. With an emphasis on its significance, advantages, use cases, and answering some commonly asked questions, this tutorial will lead you through the steps of creating a position in Workday HCM.
Importance of Creating Positions in Workday HCM
Creating positions in Workday HCM is vital for several reasons:
- Accurate Workforce Planning: The positions in an organization specify the duties that must be performed by each individual. To achieve its strategic goals, a company has to have the right people in the right roles, and accurate position management assists with hiring needs forecasts, budget management, and talent acquisition.
- Organizational Clarity: Establishing reporting structures and organizational hierarchy relies on clearly defining positions. Staff members are better able to carry out their duties, which in turn boosts morale and output.
- Compliance and Reporting: In order to stay in compliance with labor laws and regulations, it is vital to keep position data up to date. It also makes it easier to get the statistics and reports you need to make smart HR choices.
Benefits of Position Management in Workday HCM
- Streamlined Hiring Process: Job requisitions can be more easily started and managed with the help of positions, which serve as templates for them. This guarantees that all job advertisements are uniform and meet the needs of the company.
- Enhanced Budget Control: Organizations can save money on salaries and keep from going overboard if they clearly define roles. This aids in maximizing the use of available resources and keeping one’s finances in check.
- Improved Talent Management: Jobs in Workday HCM are associated with personnel records, KPIs, and growth strategies. Comprehensive talent management, including career development and succession planning, is supported by this integration.
How to Create a Position in Workday HCM
It takes multiple steps to create a position in Workday HCM. To assist you, we have provided the following detailed instructions:
Step 1: Navigate to the Create Position Task
- Log in to Workday.
- In the search bar, type “Create Position” and select the task from the search results.
Step 2: Complete the Position Details
- Supervisory Organization: Select the supervisory organization where the position will be created. This defines the reporting structure and the department the position belongs to.
- Position Title: Enter a title for the position. This should be a clear and concise representation of the role.
- Job Profile: Choose a job profile that matches the position. Job profiles in Workday include job descriptions, requirements, and competencies.
- Location: Specify the primary location where the position will be based.
- Time Type: Indicate whether the position is full-time, part-time, or temporary.
- Worker Type: Select the worker type, such as employee or contingent worker.
- Availability Date: Set the date when the position will be available for hire.
- Earliest Hire Date: Define the earliest possible date for hiring into the position.
Step 3: Define Position Restrictions
- Headcount: Set the headcount for the position. This is useful for positions where multiple hires are needed.
- Position Restrictions: Specify any restrictions related to the position, such as required qualifications, certifications, or experience.
Step 4: Submit and Approve
- Review the position details for accuracy.
- Click “Submit” to initiate the approval workflow. Depending on your organization’s configuration, the position may need to be approved by several stakeholders, such as HR managers, department heads, or finance teams.
Use Cases for Creating Positions in Workday HCM
- New Department Formation: When creating a new department, defining positions is crucial for setting up the organizational structure and ensuring that all necessary roles are accounted for.
- Project-Based Positions: For temporary or project-based roles, creating positions helps in tracking the workforce allocated to specific projects, ensuring that resources are efficiently utilized.
- Expansion and Growth: As organizations grow, new positions need to be created to support additional functions and services. This is particularly relevant during mergers, acquisitions, or opening new branches.
Frequently Asked Questions (FAQs)
Q1: Can I create a position without a supervisory organization?
No, in order to create a role in Workday HCM, a supervisory organization is necessary. This will guarantee that the position is associated with the right division and chain of command.
Q2: How do I modify a position after it has been created?
Go to the “Edit Position Restrictions” task if you want to change a position. Here you can modify information like the job description, location, and any limitations on the position. There may be a need for re-approval if there are substantial modifications.
Q3: Can I delete a position in Workday HCM?
Closing a position does not remove it from the system. Just use the “Close Position” task to close a position. By closing a position, future hires are prevented, but the past data can still be accessed for reporting reasons.
Q4: What happens if the approval workflow is not completed?
The position will stay in the pending status and will not be available for hiring unless the approval workflow is completed. Make sure to follow up with approvers to make sure everything is finished on schedule.
Q5: How do I track the status of a position request?
The “View Position Restrictions” report allows you to monitor the progress of a job request. The position’s approval status and any outstanding activities are detailed in this report.
Conclusion
You can’t have efficient personnel management or strategic planning without first creating positions in Workday HCM. Your roles will be better defined and more in line with the needs of your business if you follow the steps in this guide. Contribute to your organization’s success with the correct position management methods to improve your hiring process, keep costs in check, and back complete talent management.