Workday is a cloud-based human capital management software that enables organizations to manage their human resources processes, including creating positions. This article provides a step-by-step guide on how to create a position in Workday, drawing insights from the official resources of Texas A&M University and the University of Arkansas at Little Rock.
Key Facts
- Access the Workday Home Page.
- Type “Create Position” in the Search bar.
- Click on the “Create Position” task from the drop-down list.
On the Create Position page, you will need to provide the following information:
- Supervisory Organization: Enter the organization where the position will be created.
- Required Fields: Fill in the required fields, which are marked with a red asterisk (*).
After creating the initial position, you may need to edit additional data. You can reference the relevant Quick Reference Guide (QRG) for instructions on editing additional data.
Prerequisites
To create a position in Workday, you must have the necessary permissions and access to the system. The following roles can typically initiate the position creation process:
- HR Partner
- Compensation Partner
- Department Head
- Graduate Student Partner
- Recruiter
- Recruiting Coordinator
- Executive Recruiter
- Manager
- Management Chain
Step-by-Step Guide
Access the Workday Home Page
Log in to Workday and navigate to the Workday Home Page.
Search for “Create Position”
In the Search bar, type “Create Position” and select the “Create Position” task from the drop-down list.
Enter Supervisory Organization
On the Create Position page, enter the name of the supervisory organization where the position will be created.
Fill in Required Fields
Complete the following required fields, indicated by a red asterisk (*):
- Position Request Reason
- Job Posting Title
- Number of Positions
- Availability Date
- Earliest Hire Date
- Job Profile
- Location
- Time Type
- Worker Type
- Worker Sub-Type
Edit Additional Data
After creating the initial position, you may need to edit additional data. Refer to the relevant Quick Reference Guide (QRG) for instructions on editing the following:
- Hiring Restrictions
- Qualifications
- Compensation
- Change Organization Assignments for Worker
Submit and Review
Submit the position creation request. The request will be routed through a review and approval process involving the HR Partner, Department Head, and Executive Approver.
Conclusion
Creating a position in Workday is a straightforward process that can be completed by authorized users. By following the steps outlined in this article, you can effectively create and manage positions within your organization.
References
- Create Position | Division of Human Resources and Organizational Effectiveness
- How Do I Create a Position in Workday? – Workday – UA Little Rock
FAQs
1. Who can create a position in Workday?
Typically, the following roles can initiate the position creation process: HR Partner, Compensation Partner, Department Head, Graduate Student Partner, Recruiter, Recruiting Coordinator, Executive Recruiter, Manager, and Management Chain.
2. What information is required to create a position?
At a minimum, you will need to provide the following information: supervisory organization, position request reason, job posting title, number of positions, availability date, earliest hire date, job profile, location, time type, worker type, and worker sub-type.
3. How do I edit additional data for a position?
After creating the initial position, you may need to edit additional data such as hiring restrictions, qualifications, compensation, and organizational assignments. Refer to the relevant Quick Reference Guide (QRG) for specific instructions.
4. What is the approval process for creating a position?
Once you submit the position creation request, it will be routed through a review and approval process involving the HR Partner, Department Head, and Executive Approver.
5. Can I create multiple positions at once?
Yes, you can specify the number of positions you want to create. Each position will be labeled with a numeral at the end of the job posting title to differentiate them (e.g., Program Coordinator-1, Program Coordinator-2).
6. What is the difference between a Job Profile and a Job Posting Title?
The Job Profile is the official position title under the Standard Work Position Profile (SWPP). The Job Posting Title is the working title of the position and may be different from the official title. It is what will appear in advertisements and on the Worker Profile page once an employee is hired.
7. How do I ensure that the position description includes all required elements?
Use the Classification and Compensation’s Workday Position Description Template to ensure that all the required elements are present. This will reduce the number of requests for additional information.
8. Can I attach documents to the position creation request?
Yes, you can attach documents. However, keep in mind that attached memos will not stop Workday from routing the business process to the Executive Approver level, nor does HR have the ability to alter or change Workday’s routing. Also, Workday is not a records retention document system, so anything attached to Workday will stay in the system forever, with no ability to remove it.