Org Charts and Reporting Structures in Workday
Modified on: Tue, Aug 27 2024 9:08 AMLOCATE YOUR PLACE IN THE ORGANIZATION
Workday provides the reporting structure of your department. This can help you understand your place within the organization.
From the Home page:
1. Click your Profile icon > View Profile.
2. Click the Job tab.
3. Click the Management Chain subtab. Information about your management chain displays.
LOCATE YOUR ORGANIZATION
From the Home page:
1. Click your Profile icon > View Profile.
2. Click the Job tab.
3. Click the Organizations subtab. Information about the organizations you belong to displays.
REVIEW YOUR JOB HISTORY
From the Home page:
1. Click your Profile icon > View Profile.
2. Click the Job tab.
3. Click the Manager History subtab. Your job history displays. Manager history includes information about your prior job titles, managers, start
dates, and end dates.
LOCATE YOUR ORGANIZATIONAL CHART
Workday provides a chart of your organization’s hierarchy.
From the Home page:
1. Click your Profile icon > View Profile.
2. Click the Team icon. Your Org Chart includes information about your team, HR support, and your manager’s manager.
3. Click the names in the top-right corner to navigate through your management chain. You can also use the pull-down menu in the top left to view your org chart with or without contingent workers, matrix reports, or open positions.
EXPORT YOUR ORG CHART TO EXCEL/VISIO
From the Org Chart:
1. Click the Print icon .
2. Enter a File Name (your manager’s name will auto-populate as the default).
3. Select Excel as the File Format.
4. Select how many Levels of your org chart you’d like to print.
5. Optionally, select Include Pictures. The pictures will download as a .zip file.
6. Click Print.
Note: You have the option of importing your Excel Org Chart into Microsoft Visio. Visit the following link on Community for instructional steps: https://community.workday.com/node/243051.
MOBILE
LOCATE YOUR PLACE IN THE ORGANIZATION - IPHONE AND IPAD
The Org Chart helps you identify where you and others fit into the overall structure of your organization. It displays your position within the department, as well as the positions of your teammates. Within the Org Chart, you can navigate the structure of your department and company by tapping on individuals or groups.
From the Org Chart app:
1. Swipe up or down to navigate through the company hierarchy.
2. Tap an individual’s Profile image to view their Profile page.
3. Tap the Back arrow to return to the chart.