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Administrator Guide
Last Updated: 2023-06-23
Mass Assign Worker Roles to Multiple Customers

Mass Assign Worker Roles to Multiple Customers

  • Enable
    Customer
     for specific worker roles, such as
    Collector
     and
    Collections Manager
    , with the
    Maintain Assignable Roles
     task.
  • Security:
    Set Up: Customer Maintenance
     domain in Customers functional area.
To save time with role assignments for your customers, you can assign positions to multiple customers at once. You can then tie customer roles to positions rather than individual workers. In this way, when an individual contributor leaves a position, the role stays with the customer assignment. When you refill the position, Workday automatically places the new worker in the role assigned to the customer.
  1. Access the
    Mass Assign Customer Roles
     task.
  2. Select the customers that you want to assign worker roles.
    You can select customers individually or by group, category, status, or worktag. When using worktag, you can select customers by a category such as region, product area, or project.
  3. Select the
    Role to Assign
    .
    Your options are limited by the roles you enable on the
    Maintain Assignable Roles
     task. This field is required, and you can only select 1 role to assign.
  4. Select the
    Effective Date
     that you want the worker to become active in this role.
  5. (Optional) Save your filter criteria by entering a name and clicking
    Save
    .
  6. Select the actions you want to take.
    As you complete the
    Action
     section, consider:
    Option Description
    Replace Any Existing Role Assignments
    Overwrites any workers already assigned to this customer with the new assignment.
    Add to Existing Role Assignments
    Adds new worker assignments to existing assignments.
    Assign To
    The prompt offers these options for finding assignees:
    • Search for Position
       - Search for a specific position and then select a worker holding that position.
    • Job Profile Prompt
       - Drill down to workers by job profile.
    • By Organization
       - View workers by organization assignment.
    Before you submit the assignments, you can make edits to the
    Assigned To
     column for each customer as needed.
  7. (Optional) Enter comments relating to these assignments. Workday displays your comments on the customer profiles.
You can view the job roles and workers that you assigned to customers on the
Assigned Roles
 tab of the customer profile.