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Administrator Guide
Last Updated: 2023-06-23
Create Allocation Pool Hierarchies

Create Allocation Pool Hierarchies

  • Create allocation pools.
  • Security:
    Set Up: Allocation Pool Hierarchy
     domain in the Financial Accounting functional area.
You can create a hierarchical structure to group allocation pools for more enhanced reporting. You can also assign roles to each hierarchy and enable role-based security.
  1. Access the
    Create Allocation Pool Hierarchy
     task.
  2. As you complete the task, consider:
    Option Description
    Allocation Pool Hierarchy ID
    When you don't enter an ID, Workday creates one when you save the allocation pool hierarchy. When you submit the allocation pool hierarchy, the allocation pool hierarchy ID becomes the reference ID for integration purposes. Only an administrator can change the allocation pool hierarchy ID and reference ID.
    Include Allocation Pool Hierarchy ID in Name
    Select to add the allocation pool hierarchy name to the allocation pool hierarchy ID. Workday uses the allocation pool hierarchy ID to create a unique name, enabling you to use a name multiple times.
    Superior
    Configure to use a multilevel hierarchy. When you define a superior, users with assigned roles and security access on the superior can manage the child hierarchies and allocation pools.
    Workday recommends creating the highest level hierarchy first.
    Includes
    Select the allocation pools that belong to the allocation pool hierarchy. You can't have the same allocation pool in more than 1 level of a hierarchy.
    Assign Roles
    You can create or assign a role to associate with the allocation pool hierarchy. Example: Configure an Allocation Pool Hierarchy Administrator role.