How to copy a role in Workday?

  • Click on the requisition you want to make a copy of

  • You will have to gather several pieces of information that do not populate.  Write these down before proceeding.

    • Information that you need to write down that can be found under Details and then expanding Organization Assignments:

      • HFM Category

      • Cost Center

  • Next to the req title, there is a tab called Actions

  • Select Copy

  • Select To Create Job Requisition

  • The next screen will be a prompt for what kind of role you are creating.

  • You will always select Create New Position. (For existing is going to ask for specific employee’s names\positions - do not utilize)

  • From there select OK

  • After arriving at the next screen, you can select the Reason.  This will give the posting instructions - we will use Post Internally and Externally OR  Post Internally Only depending on instruction from your HRBP:

  • Select a Target Hire Date (this is not consistently utilized at this point)

  • Click Next

  • Confirm all details are same as needed (location, grade, shift)

  • Click Next

  • Click Submit

  • Proceed to your Workday Inbox and you will see the following:

  • You will select to update the information of 3 areas

    • Cost Center (collected previously - I recommend writing in as it is easier than searching)

    • Personnel Area-Subarea (there is only 1 option - Default Personnel Area)

    • HFM Category (collected previously)

  • After filling in the required fields, you can Submit the role.  

  • Confirm the completion by selecting Done.

  • To find your role - select Archive next to actions.  This will allow you find the new requisition number.

  • Then you can select the Process tab.  

  • This will allow you to see HRBPs that can be contacted\emailed to complete the approval process.