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.