Users have the ability to manage their own local worktags:
- Activity
- Assignee
- Program
- Stand Alone Grant
Authorized users in each unit can create or update these worktags directly in Workday.
Note: While users can create and manage their own local worktags, all worktags must comply with the University's FDM structure and naming policies. Additionally, users should understand required relationships between worktags (e.g., Resource and Fund, or Gift and Fund), which may be enforced through Workday Custom Validations on transactions to ensure data integrity and compliance with institutional reporting standards.
The following Knowledge Articles will walk users through creating, modifying, and inactivating these unit managed worktags in Workday.
- Creating a Worktag
- Changing the Hierarchy Level for Worktags
- Updating the Related Worktags for a Driver Worktag
- Renaming a Worktag
- Inactivating a Worktag
If users need to update many worktags at once, use the Foundation Data Model (FDM) Data Element Management Request form to coordinate a bulk upload with the UCO - FDM Governance Team.
Worktags can also be created, modified, and inactivated via the “Create FDM Change Request” task in Workday. That task includes a link to instructions for its use.
Before Inactivating a Worktag
Before submitting an inactivation request, any net position (retained earnings) balance associated with a worktag must be cleared. In addition, if there are any associated capital assets, they should be transferred. See the Activating or Inactivating Worktags in Workday Knowledge Article for more details.