Manage Search Committees and Membership

Tags workday

Quick Reference Guide

Objective or Task

Create a search committee and manage internal and external committee membership for an approved job requisition in Workday.

Before You Begin

  • You have access to Workday as a Primary Recruiter.
  • The job requisition is approved.
  • You know the committee members who should be assigned as chairs or members.

Instructions

Create or Update a Search Committee

  1. From your Workday inbox, open the Create and Assign Search Committee Members task.

  2. Review the instructions and select Maintain Committee Definition.

  3. Enter today’s Date.

  4. Select Existing Definition to update an existing committee or Create Definition to create a new committee.

  5. Select OK.

  6. On the Maintain Committee Definition page, complete the required fields.

    1. Enter the Committee Name using a descriptive naming format.
    2. Set Type to Recruiting Search Committee.
    3. Set Committee Subtype to Committee.
    4. Select the Sponsoring Organization.
    5. Select the related Job Requisition.

  7. Add Committee Membership Targets if required.

    1. Select the plus icon.
    2. Choose the Membership Type.
    3. Select Unlimited Quantity or enter a Target Quantity.

  8. Review the committee details and select OK.

Add an Internal Committee Member

  1. Search for and open the Manage Committee Membership task.

  2. Enter the Effective Date.

  3. Select the Committee.

  4. Select the Person to add.

  5. Select Create Membership and then select OK.

  6. Complete the membership details.

    1. Set Reason to Committee Member Service > Administrative > Additional Committee Member.
    2. Select the appropriate Membership Type.
    3. Enter a Term End Date if access should end on a specific date.

  7. Select Submit.

Add an External Committee Member

  1. Search for and open the Create External Committee Member task.

  2. Enter today’s Effective Date and select the Committee.

  3. Select OK.

  4. Complete the external member details.

    1. Set Reason to Additional Committee Member.
    2. Select the appropriate Membership Type.
    3. Enter a Term End Date if needed.
    4. Enter Legal Name Information.
    5. Enter Contact Information.
    6. Add attachments if required.

  5. Review the information and select Submit.

Assign Security Access to Committee Members

  1. Open the Assign Recruiting Search Committee Member Role task in your inbox.

  2. Use the related actions menu next to the committee name and select Assign Roles.

  3. Complete the role assignment.

    1. Select Search Committee Member as the role.
    2. Select all committee members and chairs in Assigned To.
    3. Enter the Effective Date.

  4. Submit the role assignment task.

  5. If an external member does not yet have a Workday account, allow the Security Administrator to complete the Create Workday Account for External Committee Member task.

Outcome

Search committee members are successfully created, assigned, and granted access in Workday to review candidates and job requisitions associated with the search committee.

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