The "Assign Roles" task is the designated function within Workday for assigning security roles, including leadership roles (e.g., Manager, Cost Center Manager), to an organization. When a new organization is created, this task is used to specify which worker(s) will have managerial or leadership responsibilities and permissions for that specific organizational unit. This directly addresses the requirement of assigning a leader to a new organization. The scenario's context of financial tracking points to organizations like Cost Centers, which require a designated manager assigned via this task.

B. Edit Name/Code: This task is used exclusively for changing the administrative name or identification code of an organization, not for assigning personnel or roles.

C. Change Visibility: This function controls which security groups can view or access the organization, but it does not assign leadership or management responsibilities.

D. Create Position: This task creates a new job slot within an organization. While a leader occupies a position, this task does not assign the overarching leadership role to the organization itself.

1. Workday Documentation

"Set Up Organizations": In the section on "Steps to Set Up a Supervisory Organization

" the documentation outlines that after creating the organization

a critical subsequent step is to assign roles. It specifies using the Assign Roles task to assign the Manager role to the superior organization's manager or another designated worker. This establishes the leadership and reporting structure. (Reference: Workday HCM Core Implementation Guide

Chapter on Core Organization Setup).

2. Workday Documentation

"Role-Based Security": This documentation explains that roles are the foundation of Workday security and define what users can see and do. It details that the Assign Roles task is the primary mechanism for granting a role to a worker for a specific organization (the securable item)

thereby giving them leadership or functional authority over that organization. (Reference: Workday Security Administration Guide

Section on Role Assignment).

3. University of Washington

Integrated Service Center

"User Guide: Create Supervisory Organization": This university guide provides step-by-step instructions for Workday processes. In the section "Step 4: Assign Roles

" it explicitly states: "Once the Supervisory Organization is created

you must assign the Manager and other leadership roles... Use the Assign Roles task from the new organization’s related actions menu." This confirms the task's direct function in assigning leadership. (Reference: UW ISC Workday Training Materials

Supervisory Organizations Module).