Configure Organizational Groups and Subgroups

This section describes the first step to configuring your organization: configuring the groups and subgroups that make up your organizational hierarchy. You need to configure the top of your organization and the organizational groups and subgroups, often referred to as org units, that make up your organization, such as districts and regions, so that the other organizational elements can be assigned to the appropriate groups in the organization.

It’s important to define and assign levels in a logical manner to the different organizational units within the organizational hierarchy. Levels don’t have to be parallel, meaning under the Corporate level (the top of the hierarchy). You can define an organizational unit as a district, with several sites underneath it, as well a region, which has several districts, each with their own sites underneath.

For example, the first or top level is the Corporate level but the second level (or the units directly underneath the first) can be both a district and a region. In this sense they aren’t parallel: there is an org unit 1 level down from Corporate that is a district but there are also org units 2 levels down from Corporate that are districts.

Dayforce Payroll uses the levels assigned to org units to group payroll data in some of its reports. To determine grouping, Dayforce starts at an employee’s site and traverses up the tree until it finds the org unit with the org level the report is being grouped by and groups the employee’s data under that org unit.

As a result, it’s important to logically structure the organizational hierarchy and assign appropriate levels to the org units in it.

You can configure as many org units as you need to mirror your organization’s structure in Org Setup.

To configure organizational groups and subgroups:

1. Go to Org Setup > Organization and click the Organization tab.
2. In the organization hierarchy, select the item under which to create your entry from the organizational hierarchy. If you’re creating the first org unit, you won’t have any existing org units to select from, and you can continue to step 3.
3. Click Add.
4. In the slide-out panel that opens, enter the unit’s name and description.
5. (Optional) Select or search for which item in your organization you want the new item to be under in the Parent Org Unit drop-down list. By default, the new item’s parent is the item you selected in the organization tree. For the top of the organization, the Parent Org Unit is itself.
6. Click the Effective From calendar icon and select the date on which the unit is an active part of your organization. By default, Dayforce uses today’s date.
7. (Optional) Select the date on which the location is no longer a part of your organization in the Effective To field. By default, this field is blank and the new item won’t be removed from your organizational chart unless you delete it.
8. Enter a cross-reference code in the Reference Code field. Cross-reference codes are used to export data from Dayforce to other applications and must be unique for each org unit.
9. Important: Don’t use special characters such as hyphens in cross-reference codes. This can cause an issue where employees are unable to record time in Work > Timesheet. Dayforce validates the location reference code value against existing values and you can’t save duplicate values when you edit an existing location or create a location.
9. In the Level drop-down list, select the new item’s level in your organization. By default, new items can be classified under one of the following levels:
   • Corporate: Represents the top level of your organization. Typically, you wouldn’t add new items with the corporate level.
   • Corporate Site: Represents a physical location where employees at the top of your organization work; a head office.
   • District: Represents a group of sites.
   • On-Site Department: Represents a physical area within a location.
   • Region: Represents a group of districts. Typically, regions are the levels directly underneath the corporate level.
   • Site: Represents a physical location.
10. You can configure additional org levels as required. See Configure Additional Organization Levels.
10. Select which week day is considered the start of the week from the Start Day of Week drop-down list. The application uses this value to determine the start day of the week for the calendars in Work, Schedules, and Timesheets.
11. Note: When the Start Day of Week setting isn’t specified in the org setup for a user’s primary location, Dayforce uses the configuration specified in the First Day of Week setting in Site Setup > Client. If Start Day of Week and First Day of Week have been specified, the calendars show the Start Day of Week. If both the Start Day of Week and First Day of Week aren’t specified, the calendars show Sunday as the first day of the week.
11. Skip the following fields for now, because they’re used only for locations, which you will specify later in the organizational groups definition process: Department, Zone, Comparable Org Unit, Physical Location, Opening Date, Closing Date, Ledger Code, and Clock Code.
12. Note: For the top of your organizational hierarchy, regions, districts, or any other group or sub-group in the hierarchy, leave these fields blank. You should select the Physical Location checkbox only for organizational units with the Site and Corporate Site Org Level.
12. Click Save.