Information about your organization is used all across Dayforce, such as in security settings, reporting, and scheduling. To configure these areas, your organization's structure needs to be accurately mirrored in Dayforce.
This section describes how to set up your organization in Dayforce. General organization setup in Dayforce is done in Org Setup in the appropriate subfeature. For example, general organization setup is done in Org Setup > Organization. Legal entity setup for an organization is done in Org Setup > Org Payroll Setup. The following is a list of the Org Setup feature and its subfeatures:
- Org Setup
- Authority Type
- Docket
- Job Assignment Qualifications
- Job Assignment Sets
- Jobs and Job Assignments
- Labor Metrics
- Locations
- Org Payroll Setup
- Organization
- Zones Configuration
The order in which the subfeatures show in your instance of Dayforce depends on how you order them for given role types in System Admin > Roles, in the Features tab.
For detailed information about the Org Setup feature and each of its subfeatures, see Org Setup.
Information about configuring favorites and views in Org Setup is available in Configure Favorite Filters and Views for Org Units.