Dayforce contains some self-service forms that support position assignments, and are therefore intended to be used with Position Management.
Forms that support job work assignments aren’t used with Position Management, unless you’re using a hybrid model. With a hybrid Position Management model, you can use both position assignments and job work assignments at the same time. See Hybrid Position Management.
You need to make sure that all of your workflows and guided processes use the compatible forms for the type of work assignment your employees have.
Forms That Support Job Work Assignments
Forms that contain the PositionLocationSelectorV2 element support job work assignments, and they don’t support position work assignments. Forms that support job work assignments include the following:
- Job Assignment and Compensation Change form
- Job Assignment Change form
- Job Assignment Change with Manager form
- Location Transfer with Manager form
If you’re currently using any of the forms listed above, or custom forms that contain the PositionLocationSelectorV2 control, you need to switch over to use compatible forms for employees with position assignments in Workflow Administration > Role Privileges. See Workflow Administration Configuration in the Self Service Guide.
Forms That Support Position Assignments
The forms listed here can be used with Position Management for employees with position assignments. These forms involve changes in employee positions, such as hiring an employee into a position, changing their position, or terminating their employment. Fields related to positions are mapped to the Position Management functionality.
Important: Some of these forms have equivalent versions that support job work assignments. Make sure that you’re using the correct versions of the forms for your Dayforce configuration. You can find information about other forms in the Self Service Guide.
For more information about each form, see the following:
- New Hire (Position Management) Form
- New Hire with Contract (Position Management) Form
- Rehire (Position Management) Form
- Rehire with Contract (Position Management) Form
- Position Change Form
- Terminate an Employee Form
- Compensation Change Form
The following forms in Recruiting are also designed to be used with Position Management:
- Job Requisition (Position Management) form
- Candidate Hire (Position Management) form
- Internal Candidate Hire form
Access Authorizations for Position Management Forms
For Position Management forms that contain the Managing Position and Position Name fields, access to the positions in those fields is controlled by the following Position Management access authorizations:
- Position Management - Positions - Administrator View: Administrators with this access authorization can see all positions in forms except for their own position and the positions below them in the organization hierarchy. Administrators should also have the manager view enabled so that they can see their own position and their reports.
- Position Management - Positions - Manager View: Managers with this access authorization can see their own position and positions under theirs in the hierarchy.
Users must have at least Read access for one of these access authorizations to be able to select a position in forms. Without these access authorizations, the fields don’t show any positions. An exception is the Position Change Form, where users can see all positions regardless of the access authorizations.
Guided Processes for Position Management
When your organization starts using Position Management, you need to make sure that your guided processes use the correct forms for the type of work assignments your employees have.
If you’re only using Position Management, make sure that you don’t have any active guided processes with forms that update work assignments. If you do have a guided process with a form that updates work assignments, you must take it out of use by adding an end date to it in Workflow Administration > Guided Process. Then, you need to create a new guided process using the forms that are compatible with Position Management. See Configure Guided Processes in the Self Service Guide.
Note: If a guided process that contains incompatible forms for Position Management has unsubmitted or pending approval changes, the GP Monitoring workflow stays in Open status for that guided process.
If you’re using a hybrid model, make sure that employees with position assignments have forms that support those, and employees with job work assignments have forms that support those.