Organization Designer

Added functionality that enables users to export positions from the application as of a specified date. To export positions, click the additional options icon in Organization Designer > Positions and select Export. You can specify the as of date for the information in the export in the date field.

Assign the Organization Designer > Positions > Export feature to the appropriate user roles in System Admin > Roles to give them access to the export.

For more information, see the Position Export Specification document.

Added functionality that allows you to update the effective dates during which an occupant is assigned to a position in Organization Designer > Positions.

To update the effective dates, click the new Edit button in the Occupants tab of the position details.

For more information, see "Edit or Delete Position Occupants" in the Position Management Guide.

Added functionality that allows you to freeze positions in Organization Designer > Positions. When positions are frozen, they cannot be filled or edited.

To designate a position as frozen, toggle the new Frozen switch in the position details.

For more information, see "Designate a Position as Frozen" in the Position Management Guide.

Added functionality that enables you to update the job assignment of an unoccupied position in Organization Designer > Positions.

If the position has not been occupied, an Update link is now displayed beside the Job Assignment field in the position details under the Job Information section.

For more information, see "Position Settings" in the Position Management Guide.

Added functionality that allows you to remove employees from occupying a position in Organization Designer > Positions.

To remove an employee from their position, click the Occupants tab in the position detail slide-out panel and click the new Remove Occupant button.

When you remove an employee from a position, if they have no prior position employments the position and work assignment will be removed from their record.

If an employee has prior position assignments, you will see the option to revert the employee to their previous position instead. When you revert an employee to their previous position, the existing position and work assignment are removed and they are reassigned to their previous position. If another employee is occupying their previous position, you must remove them from the position before the employee can be reverted to it.

For more information, see "Edit or Delete Position Occupants" in the Position Management Guide.

Added functionality that allows you to update the active dates for unoccupied positions in Organization Designer > Positions.

When you create a position, the effective from date in the Supervisory Details section of the position details is automatically set as the date in the calendar on the toolstrip. The same date is assigned to the Active From date in the position details.

If the position has never been occupied, you can edit the Effective From date in the Supervisory Details section, and the Active From date will automatically be updated to match. In addition, the Active From dates of any positions under the position in the hierarchy will also be updated.

For more information, see "Position Settings" in the Position Management Guide.

Added functionality that enables users to export their business unit hierarchy from the application as of a specified date. To export business units, click the additional options icon in Organization Designer > Business Units and select Export. You can specify the as of date for the information in the export in the date field.

Assign the Organization Designer > Business Units > Export feature to the appropriate user roles in System Admin > Roles to give them access to the export.

For more information, see the Business Unit Export Specification document.