The My Organization tab shows the names of all managers below you in the cycle’s organization hierarchy and allows you to review and monitor the status of the worksheets assigned to your direct reports. The My Organization tab also includes a status chart that allows you to quickly and easily identify the progress of the worksheets in your organization.
The organization hierarchy section of the tab shows the budget for each manager in your organization, and their allocated and remaining amounts. It also includes the total base salary of each manager’s employees, the status of the worksheet, and the number of problems in the worksheet:
Note: If a manager's allocated budget for a pay component is zero, the corresponding budget columns in the organization hierarchy are left blank. Further, the pay component with zero budget is excluded when you open that manager's worksheet.
You can add comments to individual worksheets by clicking the Note icon (
) next to the manager’s name in the hierarchy. Dayforce opens a note panel in which you can enter and post notes. If one or more notes were already added, Dayforce shows the Existing Notes icon (
) to indicate that there are notes for you to view.
You can open your own worksheet to allocate to your direct reports or view the worksheets of the managers in your organization. To find a specific worksheet, click the arrow next to each manager’s name, this expands the organization hierarchy so that you can view the available manager worksheets. You can also quickly locate and highlight a manager in the hierarchy using the Search for a manager drop-down list in the My Organization tab toolstrip.
The name of each manager with a worksheet is shown in blue as a link:
When you click the link, Dayforce opens the selected worksheet in a new tab in the slide-out panel. This allows you to review the worksheets of the managers in your organization throughout the compensation cycle. If you are assigned a worksheet, you can select it in the list and allocate your assigned budget. You can also edit any worksheets that are currently pending your approval in the compensation cycle.
For more information about the functionality available in manager worksheets, see Manager Experience.