Organization

Before You Begin: You must configure the Details and Eligibility tabs before you can generate the org structure in this tab.

In the Organization tab, you define which managers are responsible for each employee in a compensation cycle. When you go to the tab and click Generate, Dayforce creates an organization structure based on the hierarchy defined for your organization.

Employees who are paid in at least one of the cycle currencies and who match the qualifiers defined in the Eligibility tab are included in this generated organization. Employees who match the eligibility criteria but who are paid in a currency other than those defined for the cycle in the Details tab are excluded. Dayforce shows a message in the Problems panel identifying each of these excluded employees.

You can click the arrow next to each manager’s name in the organization structure to view both their direct and indirect reports. For each manager with direct reports, Dayforce shows a Directs row with a count of the employees that they directly manage.

These are the employees that will be included in the manager’s worksheet, and for whom the manager is directly responsible when allocating budget. If any of these direct reports are also managers, they’re included in another expandable row with all of their own direct and indirect reports.

You can adjust the generated organization structure using the Add, Move, and Delete buttons in the Organization tab toolstrip. The following topics describe each of these actions in more detail:

• Add Employees to the Organization
• Move Employees within the Organization
• Delete Employees from the Organization

When updating the organization hierarchy, you can do the following:

• Add an employee to a worksheet for which their peer (an employee who reports to the same manager) is the compensation manager.
• Add a manager to a worksheet for which their direct or indirect report is the compensation manager.
• Add a manager to their own compensation worksheet as an employee.

Dayforce shows a warning for each of these scenarios but allows you to continue and save the assignments.

If the generated organization contains one or more employees without a manager, or with multiple managers, they show in the Unassigned Employees list:

The Unassigned Employees list also includes any managers who report to one another and therefore have a circular reference to one another in the hierarchy. In this case, you can move one of these managers under the other in the worksheet or move them both to the top level of the hierarchy using the Move button in the Organization tab toolstrip.

Regenerate the Organization Structure

If you edit the cycle currencies in the Details tab or the qualifiers in the Eligibility tab at any time during configuration, Dayforce shows a warning icon () and message in the Organization tab to indicate that the data is no longer current. You can regenerate the organization to reflect the new eligibility criteria by clicking the Regenerate button in the toolstrip.

Important: When you regenerate the organization structure, any changes that you made manually (that is, adding, moving, or deleting employees) are lost.