In the Organization tab of Engagement Setup > Surveys, you generate and edit your organization structure based on the eligibility criteria you configured in the Eligibility tab.
When you define the organizational tree for the survey in the Organization tab of the survey, each level in the tree is assigned a number to represent it. Each manager is then assigned to an organizational level based on the organizational tree that was built for that survey. These organizational levels are used to identify which results views a manager can see.
Generate or Regenerate the Organization Structure
To generate the organization structure, click Generate.
To regenerate the organization structure, click Regenerate.
The employees that are eligible to participate in the survey are displayed by manager. If any employees aren’t assigned to a manager, they are displayed under Unassigned Employees on the grid.
Note: Not every user that appears on the organization structure is eligible to participate in the survey. If a manager is included in the hierarchy and doesn’t report to someone else in the hierarchy as a direct report, they won’t have an employee record in the organization structure and will not be eligible to participate in the survey.
You can search for an employee in the Search Employees drop-down list.
Add an Employee to the Organization Structure
To add an employee to the organization structure:
- Click Add. Dayforce displays the Add Employee dialog box.
- Select the Employee from the drop-down list.
- Select the Manager to assign the employee under from the drop-down list.
- Click OK.
Delete an Employee from the Organization Structure
To delete an employee from the organization structure, select the checkbox next to the employee's name and click Delete.
Move an Employee in the Organization Structure
Note: You can move an employee in the organization structure even if the survey is running or is closed.
To move an employee in the organization structure:
- Select the checkbox next to the employee's name. You can select as many employees as necessary.
- Click Move.
- Select an option:
- Move to Top Level of Hierarchy.
- Move to Manager: Select the manager the employee reports to in the drop-down list. To search for a manager in the list, type some or all of their name in the search field.
- Click Move.