Use Workflows with Position Management

- New Organization Designer user interface -

In Dayforce, you use workflows to send changes through an approval process before they’re applied. In Position Management, you can use workflows to control who can make updates to positions, and who approves the changes before they’re applied in Organization Designer.

In most other areas of Dayforce where workflows are used for approvals, the submitter uses a form to submit the change, and the reviewer receives a copy of the form for approval. With position updates, rather than submitting a form, users submit their changes directly in Organization Designer > Positions. Approvers receive requests to approve the changes in the same way that they would receive a regular form for approval.

Note: Approvers can review and approve or reject position updates, but they can’t make any changes before approval.

The following table shows the two options for using workflows for position changes.

Workflow configuration options
Option	Result	Configuration
One workflow	User roles assigned to the workflow can submit all types of changes (create, delete, and update). All changes go through the same workflow for approval.	Configure one workflow that applies to all position updates. Associate the workflow with the Position Details Change form and assign access to user roles who need access to submit all position updates.
Multiple workflows with edit modes	The types of changes that users can submit are restricted by user role. Each type of change can go through a different workflow for approval.	Configure multiple workflows for the different approval processes for different types of changes. Configure edit modes to make groups of changes that you associate with the workflows and assign to user roles. Associate the edit modes with the workflows that you created in step 1 and assign them to the appropriate user roles who need access to make those changes.
No workflows	Users with access to Organization Designer can make all types of changes. Updates are applied upon save without approval.	No workflow configuration is required. The Organization Designer > Position Workflow Approval role feature must not be enabled for any user roles.

You can use both methods together so that some user roles have access to specific types of changes while others have access to all position updates. However, you can’t assign both types of workflows to one user role.

To set up a workflow with Position Management, you need to complete the following steps: