To use Position Management, an administrator must enable the functionality and grant access for the appropriate users in your organization. First, you need to configure the Enable Position Management client property in System Admin > Client Properties. Then, in System Admin > Roles, you configure access to Position Management features and data using role features and access authorizations.

See the following sections:

Enable Position Management Client Properties

In System Admin > Client Properties, in the Properties tab, go to the Position Management section to enable the appropriate properties:

  • Enable Position Assignments. With this property enabled, users can assign employees as position occupants and update their occupancy details. When you select this checkbox and then click Save, Dayforce ends any in-progress workflows that contain forms that update work assignments. Specifically, Dayforce ends workflows that have been submitted with the <PositionLocationSelector> control.
  • Auto populate termination date as the expected vacancy date on employee's positions. With this property enabled, an employee's termination date is automatically populated on the positions they occupied as the expected vacancy date of those positions.
  • Enable New Organization Designer UI: Enables the updated version of the Organization Designer user interface. The updated version affects the look and feel of the business unit panel and the position panel.

Assign Position Management Role Features

To enable Organization Designer, select one or more of the following role features for the appropriate users in System Admin > Roles, in the Features tab:

  • Organization Designer
    • Business Units: Enables access to Organization Designer > Business Units, where users view and edit the business unit hierarchy.
      • Export: Enables access to the Export option for business units.
      • Import: Enables access to the Import option for business units.
    • Position Workflow Approval: When a user’s role has this checkbox selected, every position update requires approval through a workflow. Without this subfeature enabled, changes that the user makes are reflected immediately in Organization Designer. If your organization uses edit modes, Dayforce adds a role feature that corresponds to each edit mode nested under this one. You don’t need to configure those role features here because they are configured automatically when you set up edit modes.
    • Positions: Enables access to Organization Designer > Positions, where users view and edit the position hierarchy.
      • Export: Enables access to the Export option for positions.
      • Generate Position data: Enables access to the Generate Position data option for positions.
      • Import: Enables access to the Import option for positions.
      • Update Occupants: Enables access to the Occupants tab on positions based on the access authorizations assigned to the role. Roles that aren’t assigned this subfeature have read-only access to occupants.

To enable the Positions screen in People for managers, select the following role feature for their role: Application Container > People > Positions. You would normally enable this feature for managers who occupy a position in the hierarchy and have the Manager View access authorization.

To allow users to run the Position Occupancy Report, assign them the Reporting and Analytics > Reporting > Reports role feature.

Assign Position Management Access Authorizations

In System Admin > Roles, in the Authorizations tab, you can configure the create, read, update, and delete permissions for position data. You can assign two levels of access to users based on their role in your organization:

  • Position Management - Positions - Administrator View: This view is for administrators who need access to all positions. It provides access to all positions in the organization hierarchy except for their own and the ones under theirs.
  • Position Management - Positions - Manager View: This view is for managers. It gives the user access to positions that are under their own in the hierarchy.

Note: Managers with Read access to position data can see a read-only view of their teams' work assignments, even if they don't have access to the Work Assignments screen.

When an administrator occupies a position in the hierarchy, they usually need permissions for both the manager view and the administrator view. If they have only the administrator view, they can’t work with positions under theirs in the hierarchy. With both access authorizations, they can work with all positions.

Notes on position access authorizations:

  • All users who need to work with position data must have Read permissions to see the data before they create, update, or delete it.
  • Managers and administrators who work with Position Management forms must have at least Read permissions to one of the access authorizations to see any positions in the Managing Position and Position Name fields.
  • Users need both Create and Update permissions to move a position because Web treats moving a position like creating a new record under the new manager.
  • Users need full Create, Read, Update, and Delete permissions to delete positions. If they don't have full access, they might not be able to delete all of the data.