- Original Organization Designer user interface -

The first step in setting up Position Management in Dayforce is to create business units. When you configure your organization's business units, you are setting up your organization's functional structure.

See Business Unit Settings.

To add a business unit:

  1. Go to Organization Designer > Business Units.
  2. Do one of the following:
    • If you are adding the very first business unit, on the welcome screen, click Create a Business Unit.
    • If you already have some business units, click the parent business unit for the one you are adding, and then click + under it.
  3. Enter a name and, optionally, a description for the business unit.
  4. Enter a reference code. Each business unit must have a unique reference code.
  5. Optionally, enter a ledger code.
  6. If the business unit has an end date, enter it in the Effective To field.
  7. Click the save button in the toolstrip. The save button is enabled when you have filled in all the required fields.