- Original Organization Designer user interface -
To add head count in Dayforce, you create new positions in the hierarchy. You need to assign each position to a business unit, so make sure to create your organization’s functional hierarchy by adding business units before you start adding positions. See Add Business Units.
Before You Begin: Each position must be assigned to a business unit. Before you add positions, you need to create your organization’s functional hierarchy by adding the business units. See Add Business Units.
This instructions below are for adding positions one at a time. You can use the position import to add multiple positions. See Import Positions. If you are switching from job-based work assignments to positions, you can generate a position hierarchy based on your existing organization configuration in Dayforce to use for the import. See Generate Position Hierarchy Data.See Generate Position Hierarchy Data.
To add a position:
- Go to Organization Designer > Positions.
- In the as of date field, enter the date that this position becomes effective.
- Specify where the new position fits into the hierarchy by doing one of the following:
- Select the managing position and then click the + icon.
- Select the managing position and then click the additional options menu and select Add Position.
- If this is the first position in the hierarchy, click the add icon.
- Enter the position’s name.
- Enter the position’s position number, reference code, ledger code, and full time equivalent. Also enter an optional description for the position. See Position Settings.
- If the position’s management relationship ends on a specific date, enter the end date in the Effective To field under Relationships.
- Select a job assignment and business unit for the position.
- Click Assign Location to add a location. In the Update Locations dialog box, select the locations for the position. The location field is filled in automatically and you can skip this step if there is only one location associated with the selected job assignment.
- Click OK to add the location information.
- Click save in the toolstrip.