- Original Organization Designer user interface -

You can view and manage business units in Organization Designer > Business Units. Click a business unit to open the business unit panel. The panel shows details about the business unit in three tabs:

  • Information
  • Positions
  • Audit

Information Tab

The Information tab shows key details about the selected business unit. You can click the edit icons in this tab to make changes.

Settings in the Information Tab
Setting Description
Business Unit Details

Active From

Active To

The dates the parent business unit is active. When you add a business unit, the Active From date is populated with the value in the as of date field. To create a business unit starting from a different date, change the as of date at the top left of the screen.
Name The name of the business unit. This field is mandatory for new business units.
Description The description of the business unit.
Reference Code The business unit's reference code. Reference codes are used to export data to other applications. These codes must be unique and must not contain special characters. A reference code is mandatory for new business units.
Ledger Code

The ledger code for the business unit. This field applies only if your organization uses the Payroll module.

Dayforce can associate the pay amounts for each business unit with the appropriate general ledger account. You can export the information with the Payroll GL Export background job. See General Ledger in the Dayforce Implementation Guide.

Relationship details

By default, relationship details are shown as of the date selected in the as of date field. Click View All to see relationships for all dates.
Parent Business Unit The parent, which depends on where in the hierarchy you add the new unit.

Effective From

Effective To

The effective dates of the business unit's relationship to the parent business unit.

Last Modified details

Shows who last updated the details on the Information tab with the timestamp for the changes.

Positions Tab

The Positions tab shows information about the positions that are associated with the business unit. At the top of the tab, you can see how many positions in total belong to the business unit. There are two sub-tabs:

  • Occupied: The number at the top of the tab shows how many positions in the business unit have employees assigned to them. The list shows the occupants for each position. Each entry in the list is for a position occupant. Positions could be included more than once in the list if there are multiple occupants. If the tab doesn’t show the whole list, click Show More.
  • Vacant: The number at the top of the tab shows how many positions in the business unit don’t have employees assigned to them. The list shows the unoccupied positions. If the tab doesn’t show the whole list, click Show More.

Audit Tab

The Audit tab shows a chronological list of all of the updates that have been made to the business unit. The tab shows who made the change, what they changed, and when they made the change.