Configure Dotted-Line Relationships

- Original Organization Designer user interface -

Dotted-line relationships represent alternate supervisory relationships between positions, in contrast to the solid-line managerial relationships. Dotted-line relationships connect positions to each other, regardless of the employees occupying them. The supervisory relationship remains even when one or both occupants vacate their positions, unless the relationship is updated or removed. The new employee who occupies the position inherits all solid-line and dotted-line relationships.

In the following screenshot of a portion of the organization designer, the Operations Manager reports to the COO and has a dotted-line relationship to the CFO position:

You can see a position’s dotted-line relationships in the position panel, in the Dotted-Line Relationships section. The panel shows relationships that are active as of the date selected in Organization Designer.

When you open the Operations Manager position, you can see the position's dotted-line relationships in the Information > Relationships tab, in the Dotted-Line Relationships section:

Positions under the Supervisors heading are the position's dotted-line managers. Positions under the Reports heading are supervised by the selected position. You can click Edit Relationships to open the Dotted-Line Relationships dialog box.

In the Dotted-Line Relationships dialog box, you configure the selected position's supervisors in the Supervisors tab. The Reports tab shows positions that are supervised by the selected position. Relationships in the Reports tab are ready-only.

Dotted-line relationships don’t affect work assignments and management reports by default. When you add a dotted-line relationship, you can select the Allow access to occupant option to assign the supervisor with access to the dotted-line employee. For example, the Operations Manager reports directly to the COO and has a dotted-line relationship to the CFO. When the CFO is given access to the employee occupying the Operations Manager position, the Work > Management Assignments screen in People shows that she reports to both the COO and the CFO.

To add a dotted-line supervisor:

1. Go to Organization Designer > Positions and select the position that will be supervised in the dotted-line relationship. For example, if the CFO supervises the Operations Manager, you configure the dotted-line relationship in the Operations Manager's position card.
2. Either click the additional options icon and select Edit Dotted-Line, or in the Details tab, click the Edit Relationships link. If Dayforce displays a confirmation message, click OK.
3. In the Supervisors tab, click Add to add a new relationship. Click Delete to remove an existing relationship.
4. Select the position name from the drop-down list.
5. (Optional) Click the Allow access to occupant switch to assign the supervisor access to the position occupant. With this option enabled, both the solid line and dotted-line managers have access to the employee. With it disabled, only the solid-line manager has access. You can configure access for a specific period of time using the date controls.
6. Enter effective dates. Dotted-line relationships can only be effective while both positions are active.
7. Click Update.

You can see dotted-line relationships for positions in Organization Designer. You can also see an employee's dotted-line managers in People, in the Work > Management Assignments screen if the Allow access to occupant option is enabled.