When your organization switches from the job management model to Position Management, you need to migrate your employees from their job assignments to the corresponding position assignments. Client administrators can use the Generate Position data tool in Organization Designer to get started with the migration. The tool prepares import template files that you can review, update, and import into Organization Designer to create your position hierarchy.
The Generate Position data tool creates two template files:
- Position import: Update this file and import it in Organization Designer to create the position hierarchy.
- HR Import: Update this file and use it with the HR Import to assign employees as occupants in positions.
Position Import File
The Generate Position data tool identifies active employees that aren’t yet assigned to positions, and it generates the organization hierarchy using their current management assignments. You can generate the hierarchy for all positions in your organization, or the hierarchy for just one manager’s direct and indirect reports. The tool uses data from the management structure it generates and from employees' primary work assignments to generate the position import template file.
The position import file that the tool generates contains some default values such as position names and reference codes, job assignments, primary locations, parent positions, and effective dates. Client administrators must review and update the position data before importing positions.
Note: The tool generates placeholder business unit names for the position import file. You must update the file so that each position is assigned to a business unit that has been added in Organization Designer > Business Units. Positions with invalid business units can't be imported.
When the file contains the position structure you need, you can import it into Organization Designer > Positions. See Import Positions.
HR Import File
The Generate Position Data tool generates an HR Import template file by using the position data it generated and existing employee data. The template file contains the data for assigning employees as occupants for positions. Administrators must review and update the data in this file based on the desired values such as the references of assigned positions and effective dates.
All positions referenced in this file must exist in Organization Designer so that employees can be assigned to them. This means that you need to update and import the position import file to add the positions before you use the HR Import file to assign employees to them.
Generate Position Hierarchy Data
To generate position hierarchy data:
- Go to Organization Designer > Positions.
- Click the additional options menu and select Generate Position data.
- In the Generate Position Data dialog box, do one of the following:
- To generate data for all positions in your organization, select Generate all available position data and click Submit.
- To generate data for one employee’s direct and indirect reports only, click the radio button on the right side and select the employee in the drop-down list. Click Submit.
- In the confirmation dialog box, click OK.
Dayforce analyzes your organization data and generates the import files and instruction file. When the files are ready, you receive a notification in Message Center with a link to download each file. Click each link and follow the instructions in the message to import the data using the position import and the HR Import.