- New Organization Designer user interface -
View positions by going to Organization Designer and clicking the positions icon on the left side of the screen. When you select a position in the hierarchy, the position panel opens on the right side of the screen. The position panel has three tabs on the left side: Information, Occupants, and Audit. Each tab has one or more subtabs with different kinds of information.
An employee can occupy more than one position. For example, Ramesh is a direct report of Maria but also occupies the Finance Associate position where they report to Alex.
The locations for the position are set up in Org Setup > Jobs and Job Assignments.
If the position manages other positions, the position card shows the number of direct reports and the number of total reports for the position, as in the following screenshot:
As the position card illustrates, Shaine is a regional manager with 2 direct reports and 12 total reports. The total reports include Shaine's direct reports and all of the positions under them.
Note: You can delegate access to Organization Designer > Positions to another user so that they can complete tasks in the feature.
Access to Edit Positions and Position Occupants
In Organization Designer, managers have access to the same employee information as in other areas of Dayforce. In the Position Management model, positions are separate from the employees who occupy them. As a result, although managers can update positions that report to them indirectly, they can’t update details about the employees that occupy those indirect report positions such as their expected vacancy date.
For example, a store manager has several department managers as direct reports, who in turn have sales associates reporting to them. The store manager can update position details for any of the department managers and sales associates that are under them in the position hierarchy. However, they can update occupant details only for the department managers because they don’t have access to the employees who occupy the sales associate positions. This example is shown in the table below.
Role | Direct and Indirect Reports | Permission to Modify Employee Details | Permission to Modify Position Information |
---|---|---|---|
Store Manager | Direct: Community Manager | Yes (can access direct report employee information) | Yes |
Store Manager | Indirect: Sales Associate | No (no access to indirect report employee information) | Yes |
Department Manager | Direct: Sales Associate | Yes (can access direct report employee information) | Yes |