- New Organization Designer user interface -

In Workflow Administration > Role Privileges, you associate workflows with forms and Dayforce features and designate who can access the forms to submit changes for approval. So, when you assign users with access to the Position Details Change form or to an edit mode form, they get access to submit changes in Organization Designer > Positions rather than through a form.

To use one workflow for all position update requests, you need to associate the workflow with the Position Details Change form. Users with access to that form can create and delete positions, and they can update all position attributes. All changes go through the same approval process.

If you use edit modes to provide more granular access to position updates, Dayforce automatically adds a form for each edit mode that you create. These forms show in the Form field in the role privilege with the same name as the edit modes that they correspond to.

To use one workflow for all changes or multiple workflows with position edit modes, you need to configure role privileges with the following settings:

  • Parent Feature: Select Position Workflow Approval.
  • Form: Select Position Details Change if you’re setting up a single workflow for all changes. If you’re using edit modes, select the form with the same name as the edit mode you’re configuring. These forms shouldn't be configured for any parent feature except Position Workflow Approval.
  • Workflow: Select the workflow that you configured.
  • Category: Leave this field blank.
  • Role: Select the roles that need to submit the position changes.

Users with access to any of the edit mode forms see all positions in read-only mode when they go to Organization Designer > Positions. They must click the edit icon and select the appropriate edit mode before they can make any changes. With an edit mode selected, they can make only the types of changes that are configured in that edit mode. To make other types of changes, they have to click the edit icon again and change to a different edit mode.

Users with access to the Position Details Change form can add, delete, or change any position attributes. When they make any type of update, the change is sent to the approver configured in the workflow for approval before it’s shown in the hierarchy. Users with this type of access don’t see the edit icon in Organization Designer > Positions.