Position Management - Manage OU Parent Unit Assignment

Use the Parent Unit section to manage Organizational Unit (OU) Parent Unit information.

You can perform the following tasks:

  • Add Parent Unit
  • Edit Parent Unit
  • Delete Parent Unit.

Manage Parent Unit

  1. Select the Organizational Units tab and search for or select the appropriate unit.
  2. Go to the Parent Unit section to continue.

Add Parent Unit

To add a Parent Unit:

  1. Select Add Parent Unit.
  2. Complete the following fields:
    • Effective Date - The effective date of the Parent Unit. This is a required field.
    • End Date - The End Date (Unassign Date) of the parent unit assignment.
    • Active - The current status. If checked, this Unit is active; if unchecked, this Unit is deactivated.
    • Notes: Additional information related to this status.
  3. Select Add. The unit status information is visible in the Unit Status table.

Edit Parent Unit

Select the Edit link, make the appropriate changes, and select Save. Note: Changing the parent unit will move the selected unit and all dependent child units.

Delete Parent Unit

Select the Delete link. You cannot delete a Parent Unit status with a Current status type or if it is the only item in the table.