Position Management - Manage Organizational Units

You can add, edit, and delete units.

To access Organizational Units, in Position Management, select the Organizational Units tab.

Add a Unit

To add a unit:

  1. Select an Organizational Unit Type and Effective Date.
  2. Select Add Unit.
  3. In the Parent Unit section, select the appropriate Parent Unit, if applicable.
  4.  In the General section, complete the following:
    • Name - The name of the unit. This is a required field.
    • Unit ID - The identifier for this unit. This is a required field.
    • Description - A short description of this unit.
    • Owner - The owner of this unit.
    • Approver - The approver for this unit. Applies to Cost Center only.
  5. In the Status section, complete the following:
    • Effective Date - The effective date for the Unit. By default, this date is the first month in the planning period. You can select a different date.
    • Active - The status of the Unit. Select if this unit is active; clear the checkbox if this unit is not active.
  6. In the Advanced Data section, enter the required custom fields.
  7. Select Save.

Edit a Unit

To edit general information for a unit:

  1. Search for or select the appropriate unit.
  2. Select Edit General Information and make the appropriate changes.
  3. Select Save.

Delete a Unit

You cannot delete a Unit that is currently or will be assigned to a Position. All current and future Position assignments must be removed before the Unit can be deleted.

You cannot delete a Unit that is currently or will be assigned as a Parent Unit to a Unit. All current and future Parent Unit assignments must be removed before the Unit can be deleted.

To delete a unit:

  1. Select the appropriate unit.
  2. Select Delete Unit.