Position Management - View Organizational Unit Assignments

With Position Management essential organizational information is maintained and controlled in Position Management and certain organizational unit types are no longer directly connected to the User record.

Use the Organizational Units tab to view the organizational structure of a Position.

To view organizational units:

  1. Click the Positions tab and select a position in the Position Title column.
  2. In the Organizational Structure section, select the Organizational Units tab.

Organizational Unit Type

Select the type of Organizational Unit (OU) you want to manage. Options are:

  • Cost Center
  • Division
  • Grade
  • Location
  • Custom Position OU Types

Overview Area

The overview area displays information for organizational units, such as the Effective date, Division, Unit Name, Unit Status, and Notes, if available.

Add Unit Assignment Button

Select Add unit assignment to provide the assignment of a Position to an Organizational Unit for different OU Types.

Note: When creating a new Position-Unit Assignment, it is not possible to select Units that are currently inactive

Organizational Units Table

The Organizational Units table contains the following information:

  • Effective Date - The Effective Date of position-unit assignment.
  • End date - The unassign date of the position-unit assignment.
  • Position-Unit Assignment Type - Assignment type based on the Effective Date. Options are History, Current, or Planned.
  • Unit - The assigned unit.
  • Unit ID - The unique identifier for the assigned unit.

Edit/Delete Links

  • Select Edit to edit the position-unit assignment.
  • Select Delete to delete the position-unit assignment.