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Overview

To authenticate Dayforce HCM (formerly Ceridian Dayforce HCM) using your credentials, you will need to provide the following information:

• Company ID
• Credentials

This guide will walk you through finding or creating those credentials within Dayforce.

Prerequisites

Before you configure the integration, make sure the role you’re using for it is set as your default role.

To set a default role:

1. Go to System Admin User
2. Find and click the user you want to update (usually your own)
3. Next to the role you’re using for this integration, select the Is Default checkbox

Instructions

Step 1: Configure Feature Access

1. From the hamburger button in the top left of your screen, click on System → Admin Roles
   
2. Navigate to Features; ensure HCM Anywhere and Web Services are checked
   
3. Expand Web Services and make sure that Read Data is checked. If you need to PATCH/POST data, you will need the associated checkboxes marked as well
   

Step 2: Configure Authorizations

1. Navigate to Authorizations
2. Select Can Read for the following (depending on your use case):
   • Employee Contact Information
   • Employee Contact Information - Business
   • Employee Contact Information - Personal
   • Employee Financial Information
   • Employee Key Information
   • Employee Historic Pay Information
   • Employee Pay Information
   • Employee Personal Information
   • Employee Personal Information XrefCode
   • Employee Profile – Security Settings – Role
   • Employee Properties *for custom fields*
   • Employee Status Information
   • Employee Work Assignment – Primary Records
   • Employee Work Assignment – Secondary Records
   • User Information

Step 3: Configure Web Services Field-level Access

1. Navigate to Web Services Field-level Access
2. Navigate to the RESTful Services - Human Resources - Employee:​
   
3. Enable EffectiveStart, EffectiveEnd, and XRefCode

Then, depending on your use case:

• If you need names:
  • Enable FirstName and LastName and CommonName
• If you need managers:
  • Right-click Employee managers and Select All
• If you need employment status:
  • Right-click Employment Statuses and Select All
  • Right-click Employment Status Group and Select All
• If you need location information:
  • Right-click Locations and Select All
• If you need employment information:
  • Enable RESTful Services Human Resources EmployeeWorkAssignment (and all child nodes)
• If you need pay information:
  • Enable RESTful Services Human Resources EmployeeCompensation (and all child nodes)
• If you need emails/contact information:
  • Enable Contacts and Addresses (and all child nodes) under RESTful Services Human Resources Employee
• If you need Social Security Number:
  • Enable RESTful Services Human Resources socialSecurityNumber
• If you need gender:
  • Enable Gender
• If you need marital status:
  • Enable MaritalStatus
• If you need birth date:
  • Enable BirthDate
• If you need start date or hire date:
  • Enable StartDate and HireDate and OriginalHireDate
• If you need Groups:
  • Enable RESTful Services Configuration Location (and all child nodes) AND RESTful Services Human Resources OrgUnitInfos
• If you need Time Off:
  • Enable RESTful Services Human Resources Workforce Management EmployeeTimeAwayFromWork (and relevant child nodes) 
• If you need Custom Fields (employee properties):
  • Enable RESTful Services Human Resources EmployeePropertyValue

Step 4: Configure Org-Level Access

1. Navigate to System Admin → User. Please note, the user authenticating will need Can See Self enabled
2. Expand the User by clicking on the small down arrow as shown in the blue box below. Click on Location Access, + Add Location, and add the Company Level Location

Step 5 (optional): Configure Role Assignment for POST & PATCH

If you need support for writes functionality (ie POST /Time-Off), please configure the following as well:

1. From the hamburger button in the top left of your screen, click on System Admin → Roles
2. Navigate to Features. Expand HCM Anywhere, then expand Web Services
3. Check the box for Patch/Post Employee Time Off

Step 6: Authenticate with your credentials in the linking flow

Gather your Company ID, User Name, and Password. Enter them into the linking flow and click Submit

Fields ContactMonkey can sync from Dayforce

When you connect Dayforce with HRIS Sync, ContactMonkey can pull the fields below into your Directory. A field only fills in if it has a value in Dayforce and the account you used to connect has permission to read it.

Employee fields

Group fields

Groups are how Dayforce organizes employees, such as departments and teams.

Location fields

Location fields describe an employee's addresses.

Fields not available from Dayforce

Dayforce doesn't share these fields through HRIS Sync: Profile photo, Username, Record created date, Parent group, Location phone number.