Dayforce HCM - How do I link my account for HRIS?

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

Please ensure that you update the Role that you are configuring for the integration to be the Default role. To change a Role to become your Default, go to System Admin User. Find the User you want to update (this would likely be your own User), click on the User and select the "Is Default" checkbox to the Role that you will be configuring for this integration.

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):
   1. Employee Contact Information
   2. Employee Contact Information - Business
   3. Employee Contact Information - Personal
   4. Employee Financial Information
   5. Employee Key Information
   6. Employee Historic Pay Information
   7. Employee Pay Information
   8. Employee Personal Information
   9. Employee Personal Information XrefCode
   10. Employee Profile – Security Settings – Role
   11. Employee Properties *for custom fields*
   12. Employee Status Information
   13. Employee Work Assignment – Primary Records
   14. Employee Work Assignment – Secondary Records
   15. 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

1. If you need support for writes functionality (ie POST /Time-Off), please configure the following as well
2. From the hamburger button in the top left of your screen, click on on System Admin > Roles
3. Navigate to Features. Ensure under HCM Anywhere and Web Services Patch/Post Employee Time Off is enabled

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