Dayforce Software Functionality and Global Use Guide, Study notes of History

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Dayforce Software Functionality
and Global Use Guide
Dayforce-Software Functionality and Global Use Guide_Release 58 SP5 (03-2020)
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Dayforce Software Functionality

and Global Use Guide

Feature Matrix Definitions

✓ Full Localized Supported

● Available for As-Is Use

 Not Supported

n/a Not Applicable

Release R58 SP5 (Q1 2020)

Module Parent Feature Child Feature Description New Zealand

Australia Canada Ireland UK US All Other Countries Core Elements & HR/Self-Service

Help Help icon Available in the upper right tool strip. Launches Web help or My Path depending on option contracted. ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service Application Container^ Activate^ Allows access to the Activate tool.^ ●^ ●^ ✓^ ●^ ●^ ✓^ ● Core Elements & HR/Self-Service

Application Container Messaging

There are various options for messages such as create a new notification message to which no one can reply, create a new note, forward a note, or reply to a note, as well as, access the address book.

Core Elements & HR/Self-Service

Application Container Main Application UI The Main Application UI contains elements that are added to the main application and available throughout the application.

Core Elements & HR/Self-Service Application Container^ Employee Card^

The Employee Card feature can be configured to display a snapshot of the specified employee's Profile, Time, Pay, Benefits, Performance Management, and Documents information. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓

Core Elements & HR/Self-Service Application Container^ Report Card

The Report Card contains a sample of the data that the report generates, as well as other details about the report including fields, filters, and layout settings. It also contains Run Report and Edit Report buttons that allow you to work with the report after you preview it. This feature is displayed when you select a report from the results of the Global Search.

Core Elements & HR/Self-Service

Application Container People

The People feature contains Employee Profile, with several sub-features that control what HR information users can review and edit. Managers, HR professionals and other users with access can perform several HR management tasks with the application in People, maintaining employee records, defining employee availability, and assigning policies that control how employees are scheduled and paid.

Core Elements & HR/Self-Service

Application Container Approvals Enables approvals feature. ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service Application Container^ Currency Conversion^

Enables the feature to change currency display for all monitory amounts on the People list and other areas in the product where support for multi-currency is implemented. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓ Core Elements & HR/Self-Service

Application Container Predictive Analytics Predictive analytics applies machine learning to data from Dayforce to provide administrators and managers with predictive insights that can help them to respond proactively to potential problems.

n/a n/a ✓ n/a n/a ✓ n/a

Core Elements & HR/Self-Service

Application Container TeamRelate

TeamRelate is designed to provide insight into your communication style, and how you can adapt your style to better communicate with your team. With its integration into Dayforce you can access this information directly within the application, providing a single user experience.

Core Elements & HR/Self-Service

Application Container Dayforce News - What's Coming Enables the What's Coming tab where users can read about new features in the release version they're currently using.

Dayforce Software Functionality and Global Use Guide - Core Elements & HR-Self-Service

Functionality has been designed to address specific local requirements. Ceridian and its implementation partners are able to provide software configuration services in support of client's expressed application of local requirements.

Ceridian has not researched nor necessarily implemented specific local country requirements, including language translations. However, functionality may have utility in jurisdictions beyond those with full localized support. Ceridian and its implementation partners, to the best of their ability, will utilize existing product configuration options and input from a client to meet the client’s expressed operational practices

Ceridian has not researched nor implemented specific local country requirements, including language translations. Ceridian will provide technical support for the software, but neither Ceridian nor its implementation partners can provide localized support.

Functionality is not applicable to the specified country.

Zealand Countries Core Elements & HR/Self-Service

People Reports Run reports on people that you manage ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

People - Employee profile Personal View and update personal information, including information for dependents, beneficiaries, and emergency contacts

Core Elements & HR/Self-Service People - Employee profile^ Overview^

View employee information at a glance. This includes Employment, Work assignment, TeamRelate, Compensation, Time away balances, Business contacts and Talent factors. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓

Core Elements & HR/Self-Service

People - Employee profile Forms Access forms and review form submission history ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service

People - Employee profile Employment, Compensation and Policy Settings

View and update employment history, compensation history, and assigned policies and groups ✓ ✓ ✓ (^) ● ✓ ✓ (^) ●

Core Elements & HR/Self-Service

People - Employee profile Update employee image Authorized managers can upload an image for their employees. ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service

People - Employee profile Flight Risk The Flight Risk Toolkit provides data to equip and enable managers in evaluating team members that have been identified as a potential Flight Risk.

Core Elements & HR/Self-Service People - Employee profile^ Work Assignments^ View and update work assignments, which determine the jobs an employee is eligible to perform.^ ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ● Core Elements & HR/Self-Service

People - Employee profile Management Assignments Define the management structure by assigning managers, direct reports, and managed locations ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

People - Employee profile Security Settings View and update user account settings ✓ ✓ ✓ (^) ● ✓ ✓ (^) ●

Core Elements & HR/Self-Service People - Employee profile^ Employee Notes and Documents^

Add, view and delete comments and notes on the employee's record including electronic documents on the Overview screen. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓ Core Elements & HR/Self-Service

People - Employee profile Data mapping informational dialog View changes on employee record trigger due to a data mapping rule ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service

People - Employee profile Leave Management Record and track leave information for an employee ✓ ✓ ✓ (^) ● ✓ ✓ (^) ●

Core Elements & HR/Self-Service People - Employee profile^ Confidential Identifications^ View and update identifications (E.g. Passport and Birth Certificate)^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓ Core Elements & HR/Self-Service

People - Employee profile Work View and update work assignment history, managers, managed locations, and direct reports ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service

People - Employee profile Talent Profile- Performance View and Update employee performance manually or through imports. ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

Core Elements & HR/Self-Service People - Employee profile^ Learning Profile^

Enables managers and administrators to view employee training information including courses, learning plans, skills and certifications. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

People - Employee profile Contact Information View and update contact information such as addresses and phone numbers ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service

People - Employee profile Confidential Information View and update confidential information such as birth information, veteran status, ethnicity and SSN/SIN (^) ● ● ✓ (^) ● ✓ ✓ (^) ●

Core Elements & HR/Self-Service Employee Profile - Personal^ Dependents and Beneficiaries^ View and update information for dependents and beneficiaries^ ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Employee Profile - Personal Emergency Contacts View and update emergency contact information ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service

Employee Profile -Employment Highly Compensated Employee

You can configure an employee as highly compensated on People> Employee Profile> Employment Compensation and Policy Settings. Before you can define an employee as highly compensated, you must load the employee's HR records.

● ● ✓^ ● ● ✓^ ●

Zealand Countries

Core Elements & HR/Self-Service

Employee Profile -Employment Employment Type

If the application is configured to process contractor and pensioner employees, users can assign an employment type and effective dates to the appropriate employee, which determines the appropriate taxes and generates the proper year end tax forms.

Core Elements & HR/Self-Service

Employee Profile -Employment Key Information Managers can view and update key information such as hire date and seniority date. ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

Employee Profile -Employment HR policies Managers and admins can track an employee's policy sign offs ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

Core Elements & HR/Self-Service

Employee Profile -Employment Employee Properties View and update additional employee properties ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

Employee Profile -Employment Employment Status

An employee’s status describes whether or not they are available for work. A status can also describe why an employee is not available. For example, if you want to record that an employee has been terminated, you would need a ‘terminated’ status.

Core Elements & HR/Self-Service

Employee Profile -Employment Onboarding Policy You can assign an employee to any of the onboarding policies configured in the application. ✓ ✓ ✓ ● ✓ ✓ 

Core Elements & HR/Self-Service Employee Profile -Employment^ Employment Agreement^

View and manage employment agreements for employees. This feature is currently limited to managing a subset of information mandated in agreements in the EU ^ ^ ^ ^ ^ ^ ● Core Elements & HR/Self-Service

Employee Profile -Employment HR Incidents Record and track HR incidents ● ● ✓ ● ● ✓ ●

Core Elements & HR/Self-Service

Employee Profile -Employment Safety and Health Incidents Record and track health and safety records, including OSHA incidents      ✓ 

Core Elements & HR/Self-Service Employee Profile -Employment^ Unions^ View and update union membership^ ●^ ●^ ✓^ ●^ ●^ ✓^ ● Core Elements & HR/Self-Service

Employee Profile - Work Management Assignments Define the management structure by assigning managers, direct reports, and managed locations ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

Employee Profile - Work Work Assignments

A single work assignment is a combination of a position an employee can work and a location where they can work it. The application tracks which jobs employees are eligible to perform through their “work assignments”; a single work assignment is a combination of a position an employee can work and a location where they can work it. For example, a work assignment might dictate that the employee can work as a Sales Clerk (a position) in the Bayview store (a location). To record that an employee can work at another location, you need to record a new work assignment. When managers schedule employees for their location, they can only choose from a list of employees who have work assignments at the corresponding location. So it is important each of your employee's list of locations is accurate.

Core Elements & HR/Self-Service

Employee Profile - Work Volunteer List Employees can be assigned to volunteer lists that have been configured in the organization using this feature. Users with access to the Volunteer List feature can assign employees to as many volunteer lists as necessary.

Core Elements & HR/Self-Service Employee Profile - Work^ Attendance^

Assign the Attendance feature to the user role(s) that need to access information on an employee's attendance records; when assigned, this feature enables the Attendance section in Employee profile. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Employee Profile - Work Availability

Users can specify their availability to assist their manager(s), supervisor(s) or other users with appropriate access in creating schedules. Managers can update their employee availability.

Core Elements & HR/Self-Service

Employee Profile - Work Badge Maintain employee badge information ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

Core Elements & HR/Self-Service Employee Profile - Work^ Balances^ View employee balances.^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

Employee Profile - Work View Access Restricted Balances

Balances are used to track employee benefits, such as vacation time, sick and personal days. Employees can only use a restricted balance if their supervisor, an HR professional, or another user with the appropriate access has given them access to the balance within Employee profile.

Zealand Countries

Core Elements & HR/Self-Service

Employee Profile - Security settings Delegation

The application can be configured to allow employees to delegate their access to another user, if necessary; for example, users may delegate access to their account before leaving on sabbatical or maternity leave. Users with the Delegation feature assigned can view, add, update and delete the delegation status(es) of employees.

Core Elements & HR/Self-Service

Employee Profile - Security settings Location access^ The parameters define which locations the user can access in the application.^ ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

Employee Profile - Security settings

Pay code groups

Pay code groups restrict which pay adjustments a manager has access to assign and specify which pay adjustments can be assigned to an employee, based on the pay codes contained in the group. Assign this feature to the user role(s) responsible for assigning the pay code group(s) to employees.

Core Elements & HR/Self-Service

Employee Profile - Security settings

Roles Assign roles, which specify a user's level of access to features and data within the application. ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Employee Profile - Security settings Users^ Allows users to reset their employee's password.^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Employee Profile - Security settings

User properties Allow users to update basic user informaiton such as name, culture and numeric culture. ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Employee Profile - Security settings

Update user password /pin This feature allows users to reset their password from their mobile device. With this feature assigned, the application displays the Reset Password functionality.

Core Elements & HR/Self-Service Reports^ Employee Availability Report^

The Employee Availability Report returns a list of employee availability; when employees are available and unavailable to work, distinguishing between available all day, part of the day, or unavailable to work. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Reports Employee Accelerated Plan Report

The Employee Accelerated Plan report is only used to report on employees with an accelerated grant during an effective date range or as of a specified date.

Core Elements & HR/Self-Service

Reports Employee Changes Report

The Employee Changes Report is used to report on any changes that were made to employee records within the selected pay period, and can be filtered by legal entity, employee, field name, the user who made the changes, or the type of transaction.

Core Elements & HR/Self-Service

Reports Employee Balance Report The Employee Balance Report returns a summary of employee balances, such as the number of sick and vacation days.

Core Elements & HR/Self-Service Reports^ Employee Work Contract Report^ Reports on work contracts in Employee Profile> Work> Work Contracts.^ ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ●

Core Elements & HR/Self-Service Reports^ Entitlement Liability Report

The Entitlement Liability Report allows users to report on employees’ remaining time off balances, and the associated liability amount (which is calculated by applying the employee’s base rate to the balances). For example, the liability amount for an employee who has a $10 base rate and 20 hours of vacation remaining would be $200.

Core Elements & HR/Self-Service Reports^ Employee Audit Report^

The Employee Audit Report returns a list of any modifications that have been made to employees' records during the specified date range. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Form Actions Change of Address Action Assign the Change of Address Action feature, and address changes are made by workflow. ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Form Actions Change of Contact Info Action Assign the Change of Contact Info Action feature, and contact information changes are made by workflow. ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

Core Elements & HR/Self-Service Form Actions^ Change of Emergency Contact Action^

Assign the Change of Emergency Contact Action feature, and emergency contact information changes are made by workflow. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Form Actions Change of Biography Action

Used to make the Employee Biography form accessible from the Biography section of the Employee Profile within Profile & Settings

Core Elements & HR/Self-Service

Form Actions Form Submissions Used to control access to form submission history ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

Core Elements & HR/Self-Service Form Actions^ HR Profile Forms List^ Used to define the forms that display in the dropdown menu within HR profile^ ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ●

Zealand Countries Core Elements & HR/Self-Service

Form Actions Policies & Groups Forms Action Used to control access to the forms dropdown menu within the Policies & Groups section of the employee profile ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

Form Actions Dependent and Beneficiary Forms Action Enables the Action button in the Dependents and Beneficiaries tab of the Employee Profile where administrators can access assigned benefits forms. n/a^ n/a^

✓ (^) n/a n/a ✓ (^) n/a

Core Elements & HR/Self-Service Form Actions^ Compensation Forms Action^ Used to control access to the forms dropdown menu within the Compensation section of the employee profile^ ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

Form Actions Employment Forms Action Used to control access to the forms dropdown menu within the Employment section of the employee profile ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

Form Actions Employment Status Forms Action Used to control access to the forms dropdown menu within the Employment Status section of the employee profile ✓ ✓ ✓ (^) ● ✓ ✓ (^) ●

Core Elements & HR/Self-Service HCM Anywhere^ Web Services^

Web services enable the exchange of information among multiple systems over a network that follows a request/response pattern, making use of a set of exposed application programming interface (or API) features. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ●

Core Elements & HR/Self-Service HCM Anywhere^ OData^

OData is an extension of Dayforce reporting that allows end users to retrieve data from the Dayforce using a report configuration from within business-level analysis tools such as Microsoft Excel and Microsoft PowerBI ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

Web Services Notification Status Enables the Notification Status screen. ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

Web Services Read Data Enable both the Web Services feature and its Read Data sub-feature to allow access to Dayforce Web Services. ✓ ✓ ✓ (^) ● ✓ ✓ (^) ●

Core Elements & HR/Self-Service

Web Services Notification Subscriptions The Notification Subscriptions feature enables the Notification Subscriptions sub-feature of System Admin > Web Services. This is a screen for creating and managing notification subscribers and subscriptions

Core Elements & HR/Self-Service

Web Services Explorer

The Explorer feature enables the Explorer tab of System Admin > Web Services. This feature consists of a set of screens that use each of the Dayforce Web Services to demonstrate their behavior. With Web Services Explorer, the client’s web services developers and other authorized users can:

  • Experience and demonstrate Dayforce Web Service features directly in the Dayforce application.
  • Verify configurations for Dayforce Web Services.
  • Troubleshoot and reproduce issues discovered in coding/web service application(s).

Core Elements & HR/Self-Service

Web Services Patch/post Employee HR Data

The POST operation allows third party software to new hire employees into Dayforce using RESTful web services. The PATCH process is a similarly operation, allowing third party software to update existing employee HR data and rehire employees whose information exists in Dayforce.

Core Elements & HR/Self-Service Home^ Events^

The Events feature enables the Events tab, which displays information on the employee's schedule, including time off requests and holidays. Employees can view either Upcoming Events or Past Events. ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Home Actions

The Actions feature enables the Actions tab, which displays important alert messages, on the Pending Actions section.

Core Elements & HR/Self-Service

Home Balances The Balances feature enables the Balances tab, which displays the employee's timesheet balances. For each balance, the application displays the Accrued, Approved, Pending, Remaining, and any Exceeded values.

Core Elements & HR/Self-Service

Home Earnings The Earnings feature enables the Earnings tab, which displays the employee's most recent earnings summary. ✓ ✓ ✓ (^) ● ✓ ✓ (^) ●

Core Elements & HR/Self-Service Home^ Talent^

View and modify the Talent factors for each employee. Factors include performance, potential, promotion readiness and flight risk. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^

Core Elements & HR/Self-Service

Home Analytics View flight risk and Operation Views. ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

Home Bookmarks The Bookmarks feature enables the Bookmarks tab, which is used to access and configure links to frequently accessed websites.

Zealand Countries

Core Elements & HR/Self-Service HR Admin^ Status

The Employment Status Admin feature is used to maintain the employment statuses set up in the application and to add more. Employment statuses are used to record whether the organization's employees are active, terminated, on a leave of absence, or any other status that the organization wants to track.

Core Elements & HR/Self-Service HR Admin^ PayClass^

Pay classes help you categorize employees into different groups with different applicable payroll rules and policies. The number of pay classes you set up depends on how specific your organization’s payroll rules and policies are. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

HR Admin Employment Status Admin

The Employment Status Admin feature is used to maintain the employment statuses set up in the application and to add more. Employment statuses are used to record whether the organization's employees are active, terminated, on a leave of absence, or any other status that the organization wants to track.

Core Elements & HR/Self-Service HR Admin^ Employment Status Reason^

This Employment Status Reason feature is used to maintain the different reasons that users with appropriate access can select when modifying an employee's status in their records through People. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ●

Core Elements & HR/Self-Service HR Admin^ Pay Class Admin

The Pay Class Admin feature is used to configure pay classes, which help administrators categorize the organization's employees into different groups that can be applied different payroll rules and policies. Part-time, full-time and students are common pay classes; this feature allows users to create as many as needed.

Core Elements & HR/Self-Service HR Admin^ Pay Types Admin^

The Pay Types Admin feature is used to configure pay types, which describe how employees are paid; for example, common configurations are salaried and hourly pay types. ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ●

Core Elements & HR/Self-Service HR Admin^ Performance Cycle Admin

The Performance Cycle Admin feature is required to configure Performance reviews in the application; it is used to configure Performance cycles that define the date range during which an employee should be reviewed. When HR professionals, managers, or other users with appropriate access record Performance reviews for their employees, they select a Performance cycle from a list defined using this feature.

Core Elements & HR/Self-Service

HR Admin HR Policy Admin

The HR Policy Admin feature is used to set up the HR policies that the organization tracks through the application; once configured through this feature, users can track which HR policies employees have signed off on, and when they did so, through People.> Employee Profile> Employment.

Core Elements & HR/Self-Service HR Admin^ Employee Group Admin^

The Employee Group Admin feature is used to define employee groups, which can be used to classify or categorize the organization's employees into common groups, typically for reporting or payroll purposes. ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ●

Core Elements & HR/Self-Service HR Admin^ Relationship Types Admin

The Relationship Types Admin feature is required to configure relationship types in the application, which are used in People to track what relationship exists between an employee and their dependents. Before users can record that an employee's dependent is a spouse or child, for example, those relationship types need to be created in HR Admin.

Core Elements & HR/Self-Service

HR Admin Employee Properties

The Employee Properties feature is used to create additional fields or pieces of information that can be assigned to the organization's employees if there are pieces of information not currently tracked in the application that need to be; for example, the application does not track employee shoe sizes, but the organization supplies employees with uniforms, so it would be useful to track this information. When assigned, it enables the Employee Properties section within HR Admin.

Core Elements & HR/Self-Service

HR Admin New Hire Role Assignment The New Hire Role Assignment feature is used to define what role(s) users can assign when onboarding new hires. ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

HR Admin People Role Security

The People Role Security feature is used to define which role(s) are visible to each user role within People. For example, using this feature, the application can be configured so that assistant managers can only review the records of employees, while managers can review the records of both assistant managers and employees. Typically, this is used to control whether or not users can see the records of their peers within the application.

Core Elements & HR/Self-Service HR Admin^ Volunteer Lists^

The Volunteer Lists feature is required to configure volunteer lists in the application, which are used to organize employees into groups, typically to include or exclude a group of employees from the configuration of a rule. ✓^ ✓^ ✓^ ●^ ●^ ✓^ ●

Zealand Countries

Core Elements & HR/Self-Service HR Admin^ HR Incident Admin

The HR Incident Admin feature is used to configure HR incident management within the application, which is used to aid HR professionals, managers, and other users with appropriate access in recording and tracking HR incidents, recording the actions taken as a result of the incident, and closing them when resolved.

Core Elements & HR/Self-Service HR Admin^ Employee Statistics Type^

Enables the HR Admin > Statistics Type feature. Statistics types allow you to store statistical data about employees' pay amounts. ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

HR Admin Employee Data Mapping Rules

The application can be configured to define what assignments are automatically made during the HR Import, using the Employee Data Mapping Rules. When configured, the import assigns specific values to qualifying employees, according to the defined mapping rules.

Core Elements & HR/Self-Service HR Admin^ Employee Number Generator

Enables the Employee Number Generator feature. Administrators can specify the prefix and suffix of employee numbers generated by the application through HR Admin, as well as the starting number for new employee numbers. When the application creates an employee number for a newly on-boarded employee, it starts at the offset, increments for each new number, adds the prefix to the front of the employee number and the suffix to the end of the employee number.

Core Elements & HR/Self-Service HR Admin^ Marital Status^ The Marital Status feature is used to define marital status types and their associated benefits groups.^ ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ● Core Elements & HR/Self-Service

HR Admin Ethnicity Used to define ethnicity types tracked in the system. ● ● ✓ ●  ✓ ●

Core Elements & HR/Self-Service

HR Admin Pay Method Used to define pay methods in the system. ✓ ✓ ✓ (^) ● ✓ ✓ (^) ●

Core Elements & HR/Self-Service HR Admin^ Disability Status^ Used to define disability status types in the system^ ✓^ ✓^ ●^ ●^ ✓^ ✓^ ● Core Elements & HR/Self-Service

HR Admin Contact Information Types Admin Enables the Contact Information Types feature in HR Admin. ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

HR Admin Compliance Reporting Enables the Compliance Reporting feature for OSHA in HR Admin. (^) n/a n/a n/a n/a n/a ✓ (^) n/a

Core Elements & HR/Self-Service HR Admin^ Work Contracts^

The Work Contracts feature enables the Work Contracts feature in HR Admin, where administrators and other users with necessary access can define the work contracts that get assigned to employees. ✓^ ✓^ ●^ ●^ ✓^ ●^ ● Core Elements & HR/Self-Service

HR Admin Union Membership The Union Membership feature is used to create and maintain a list of unions in HR Admin > Unions. ✓ ✓ ✓ ● ● ✓ ●

Core Elements & HR/Self-Service

HR Admin Groups Allows clients to define groups of employees based on eligibility criteria or manual assignment. ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

Core Elements & HR/Self-Service Rating Scale^ Rating Scale^

The Rating Scale menu is required to configure Performance ratings that can be awarded to employees as a result of their Performance reviews. ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Compliance Reporting EEO-1 Filing

The EEO-1 Filing Report generates a CSV (comma-separated values) file compatible with the government's EEO- filing requirements.

n/a n/a n/a n/a n/an/a

Core Elements & HR/Self-Service

Compliance Reporting OSHA

You can configure the OSHA report header data by location, so that it is automatically populated when you run OSHA reports, and run OSHA reports for multiple locations at once. When you have recorded report header data for a location, the application automatically populates the information on the report parameters when the OSHA reports are run from HR Admin> Compliance Reporting.

n/a n/a n/a n/a n/an/a

Core Elements & HR/Self-Service

Compliance Reporting OSHA 301 Report The OSHA 301 Report returns an injury and illness incident report of a single HR health and safety incident. n/a n/a n/a n/a n/an/a

Core Elements & HR/Self-Service

Compliance Reporting OSHA 300 Report The OSHA 300 Report returns a log of work-related injuries and illnesses. (^) n/a n/a n/a n/a n/a ✓ (^) n/a

Core Elements & HR/Self-Service Compliance Reporting^ OSHA 300A Report^

The OSHA 300A Report returns a summary of work-related injuries and illnesses. It is run for a specific year and location. n/a^ n/a^ n/a^ n/a^ n/a^ ✓^ n/a

Zealand Countries Core Elements & HR/Self-Service

Jobs and Positions Position Term Users can classify positions based on established time frames. Assign the Employment Indicator feature to enable the Position Term tab in Org Setup > Jobs and Positions.

Core Elements & HR/Self-Service

Jobs and Positions Workers Comp

Payroll administrators and other authorized users can configure workers compensation information for any of the organization’s listed jobs. Assign the Workers Comp feature to enable the Workers Comp tab in Org Setup > Jobs and Positions.

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Core Elements & HR/Self-Service

Jobs and Positions Export/Import

New and existing departments can be defined and imported through Org Setup. Using CSV (comma-separated values) files, the information can be quickly and conveniently created or updated, using the Import and Export functions. Assign the Export/Import feature to enable the Import and Export buttons in Org Setup > Departments. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

Jobs and Positions Position Sets Position sets is a concept used to support minimum staffing, if employees work a position included in a defined position set, they are considered to be satisfying the requirement.

Core Elements & HR/Self-Service

Jobs and Positions Pay Grade

The application can be configured to support job and pay grades, which determine what range of pay employees should earn for working specific jobs. The application uses job grades to determine what range of pay, between a minimum and maximum rate or salary, employees earn for working specific jobs.

Define pay grades elements such as job grade, pay grade group, pay grade, job factor, job factor score, jobs & job grades , bonus grade, in your irganization. Assign the pay grade to jobs.

Core Elements & HR/Self-Service Jobs and Positions^ Job Family^

Define pay grades elements such as job grade, pay grade group, pay grade, job factor, job factor score, jobs & job grades , bonus grade, in your irganization. Assign the pay grade to jobs. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Jobs and Positions Job Functions Enables the Job Functions tab in Org Setup > Jobs and Positions. ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Mobile Messages Can Create New Messages Assign the New Note option when users compose new messages; note messages are messages that the recipient(s) can respond to, similar to an email.

Core Elements & HR/Self-Service

Mobile Messages Can Create New Broadcast Notification

Assign the New Broadcast option when users compose new messages; broadcast messages are messages that the recipient(s) cannot respond to. Typically, this is used to allow managers or supervisors to send informational messages to their employees, which do not require a personal response.

Core Elements & HR/Self-Service

Mobile Messages Respect Employee Security

The Respect Employee Security feature restricts the messaging address book to staff that the user assigned this sub- feature is authorized to see. If this sub-feature is not enabled, the entire address book is available when users select message recipients.

Core Elements & HR/Self-Service Mobile My Profile^ Employee Reset Password^

The Employee Reset Password feature allows users to reset their password from their mobile device. With this feature assigned, the application displays the Reset Password functionality. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ●

Core Elements & HR/Self-Service Mobile My Profile^ Delegation

Authorized managers can delegate access to user accounts. Delegation might become necessary when an employee requests an extended leave of absence, thus it might be necessary to delegate access to their user account.

Core Elements & HR/Self-Service

Mobile My Profile Security Questions

This feature allows users to set up the security questions that the app displays in cases when the user forgets their password.

Core Elements & HR/Self-Service

Mobile My Profile Direct Edit Contact Information Select this feature to enable users to edit their contact information ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

Core Elements & HR/Self-Service Mobile My Profile^ Upload a photo^

The Upload a Photo feature enables the photo upload control. Employees can add a photo from their mobile device. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Mobile My Profile TeamRelate

This feature allows users to have access to TeamRelate. TeamRelate provides insight into your communication style

and core convictions. n/a^ n/a^

✓ n/a n/a ✓ n/a

Core Elements & HR/Self-Service

Mobile My Profile Direct Edit Emergency Contact Select this feature to enable users to edit their emergency contact information. ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

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Core Elements & HR/Self-Service Dayforce Mobile^ Mobile Manager

Managers, supervisors, or other users with access can access several features through the mobile apps, to review and edit employee information, approve and deny requests, track attendance, and manage their tasks. Assign the Mobile Manager feature to enable the Employee Self-Service functionality of the app, as well as any of the appropriate sub-features below.

Core Elements & HR/Self-Service Dayforce Mobile^ Mobile ESS

Employees can access several features through the mobile apps, to view and update their available hours, review their schedule, and make time away from work requests. Assign the Mobile ESS feature to enable the Employee Self-Service functionality of the apps, as well as any of the appropriate sub-features below.

Core Elements & HR/Self-Service

Dayforce Mobile Dayforce Assistant

Dayforce Assistant can be made available for both employees and managers to use. Users can perform tasks such as getting your next pay date, requesting time away from work, check entitlement balances, checking your schedule, or actioning time off requests. Additional manager features include: finding out who is absent from a shift, finding eligible replacements and offering a shift via SMS. This new conversational interface will increase engagement with Dayforce by making it easier to perform everyday tasks. Available initially in English only

Core Elements & HR/Self-Service Dayforce Mobile^ People Directory

People Directory allows any employee in an organization to search for, contact and learn more about any other employee within their organization. Employees can view the public profile information for coworkers including: location, department, manager, business contact, business social media, biography and teamrelate communication style.

Core Elements & HR/Self-Service Dayforce Mobile^ Messages^

Through the Messages feature, you can read messages that have been sent to you by other users, or system alerts that have been sent to you by the application. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Dayforce Mobile My Profile

The My Profile feature allows users to view their employee information such as their address(es), phone number(s) and hourly or salary rate.

Core Elements & HR/Self-Service

Mobile Manager - Employees Show Employee TAFW Balances Select the Show Employee TAFW Balances feature and the Balances section displays the employee's current balances, such as number of vacation days.

Core Elements & HR/Self-Service Mobile Manager - Employees^ Direct Edit Contact Information^ The Direct Edit Contact Information feature enables managers to edit contact information.^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Mobile Manager - Employees Direct Edit Emergency Contact Information The Direct Edit Emergency contact feature enables managers to read, create, edit or delete profile data. ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Mobile Manager - Employees TeamRelate

TeamRelate is designed to provide insight into your communication style, and how you can adapt your style to better communicate with your team. With its integration into Dayforce, you can access this information directly within the app, providing a single user experience.

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Core Elements & HR/Self-Service

Mobile Manager - Employees Predictive Analytics Enable this feature to show flight risk indicators in the employee profile in the mobile apps. ✓ n/a ✓ n/a n/a ✓ n/a

Core Elements & HR/Self-Service Mobile Manager - Employees^ Reset Password^ The Employee Reset Password feature allows users to reset their password from their mobile device.^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Employee Management Direct Management Used to assign employees to a manager using the direct employee to manager security model ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Employee Management Location Used to assign employees to a manager using the derive by org (location level) security model ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

Core Elements & HR/Self-Service Employee Management^ Managed Employees^ Used to assign employees to a manager using the direct employee to manager security model^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Data Export Setup Benefit Data Export

Create and maintain a carrier feed for single or multiple carriers. Create and maintain a feed for COBRA qualified event and Initial notice.

Core Elements & HR/Self-Service

Data Export Setup HR Data Export (^) Used to setup export templates for the DF Link HR Data Export background task. ● ● ✓ (^) ● ✓ ✓ (^) ●

Core Elements & HR/Self-Service Employee - Getting started^ Getting started checklist^ Complete your personal, tax information, banking and signoff on company policies.^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ●

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Core Elements & HR/Self-Service

Org Setup Jobs and Positions

Dayforce tracks the jobs employees are eligible to perform so that when managers create schedules, they can staff appropriate employees. A job is a particular configuration of duties, responsibilities, and the skills, knowledge, ability and other characteristics that are required for the organization to meet its specific goals. Each job can be configured with one or more positions beneath it, which represent single instances of jobs that are assigned to specific locations and represent work that needs to be done. Positions are associated with departments, and determine from what budget the associated employee’s hours and labor cost are deducted. Assign the Jobs and Positions feature to enable the Jobs and Positions section of Org Setup. Users with access to this feature can define jobs and positions within the organization.

Core Elements & HR/Self-Service

Org Setup Position Qualifications User with access to this feature can specify the skills and cerifications for each position. ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service Org Setup^ Position Sets^ Allows the configuration of positions under a defined set of positions.^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Org Setup Zones Configuration A set of screens to configure zones. Available under Org Setup. ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Org Setup MDSE Department

Merchandising departments are an optional part of defining your organization, which can be used to track sales by assigning products to the appropriate department. Products in stores are often organized by departments; for example, an electronics store might have a computer department and a home theater department. When customer service puts through the sale of a television, the sale is linked in the Point-of-Sales system with the home theater department; merchandising departments are used in the application to link this POS data with the corresponding zone. Assign the MDSE Department feature to enable the MDSE Department tab of Org Setup > Zones Configuration.

Core Elements & HR/Self-Service Org Setup^ Zone

In the application, zones are used to organize a location for labor planning, scheduling, and security access. They are an area of a location that uses part of the labor budget and has employees scheduled to work in it. Zones and departments can be configured with a one-to-one ratio, or a single zone can contain multiple departments.

Core Elements & HR/Self-Service

Org Setup Zone Package

Zone packages are collections of departments and zones that are used to quickly assign zones and departments to new locations created in the application. Zone packages link departments to zones in the locations they are assigned to; a zone package can be company wide, specific to a region, a district, or a single location. Assign the Zone Package feature to enable the Zone Package tab of Org Setup > Zones Configuration.

Core Elements & HR/Self-Service

Org Setup Zone MDSE Department

Merchandising departments track Performance Management, most commonly sales; once they have been configured, they can be assigned to the zones that generate the Performance Management or sales, to track the relationship between them. Users with access to the Zone MDSE Department feature can link merchandising departments to zones; assign this feature to enable the Zone MDSE Department tab of Org Setup >Zones Configuration.

Core Elements & HR/Self-Service

Org Setup Locations A set of screens to allow you to configure your locaiton types, properties and values. ✓ ✓ ✓ ✓ ✓ ✓ (^) ●

Core Elements & HR/Self-Service Org Setup^ Location Types

The Location Types feature enables the Location Type tab of Org Setup >Locations, where users can define location types; location types are physical areas within an organization's locations, which employees can be scheduled to, such as stations on an assembly line, desks, or booths.

Core Elements & HR/Self-Service

Org Setup Location Properties

The application can record measurable properties of locations within the organization for use with task management and labor planning; for example, the square footage of each location, the number of cash registers in each store, or the amount of stations on an assembly line can all be saved. Assign this feature to enable the Location Properties tab of Org Setup > Locations.

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Core Elements & HR/Self-Service Org Setup^ Location Daily Properties

Location daily properties are similar to location properties in that they are measurable properties of locations within an organization that you can create for specific locations and use with task management and labor planning. They are helpful in situations where activity demand times vary from location to location.

Core Elements & HR/Self-Service Org Setup^ Location Daily Property Values^ Location daily properties values are defined for each of your daily properties.^ ✓^ ✓^ ✓^ ●^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

Org Setup Labor Metrics Define labor metrics for product group, product module, project client, project phase, and project type. ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Org Setup Labor Metric Types

Users with access to the Labor Metric Types feature can define groups of similar labor metric codes in the application. These types are displayed throughout the application as drop-down lists from which you can select specific labor metric codes.

Core Elements & HR/Self-Service

Org Setup Labor Metric Codes

Users with access to the Labor Metric Codes feature can create customized labor metric codes for the purpose of labor tracking within an organization. These codes are associated with labor metric types, and appear in drop-down lists throughout the application.

Core Elements & HR/Self-Service Org Setup^ Authority Type^

Enables the Authority Types tab on Org Setup. You can configure Authority Types on this tab, which are referenced on workflow objects and by the Performance Management feature. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

Organization Legal Entity

Used by the Payroll functionality of the application; a legal entity is an organization that federal tax authorities recognize; a single organization may have several legal entities or just one. Since each legal entity is assigned a specific country, organizations that operate and pay employees in multiple countries need a legal entity configured, for each. In the application, legal entities are used to ensure the appropriate taxes are applied to employees' pay.

Core Elements & HR/Self-Service

Organization Levels Users can define a location's organizational level for optimized classification. The Levels feature enables the Levels tab in Org Setup > Organization.

Core Elements & HR/Self-Service

Organization Work Location Overrides

The Work Location Overrides feature is used by the Payroll functionality of the application to record work locations for employees who work remotely. Since employees need to be taxed based on the location where they physically work, if they work remotely and not at one of the physical sites defined in the organizational hierarchy, the address where they do work needs to be configured and assigned to the employee.

Core Elements & HR/Self-Service

Organization Mobile Org Taxation Available Allows users to set taxation addresses on mobile work locations. n/a n/a n/a n/a n/an/a

Core Elements & HR/Self-Service

Organization Mobile Org Addresses

The Mobile Org Addresses feature allows users to define mobile org locations if an employer has multiple addresses and taxation requirements for a single location. For example, a fishing boat might be located in Alaska for half of a pay period, and in California the other half. Assign this feature to enable the Mobile Org Addresses tab of Org Setup > Organization.

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Core Elements & HR/Self-Service

Organization Location Addresses Enables the Location Addresses tab in Org Setup > Organization. n/a n/an/a n/an/a

Core Elements & HR/Self-Service

Organization Taxation Address Available Allows users to set taxation addresses on work locations. (^) n/a n/a ✓ (^) n/a n/a ✓ (^) n/a

Core Elements & HR/Self-Service Position Term^ Export/Import^

Enables the Import and Export buttons on Org Setup > Jobs & Positions > Position Term so that you can export these values to CSV. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ● Core Elements & HR/Self-Service

Departments Export/Import Allows users to import/export department configuration details to/from a CSV ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Dockets Export/Import

New and existing dockets can be defined and imported through Org Setup. Using CSV (comma separated values) files, the information can be quickly and conveniently created or updated, using the Import and Export functions. Assign the Export/Import feature to enable the Import and Export buttons in Org Setup > Dockets.

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Core Elements & HR/Self-Service

Reporting Feature Group Dataset builder

The dataset builder feature incorporated into the report designer, enables the ability to create and edit custom topics.. Also enables report writers to create and add custom fields to a dataset so that it is always available to be used as filters and not just as columns on a report

Core Elements & HR/Self-Service

Reporting Feature Group Delete any report Reports can be deleted from the system when this feature is enabled for their role. ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service

Reporting Feature Group Back Office Reports

Back office reports include information such as the remittances paid to Canadian government agencies through the Ceridian Canada Back Office for a selected year and pay group and what direct deposits were rejected by the Ceridian Back Office for a specified pay period.

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Core Elements & HR/Self-Service

Reporting Feature Group Archived Reports The application archives any payroll reports generated by the application for previous pay runs. You can access these reports from within My Reports. ●^ ●^

Core Elements & HR/Self-Service

Reporting Feature Group Scheduled Reports The Scheduled Reports feature enables access to the Scheduled Reports tab in Reporting > Reports. ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

Reporting Feature Group Report Distribution As part of the Scheduled reports funtion you may determine where your report can be distibuted, ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service

Reporting Feature Group Historical Employee Data

The Historical Employee Data feature enables the Include my current employees only filter checkbox in reports based on topics that contain employee information. By default, when a manager runs a report, the application only includes data for employees that the manager currently has access to view, regardless of the time period of a report. When a manager runs a report with this checkbox cleared, the application returns records for employees that the manager had access to during the time period specified in the report filters.

Core Elements & HR/Self-Service Reporting Feature Group^ Reports^ The Reports feature enables access to Reporting > Reports.^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓ Core Elements & HR/Self-Service

Site Employee Badge Pin Enables the Update your Personal Identification Number (PIN) section. ✓ ✓ ✓ ✓ ✓ ✓ ●

Core Elements & HR/Self-Service

Site Client Enables the Client feature in Site Setup. ✓ ✓ ✓ ✓ ✓ ✓ ✓

Core Elements & HR/Self-Service System Admin^ System Admin^

Enables access to the System Admin feature, where users can configure various system properties of the application. ✓^ ✓^ ✓^ ✓^ ✓^ ✓^ ✓

Core Elements & HR/Self-Service System Admin^ Roles

A user account's role defines what sections of the application the employee can use. Users with access to this feature can define the user roles available in the application, and their associated parameters; assign the Role feature to enable the Roles section of System Admin.

Core Elements & HR/Self-Service

System Admin Role Features

User roles can be further configured to enable or limit access to features in the application; assign the Role Features feature to enable the Features tab in System Admin > Roles.

Core Elements & HR/Self-Service

System Admin Role Authorizations User roles can be authorized to create, read, update, and delete information within the application; assign the Role Authorizations feature to enable the Authorizations tab in System Admin > Roles.

Core Elements & HR/Self-Service

System Admin System Notifications

System Notifications define which users receive Message Center, Email, Text/SMS and Push (to mobile app) notifications through the application. Users with access to this feature can configure the user roles or individual user accounts that receive the notifications, as well as unsubscribe individual user accounts from receiving notifications, and define how alerts are sent; assign the System Notifications feature to enable the System Notifications section of System Admin.

Core Elements & HR/Self-Service

System Admin Disclaimer Admin

The Disclaimer Admin feature enables the System Admin > Disclaimer feature used to configure disclaimers -- messages the application displays when users first log onto the application. Users are prompted to accept the message before the application finishes logging them on.

Core Elements & HR/Self-Service

System Admin Exchange rates You may configure a base currency and exchange rates with effective dates from/to. ✓ ✓ ✓ ● ✓ ✓ ●

Core Elements & HR/Self-Service

System Admin System Reports The System Reports feature enables the Reports drop-down list in System Admin, which can be configured with several reports that users with access can run.

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Core Elements & HR/Self-Service

System Admin Pay Code Group

Pay code groups restrict which pay adjustments a manager has access to assign and specify which pay adjustments can be assigned to an employee, based on the pay codes contained in the group. Assign this feature to the user roles responsible for assigning the pay code groups to employees.

Core Elements & HR/Self-Service System Admin^ Relay Control Schedules

Maximus clocks can be configured to close or open internal relays based on the results punch validations or at scheduled intervals. Users with access to the Relay Control Schedules feature can define when clocks open or close their relays, automatically; assign this feature to enable the Clock Relay Schedules section of System Admin.

Core Elements & HR/Self-Service

System Admin Punch Validation

Punch validations determine what tests or checks are performed by the clock when employees punch. Users with access to the Punch Validation feature can configure which validations are active, what punches to apply them to, and the execution order; assign this feature to enable the Punch Validations section of System Admin.

Core Elements & HR/Self-Service

System Admin Data Export Definitions

Data Export Definitions are used to integrate the application with other software. Users with access to the Data Export Definitions feature can configure the application to generate XML data export files; assign this feature to enable the Data Export Definitions section of System Admin.

Core Elements & HR/Self-Service System Admin^ Report Output^

Each report available in the application can be customized. Users with access to the Report Output feature can configure the parameters for these reports in System Admin > Report Output. ●^ ●^ ✓^ ●^ ✓^ ✓^ ●

Core Elements & HR/Self-Service

System Admin Import Definitions

Import Definitions are used to integrate the application with other software. Users with access to the Import Definitions feature can configure the application to support XSLT transform on import files before they are processed by specific import jobs. One XSLT definition can be optionally defined for each import job; configured XSLT templates are applied to the imported file(s) before they are imported to the application. Assign this feature to enable the Data Import Definitions section of System Admin.

Core Elements & HR/Self-Service

System Admin Encryption Enables the Encryption feature in System Admin. You can set encryption methods to be used by various features of the Dayforce application, including certain background jobs.

Core Elements & HR/Self-Service

System Admin HR Import

HR records in XML or Excel (.xlsx) format can be imported to the application on System Admin > HR Import. Implementation professionals, system administrators, HR professionals, or other users with appropriate access can upload files for import

Core Elements & HR/Self-Service

System Admin Participate in Reciprocal Tax Calculation Access

Client payroll property available to Support and Implementation roles only. Selected by default, ensuring that reciprocity is enabled at a tax authority code level and company level. It is never recommended to disable this option

Core Elements & HR/Self-Service

System Admin Client Properties

Through Client Properties, users can define settings that control the application's behavior. Users with access to the Client Properties feature can configure contacts and location addresses, as well as properties that affect time and attendance, schedules, timesheets, and other features of the application.

Core Elements & HR/Self-Service

System Admin Background Jobs

Enables the Background Jobs feature. The background job log provides information on background tasks that have recently been run. Users with access to the Background Job Log feature can review which tasks have run at what times, and whether or not the tasks ran successfully. Background tasks are used to control or affect interfaces, alerts, aggregation tasks, and other background system processes. Users with access can run background tasks on demand, or schedule tasks to run in the future.

Core Elements & HR/Self-Service

System Admin Punch Validation

Within System Admin > Punch Validation, you can configure the punch validations that the application performs on punches recorded on the HTML Clock.

Core Elements & HR/Self-Service

System Admin Users

User accounts can be created within Dayforce that are not tied to an employee record. Users with access to the Users feature can set up user accounts for administrators, IT professionals, or other users that require access to the application but are not employees. This feature is also used to manage any user account, whether tied to an employee record or not. When assigned, users can approve newly created user accounts and lock or unlock user accounts.

Core Elements & HR/Self-Service System Admin^ Geo Locations

Users with access to Geo Locations feature can define the cities in a province or state, which are used to support the minimum wage features of the application. Assign this feature to enable the Geo Locations section of System Admin.