Application Container

All of the role features and subfeatures under the Application Container enable application-wide functionality. The items that you enable here might be available in several different areas in Dayforce.

Application Container Subfeatures

Analyze Reports In PowerBI: Enables the ability to visualize reports in Dayforce.

Note: The Reporting and Analytics feature must be configured by the Dayforce Implementation team before using this feature. After Reporting and Analytics is configured for your organization, you can select which user roles have access to this feature.

• Employee Attributes: Enables the ability to use employee attributes in ad hoc reports and visualizations.
• Organization Measures: Enables the ability to use organization measures in ad hoc reports and visualizations.
• System Visualizations: Enables the ability to use system visualizations.

Approvals: After you select the Approvals role feature, you can configure the feature’s default settings on the right side of the System Admin > Roles screen:

Default View By: This drop-down list controls the default view per role. Select one of the following options:

• Manager: Dayforce automatically shows requests from employees who report directly to that manager. For example, as a store manager, Jane is assigned access to the Cambridge location, and directly manages three department managers. With the Manager option selected for the Store Manager role, Dayforce would show requests from the three department managers. Jane can then view requests from employees who report to the department managers by selecting a department manager from the manager picker, or view requests from all of the employees who work at the location by clearing the selection in the manager picker. If Jane clears the selections in the filter panel, Dayforce populates the manager picker with Jane’s name.
• Location: Dayforce automatically shows requests from employees who work at or under the location a user manages. Continuing the example above, with Location selected for the Store Manager role, Dayforce would show requests from all of the employees who work at the Cambridge location. Jane could then narrow the results by selecting either herself, or one of the department managers from the manager picker.

Hide From Message Center: Select this checkbox to hide the Approvals folder in Message Center for the selected user role. If this checkbox is selected for users who have the Approvals role feature enabled, the Approvals icon will no longer be available to them in the toolbar in the Home screen and they will no longer have access to the feature. If needed, these users can still approve time away from work requests in other features such as Multi-Week Calendar, Schedules, and Timesheets (with the appropriate role access).

• Availability Change: Includes changes to employees’ default and temporary availability.
• Can Approve Self: Enables the employee to approve their own approval requests.
• Forms Action: Includes time off cancellation and time off request. This option is only available if you're using time away from work with a workflow.
  • Time Off Cancellation: Users can cancel approved time away requests.
  • Time Off Request: Users can create time away requests.
• Overtime Banking: Includes actions to withdraw compensation for accrued overtime.
• Reports: Select this checkbox to enable the following reports in Approvals: 
  • Employee Balance Report
  • Employee TAFW Report
  • TAFW Calendar Report
    • Show Selected Parameters: Select this feature and the TAFW Calendar Report shows the report parameters selected when the report is run, in the header.
• Shift Trade: Includes shift trade requests and approvals.
• Time Off: Includes requests and approvals for time away from work. This role feature also grants access to time away requests and approvals in Multi-Week Calendar, Schedules, and Timesheets (when configured in tandem with the time away role features under those features in System Admin > Roles in the Features tab).
  • Can Approve Self: Users can approve their own time away requests.
  • Enable Balance Display Conversion: Enables the alternative display of the balances in the Balances section when viewing a time away request. The Alternative Display Formula and Alternative Display Format are configured in the Units tab of Pay Setup > Balances.
  • When this feature is enabled, Dayforce uses the alternative display format. The balances can be configured with a different formula, which determines the way the balance is calculated from the stored value, or a different format, which determines the way the balance is shown. For example, the feature can be used to hide a particular balance from view by entering a masking character in the Alternative Display Format field (that is, “XXXX” is shown instead of a balance value).
  • Time Off Coverage: Users can see available employees who can cover the shift for the employee requesting time away. For this feature to work, you need employees in the same location that share work assignments with the same jobs and department.
    • Disable Filters: When assigned, this feature disables the filter Dayforce uses to help you determine appropriate coverage for a time away request in Approvals. Select this checkbox to show all employees who are available to cover the requested time away period, regardless of their job assignment or department. When this checkbox is cleared, Dayforce only shows employees who have the same job assignment as the employee requesting time away, and are available to work during the requested time away period.
  • Vacation Bidding: Select this checkbox and Dayforce shows employee vacation bid requests in Approvals. When configured, managers can review employee vacation bid requests and cancel them on the employee’s behalf. Additionally, when this role feature is configured, the Vacation Bidding approval type is added to the Filter & Sort panel in Approvals.
• Unfilled Shift Bid: Includes posts, requests, and approvals for shift bids. This allows managers to view and action unfilled shift bidding requests.
• Unfilled Shift Trade: Includes requests and approvals for unfilled shift trades.

Currency Conversion: Enables the Currency drop-down list in the employee list of People.

Dayforce Co-Pilot: Enables Dayforce Co-Pilot. Users must also have Intelligent Search enabled to use Co-Pilot.

• Job Description Generation: Enables the use of Co-Pilot to create draft job descriptions in job requisitions.

Dayforce News: Enables the Dayforce News dialog box, where users can read about new features and learn about the features in development for future releases.

• What's Coming: Enables the What's Coming tab, where users can read about new features in the release version they’re currently using.
• What's New: Enables the What's New tab, where users can read about features that are being developed for future releases.

Employee Card: Enables the employee card, which can be configured to show a snapshot of the specified employee’s profile, time, pay, benefits, performance, and documents information. You can access the employee card by clicking an employee’s name in Home > My Team, or in the People section of Global Search.

Note: The employee card respects the access authorizations configured in the Authorizations tab.

• Actions: Enables the employee card Actions tab, which is shown when the employee has HR forms that are pending approval by the logged in user.
• Benefits: Enables the employee card Benefits tab, which shows information about the employee’s benefit elections, by plan type.
• Documents: Enables the employee card Documents tab, which shows the documents associated with the employee, which can be downloaded by clicking the Download arrow.
• Forms: Enables the employee card Forms tab, which shows the employee’s forms, allowing you to open a form from the card.
• Overview: Enables the employee card Overview tab, which shows a high-level overview of pending actions you can take on the employee, the employee’s current and upcoming time away from work, and, if it’s happening in the current week, the employee’s work anniversary.
• Pay: Enables the employee card Pay tab, which shows information on the employee’s pay class, group, type, frequency, and salary or hourly rate. By default, the salary or rate information is hidden for security reasons and can be shown by clicking View.
  • Earning Statements: Enables access to employees’ earning statements in the Pay tab of the employee card.
  • Total Remuneration Package: Enables access to employees’ total remuneration. By default, the information is hidden for security reasons but can be shown by clicking View.
• Performance: Enables the employee card Performance tab, which shows information on employee goals and performance reviews.
• Profile: Enables the employee card Profile tab, which shows employee contact information, employment details, and emergency contact information.
• Time: Enables the employee card Time tab, which shows information about the employee’s upcoming shifts, worked shifts, and time away requests.
• View Hierarchy: Enables the View Hierarchy link on the employee card.

Intelligent Search: Enables the search control in the top center of the header bar. Intelligent Search allows you to use natural language to help you quickly find features that your role has access to in Dayforce.

Important: When the Intelligent Search feature is enabled, Global Search is automatically disabled, but if you require Global Search to remain enabled for some employees, you can manually disable the Intelligent Search feature by role. If you don’t see the Intelligent Search feature after it’s enabled, contact Dayforce support.

• Intelligent Search Results: Shows the Search Results screen.
• Intelligent Search - People Search: Adds the people search and filter for the user role.

Learning Global Search: Enables the Learning tab in Global Search so that users can search for internal courses and learning plans across Dayforce.

Main Application UI:

• Localization: Enables the localization tool in Dayforce, which allows administrators to apply localized strings for various elements. Localizations replace the default labels for items such as fields, columns, or button names. When this feature is enabled, areas of Dayforce that can be localized show the Localize button.
• Clicking the button opens up the localization window, which allows users to specify the strings to replace the default labels.
• See Localize Data.
• Localize Interface: Click the localize icon () in the Dayforce toolstrip to show localization keys in the application. A second click hides the keys.
• See Show Localization Keys.
• Persist Org Selection: Select this subfeature to configure Dayforce to use a global org picker. When enabled, Dayforce persists a user’s selection from the org picker when they navigate between features that use the org picker. For example, when a user selects the 10 Yonge location from the org picker in Schedules, edits and saves the location’s schedule, and then goes to Timesheets, Dayforce persists the 10 Yonge selection and loads the timesheet for that location without the user having to select 10 Yonge from the org picker. Dayforce prompts users if switching features would cause Dayforce to load a new location and lose unsaved changes. This situation can happen when the user selects a different organizational unit and navigates back to a feature with unsaved changes. Before loading the organizational unit selected in the global org picker, Dayforce prompts the user that there are pending unsaved changes.
• For example, if a user loads the timesheet for 72 Burden in Timesheets, makes some edits, goes to Schedules without saving first, switches the global org picker to 10 Yonge, and navigates back to Timesheets, Dayforce can’t load the 10 Yonge location without losing the unsaved changes to the timesheet of the 72 Burden location. As a result, it prompts the user to click OK to lose the pending changes and load the timesheet for the 10 Yonge location or click Cancel to stay on the timesheet of the 72 Burden location. If the user clicks Cancel, the loaded location is then different from the location shown in the global org picker. Dayforce calls out this difference by showing the loaded location’s name in the feature’s heading.
• Note: Only the following features use the org picker: Employee Timesheet, Payroll, Plan, Schedules, Timesheets, and System Admin.
• Refresh Interface: Enables the refresh icon that users can click to refresh Dayforce. This is useful for showing configuration changes without logging out and back in again:
• 

Messaging:

• Can Create Emergency Broadcast: Users can create new emergency broadcast messages to specific employees or groups of employees to which no one can reply. An Emergency Broadcast button shows in the Messaging toolbar.
  • Send SMS: Users can send emergency broadcast text messages to alert enabled phone numbers that employees have on file in their employee record. This subfeature isn’t enabled by default because there are associated costs for text messaging.
• Can Create New Broadcast Notification: Users can create new notification messages to which no one can reply. A New Broadcast button appears in the Messaging toolbar.
• Can Create New Messages: Users can create a new note, forward a note, or reply to a note. A New Note button is shown in the Messaging toolbar. If cleared, the user can reply (or reply all) to a note, but can't add new recipients.
• Respect Employee Security: Limits the address book to staff that the user is authorized to see. If cleared, the entire address book is available when selecting message recipients.

Modify Locked Pay Period:

Important: When using the Modify Locked Pay Period role feature, ensure that you have an internal process in place to avoid issues after the pay period lock and payroll processing. For example, there could be changes made during or after payroll processing that aren't reflected in the current payroll.

When enabled, you can make changes to a timesheet during a locked pay period in Timesheets, Manager Timesheet, and Employee Timesheet. For example, a payroll administrator, manager, or employee can make corrections to a timesheet so that the correct pay is transmitted. Note that you can't make changes after clicking Approve in Pay Approve Checklist.

Additionally, you can update Time Away From Work (TAFW) records from any of the following screens:

• Work > Time Away List
• Work > Calendar
• Work > Forms Action
• Time Off in Approvals
• Manage Time Off in Schedules
• TAFW Editor in Timesheets

Note: This functionality is intended for users that are already part of the pay administration process such as time administrators, payroll managers, or HR managers who have a prior understanding of the complexities and risks. As this feature can be assigned to any user role, it’s important to ensure that other users are also aware of the complexities and risks.

People: Enables the People feature, which provides a centralized access point for data about your employees, such as their status, contact information, and benefits elections. You can open this feature by clicking the People icon in the toolbar:

Important: To use this feature, you must also enable (at minimum) the People List and Employee Profile subfeatures.

• Edit: Enables the Edit button in the People List screen of People for opening the Edit wizard.
• Employee Profile: This feature must be enabled so that users can access the sidebar in employee profiles.
  • Audit: Enables the Audit screen in the sidebar of the employee’s profile. If this feature isn’t enabled, you can still access the Audit screen by clicking Audit in other screens of People that support auditing (for example, the Work > Work Assignments screen).
  • Benefits: Enables the Benefits section in the sidebar. You must enable this feature if you’re enabling any of its subfeatures:
    • Benefit Elections: Enables the Benefit Elections screen, where you can view, add, edit, end, and delete employees’ benefit elections.
    • Benefit Enrollments: Enables the Benefit Enrollments screen, where you can view, add, and edit employees’ enrollments. The Benefit Enrollments screen of the employee profile shows all enrollments to which an employee is currently assigned, along with the status of the enrollment.
    • Benefit History: Enables the Benefit History screen, where you can view and print the same history of benefit elections that employees have access to in Benefits > History.
    • Benefit Properties: Enables the Benefit Properties screen, where you can view, add, and edit employees’ benefit properties. The Benefit Properties screen shows the properties that employees are associated with, such as certificate numbers or benefit compensation.
    • Benefit Recalculation Results: Enables the Benefit Recalculation Results screen, where you can view, approve, unapprove, commit, or discard employees’ two-step recalculation transactions individually.
    • COBRA: Enables the COBRA screen, where you can manage the loss of coverage events, or COBRA events, for individual employees and their covered dependents in accordance with the Consolidated Omnibus Budget Reconciliation Act (COBRA).
    • Dependents and Beneficiaries: Enables the Dependents and Beneficiaries screen, where you can view, add, and edit an employee’s dependent and beneficiary records. Enable the necessary subfeatures to display the corresponding sections of the tab.
    • Health and Wellness: Enables the Health and Wellness screen, where you can view, add, and edit employees’ historic health and wellness records.
    • Spouse Coverage Verification: Enables the Spouse Coverage Verification screen, where you can view, add, and edit historic coverage verification records for employees' spouses.
  • Career: Enables the Career screen in People, where managers can access their employees' career profiles.
  • Data Mapping Confirmation Dialog: Enables the editable data mapping dialog box that is shown when an employee data mapping rule is triggered in People. See Employee Data Mapping.
  • Data Mapping Informational Dialog: Enables the read-only data mapping dialog box that is shown when an employee data mapping rule is triggered in People. See Employee Data Mapping.
  • Note: If your role has access to both the Data Mapping Informational Dialog and Data Mapping Confirmation Dialog features, only the editable dialog box is shown.
  • Employment: Enables the Employment item in the sidebar of People. The following role features enable screens, which are nested under Employment in the sidebar.
    • Employee Properties: Enables the Employee Properties screen, where you can view and update additional employee property records.
    • Employment Agreement: Enables the Employment Agreement screen, where you can view and update an employee's employment agreement information.
    • Employment Settings: Enables the Employment > Employment Settings screen, where you can view and update key information in the employee’s record.
      • Dayforce Wallet: (Canada, UK, and US only) Enables the Dayforce Wallet tab in the Employment > Employment Settings screen, where you can view the employee's Dayforce Wallet eligibility and registration information.
        • Eligible for Dayforce Wallet: Enables the Eligible for Dayforce Wallet checkbox in the Dayforce Wallet tab.
        • Eligible for On-Demand Pay: Enables the Eligible for On-Demand Pay checkbox in the Dayforce Wallet tab.
        • Eligible for Pre-Tax Tips: (US only) Enables the Eligible for Pre-Tax Tips checkbox in the Dayforce Wallet tab.
      • Employment Status: Enables the Employment Status tab in the Employment > Employment Settings screen, where you can view and update the employee’s employment status records.
        • Periodic Salary: Enables the Periodic Salary field in the Employment > Employment Settings screen.
        • Total Remuneration Package Calculator: Enables the calculator icon beside the Annual Salary or Base Rate fields in the Employment > Employment Settings screen.
          • Allow Printing: Enables the Print button in the Total Remuneration Calculator slide-out panel.
      • Employment Type: Enables the Employment Type tab. The Allow Pension/Contractor Configuration role feature, which is located below Payroll Setup > Payroll Setup in the role feature tree, must also be enabled.
      • Highly Compensated Employee: Enables the Highly Compensated Employee tab in the Employment > Employment Settings screen, where you can view and update the employee’s highly compensated employee (HCE) records.
      • Key Information: Enables the Key Information tab in the Employment > Employment Settings screen, where you can view and update key information in employees' records, such as hire date, first day worked, and seniority date.
    • HR Incidents: Enables the Employment > HR Incidents screen where you can view and add HR incidents for the employee.
    • HR Policies: Enables the Employment > HR Policies screen, where you can view and add HR policies for the employee.
    • Letters: Enables the Employment > Letters screen, where you can view the employee's letter history.
    • Safety and Health Incidents: Enables the Employment > Safety and Health Incidents screen, where you can view and add safety and health incidents for the employee.
    • Unions: Enables the Employment > Unions screen, where you can assign the employee to a union.
  • E-Signature Templates: Enables the E-Signature Templates screen, where you can assign and track DocuSign e-signature templates.
  • Flight Risk: Enables the Flight Risk screen, which contains the flight risk toolkit.
  • Forms: Enables forms in People.
  • Form Submissions: Enables the Form Submissions section in the Forms screen of employee profiles.
    • Show Workflow Approvers: Enables access to view the pending approver of a submitted form.
    • Show Workflow Comments: Enables the Comments button in the list of submitted forms. Users can click this button to expand a tooltip that displays comments added by approvers to the Response field of the form.
  • HR Profile Forms List: Enables forms in People. Enable the necessary subfeatures to give users access to the corresponding forms.
  • Forms can be accessed in one of two areas in People depending on whether they impact a current employee. If a form doesn't impact current employees (for example, the New Hire form) it is available in the Action button menu in the People List screen of People. Conversely, forms that do impact current employees, like the Direct Deposit and Job Assignment and Compensation Change forms, are available in People by loading an employee's profile and opening the Forms screen. See HR Form Administration.
  • Profile: Work Assignment Forms Action: Enables the Action button in the Work > Work Assignments screen in People. Enable the necessary subfeatures to give users access to the corresponding forms.
  • Learning: Enables the Learning screen.
    • Certifications: Enables the Certifications section in the Learning screen, which allows you to assign certifications to employees. In cases where a certification is configured so that employees can only receive it if they complete an associated course or learning plan, you can view the information but can't edit it.
    • Courses: Enables the Courses section in the Learning screen, which allows you to assign external courses to employees.
    • Learning Plans: Enables the Learning Plans section in the Learning screen, which allows you to assign external learning plans to employees.
    • Skills: Enables the Skills section in the Learning screen, which allows you to assign skills to employees. In cases where a skill is configured so that employees can only receive it if they complete an associated course or learning plan, you can view the information but can't edit it.
    • Transcript: Enables the Transcript section in the Learning screen, which allows you to view a record of the courses that employees have completed.
  • Leave Management: Enables the Leave Management screen, which allows you to record and track leave requests for employees.
  • Notes: Enables the Notes button in the toolstrip of the Overview screen. Clicking Notes opens a slide-out panel where you can add notes, including file attachments, to the profile.
  • Onboarding: Enables the Onboarding section. You must enable this feature if you want to enable its subfeatures, which are described below:
    • First Time Access Email: Enables the First Time Access Email screen, where you can resend first time access emails (FTAEs) to onboarding employees who haven't already logged in to Dayforce.
    • Onboarding Policies: Enables the Onboarding Policies screen in People, where you can assign the employee to an onboarding policy.
  • Overview: Enables the Overview screen, which shows high-level information about the employee, such as their hire date, department, and group. Although none of the information in this screen is editable, you can click Refresh to update the information to reflect recent edits in other screens or in other areas of Dayforce.
    • Total Remuneration Package: Enables access to employees’ total remuneration in the Compensation card and replaces the Hourly Rate or Annual Salary field with the Remuneration field. By default, the information is hidden for security reasons but can be shown by clicking View.
  • Payroll: Enables the Payroll section in the sidebar. You must enable this feature if you want to enable its subfeatures, which are described below.
    • Arrestments: (UK only) Enables the Arrestments screen, which is the UK equivalent of the Garnishments screen.
    • Attachment Of Earnings: (Ireland only). Adds the Attachment of Earnings screen, which is the Irish equivalent of the Garnishments screen.
    • Direct Deposit: Enables the Direct Deposit screen. By default, this role feature enables both the Direct Deposit section and (for US employees only) the Payroll Cards section in the Direct Deposit screen. However, Dayforce Support can also enable additional subfeatures nested below Direct Deposit that allow you to assign the Direct Deposit and Payroll Cards sections to user roles individually.
    • Default role feature:
    • 
    • Additional subfeatures added by Dayforce Support:
    • 
    • • Direct Deposit: (This role feature isn’t available by default and must be added to your instance by Support) Enables the Direct Deposit section.
      • Payroll Card: (This role feature isn’t available by default and must be added to your instance by Support) Enables the Payroll Cards section, which is available for US employees only.
    • Garnishments: Enables the Garnishments screen.
      • Allow Garnishment Hold: (US only) Enables the Hold Garnishment checkbox in the general details for creditor garnishments.
    • Payroll Elections: Enables the Payroll Elections screen, where you can define the employee’s payroll elections, such as deductions for benefits.
    • Pension: Enables the Pension screen, where you can manage records for your auto-enrolled pension scheme for UK employees.
    • Prepaid Items: Enables the Prepaid Items screen.
    • Tax Definitions: Enables the Tax Definitions screen.
      • Australia: A required role feature for enabling the Australia-related sections in the Tax Definitions screen.
        • AUS Federal Tax Information: Enables the Federal Tax Info section for Australian employees.
        • Exempt Period: Enables the ability to show tax definitions for the CSG exempt period, NSF exempt period, PAYE exempt period, and Training Levy exempt period for Australian employees.
      • Canada: A required role feature for enabling the Canada-related sections in the Tax Definitions screen.
        • Federal Tax Information: Enables the Federal Tax Info section for Canadian employees.
        • Provincial Tax Information: Enables the Provincial Tax Info section for Canadian employees.
        • Tax Status: Enables the Tax Status section for Canadian employees.
      • Employee Payroll Tax: Enables the Employee Payroll Tax section for employees, regardless of their country.
        • Add Manual Taxes: (US only) Enables the Add New Taxes button of the Employee Payroll Tax section.
      • Flat Tax: Enables the Flat Tax section for US and Canadian Employees.
      • Ireland: A required role feature for enabling the Ireland-related sections in the Tax Definitions screen.
        • Employee PAYE Exclusion: Enables the PAYE Exclusion Order section.
        • Employee PRSI: Enables the PRSI Info section.
        • Employee RPN: Enables the Revenue Payroll Notification (RPN) section.
        • Employee EWSS: Enables the Employee Wage Subsidy Scheme section.
      • Mauritius: A required role feature for the Mauritius-related sections in the Tax Definitions screen.
        • Tax Information: Enables the Mauritius-specific sections.
      • New Zealand: A required role feature for the New Zealand-related sections in the Tax Definitions screen.
        • NZL Federal Tax Information: Enables the New Zealand-specific sections.
      • United Kingdom: A required role feature for the UK-related sections in the Tax Definitions screen.
        • Tax Information: Enables the UK-specific sections: UK Tax Info, UK NI Info, and UK Irregular Payments.
      • United States: A required role feature for enabling the US-related sections in the Tax Definitions screen.
        • Federal Tax Information: Enables the Federal Tax Info section for US employees.
        • Reporting Parameters: Enables the Quarterly/Annual Reporting Parameters section for US employees.
        • Special Taxation: Adds the Special Taxation section for US employees.
        • State Tax Information: Enables the State Tax Info section for US employees.
    • Termination Payment: Adds the Termination Payment screen to the Payroll section for Australian employees. The Termination Payment screen is used to view and update employment termination payment records for tax calculation and withholding purposes for Australian payroll.
  • Personal: Enables the Personal section. You must enable this feature if you want to enable its subfeatures, which are described below:
    • Right to Work Status Indicator: (Australia only) Enables the right to work status indicator in the header of the employee profile in People.
      • Check Work Rights: Controls the source of the right to work status shown in the indicator in the employee profile. You should select this checkbox only if your organization has the integration with CheckWorkRights set up. With the checkbox selected, the indicator shows the status received from CheckWorkRights. With the checkbox cleared, the indicator shows the status based on information entered in Dayforce.
      • VEVO Integration: Controls the source of the right to work status shown in the indicator in the employee profile. You should select this checkbox only if your organization has the integration with VEVO set up. With the checkbox selected, the indicator shows the status received from VEVO. With the checkbox cleared, the indicator shows the status based on information entered in Dayforce.
      • Note: If the Check Work Rights checkbox is selected, the configuration of the VEVO Integration checkbox is ignored.
    • Confidential Information: Enables the Confidential Information screen.
      • Disability: (Germany only) Enables the Disability section in the Confidential Information (when users select Yes in the Disabled drop-down list).
      • Ethnicity: (US only) Enables the Ethnicity section in the Confidential Information screen.
      • Indigenous Status: (Australia and Canada only) Enables indigenous status fields depending on the employee's pay group country.
      • Right to Work: (Australia and UK only) Enables the Right to Work section in the Confidential Information screen, which allows you to record the right to work status of employees in the United Kingdom and Australia.
      • Veteran Status: (US only) Enables the Veteran Status section in the Confidential Information screen.
    • Contact Information: Enables the Contact Information screen. Enable the necessary subfeatures to show the corresponding sections of the screen:
      • Addresses
      • Email Addresses
      • Name
      • Online Profiles
      • Phone Numbers
    • Dependents and Beneficiaries: Enables the Dependents and Beneficiaries screen, where you can view, add, and edit an employee’s dependent and beneficiary records. Enable the necessary subfeatures to show the corresponding sections of the screen:
      • Address
      • Confidential Information
      • General Information
      • Phone Number
      • Note: The only difference between this version of the screen and the one under Benefits is their location; this location is more convenient for customers who don’t use the Benefits module, but still need to configure dependents and beneficiaries.
    • Emergency Contacts: Enables the Emergency Contacts screen.
  • Security Settings: Enables the Security Settings screen in People where you can update settings such as employee passwords and assigned roles.
    • Delegation: Enables the Delegation tab in the Security Access section.
    • Document Security: Enables the Document Security section.
    • Location Access: Enables the Location Access tab in the Security Access section.
    • Pay Code Groups: Enables the Pay Code Groups tab in the Security Access section.
    • Pay Group Admin Access: Enables the Pay Group Admin Access tab in the Security Access section.
    • Roles: Enables the Roles section.
    • Single Sign On Logins: Enables the Single Sign On Logins tab in the Security Access section.
    • Update User Password: Enables the New Password and Confirm your password fields in the Log In Security section.
    • Update User PIN: Enables the New PIN field in the Log In Security section.
    • User Authentication Tokens: Enables the Authentication Tokens section where users can review and revoke employee tokens for mobile devices linked to Dayforce.
    • User Properties: Enables the User Properties section, including fields like User Name and Culture.
  • Statements: Enables the Statements section in People. You must enable this feature if you want to enable its subfeatures, which are described below:
    • Additional Statements: Enables the Additional Statements screen.
    • Compensation Statements: Enables the Compensation Statements screen.
    • Earnings Statements: Enables the Earnings Statements screen.
    • P45 Statements: (UK only) Enables the P45 Statements screen.
    • Payslips: (UK and Ireland only) Enables the Payslips screen.
    • Record of Employment Statements: (Canada only) Enables the Record of Employment Statements screen.
    • State Wage Allocation Statements: Enables the State Wage Allocation Statements screen.
    • Year End Statements: Enables the Year End Statements screen.
  • Talent: Enables the Talent screen when you access an employee’s profile in People. In this tab, you can review talent factor ratings and performance information for the employee. You can also see a list of succession plans to which the employee is currently assigned.
  • Performance: Enables the Performance section in the Talent tab of employee profiles.
  • Talent Factors: Enables the Talent Factors score card in the Overview and Talent tabs of employee profiles, as well as the performance timeline in the Talent screen.
  • Update Employee Image: Enables image upload controls on employee avatars in the employee profile header in People.
  • Work: Enables the Work section in the sidebar of People. You must enable this feature if you want to enable its subfeatures, which are described below.
    • Attendance: Enables the Attendance screen. Users with access can view the loaded employee’s attendance information at a glance on the attendance calendar. Additionally, users can also select individual calendar days for more details, and highlight specific attendance incident types (for example, absences, late clock entries, sick days) on the calendar.
    • Availability: Enables the Availability screen. Users with access can define employees’ availability settings. The following subfeatures are available:
      • Apply Default Availability: Enables the Use default period for selected period drop-down list option in Work > Availability.
      • Copy Availability from Previous Week: Enables the Copy from previous period drop-down list option in Work > Availability.
      • Copy Availability from Template: Enables the Copy from template drop-down list option in Work > Availability.
      • Edit Default Availability: Enables the Edit default availability drop-down list option in Work > Availability.
      • Edit Weekly Availability: Enables the Edit Availability For This Period drop-down list option in Work > Availability.
        • Suppress Availability Comment Field: The Comment field is hidden when you edit an employee’s weekly availability.
    • Badge: Enables the Badge screen. Users with access can assign a badge number to employees to identify themselves at the clock. Users can also configure employees’ clock authority, which determines whether an employee can override the clock when their clock entries don’t pass validation.
      • Display Raw Badge: Enables the Raw Badge column in the badge records list. Users with access can view the selected employee’s raw badge number that is associated with their physical badge when they perform clock entries on a Dayforce clock.
    • Balance History: Enables the Balance History screen. Users with access can view the selected employee’s entitlement balance transactions as they existed at the time of a pay run commit. This is a read-only screen.
    • Balances: Enables the Balances screen. Users with access can manage balance totals for employees, which track employee benefits such as vacation time, sick time, and personal days.
    • Note: The subfeatures detailed below enable additional sections in Work > Balances. However, without permissions configured for the Employee Balance Information access authorization, users can’t configure balance information in People. See Employee Balance Information.
    •  The following subfeatures are available:
      • Actual Balances: Enables the Actual Balances section in Work > Balances which contains a summary of the selected employee’s balances.
        • Access Restricted Balances: Users can grant restricted balances to specified employees. Balances are considered restricted when the Access Restricted checkbox is selected in Pay Setup > Balances. Assign this feature if the organization restricts some balances. At least one role needs access to this subfeature if there are any restricted balances configured in the organization, or these balances can't be assigned to employees to use.
        • Entitlement Tracer: Enables the Entitlement Tracer button in the Actual Balances section. Users with access can view a detailed analysis of an employee’s balances, including each transaction that involves the balances and how Dayforce’s entitlement engine calculated system-generated balance changes. Users can view the entitlement rules and qualifiers in the employee’s entitlement policy and, when applicable, how they affected the employee’s balance.
        • Important: To enable access to the Entitlement Tracer button in Work > Balances, roles must also be assigned access to the Actual Balances > System Transactions role feature. Additionally, the Pay Setup > Entitlements > Entitlement Definitions role feature controls access to balance transactions involving Dayforce’s entitlement engine when using the Entitlement Tracer function. See Pay Setup.
        • Recalc Employee Balances: Users can recalculate employee balances, which is useful when an employee is assigned a new entitlement policy. Rather than having to run the Award Entitlements to Employees background task, users can run the task for a single employee, from their employee record. With this feature enabled, Dayforce shows the Recalculate Balances button in the Actual Balances section of Work > Balances.
        • System Transactions: Dayforce tracks both user-initiated balance transactions (such as time away from work requests) and system transactions (such as the automatic accrual of vacation time initiated by rules configured in Dayforce). By default, only user-initiated transactions are shown, but users with access can view system transactions by selecting the Include system transactions checkbox in an employee’s HR record. Assign the System Transactions feature to enable the checkbox in the Actual Balances section of Work > Balances.
        • Important: In addition to the Entitlement Tracer role feature, access to this role feature is required to enable the Entitlement Tracer button in Work > Balances.
      • Balance Access: Enables the Balance Access section in Work > Balances where users can grant or restrict the selected employee’s access to specific balances.
      • Balance Ranges: Enables the Balance Ranges section in Work > Balances where users can specify the minimum and maximum balance values for the selected employee.
      • Eligible Balances: Enables the Eligible Balances section in Work > Balances where users can manage which balances the selected employee has access to.
      • View Access Restricted Balances: Users with access to this feature can view restricted balances. Balances are considered restricted when the Access Restricted checkbox is selected in Pay Setup > Balances.
      • Note: When a pay code is linked to two balances and one of the balances is restricted and the other isn’t, users can still view the balance and the time away reason.
    • Base Rate Progression: Enables the Base Rate Progression screen, where users can add, edit, or delete base rate records for employees.
    • Biometric Security: Enables the Biometric Security screen. Biometric security can be configured for employees on Dayforce clocks with the appropriate hardware. The biometric verification can be used to verify that the employee clocking in or out matches the badge number that they enter. Users with the appropriate access can view the number of biometric templates associated with an employee’s user record through People. From this location, an employee can also be marked or unmarked as exempt from biometric verification.
    • Clock Group Assignment: Enables the Clock Group Assignment screen. Clock group assignments help control which clocks employees can clock in and out at. Assign this feature to user roles responsible for assigning clock device groups to employees.
    • Default Labor: Enables the Default Labor screen. Users with access can define employees’ default labor metrics that Dayforce applies to employees’ worked time, such as specifying what project or docket their worked time should be charged against, by default.
    • Job Step Rates: Enables the Job Step Rates screen. Users with access can assign job rate sets configured in Pay Setup > Job Rate to the selected employee. The following subfeature is available:
      • Purge Rate History: Assign this subfeature to enable the Purge Rate History button in Work > Job Step Rates, which can be used to delete all job step rates and transactions for the selected employee.
    • Management Assignments: Enables the Management Assignments screen.
      • Managed Employees: Enables the Managed Employees section, where you can assign the employees an employee manages.
      • Managed Locations: Enables the Managed Locations section, where you can assign the locations an employee manages.
      • Managers: Enables the Managers section, where you can assign managers to employees.
        • Restrict Management Assignments: When this feature is enabled, the Manager drop-down list for records in the Managers section only shows employees who you have access to in Dayforce. For example, users can't select a manager from a location that they don’t have access to.
        • When this feature isn’t enabled, the Manager drop-down list shows all employees in the organization.
        • This feature also controls which employees are available to select in the Direct Manager drop-down list of the Assign Values step in the Edit wizard available in the People List screen of People.
    • Pay Code Group: Enables the Pay Code Group screen, where users can assign pay code groups to employees.
    • Photo Enrollment: Enables the Photo Enrollment screen, where users can view employee photo template sets (which are used for picture capture on the Dayforce Touch Clock) and select stock photos for employees.
    • School Year Calendar: Enables the School Year Calendar screen, where administrators and managers can create school year calendars and assign them to employees.
    • Shift Trade History: Enables the Shift Trade History screen, where administrators and managers can review their employees’ shift trade histories.
    • Vacation Bidding Group: Enables the Vacation Bidding Group screen, where users can assign employees to vacation bidding groups, as well as review, edit, and delete employees’ vacation bidding group records.
    • Volunteer List: Enables the Volunteer List screen. Employees can be assigned to volunteer lists that are configured in the organization using this feature. Users with access to this feature can assign employees to volunteer lists. The Employee Volunteer Lists access authorization controls access to this feature.
    • Work Assignments: Enables the Work Assignments screen.
      • Non-Primary Legal Entity: Enables the Non-Primary Legal Entity section of work assignment records.
      • Require Job Rate Value: Makes the Rate field in the Pay Information section of work assignment records mandatory.
      • Restrict Work Assignments: Select this checkbox for the Location drop-down list in the General section of work assignment records in Work > Work Assignments to only show locations that the user has visibility to. When this checkbox is cleared, all available locations are shown. This checkbox also controls access to Locations drop-down list in the Job Assignment and Compensation Change and Job Assignment Change forms. However, it doesn't control access to this drop-down list in the New Hire, Rehire, Return to Work, or Location Transfer with Manager forms. In these forms, location is restricted based on the user's location access by default.
      • Show Pay Information: Enables the Pay Information section of work assignment records.
      • Show Payroll Information: Enables the Payroll section of work assignment records.
    • Work Contracts: Enables the Work Contracts screen, where administrators, managers, or other users with necessary access can assign work contracts to employees, and optionally define the employee's work pattern.
• Organization Chart: Enables the org chart view, allowing you to toggle between the standard list view and a hierarchical org structure.
  • Display Job Assignment/Business Title of All Employees: Enables the org chart to show employees' primary business title, or job assignment title if business title isn’t used.
  • View Public Profile: Shows the following information in the left sidebar of the org chart for a selected employee:
    • Icons that you can click to show the employee's business email, business phone number, and LinkedIn profile, if available. Other types of online profiles such as Facebook aren't shown.
    • Name of the employee's primary location, or "Virtual" if the work assignment is set as virtual.
    • Name of the employee's department in their primary location.
    • Employee's manager.
    • Employee's biography, if available.
• People List: This feature must be enabled so that users can view employees in the People List in People.
  • Apply Filter Before Loading Employees: Sets the People List screen of People to only load employees when a filter is applied. When this role feature is enabled, and no filter is applied, Dayforce doesn't initially load any employees and displays a message instructing you to apply a filter.
  • When this role feature is enabled, default filter settings are still loaded each time you go to the People List screen. For example, you can set up a default filter that only displays your direct reports by clicking Favorites > Save Favorite As and selecting the Load by Default checkbox.
  • Favorites: Enables the Favorites button in the People List screen.
  • Include Employees with No Work Assignments: When enabled, Dayforce includes employees with no work assignments in returned results of Global Search and the People List.
  • Sort Employees by User Culture: Respects the culture settings of the logged in user when sorting employees by name in the People List. Some languages have special rules that don’t apply to sorting using the English language. When a user logged in with one of those languages loads the People List, the Name field is sorted alphabetically according to their culture setting. For example, users logged in using the Czech culture setting expect to see employees whose names begin with “Ch” shown after names starting with “H” and before names starting with “I.” See Sort Employees Based on User Culture Setting.
• Remove Help: Removes the Help icon () from the Dayforce toolstrip at the user role level. Administrators can control which users can or can’t see the Help icon, based on their user role. By default, all user roles have access to the Help icon, so you must configure this setting for each role that you want to restrict.
• Reports: Enables the Reports button in the People List view, allowing you to run HR reports.
  • Earning Statement Report: Generates earning statements for a specific pay run, allowing for bulk printing of the earning statements.
  • Employee Accelerated Plan Report: Reports on employees with an accelerated grant during an effective date range or as of a specified date.
  • Employee Audit Report: Returns a list of any modifications that have been made to employees' records during the specified date range.
  • 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.
    • Show Selected Parameters: Select this feature and the Employee Availability Report shows the report parameters selected when the report is run, in the header.
  • Employee Balance Report: Returns a summary of employee balances, such as the number of sick and vacation days.
  • Employee Changes Report: Reports on changes that were made to employee records within a defined period.
  • Employee Work Contract Report: Returns a summary of your employees’ assigned work contracts and work patterns.
  • Entitlement Liability Report: Reports on employees’ remaining time away 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.

Predictive Analytics: Enables the employee performance and flight risk score indicators in the My Team section of the Home screen and also in the employee card.

Report Card: Enables the Report Card feature, which is shown when you select a report in Global Search. The Report Card contains a sample of the data that the report generates, and 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. For more information about this feature, see "Report Card" in the Ad Hoc Reporting Guide.

TeamRelate: Enables the TeamRelate feature. 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 in Dayforce, providing a single user experience. To learn more about TeamRelate, see "About TeamRelate" in either the Employee Guide or the Manager Guide.

Note: TeamRelate is an English-only engagement tool and isn’t available for other languages or culture settings.