Configure Job Step Policies

Dayforce Implementation Guide
Version
R2025.2.1
ft:lastEdition
2025-12-01
Configure Job Step Policies

A job step policy consists of job step rules and qualifiers that dictate which job set levels and pay rates employees are assigned. Each rule controls an aspect of your organization’s job set policy, such as what job set levels are assigned for non-primary jobs, and whether Dayforce maintains an employee’s previous step value when they’re assigned a new primary job.

Each job step policy ruleset must include at least one instance of the Accumulation Rule and the Rate Rule, with the Accumulation Rule running first in the ruleset hierarchy. If the Accumulation Rule isn’t configured, Dayforce can’t accumulate step values and is unable to determine when an employee qualifies for a new job set level. If the Rate Rule isn’t configured, Dayforce doesn’t reconcile and update rates based on the data accumulated by the Accumulation Rule.

Each rule can have several different configurations. For example, you could configure an instance of the Primary Job Grade Change Rule so that employees who are assigned a new job at a lower grade receive a pay rate that is less than or equal to their current rate. Then, you could create a second instance of the rule so that employees who are assigned a new job at a higher grade receive a pay rate that is at least $5 higher than their current rate.

To configure job step policies:

  1. Go to Pay Setup > Job Rate.
  2. In the Job Step Policy tab, click Add. A slide-out panel opens.
  3. In the General section, do the following:
    1. Enter a name and, optionally, a description of the policy.
    2. In the Organization field, select the location that the job step policy applies to. If you select a group of locations, the policy is available to the employees of all the locations under your selection.
    3. (Optional) In the Reference Code field, enter a cross-reference code. This code must be unique and must not contain special characters.
  4. Click Save.

After you save the policy, it's available for managers or HR professionals to assign to employees who work the selected locations. However, you need to add rules and qualifiers before it has an impact.