Before You Begin: Ensure that you are familiar with the access authorization requirements for viewing and using the Payroll Import feature. Information is available in The Payroll Import Feature. Also, ensure that you have created an import file using the simplified template described in Payroll Elections Import Template to Use in the Payroll Import Feature.
To import payroll elections:
- Go to Payroll Import > Overview and click Import > Payroll Elections.
- In the Import Items dialog box, take the following steps:
- (Optional) Enter a name in the Import Set Name field. If you don't enter a name, Dayforce assigns a generic name by type, either payroll election or quick entry.
- In the If Validation Errors Occur drop-down list, select one of the following:
- Resolve in application: Imports all records, even if there are validation issues. You must resolve any issues in Dayforce before the import can be approved.
- Delete All Records: Deletes any imported records if validation issues exist.
- Click Next.
- Click Add File.
- Select the file you want to import, and click Open.
- Click Upload.
- Wait for Dayforce to complete the import and to display messages related to any encountered issues, then take appropriate action on any identified issues.
When you have completed a payroll elections import, you can work with the import in Payroll Import > Payroll Elections.