Preceda Centralized Data Loads

The Preceda Centralized Data Loads Wizard enables users to effortlessly oversee employee information on a large scale. This addition allows users to seamlessly upload, validate, and import both essential employee data and numerous supplementary categories of employee information into Dayforce Activate, efficiently and in a single operation.

Users will need to navigate to Preceda to extract the data that this Activate Wizard accepts.

How to Extract Data From Preceda:

1. Send a request to Preceda Application Services to:
   1. Set up the customer's Preceda database for Migration to Dayforce Activatezx.
   2. Provide user access to the SFTP folders used for Migration.
2. When Step 1 is complete, log in to the customer's Preceda database.
3. Payrun Group Selection:
   1. Navigate to the Dayforce Activate Configuration page (System Management > Integration).
   2. Populate the Integration Candidate checkbox for all Payrun Groups to be included in the migration.

      

4. Data Cleansing:
   1. Navigate to the System Health Check page, which is located under System Management > Health Check.
   2. Review the data cleansing requirements in the Dayforce Activate Readiness section of the page.

      If the number of records to cleanse is...	Use the...
      Small	Eye icon () to jump to the relevant page(s) to add the missing information.
      Large	Download icon () to generate a Mapper CSV file containing all of the exceptions.

   3. Add the missing information to the Mapper CSV files, and then use Mapper to import the updated information.

      

5. When all data cleansing has been completed, go to the Dayforce Activate Configuration page (System Management > Integration).
6. Select the Integration Candidate checkbox for all Payrun Groups that are to be included in the migration.

   

7. In Preceda, from the Tools menu, open Report Manager.
8. Open the DAYFORCE ADD INFO AU (or NZ) package.

   

9. Run the package to generate the Additional Info CSV files in the STFP folder.
10. Log in to the SFTP and navigate to the ADDITIONALINFO folder.
11. Select all CSV files and click Zip Download.

    

How to Process Extracted Files in Activate:

Please note that the Preceda Centralized Dada Loads Wizard will only appear in Activate when the following settings have been applied on the Activate Setup page:

• Opportunity Type: Ascender
• Ascender Migration Type: Preceda

After configuring the correct values on the Activate Setup page, the Preceda Centralized Data Loads Wizard will become visible under the Load your Data section of Activate, as the first wizard in the list.

Important: This Wizard is only available to Preceda migration projects.

Users have the option to use the Preceda Centralized Data Load Wizard for managing and importing additional employee data from Preceda into Dayforce Activate. This feature allows users to load the Employee Additional Data zip file generated on the Preceda SFTP folder. Once the .zip file is uploaded into Activate, the Wizard automatically processes the files contained within the zip file and assigns a corresponding status to each file.

• Preceda employee additional HR data includes:
• Employee Personal Data
• Employee Contact Information
• Employee Emergency Contacts
• Employee Management Structure
• Employee Balances
• Employee Work Pattern
• Direct Deposit Data (Australia and New Zealand)
• Tax Info Data (Australia and New Zealand)
• Employee Superannuation (Australia)
• Employee Job History & Secondary Work Assignment
• Employee Addresses
• Employee Confidential Identification
• Employee Compensation History
• Employee KiwiSaver Information

Upon opening the Wizard, users will be presented with an introductory page featuring several prompts to review. Before proceeding with the bulk data load, users must confirm that all prerequisite configurations are set up in Dayforce Activate.

Initially, all files will display a status of "Not Loaded." This status will persist until at least one file is uploaded, at which point the status will change to either "Ready" or "Error.'"

Take a moment to review the displayed information, then click Upload to commence the zip file upload process for your Preceda Employee Additional Data. Activate has been enhanced to accommodate additional data files in Preceda CSV format. As the files are processed in zip format, Activate will display a corresponding status next to each file. Initially, all files will show a status of "Not Loaded," and the Load Selected Files button will be grayed out.

In the center of the page, a table presents the following information:

• Data File: Lists available data files. Refer to the "Preceda Employee additional HR data" section above for the complete list.
• Status: Indicates the current status, including Error, Loaded, Not Loaded, Loading, and Ready to Load.
• History: Displays previous successful installation of each file.
• Action: Provides available actions, including Review and Load.

Once the .zip file has been uploaded and validated by Activate, each data load row will appear with a specific color-coded status:

• Ready to Load: Indicates that the data file has passed all validations and loaded successfully. Files with this status feature a checkbox in the Actions column, indicating inclusion in the bulk upload.

  

• Not Loaded: Signifies that one or more data files are missing from the .zip file or were not loaded previously.

  

• Error: Indicates that the data file failed validation and contains corrupt data that does not adhere to the data validations in Activate. Users have the option to utilize the "REVIEW" function to navigate to the data grid page, where additional information regarding data errors can be accessed.

  

• Loaded: Denotes that the file has been successfully loaded at least once and is accessible.

  

Loading: Specifies that the file is currently undergoing loading to the relevant data load wizard.

Further Considerations

• The "Upload zip file" button is disabled if any of the wizards are currently installing, with their status "In Progress."
• During multiple file installation:
  • If any load fails, the remaining installations will proceed as normal. Activate will not redirect the user to the restore route, typically the grid view, as it does in stand-alone wizards.
  • The steps shown to the user are simplified to represent the files included in the bulk installation only
• After the multiple file installation is finished:
  • The NEXT button becomes visible to the user. Upon clicking this button, users will be directed to Activate Central.
  • In Activate Central, the status of the Preceda Additional Data Load Wizard will only be marked as completed if the files for ALL data loads have been successfully loaded. If any file e fails to load, the status should be updated to "In Progress."