The Pay Categories and Pay Codes Configuration Wizard streamlines the management of pay categories and pay codes in Dayforce. Use this wizard to add new pay categories efficiently, update existing pay codes, and ensure accurate mapping between them.
The wizard is available to all projects that have completed Getting Started and is accessed under Build Dayforce, directly below the Workers' Compensation Wizard.
Important: Make sure that pay category groups are configured beforehand. This wizard doesn’t support the creation of pay category groups.
Users can access data templates and comprehensive instructions with the wizard. This facilitates the collection of mandatory and supplementary fields essential for configuring Pay Categories and Pay Codes in Dayforce. Users can access the new data templates in the wizard or with the Download All Templates page, which is accessible from the Profile menu in the top-right corner of the page. Users have the flexibility to load either Pay Categories, Pay Codes, or both independently using this wizard.
Note: At least one data load is mandatory to advance to subsequent steps in the configuration process.
Here’s a sample of the data collected in both data templates:
After being loaded, the data is visible in an editable grid in Activate. Users can edit the information directly in the grid or download the Pay Category, the Pay Code template, or both templates. Then, make the necessary updates and upload the updated template.
As you edit the grid, Activate shows any relevant validation warnings or errors. If there are any warnings or errors, it’s essential that you carefully review and correct the errors. To do this, either update the data in the grid or correct the data in the template and upload the corrected template.
After successful installation, you can access the configured settings in Dayforce under Pay Setup > Pay Category or Pay Code.