Activate User's Guide

Version: 2026.1
Last Edition: 2026-02-02

About This Guide
Who should use this guide?
Activate Publication Record
About Activate
Logging In to Activate
Activate Dashboard
Activate Central
Using the Help
Global Supported Activate Features
Getting Started
Getting Started
Import Historical Data
Extract Data from Ascender
Ascender Data Extraction Wizard
Employee Data
Employee Data (Preceda Migration)
Analyze Data
Employee Review
Pay Classes
Pay Types
Employment Statuses
Employee Addresses
Site Addresses
Legal Entities
Review & Load
Review & Load Installation
Build Dayforce
Template Library
Pay Group Editor
Legal Entity Customer Funding (AUS/NZL)
WFM to Payroll Mapping
Third Party Payees
Organizational Hierarchy
Org Unit Addresses
Pay Holiday & Holiday Group
Job Rate Data
Time Entry Policies
Pay Policies
Entitlement Policies
NZ Holiday Act Starter Build
UK Statutory and Occupational Sick Pay
Time Off Policies
Workers’ Compensation
Pay Category & Pay Code
Payroll Deduction Codes (Asia Pacific)
Payroll Earning Codes (Asia Pacific)
Payroll Deduction Codes
Payroll Earning Codes
Payroll Tax Codes (USA/CAN)
Deferred Compensation and Pension (USA/CAN)
Employee Benefits (USA/CAN)
Benefit Enrollments (USA/CAN)
Year-to-Date Payroll Totals (USA/CAN)
Year-to-Date Payroll Totals (UK/IRL)
Year-to-Date Payroll Totals (AUS/NZL)
Year-to-Date Payroll Totals (CAN)
Recruitment Management (USA/CAN)
Job Requisitions and Postings
Competencies
Goals
Manage Countries
Canadian Provincial Starter Entitlements
Load Your Data
Employee HR Data Hub
Dependent and Beneficiary Personal Data
Employees
Employee Compensation History
Employee Job History & Secondary Work Assignment
Employee Personal Data
Employee Confidential Identification
Employee Work Contract & Work Pattern
Employee Addresses
Employee Contact Information
Employee Emergency Contacts
Employee Management Structure
Employee Balances
Employee Payroll Data Hub
Australia
Current Australian Employee TFN Declarations
Superannuation Data For Australian Employees
Direct Deposit Data for Australia Employees
New Zealand
Direct Deposit Data for New Zealand Employees
Current New Zealand Employee Tax Codes
KiwiSaver for New Zealand Employees
United States
Direct Deposit Data for US Employees
Current US Federal and State Tax Exemptions
Canada
Direct Deposit Data for Canadian Employees
Current Canadian Tax Credit (TD1) and Source Deduction Returns
Employee Insurable Hours and Earnings for Canadian Employees
UK
Bank Details for UK Employees
Current UK Employee HMRC Data
Ireland
Direct Deposit Data for Ireland Employees
Singapore
Current Singapore Employee Tax Definitions
Direct Deposit Data for Singapore Employees
Asia
Direct Deposit Data for Asia Pacific Employees
Global
Employee Payroll Elections
Employee Additional Transactional Data Hub
Time Away From Work
Employee Schedule Data
Employee Time Entry
Candidates
Employee Goals
Benefit Elections for Employees, Dependents and Beneficiaries
Dependent and Beneficiary Personal Data
Preceda Centralized Data Loads
Change Employee Data
Mass Employee Policy Changes
Mass Employee Compensation Changes
Mass Global Property Changes
Mass Employee Property Changes
Mass Employee Union Changes
Mass Role Changes
Mass Location Access Changes
Manage Your Data
Mass Configuration Changes
Targeted Data Removal
Benefit Rate Importer
Prepare Environment for Parallel or Go Live
Transactional and Test Data Cleanup
Clean Up Data for Parallel or Go Live
Payroll Comparison
Testing Dashboard
Activate Reports
Activate Selections Reports
Activate Quality Report
Dayforce Activate Summary
Project Team Resources
Welcome to Activate
Activate Setup
Global Supported Activate Features
Phase Setup
Environment Management
Compliance Configuration Guides
Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards
Profile Menu Options
About the Profile Menu
Activate Dashboard
Testing Dashboard
Rollback Activate and Dayforce
Ascender Data Extraction Wizard
Download Template Files
Activate Quality Report
View All Reports
Compliance Configuration Guides
Troubleshooting Resources
Configuration Validation Tool
Project Resources

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