Activate Setup

Note: This page is only available to noncustomer users.

Use the Activate Setup page to review and update the settings derived from the NetSuite project. This page opens the first time a Dayforce project team member logs in to Activate for a new project.

Any Dayforce project team member can access the Activate Setup page, which removes the need to log in to NetSuite to make project updates. The page explains how the project information pulled from the NetSuite Project record initializes Activate.

Migrations from Ascender environments

ActivateActivate makes possible the migration of the Ascender configuration and the transactional data to Dayforce for users who are migrating from the Ascender environment to Dayforce.

When you select the following options on this page, the Getting Started wizard installs additional roles that are specific to the Ascender type along with the standard configuration.

Roles installed by the Getting Started wizard

If you select this combination of settings...	Getting Started also installs additional...
Opportunity Type: Ascender Customer Type: Standard Ascender Migration Type: HCM or Both HCM and Preceda	Roles:	Recruiter, XRefCode = RECRUITER Hiring Manager, XRefCode = HIRINGMANAGER Performance Administrator, XRefCode = PERFORMANCEADMIN
	Candidate Status values from template db:	Accepted Offer, XRefCode = ACCEPTED_OFFER Declined Offer, XRefCode = DECLINED_OFFER Offer Made, XRefCode = OFFER_MADE Reject, XRefCode = REJECT Removed, XRefCode = REMOVED Short Listed, XRefCode = SHORT_LISTED Submitted, XRefCode = SUBMITTED Withdrawn, XRefCode = WITHDRAWN
	Export definitions:1	Preceda Accrual Preceda HR Preceda Payroll Elections Pay Export w. Pay Group installation

¹This is done only if Preceda is included in the setup selection and is relevant only to Preceda installations.

When you select the following options on this page, the Getting Started wizard installs additional export definitions that are specific to the Ascender type along with the standard configuration.

Additional export definitions installed by the Getting Started wizard

Select this combination of settings on this page...	Getting Started installs these additional export definitions...
Opportunity Type: Ascender Customer Type: Standard Ascender Migration Type: Preceda or Both HCM and Preceda	Preceda Accrual Preceda HR Preceda Payroll Elections Pay Export w. Pay Group installation

Note: If Activate was set up for Ascender, the Recruiter and Hiring Manager roles are added as roles for Document Type = Resume.

Required project parameters

To initialize Activate, the following project parameters are required:

• Client Company Name (Namespace)
• Opportunity Type/Sale Type (New Sale or Migration)
• Customer Type (Powerpay, Commercial, Managed, or Standard)

  Note: If you select Managed for the Customer Type, when the Getting Started wizard runs, the Company Code client property will default to Managed automatically.

After you confirm the values and create an Activate phase, you can use Activate to begin implementing the customer.

Tasks

To initialize for new customer projects:

1. On the Initialization page, review the information.
2. Click Next.
3. On the Activate Setup page, review the information shown and make any needed updates.

   For information on each field, see the Questions section (below).

   Important: When you save the information on this page, it becomes part of the system of record for Activate and can no longer be edited. These updates aren’t sent back to NetSuite.

4. Click Done. The Phase Setup page opens.

Questions

Company Name

The name of the customer for the project that was entered in NetSuite. The organization name shows on several pages throughout Activate.

Opportunity type

The opportunity type (sale type) that was selected in NetSuite for the project. Dayforce Order Management on the sales order defines the opportunity type. It indicates whether the customer is migrating from a Dayforce legacy product or is a new customer. Options include:

• New Business
• Migration
• Ascender: When you select this option, the Customer Type defaults to Standard and becomes read-only, and the Ascender Migration Type question shows.

Ascender Migration type

Select the Ascender Migration type for this project. The selected migration type drives which wizards Activate make available, and how Activate initializes the Dayforce environment during Getting Started.

• Ascender HCM 
• Preceda
• Ascender Pay
• Ascender HCM + Preceda
• Ascender HCM + Ascender Pay

Note: You can select only one Ascender Migration Type at a time.

Customer type

The customer type for the project that was selected in NetSuite.

Note: If you clicked Ascender for the Opportunity Type, only this field shows and the field defaults to Standard.

 Options include:

• Powerpay: Customers who will use Powerpay.
• Commercial: Canadian customers with fewer than 300 employees.
• Managed: Customers who have Dayforce manage their Payroll, Benefits, and Wage Garnishments.
• Standard: Select this option if none of the other options apply.