Ascender Data Extraction Wizard

Note: If you selected the Ascender HCM option on the Activate Setup page, the Ascender Data Extraction Wizard becomes available in the Profile menu.

The first time you log in to Activate, before you complete Getting Started, you can use the Ascender Data Extraction wizard to review your Ascenderr data and make any necessary adjustments. Then, complete the Getting Started Wizard and either import the updated data or skip the import. You can use this Wizard at any time after Getting Started is complete; however, the imported data might have limited value.

Note: This feature is available only to Dayforce and SI users.

Important: This page is available only to “Ascender HCM” migration projects. One of the following Ascender HCM options must have been selected in Activate Setup for the question “Ascender Migration Type”: Ascender HCM, Ascender HCM + Preceda, or Ascender HCM + Ascender Pay.

Use this wizard to extract the following legacy data directly from an existing Ascender HCM database and migrate it directly into the corresponding Activate wizards for installation into Dayforce:

• Getting Started
• Additional HR data
• Recruiting data
• Performance data
• Learning data

  Note: The Learning data section is viewable only if the project has the Learning module populated from Netsuite/Dayforce Services Automation.

Applies to Getting Started, Additional HR, Recruiting, Performance, and Learning polling endpoints

Before you begin

A unique Ascender tenant key must be associated with the customer. This unique identifier allows Activate to extract data from the customer's Ascender database.

Tasks

To access the Ascender Data Extraction Tool:

1. In the Profile Menu (), click Ascender Data Extraction and the Ascender Data Extraction page opens.

   Note: This menu option is only available to Ascender customers.

To review and update data extracted from Ascender:

1. If you completed the data extraction in the Getting Started Wizard, click Download to download a zip file containing the following four templates that were extracted from Ascender:
   • Employee Address
   • Employee Data
   • Legal Entity
   • Site Addresses

   Note: See Extract Data from Ascender for additional information.

2. Review and make any necessary changes.
3. Save and close the document.
4. When the Getting Started Wizard is complete, use the appropriate wizard to upload the information into Activate.

To extract Getting Started data:

1. On the Ascender Data Extraction page, click Expand () next to the Getting Started data type to expand it.

   If there has been a previous data extraction, Activate provides information about it.

   Information provided about the last data extraction

   If the Extract button is...	Data in Getting Started...
   Blue	Hasn’t been extracted previously.
   Green	Was previously extracted. The following text shows next to the green button indicating the last time that the extraction was completed and the user who processed the request: "Last extracted on <DateTime> by <user> in <Environment> environment."

2. Click Extract.

   The Extract button turns into a temporary progress indicator and Activate sends a request to extract the following template name data from the Ascender Extraction Tool:

   • Employee
   • Employee Address
   • Site Address
   • Legal Entity

   When the extraction process is complete, you can click the Extract button again to extract a new data set.

3. To retrieve the last data set extracted, click Download.

   Activate downloads the data in .xlsx format.

   Download button indicator

   If the Download button is...	Then...
   Gray and deactivated	No data is available for download.
   Blue	Data is available for download.

   If you click the Extract button again, the Download button becomes deactivated.

   If you want to use a different dataset during Getting Started, click Skip.

4. To return to Activate Central, click Done.
5. To continue, click Next in the green continuation bar.

   Activate sends email notifications to all project resources to indicate the success or failure of the extractions from Ascender.

   You can now use the downloaded data sets as input to the corresponding Activate wizards for load into Dayforce.

   If you want to extract new Getting Started data, you can re-click the buttons.

   Note: After you complete Getting Started, you can do a rollback and extract the data again, if needed.

   Note: If you close or log out of Activate, the extraction continues. The next time you log in to Activate, you can click Download to retrieve the data.

To extract additional HR data:

1. On the Ascender Data Extraction page, click next to the Additional HR Data data type to expand it.

   If there has been a previous data extraction, Activate provides the information about it.

   Information provided about the last data extraction

   If the Extract button is...	Additional HR data has...
   Blue	Not been previously extracted.
   Green	Previously been extracted. The following text shows next to the green button indicating the last time that the extraction was completed and the user who processed the request: "Last extracted on <DateTime> by <user> in <Environment> environment."

2. Click Extract.

   The Extract button turns into a temporary progress indicator and Activate sends a request to extract the following template name data from the Ascender Extraction Tool:

   • Employee
   • Employee Address
   • Employee Contact
   • Emergency Contact
   • Employee Manager
   • Employee Personal Data

   When the extraction process is complete, you can click the Extract button again to extract a new data set.

   Note: If the Ascender source doesn’t have any data, Activate returns a blank template.

3. To retrieve the last data set extracted, click Download.

   Activate downloads the data in .xlsx format.

   Download button indicator

   If the Download button is...	Then...
   Gray and deactivated	No data is available for download.
   Blue	Data is available for download.

   If you click the Extract button again, the Download button becomes deactivated.

   If you want to use a different dataset during Getting Started, click Skip.

4. To return to Activate Central, click Done.

   Activate sends email notifications to all project resources to indicate the success or failure of the extractions from Ascender.

   You can now use the downloaded data sets as input to the corresponding Activate wizards for load into Dayforce.

   If you want to extract new HR data, you can re-click the buttons.

   Note: After completing Getting Started, you can perform a rollback and extract the data again, if needed.

   Note: If you close or log out of Activate, the extraction continues. The next time you log in to Activate, you can click Download to retrieve the data.

To extract recruiting data:

1. On the Ascender Data Extraction page, click next to the Recruiting data type to expand it.

   If there has been a previous data extraction, Activate provides the information about it.

   Information provided about the last data extraction

   If the Extract button is...	Additional recruiting data has...
   Blue	Not been previously extracted.
   Green	Previously been extracted. The following text shows beside the green button, indicating the last time that the extraction was completed and the user who processed the request: "Last extracted on <DateTime> by <user> in <Environment> environment."

2. Click Extract.

   The Extract button turns into a temporary progress indicator and Activate sends a request to extract the following template name data from the Ascender Extraction Tool:

   • Job Requisition Data
   • Job Posting Data
   • Candidate Data

   When the extraction process is complete, you can click the Extract button again to extract a new data set.

   Note: If the Ascender source doesn’t have any data, Activate returns a blank template.

3. To retrieve the last data set extracted, click Download.

   Activate downloads the data in .XLSX format.

   Download button indicator

   If the Download button is...	Then...
   Gray and deactivated	No data is available for download.
   Blue	Data is available for download.

   If you click the Extract button again, the Download button is deactivated.

   If you want to use a different dataset during Getting Started, click Skip.

4. To return to Activate Central, click Done.

   Activate sends email notifications to all project resources to indicate the success or failure of the extractions from Ascender.

   You can now use the downloaded data sets as input to the corresponding Activate wizards for load into Dayforce.

   If you want to extract new recruiting data, you can re-click the buttons.

   Note: After completing Getting Started, you can do a rollback and extract the data again, if needed.

   Note: If you close or log out of Activate, the extraction continues. The next time you log in to Activate, you can click Download to retrieve the data.

To extract performance data:

1. On the Ascender Data Extraction page, click next to the Performance data type to expand it.

   If there has been a previous data extraction, Activate provides the information about it.

   Information provided about the last data extraction

   If the Extract button is...	Additional performance data has...
   Blue	Not been previously extracted.
   Green	Previously been extracted. The following text shows beside the green button indicating the last time that the extraction was completed and the user who processed the request: "Last extracted on <DateTime> by <user> in <Environment> environment."

2. Click Extract.

   The Extract button turns into a temporary progress indicator. Activate validates that an Ascender tenant key has been entered for the customer and then extracts data for the following template names:

   • Goal Data
   • Competency Data
   • Employee Goal Data

   When the extraction process is complete, you can click the Extract button again to extract a new data set.

   Note: If the Ascender source doesn’t have any data, Activate returns a blank template.

3. To retrieve the last data set extracted, click Download.

   Activate downloads the data in .XLSX format.

   Download button indicator

   If the Download button is...	Then...
   Gray and deactivated	No data is available for download.
   Blue	Data is available for download.

   If you click the Extract button again, the Download button becomes deactivated.

   If you want to use a different dataset during Getting Started, click Skip.

4. To return to Activate Central, click Done.

   Activate sends email notifications to all project resources to indicate the success or failure of the extractions from Ascender.

   You can now use the downloaded data sets as input to the corresponding Activate wizards for load into Dayforce.

   If you want to extract new performance data, you can re-click the buttons.

   Note: After you finish Getting Started, you can do a rollback and extract the data again, if needed.

   Note: If you close or log out of Activate, the extraction continues. The next time you log in to Activate, you can click Download to retrieve the data.

To extract learning data:

1. On the Ascender Data Extraction page, click next to the Learning data type to expand it.

   If there has been a previous data extraction, Activate provides the information about it.

   Information provided about the last data extraction

   If the Validate button is...	The validation has...
   Blue	Not been previously run.
   Green	Been run and passed. The following text shows beside the green button indicating the last time that the extraction was completed and the user who processed the request: "Last extracted on <DateTime> by <user> in <Environment> environment."

2. Click Validate.

   Activate validates that:

   • Learning is enabled.
   • The Dayforce environment is ready for Learning data.
   • The API Configuration is set.
   • The LMS Org Setup Job is complete.
   • The LMS User Setup Job is complete.

   Note: You must complete the validation step first to be able to migrate the data.

   When the validation is complete, the Library Data button turns blue and is enabled.

   Note: If the Ascender source doesn’t have any data, Activate returns a blank template.

   Failed validation

   If the validation fails, a pop-up shows asking if you want Activate to try to set up Dayforce Learning.

   • If you click Yes, Activate tries to:
     • Enable Learning.
     • Generate tokens with Docebo.
   • If you click No, the pop up closes and the Validate button remains clickable.
3. To transfer the library data to Dayforce Learning, click Library Data.

   Activate migrates the Course Categories, Courses, Sessions, and Learning Materials.

   A spinning progress icon shows until the migration is complete

   Activate validates that an Ascender tenant key has been entered for the customer and then extracts data for the following template names:

   Activate migrates the following data:

   • Course Categories
   • Courses
   • Sessions
   • Learning Materials

   When the migration is complete, the User Data button turns blue and is enabled.

4. To migrate the Enrollments completions to Dayforce Learning, click User Data. A spinning progress icon shows until the migration is complete.
5. To return to Activate Central, click Done.

   Activate sends email notifications to all project resources to indicate the success or failure of the extractions from Ascender.

   You can now use the downloaded data sets as input to the corresponding Activate wizards for load into Dayforce.

   If you want to extract new learning data, you can re-click the buttons.

   Note: After completing Getting Started, you can do a rollback and extract the data again, if needed.