Configuration Validation Tool

Activate User's Guide
Version
2025.1
Configuration Validation Tool

Note: The Configuration Validation Tool is accessible to non-customer users only.

Use the Configuration Validation Tool (CVT) to run a query on a customer database that checks for:

  • Configuration issues
  • Data integrity issues

These issues could cause a failure, such as preventing an HR import from loading.

CVT evaluates the Dayforce databases against a list of Audit rules that are designed to detect configuration and data problems on a specific customer. An audit rule is an SQL query that checks Dayforce for specific data issues. For example, the rule “All employees have a value for HireDate“ verifies the existence of the hire date and reports the records without it.

Audit rules can cover any Dayforce module listed in the “Product Line“ heading on the left side of the CVT Audit Report Settings page.

The “Activate Data Conversion“ preconfigured bundle is a small grouping of audits run against a customer’s database. Run this bundle before Activate data loads to circumvent load issues proactively.

Audit results

After running an audit report against a customer environment, the Audit Results page opens with the following sections:

Summary

The Summary provides an outline of the audit results by module and severity.

Detailed Client report

The Detailed Client Report provides a breakdown of the audit report by rule. You can click a column header to sort the data and use the action buttons to rerun a rule or to see any additional details. This feature lists each affected data record that caused the rule to fail.

Tasks

To access the Configuration Validation Tool in:

You can access the Configuration Validation Tool in the following ways:

  • In the Profile menu (), click Configuration Validation Tool.
  • On the Troubleshooting Resources page, click Configuration Validation Tool.

The Configuration Validation Tool page opens.

Note: If you access the Configuration Validation Tool outside of Activate (with or without VPN access), you’re prompted to use a Dayforce account to log in.

To run audits against customer environments:
  1. Log in to the Configuration Validation Tool.
  2. Click Run Config Validation.

    The Config Validation Tool opens.

  3. If not already populated, select the customer namespace to be audited.

    Note: When you access the CVT from within Activate, you can select only the customer you were signed in to in Activate. If a customer has multiple environments (for example, Stage, Config, and Train), select from their environments as appropriate.

  4. Do one of the following:
    • In the By Product Line section, select the checkboxes to run the audit on specific product lines or click Autodetect Modules to enable CVT to detect the modules configured by the customer.

      Note: You can select more than one product line. Click Select/Deselect All one time to select all checkboxes. Select it a second time to clear all checkboxes.

    • In the By Preconfigured Bundle section, select the checkbox to run the audit on a specific preconfigured bundle.

      Note: You can only select one preconfigured bundle.

  5. Change the date range for running the audit, if necessary.

    Date ranges apply for some rules and the end date is used to determine the year for which the audit will validate.

    Note: The date usually doesn’t have to be modified and applies to the current year.

  6. Click Run Validation Rules.

    The Audit Results page opens with a summary view of the audit report. If the query returns any records, a Fail status is generated.

    Note: To show additional columns in the Detailed Client Report section containing information about conditional passes, such as reason, comments, and last modified information, select the Display Conditional Passes checkbox.

To run Configuration reports against customer environments:
  1. Log in to the Configuration Validation Tool.
  2. Click Run Config Validation.

    The Configuration Audit wizard opens.

  3. If not already populated, select the customer namespace to be audited.

    Note: When you access the CVT from within Activate, you can select only the customer you were signed in to in Activate. If a customer has multiple environments (for example, Stage, Config, and Train), select from their environments as appropriate.

  4. Under Configuration Report, select the appropriate checkbox for the necessary report.

    Each of these reports provide information on the different Dayforce configurations. For example, the Workbook Extraction lists the basic system configuration and the Org Structure Extraction outputs organization setup details.

  5. Enter your email address.
  6. Click Run Validation Rules.

    When the audit is complete, CVT sends the generated report to the email address you entered.

To print the Audit report:
  1. Click Print.

    The Print dialog box opens.

  2. Select the appropriate printer or the Save as PDF option.
  3. Click Print.
To export the Audit report:
  1. Click Export.

    A comma-separated value (CSV) file downloads to your computer.

  2. Save the file to the appropriate location.
To rerun rules:

In the Detailed Client Report grid, in the appropriate row, click .

CVT executes the rule and the page refreshes with the updated, sorted records.

To see additional details:
  1. In the Detailed Client Report grid, in the appropriate row, click .

    A new page opens containing additional information about the selected row.

  2. Close the window.
To manage conditional pass details:
  1. In the Detailed Client Report grid, in the appropriate row, click . The Conditional Pass Details page opens.
  2. Select the reason code from the following:
    • Audit rule bug
    • Contract or exempt employees
    • Functionality not applicable
    • Product bug
    • Set up not required
    • Terminate employees
    • Test data
    • Other

    The selected reason shows in the Description field.

  3. Enter any applicable comments.
  4. Click Save. When you return to the audit results, the Summary section updates to identify the rule as a conditional pass, and the pass rate is recalculated. Also, the Detailed Client Report section shows four additional columns related to the conditional pass that was added.
To review previously executed Configuration Validation reports:
  1. Log in to the Configuration Validation Tool.
  2. Click Run Config Validation.
  3. Click Report Center and the Report Center page opens.
  4. Click Retrieve Results and the Retrieve Config Validation Results page opens
  5. If you want to narrow the results to the past 90 days, click Click here to view reports to past 90 days.
  6. Select the customer namespace.
  7. Select the previous audit.   
  8. Click Generate Report and the Audit Results page opens with the selected information.
To view the audit histories of particular customers:
  1. Log in to the Configuration Validation Tool.
  2. Click Run Config Validation.
  3. Click Report Center and the Report Center page opens.
  4. Click Audit History by Database and the Audit History by Database page opens with the results.
  5. Search for the customer namespace.
  6. Select the results.
  7. Click Generate Report. The Audit History by Database page opens with the results.
To view details of the conditionally passed rules of customer databases:
  1. Log in to the Configuration Validation Tool.
  2. Click Run Config Validation.
  3. Click Report Center. The Report Center page opens.
  4. Click Conditionally Passed Rules by Database. The Conditionally Passed Rules by Database page opens with the results.
  5. Search for the customer namespace.
  6. Select the results.
  7. Click Generate Report. The Conditionally Passed Rules by Database page opens with the results.
To submit suggestions for new audit rules:
  1. Log in to the Configuration Validation Tool.
  2. Click Run Config Validation.
  3. Click Suggest an audit rule. The Request a rule to be added for audit purposes page opens.
  4. Complete the fields:
    1. Enter the rule name.
    2. Enter the rule description.
    3. Enter the rule impact.
    4. Enter the ways to resolve issues.
    5. Select the severity.
    6. Select the module.
    7. Enter the tags.
    8. Enter the SQL Query information.
    9. Enter a description of the issue.
  5. Click Submit.