Emergency Contact Information

Use the Emergency Contact Information wizard to upload emergency contact information for employees.

Note: Activate uses HR Version 2.0 (NextGen) when loading data during configuration. To streamline the import, First Name and Last Name are excluded when not required.

Using this wizard

The previously loaded employee information shows in an editable grid with the emergency contact-related fields to be populated. You can enter information directly in the grid or you can download the Emergency Contact Data template, populate it, and then upload the data. When you edit the data in the grid, Activate shows any applicable validation warnings or errors. If warnings or errors are shown, review and correct them, update the data in the grid or upload a corrected template to correct them.

Before you begin

Employees included in the Employee Emergency Contacts template must exist in Dayforce and meet the minimum requirements, like have a hire date, a work assignment, and employment status data.

Note: You can load employee data with the following wizard: Getting Started, Employees, and Clean Up Data for Parallel or Go Live.

Tasks

To complete and upload the Emergency Contact Information template:

To review and confirm the data:

1. Review the information shown in the grid.
2. To make updates to data on the page:

   • To insert a new row in the grid, click the row where you want to insert it and click New.

   • To delete a row, click the row and click Delete.

   • To download the error message list and save it to your computer, click Download Errors File.
   • To correct errors in the grid, click in the field containing the error. Click Tab to move to the right and Shift+Tab to move to the left in the row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.

   • To save information in the grid to your computer, click Download File and save it to the location you want.

   • To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.

   • To remove changes that you don’t want to save, click Refresh.

3. When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.

To install emergency contact information:

Results

Fields populated in Dayforce

File generated by the Employee Emergency Contact Information wizard

After completing the Employee Emergency Contact Information wizard, a single import file is automatically generated and placed on the customer's FTP site.

HR Import

• FTP Subdirectory: Import/HRImport
• Filename: <Namespace> HRImport <DateTime>.xml

Example illustrating how Activate translates the template data to XML:

<?xml version="1.0" encoding="utf-8"?>
<EmployeeImport>
    <Employee>
        <XRefCode>1007</XRefCode>
        <EmployeeNumber>1007</EmployeeNumber>
        <FirstName>Andrea</FirstName>
        <LastName>Monan</LastName>
        <EmployeeEmergencyContact>
            <FirstName>Justine</FirstName>
            <LastName>Banigan</LastName>
            <IsPrimary>true</IsPrimary>
            <RelationshipTypeXRefCode>SPOUSE</RelationshipTypeXRefCode>
            <EmergencyCellPhone>613-345-5111</EmergencyCellPhone>
            <EmergencyBusinessPhone>613-234-3456</EmergencyBusinessPhone>
            <EmergencyEmail>test1@gmail.com</EmergencyEmail>
            <EmergencyContactAddress>188 Lees Ave</EmergencyContactAddress>
            <EmergencyContactAddressLine2>1232</EmergencyContactAddressLine2>
            <EmergencyContactAddressLine3 />
            <EmergencyContactAddressLine4 />
            <EmergencyContactAddressLine5 />
            <EmergencyContactAddressLine6 />
            <EmergencyContactCity>Ottawa</EmergencyContactCity>
            <EmergencyContactStateCode>ON</EmergencyContactStateCode>
            <EmergencyContactPostalZip>K1S 5L3</EmergencyContactPostalZip>
            <EmergencyContactCountryCode>CAN</EmergencyContactCountryCode>
        </EmployeeEmergencyContact>
        <EmployeeEmergencyContact>
            <FirstName>Keo</FirstName>
            <LastName>Hawkins</LastName>
            <IsPrimary>false</IsPrimary>
            <RelationshipTypeXRefCode>SIBLING</RelationshipTypeXRefCode>
            <EmergencyPhone>613-261-5112</EmergencyPhone>
            <EmergencyBusinessPhone>613-234-3457</EmergencyBusinessPhone>
            <EmergencyEmail>test2@gmail.com</EmergencyEmail>
            <EmergencyContactAddress>189 Lees Ave</EmergencyContactAddress>
            <EmergencyContactAddressLine2>1233</EmergencyContactAddressLine2>
            <EmergencyContactAddressLine3 />
            <EmergencyContactAddressLine4 />
            <EmergencyContactAddressLine5 />
            <EmergencyContactAddressLine6 />
            <EmergencyContactCity>Ottawa</EmergencyContactCity>
            <EmergencyContactStateCode>ON</EmergencyContactStateCode>
            <EmergencyContactPostalZip>K1S 5L4</EmergencyContactPostalZip>
            <EmergencyContactCountryCode>CAN</EmergencyContactCountryCode>
        </EmployeeEmergencyContact>
    </Employee>
</EmployeeImport>

Next steps

Complete the next wizard, as appropriate.

Emergency Contact Data template fields

All templates have the same basic structure:

• Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
• Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.

All number ranges in the templates include the numbers at both ends of the range.

Employee Identifier (Required)

First Name (Required)

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Last Name (Required)

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Emergency Contact First Name (Required)

Emergency Contact Last Name (Required)

Relationship (Required)

Is Primary Contact

Country

Home Phone

Personal Mobile

Business Phone

Email Address

Address 1

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Address 2

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Address 3

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Address 4

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Address 5

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Address 6

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

City

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

State/Prov

Zip/Postal Code (Required)