Employee Confidential Identification

Read information about the wizard and what you need to do.

Use the Employee Confidential Information Data template to upload the confidential information.

Note: You can also download an empty Employee Confidential Information Data template from the Download Template Files page.

After loading the data, the employee confidential information shows in an editable grid. You can enter information directly in the grid or you can download the Confidential Information Data template, update the information, 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 them and update the data in the grid or uploading a corrected template to correct them.

Enter required changes in the template to assure accuracy for future uploads. If you make edits directly in the grid, click Save and download the updated file for record keeping purposes.

When the employee confidential information is complete in Activate, you must install it in Dayforce.

Actively incompatible with the data in Dayforce. If you have a data error, you must resolve the error before you can complete the installation.

Indicate nonstandard setup that could potentially cause an error in Dayforce. For example, if an earning code is defined as Hours x Rate and the data is amount only, the system creates a warning. However, you can still import the data into the system.

A notable occurrence of data in the system. For example, an informational note shows if codes are dropped from the YTD import.

1. In Activate Central, click Load Your Data. The Load Your Data wizards are shown.
2. Click Employee Confidential Information.
3. On the Intro page, review the information.
4. Confirm that all Identification Types exist in Dayforce by selecting the checkbox.

   You must confirm the Identification Types to continue.

   If the Identification Types don’t exist in Dayforce, click Back to exit the wizard.

5. Click Next.

1. On the Confidential Identification Review page, review the summary of information to be installed in Dayforce.

   The information might include:

   • Employee Identifier
   • First Name
   • Last Name
   • Identification Type
   • Issuing Country
   • Place of Issue
   • Effective Start Date
   • Effective End Date
   • Issue Date
   • Expiry Date
   • Identification Number

   If any information is incorrect, click Back to return to the Confidential Identification Data page and make the corrections.

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.

The data uploaded from the Employee Confidential Information template populates the fields on the following pages in Dayforce.

After completing the Employee Confidential 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

<?xml version="1.0" encoding="UTF-8"?>
-<EmployeeImport>
    -<Employee>
        <XRefCode>4343</XRefCode>
        <FirstName>Kevin</FirstName>
        <LastName>Ash</LastName>
        -<EmployeeConfidentialIdentification>
            <TypeXrefCode>WP</TypeXrefCode>
            <CountryCode/>
            <PlaceOfIssue/>
            <EffectiveStart>2000-01-01</EffectiveStart>
            <EffectiveEnd>2001-01-01</EffectiveEnd>
            <IssueDate>2000-01-01</IssueDate>
            <ExpiryDate>2001-01-01</ExpiryDate>
            <IDNumber>12345</IDNumber>
        </EmployeeConfidentialIdentification>
    </Employee>
</EmployeeImport>