Employee Confidential Identification

Use the Employee Confidential Identification wizard to mass load organization-specific confidential information to employee HR records in Dayforce. Examples of organization-specific information include: passports, birth certificates, visas, tax IDs, and other custom identification types,

The countries selected during Getting Started determined which sets of predefined country-specific Confidential Information fields that were installed by Activate.

The HR Import uses this wizard to capture the following additional data:

• Emp XRefCode
• Effective Start
• Effective End
• Type XRefCode
• Country Code
• Place Of Issue
• Issue Date
• Expiry Date
• ID Number

Note: The data import file can contain more than one record per employee, with different identification types.

Using this wizard

You’ll do the following in the Employee Confidential Information wizard:

Review information about using the wizard

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

Complete and upload the template

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.

Review the employee confidential information

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.

Install the confidential information

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

Tasks

To understand what you need to do:

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.

To complete and upload the Employee Confidential Information Data template:

To review confidential information:

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.

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 confidential Information:

Results

You can view the uploaded data in the Identification section of the Dayforce > People > Personal > Confidential Information page in Dayforce.

Fields populated in Dayforce

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

File generated by the Employee Confidential Information wizard

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

Example illustrating how Activate translates the template data to XML:

<?xml version="1.0" encoding="UTF-8"?>
-<EmployeeImport>
    -<Employee>
        <XRefCode>4343</XRefCode>
        <EmployeeNumber>4343</EmployeeNumber>
        <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>

Next steps

Complete the next wizard, as appropriate.

Employee Confidential Information 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 (), &

Identification Type (Required)

Issuing Country

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

Effective From (Required)

Effective To

Issue Date

Expiry Date

Identification Number