Employee Contact Information

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

Using this wizard

The previously loaded employee information shows in an editable grid with the contact-related fields that need to be populated. You can enter information directly in the grid or you can download the Contact Info 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, you must review and update the data in the grid or upload a corrected template to correct them.

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.

Before you begin

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

Note: You can load employee data with the Getting Started wizard or the Employees wizard.

Tasks

To complete and upload the 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 employee contact information:

Results

Fields populated in Dayforce

File generated by the Employee Contact Information wizard

After completing the Employee 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>4040</XRefCode>
        <EmployeeNumber>4040</EmployeeNumber>
        <FirstName>Alicia</FirstName>
        <LastName>Bandas</LastName>
        <ContactInformation>
            <ContactInformationTypeXrefCode>HomePhone</ContactInformationTypeXrefCode>
            <EffectiveStart>2007-06-15</EffectiveStart>
            <CountryCode>USA</CountryCode>
            <ContactNumber>6546547654</ContactNumber>
        </ContactInformation>
        <ContactInformation>
            <ContactInformationTypeXrefCode>Mobile</ContactInformationTypeXrefCode>
            <EffectiveStart>2007-06-15</EffectiveStart>
            <CountryCode>USA</CountryCode>
            <ContactNumber>6546547655</ContactNumber>
            <IsForSystemCommunication>false</IsForSystemCommunication>
        </ContactInformation>
        <ContactInformation>
            <ContactInformationTypeXrefCode>BusinessPhone</ContactInformationTypeXrefCode>
            <EffectiveStart>2007-06-15</EffectiveStart>
            <CountryCode>USA</CountryCode>
            <ContactNumber>6546547656</ContactNumber>
        </ContactInformation>
        <ContactInformation>
            <ContactInformationTypeXrefCode>BusinessMobile</ContactInformationTypeXrefCode>
            <EffectiveStart>2007-06-15</EffectiveStart>
            <CountryCode>USA</CountryCode>
            <ContactNumber>6546547657</ContactNumber>
            <IsForSystemCommunication>false</IsForSystemCommunication>
        </ContactInformation>
    </Employee>
</EmployeeImport>

Next steps

Complete the next wizard, as appropriate.

Contact Info 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

First Name

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

Last Name

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

Country for Home Phone (Required if providing the Home Phone)

Home Phone

Country for Personal Mobile (Required if providing Personal Mobile)

Personal Mobile

Is Personal Mobile For System Communication (Required if providing Personal Mobile)

Personal Email

Is Personal Email For System Communication (Required if providing Personal Email)

Is Personal Email Verified (Required if providing Personal Email)

Country for Business Phone (Required if providing Business Phone)

Business Phone

Business Phone Extension

Country for Business Mobile (Required if providing Business Mobile)

Business Mobile

Is Business Mobile For System Communication

Business Email

Is Business Email For System Communication (Required if Business Email was provided)

Is Business Email Verified (Required if Business Email was provided)