Employee Contact Information

Activate User's Guide
Version
2026.1
ft:lastEdition
2026-02-02
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.

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.

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.

Messages: Error, Warning, and Information

Activate sorts each generated message by severity:

Error codes

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

Warning codes

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.

Informational codes

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

Tasks

To complete and upload the Contact Information template:
  1. In Activate Central, click Load Your Data and the Load Your Data wizards are shown.
  2. Click one of the following:
    • Employee HR Data Hub and then click Employee Contact Information.
    • Employee Contact Information.
  3. On the Contact Info Data page, click Download.
  4. Select the location where you want to save the template document.

    The file names of templates that you download from Activate begin with a prefix that is the Namespace that you’re logged in to. The same is true for the file names of ZIP files when you download multiple templates at the same time.

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

  5. Open the ContactInfoDataTemplate.xlsx template on your computer.
  6. On the ContactInfoData tab, complete all columns with the data for all employees in the organization.

    Note: The Activate release version shows in cell B3 on the Instructions tab of the template. This information helps you later determine the version of Activate you were using when you downloaded the template.

    Note: Instructions for populating the fields are in the Contact Info Data Template Fields section (below) and on the Instructions tab of the template.

  7. Click Save and close the template.

    You can use any file name for the template you upload. The file must be an Excel or CSV (Comma-Separated Value) document and contain the data in the required format.

    Important: Don’t change the name of the tab in the template. Activate uses the tab name to validate that the correct template is being uploaded. In addition, don’t change the column headings.

  8. On the Contact Info Data page, click Upload.
  9. Go to your completed Contact Info Data template in the location where you saved it.
  10. Click Open. Activate validates the data.

    Note: If the uploaded file has errors, a Validation Failed message shows in red at the bottom of the page. You must correct the errors in the file on your computer and upload the file again.

    Note: When you upload an Excel file, Activate includes the name of the uploaded file into the name of the XML file it generates and loads to the Dayforce File Server. The format of the generated XML file name is <NamespaceName>_<Import Type>_<file name provided>_YYY-MM-DD_HHMM. This information makes it easier to audit files later.

  11. Click Next.
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:

When the contact is complete inActivate, you must install the policies in Dayforce.

  1. After making any necessary corrections, on the Contact Info Review page, click Load.

    The Load page opens with a list of the steps to complete and an estimate of how long the installation usually takes. During the installation, the current step in the process is bolded so you can monitor the progress.

  2. Click one of the following:

    • Add Email and enter your email address to receive an email when the installation process ends, instead of waiting for it to finish.
    • Next when the installation is complete.

    Activate Central opens with the name of the Wizard now shown in green text and a green checkmark to the left of the wizard’s name. The current day, date, and time of completion are included, along with your name as the user who completed the wizard. The environment in which the installation was applied (Stage, Config, or Train) also shows.

    Note: If you want to add more information, click I want to add more. See Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards.

Results

Fields populated in Dayforce

The data uploaded from the Contact Info Data template populates the fields on the following pages inDayforce.

Note: You must select an employee if you haven’t already done so.

Dayforce fields populated by the Contact Info Data template
Field in Template Field in Dayforce Page in Dayforce
Employee Identifier Employee Reference / Number Employee (People icon)
First Name First Name
Last Name Last Name
Country for Home Phone Country Code Contact Information page (People icon >
Personal > Contact Information)
Home Phone Phone Number Contact Information page (People icon >
Personal > Contact Information)

Phone Number type in Dayforce
is derived from the field filled on the template
(Home, Mobile, Business, Business Mobile). The
same is true for Email addresses.
Country for Personal Mobile Country Code

Contact Information page (People icon >
Personal > Contact Information)

Personal Mobile Phone Number Contact Information page (People icon >
Personal > Contact Information)

Phone Number type in Dayforce
is derived from the field filled on the template
(Home, Mobile, Business, Business Mobile). The
same is true for Email addresses.
Is Personal Mobile For System
Communication 		Alerts (checkbox) Contact Information page (People icon >
Personal > Contact Information)
Personal Email Email Address
Is Personal Email For System
Communication		 Alerts (checkbox)
Is Personal Email Verified Verified indicator on the email
record (not directly editable)

—
Country for Business Phone Country Code

Contact Information page (People icon >
Personal > Contact Information)

Business Phone Phone Number

Contact Information page (People icon >
Personal > Contact Information)

Phone Number type in Dayforce
is derived from the field filled on the template
(Home, Mobile, Business, Business Mobile).
The same is true for Email addresses.
Business Phone Extension Extension Contact Information page (People icon >
Personal > Contact Information)
Country for Business Mobile Country
Country for Business Mobile Phone Number Contact Information page (People icon >
Personal > Contact Information)

Phone Number type in Dayforce is derived
from the field filled on the template (Home, Mobile,
Business, Business Mobile). The same is true for
email addresses.
Is Business Mobile For System
Communication 		Alerts (checkbox) Contact Information page (People icon >
Personal > Contact Information)
Business Email Email Address
Is Business Email For System
Communication		 Alerts (checkbox)
Is Business Email Verified Verified indicator on the email
record (not directly editable)

—
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
For an example illustrating how Activate translates the template data to XML, click here.
Copy 
<?xml version="1.0" encoding="utf-8"?>
<EmployeeImport>
    <Employee>
        <XRefCode>4040</XRefCode>
        <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.

For information on the fields in the template, click here.
Employee Identifier
Field information for the Employee Identifier field
Order Data Type Description Examples Why This Is Needed
1 Alphanumeric. Unique value between 1–9 characters.

It allows our system to identify employees uniquely. Use the same number assigned to the employee in the Getting Started HR data loads.

Note: Upon upload of the template data, Activate converts any lowercase alpha characters found in the Employee Identifier field to uppercase.

3241245
000000006
abc123499

The Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

This required field is used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record inDayforce.
First Name
Field information for the First Name field
Order Data Type Description Examples Why This Is Needed
2 String1 between 1–64 characters.

The legal first name of the employee.

The value provided must match exactly to an existing employee record inDayforce.

Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data.

 Joe

The Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

This required field is used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee recordinDayforce.

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

Last Name
Field information for the Last Name field
Order Data Type Description Examples Why This Is Needed
3 String1 between 1–64 characters.

The legal last name of the employee.

The value provided must match exactly to an existing employee record inDayforce.

Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data.

 Smith

The Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

This required field is used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee recordinDayforce.

1 Special characters accepted in 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)
Field information for the Country for Home Phone field
Order Data Type Description Examples Why This Is Needed
4

Accepted Values:
AUS
CAN
GBR
IRL
NZL
USA
Non-Native Countries2.

Country is used to determine the country dialing code for the employee's home phone number.

Not required if not providing a Home Phone.

 CAN
GBR
IRL
NZL
USA
Non-Native Countries2 		This field is required to include the country prefix to the home telephone number properly.
2 Accepted values for non-native countries (countries not supported in payroll must match this list)
Accepted Values Country Name
ARG Argentina
AUT Austria
BEL Belgium
BRA Brazil
BGR Bulgaria
CHL Chile
CHN China
HRV Croatia
CYP Cyprus
CZE Czech Republic
DNK Denmark
EST Estonia
FIN Finland
FRA France
DEU Germany
GRC Greece
HKG Hong Kong
HUN Hungary
IND India
ITA Italy
JPN Japan
KOR Korea
LVA Latvia
LTU Lithuania
LUX Luxembourg
MYS Malaysia
MLT Malta
MUS Mauritius
MEX Mexico
NLD Netherlands
NOR Norway
PER Peru
PHL Philippines
POL Poland
PRT Portugal
ROU Romania
SVK Slovakia
SVN Slovenia
ZAF South Africa
ESP Spain
SWE Sweden
CHE Switzerland
TWN Taiwan
THA Thailand
ARE UAE
VNM Vietnam
Home Phone
Field information for the Home Phone field
Order Data Type Description Examples Why This Is Needed
5

String. Between 1–16 characters and requires at least 10 digits for USA/CAN.

Applies phone number format rules as per other countries.

The employee's home phone number.

CAN/USA:
The number must be 10 digits in length.

Other Countries:
The number must be between 7-15 digits in length Other characters such as dashes and brackets don't count toward the digit length.

Don't include the Country dialing code.

 5149193265
(908)956-5569
011 30 (401) 956 5649		 Keeps the employee's contact information on file.
Country for Personal Mobile (Required if providing Personal Mobile)
Field information for the Country for Personal Mobile field
Order Data Type Description Examples Why This Is Needed
6

Accepted Values:
AUS
CAN
GBR
IRL
NZL
USA
Non-Native Countries2

Country is used to determine the country dialing code for the employee's personal mobile number.

Not required if not providing a Personal Mobile.

 CAN
GBR
IRL
NZL
USA
Non-Native Countries2		 This field is required to include the country prefix to the employee's personal cell phone number correctly.
2 Accepted values for non-native countries (countries not supported in payroll must match this list)
Accepted Values Country Name
ARG Argentina
AUT Austria
BEL Belgium
BRA Brazil
BGR Bulgaria
CHL Chile
CHN China
HRV Croatia
CYP Cyprus
CZE Czech Republic
DNK Denmark
EST Estonia
FIN Finland
FRA France
DEU Germany
GRC Greece
HKG Hong Kong
HUN Hungary
IND India
ITA Italy
JPN Japan
KOR Korea
LVA Latvia
LTU Lithuania
LUX Luxembourg
MYS Malaysia
MLT Malta
MUS Mauritius
MEX Mexico
NLD Netherlands
NOR Norway
PER Peru
PHL Philippines
POL Poland
PRT Portugal
ROU Romania
SVK Slovakia
SVN Slovenia
ZAF South Africa
ESP Spain
SWE Sweden
CHE Switzerland
TWN Taiwan
THA Thailand
ARE UAE
VNM Vietnam
Personal Mobile
Field information for the Personal Mobile field
Order Data Type Description Examples Why This Is Needed
7 String. Between1–16 characters and requires at least 10 digits for USA/CAN. Applies phone number format rules as per other countries.

The employee's personal mobile number.

CAN/USA:
The number must be 10 digits in length

Other Countries:
The number must be between 7-15 digits in length Other characters such as dashes and brackets don't count toward the digit length.

Don’t include the Country dialing code.

 5149083265
401-956-5612 		This information keeps the employee's contact information on file.
Is Personal Mobile For System Communication (Required if providing Personal Mobile)
Field information for the Is Personal Mobile For System Communication field
Order Data Type Description Examples Why This Is Needed
8

Accepted Values:
Yes
No

This enables business alerts for the employee. Required if Personal Mobile was provided.

Accepted Values:
Yes
No

This data is needed for some countries
Personal Email
Field information for the Personal Email field
Order Data Type Description Examples Why This Is Needed
9 String between 1–250 characters. The employee's personal email address JonB@gmail.com This information keeps the employee's contact information on file.
Is Personal Email For System Communication (Required if providing Personal Email)
Field information for the Is Personal Email For System Communication field
Order Data Type Description Examples Why This Is Needed
10

Accepted Values:
Yes
No

This enables business alerts for the employee.

Required if Personal Email was provided.

Accepted Values:
Yes
No

This data is needed for some countries.
Is Personal Email Verified (Required if providing Personal Email)
Field information for the Is Personal Email Verified field
Order Data Type Description Examples Why This Is Needed
11

Accepted Values:
Yes
No

Sets the Personal Email to be verified without requiring the employee to verify their email address through an automated Dayforce request.

Required if Personal Email was provided.

Accepted Values:
Yes
No

  
Country for Business Phone (Required if providing Business Phone)
Field information for the Country for Business Phone field
Order Data Type Description Examples Why This Is Needed
12

Accepted Values:
AUS
CAN
GBR
IRL
NZL
USA
Non-Native Countries2

Country determines the country dialing code for the employee's business phone number.

Not required if not providing a Business Phone.

 CAN
GBR
IRL
NZL
USA
Non-Native Countries2		 This field is required to include the country prefix to the business phone number properly.
2 Accepted values for non-native countries (countries not supported in payroll must match this list)
Accepted Values Country Name
ARG Argentina
AUT Austria
BEL Belgium
BRA Brazil
BGR Bulgaria
CHL Chile
CHN China
HRV Croatia
CYP Cyprus
CZE Czech Republic
DNK Denmark
EST Estonia
FIN Finland
FRA France
DEU Germany
GRC Greece
HKG Hong Kong
HUN Hungary
IND India
ITA Italy
JPN Japan
KOR Korea
LVA Latvia
LTU Lithuania
LUX Luxembourg
MYS Malaysia
MLT Malta
MUS Mauritius
MEX Mexico
NLD Netherlands
NOR Norway
PER Peru
PHL Philippines
POL Poland
PRT Portugal
ROU Romania
SVK Slovakia
SVN Slovenia
ZAF South Africa
ESP Spain
SWE Sweden
CHE Switzerland
TWN Taiwan
THA Thailand
ARE UAE
VNM Vietnam
Business Phone
Field information for the Business Phone field
Order Data Type Description Examples Why This Is Needed
13 String. Between 1–16 characters. Requires at least 10 digits for USA/CAN and applies phone number format rules as per other countries.

The employee's business phone number.

CAN/USA:
The number must be 10 digits in length. Activate verifies that the area code and dialing prefix are valid for North America.

Other Countries:
The number must be between 7-15 digits in length Other characters such as dashes and brackets don't count toward the digit length.

Don’t include Country dialing code.

(514)9183365
401_9575812 		This information is used to keep the employee's contact information on file
Business Phone Extension
Field information for the Business Phone Extension field
Order Data Type Description Examples Why This Is Needed
14

Numeric.

Accepted Values are up to 20 digits.

The employee's office extension number.

 3137 This field is necessary to track the full number of the employee's business line
Country for Business Mobile (Required if providing Business Mobile)
Field information for the Country for Business Mobile field
Order Data Type Description Examples Why This Is Needed
15

Accepted Values:
AUS
CAN
GBR
IRL
NZL
USA
Non-Native Countries2

Country is used to determine the country dialing code for the employee's business mobile number.

Not required if not providing a Business Mobile.

 CAN
GBR
IRL
NZL
USA
Non-Native Countries2		 This field is required to include the country prefix to the business cell phone number properly.
2 Accepted values for non-native countries (countries not supported in payroll must match this list)
Accepted Values Country Name
ARG Argentina
AUT Austria
BEL Belgium
BRA Brazil
BGR Bulgaria
CHL Chile
CHN China
HRV Croatia
CYP Cyprus
CZE Czech Republic
DNK Denmark
EST Estonia
FIN Finland
FRA France
DEU Germany
GRC Greece
HKG Hong Kong
HUN Hungary
IND India
ITA Italy
JPN Japan
KOR Korea
LVA Latvia
LTU Lithuania
LUX Luxembourg
MYS Malaysia
MLT Malta
MUS Mauritius
MEX Mexico
NLD Netherlands
NOR Norway
PER Peru
PHL Philippines
POL Poland
PRT Portugal
ROU Romania
SVK Slovakia
SVN Slovenia
ZAF South Africa
ESP Spain
SWE Sweden
CHE Switzerland
TWN Taiwan
THA Thailand
ARE UAE
VNM Vietnam
Business Mobile
Field information for the Business Mobile field
Order Data Type Description Examples Why This Is Needed
16 String. Between1–16 characters and requires at least 10 digits for USA/CAN.
Applies phone number format rules as per other countries.

The employee's business mobile number.

CAN/USA: Number must be 10 digits in length. Activate verifies that the area code and dialing prefix are valid for North America.

Other Countries: Number must be between 7-15 digits in length

Other characters such as dashes and brackets don't count toward the digit length.

Don’t include Country dialing code.

 (514)920 3365
(401)957 5562		 Used to keep the employee's contact information on file
Is Business Mobile For System Communication
Field information for the Is Business Mobile for System Communication field
Order Data Type Description Examples Why This Is Needed
17

Accepted Values:
Yes
No

 This enables business alerts for the employee.

Accepted Values:
Yes
No

This data is needed for some countries
Business Email
Field information for the Business Email field
Order Data Type Description Examples Why This Is Needed
18 String between 1–250 characters. The employee's email address at work Jon.Burns@dayforce.com This email address is automatically configured to receive all emails sent out by the Dayforce HCM application
Is Business Email For System Communication (Required if Business Email was provided)
Field information for the Business Email For System Communication field
Order Data Type Description Examples Why This Is Needed
19

Accepted Values:
Yes
No

This enables business alerts for the employee.

Required if Business Email was provided.

Accepted Values:
Yes
No

 This data is needed for some countries
Is Business Email Verified (Required if Business Email was provided)
Field information for the Is Business Email Verified field
Order Data Type Description Examples Why This Is Needed
20

Accepted Values:
Yes
No

This sets the Business Email to be verified without requiring the employee to verify their email address through an automated Dayforce request.

Required if Business Email was provided.

Accepted Values:
Yes
No