Employee Data (Preceda Migration)

Activate User's Guide
Version
2025.2
Employee Data (Preceda Migration)

Note: This wizard is sometimes referred to as the pre-Getting Started wizard.

The first step in the Getting Started wizard is to:

  • Extract the four comma-separated value (CSV) data files from the Preceda Secure File Transfer Protocol (SFTP) folder.
  • Use Activate to process the data migration to Dayforce.

Important: This page is available only to Preceda migration projects. See the Prerequisites section (below).

Notes

  • If you don’t want to extract and migrate the data right now, click Skip to continue to the Employee Data page where you can load the employee data.
  • If you want to return to the Employee questions on the Activate Setup page, click Back.
  • This wizard doesn’t update Gender Identity core values in Dayforce.

Before you begin

The following options must have been selected on the Activate Setup page:

  • Opportunity Type: Ascender
  • Ascender Migration Type: Preceda

Comma-separated Value (CSV files

Activate populates the following tables from your local directory
This file... Populates this table... Related Help topics...

EmployeeData

  • Employee/AnalyzeData

  • Employee/Data

EmployeeAddressData

Employee/Address

Employee Addresses

OrgSiteData

Employee/Location grid

Organizational Hierarchy

LegalEntityData

Employee/LegalEntity

Legal Entities

Prerequisites

You must have selected Preceda for the Ascender Migration Type on the Activate Setup page.

Tasks

To get the Preceda Getting Started zip file:

  1. Send a request to Preceda Application Services to:
    1. Set up the customer's Preceda database for migration to Dayforce.
    2. Give the user access to the SFTP folders used for migration.

  2. Log in to the Preceda database:

    1. Go to the System Health Check page located under System Management > Health Check.

    2. In the Dayforce Integration Readiness section of the page, review the data cleansing requirements:

      If the number of records
      to cleanse is...
      Use the ...

      Small

      Eye icon to jump to the relevant pages to add the missing information.

      Large

      Download icon to have a Mapper CSV file generated containing all exceptions.
    3. Add the missing information to the Mapper CSV files, and then use Mapper to import the updated information.
  3. When all data cleansing has been completed, go to the Dayforce Configuration page, which is under System Management > Integration.
  4. Click the Integration Candidate checkbox for all Pay run Groups to be included in the migration.

  5. Open the Report Manager from the Tools menu.

    1. Open the DAYFORCE GET STARTED package.

    2. Run the package to generate the four Getting Started CSV files in the SFTP folder.
  6. Log in to the SFTP and go to the GETSTARTED folder.
  7. Select all four CSV files and click Zip Download.

To import and upload data files:

  1. On the Preceda Migration page, click Upload. Activate opens your local directory and populates the tables with the data.

    You can import the four data files together in a .zip file.

    When the import completes successfully, the Next button becomes available.

  2. Click Next and the Analyze Data page opens.

    Activate opens your local director to import the Getting Started data files.

    If you log out of Activate during the upload, the import continues until complete and the data is saved. When you log back in to Activate, the Analyze Data page shows with the uploaded data.

    You can click Back to return to the Preceda Migration page to upload data again.

    Note: You can use the Rollback Activate and Dayforce page to rollback Getting Started and complete the upload again.

Results

The tables are updated with the Comma Separated Values (CSV) files (see above).

The Gender Identity and Marital Status values are also added or updated.

Updated Gender Identity values
Name Reference Code
Male M
Female F

 

New Gender Identity values
Name
 Description Reference Code
Different Term Different Term T
Non-binary Non-binary X
Prefer not to answer Prefer not to answer Z

 

Updated Marital Status values
Name Reference Code Reference Code
De Facto De Facto F

 

New Marital Status values
Name Description Reference Code
Divorced Divorced D
Married Married M
Separated Separated P
Single Single S
Widowed Widowed W

Next steps

Complete the Analyze Data page.