Employee Review

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

The Employee Review page shows the uploaded data in an editable grid, along with any errors, warnings, or messages related to the validation of the uploaded data.

Using this page

If warning or errors are shown, you must review and correct the errors either by updating the data in the grid or uploading a corrected template. You can update the information directly in the grid or you can make any corrections in the template and then upload the data.

Always enter required changes in the template to ensure that future uploads are accurate. If you decide to make edits directly in the grid, be sure to click Save and download the updated file for record keeping purposes in case you need to refer to it later.

Before you begin

You completed the Analyze Data page.

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 correct errors in the grid:
  1. Click in the field containing the error.
  2. Enter or select the correct information. If you make a change by mistake and haven't saved the change, click Refresh to undo the change. To navigate in the grid, click Tab to move to the right and Shift+Tab to move to the left on a row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.
  3. Repeat this process for every error.
  4. Click Save. Activate verifies the information again.
  5. Click Next.
To correct errors in the template:
  1. In the template document in the location where you saved it, make the necessary corrections.
  2. Click Save and close the document.
  3. Click Upload File. A message shows stating that importing a file overrides all data in the grid.
  4. Click OK. The grid refreshes with the corrections included.
To save errors, warnings, and messages:
  1. Click Download Errors File.
  2. Save the document to the appropriate place on your computer.
  3. Review the document.

    The document lists the Severity, Employee Identifier, Column Name, Message, and Value for each item.

  4. Click Next.
To delete information in the grid:
  1. Click in the row to be deleted.
  2. Click Delete. The row no longer shows in the grid.
  3. Click Save.
  4. Click Next.
To refresh the data in the grid:

If you make a change on the page that you don't want to save, click Refresh. The page refreshes and any unsaved changes are removed.

Next steps

Complete the Pay Classes page.