Getting Started

The Getting Started wizard initializes the Dayforce environment by setting up the Organizational Hierarchy and core employee attributes. It then uses four simple data imports to load the employees into the system.

1. Employee Data import

   Includes the Unique Employee Identifier, Name, Date of Birth, Date of Hire. After this set of data is installed, Activate:

   • Installs the core functionality for the Human Resources, Time, and Payroll wizards.

     Note: The Getting Started wizard installs the updated 2025 minimum wages for California and New York.

   • Creates Human Resources records for each employee.
   • Assigns employees to work assignments and policies.
2. Employee Addresses import

   The Employee Addresses import applies the appropriate state and local tax jurisdiction assignments for countries that derive taxes based on home addresses.

3. Addresses import

   The Addresses import generates the Organizational Hierarchy and applies geographically driven configuration like Organization Hierarchy, Pay Policies, and Pay Groups.

4. Legal Entities import

   The Legal Entities import loads the FEIN (Federal Employer Identification Number) for US entities and Business Number for Canadian Entities. Also load unique company IDs for any other country.

Files generated by the Getting Started wizard

After completing the Getting Started wizard, three import files are automatically generated and placed on the Dayforce FTP site.

Best Practices for fair scheduling

Activate installs Schedule Policies Best Practices for fair scheduling. The policies include default Schedule Rule, Schedule Change, and Shift Trading Policies. You can enable them and assign them to employees instead of building them from scratch. All of the rules are set to Inactive so you can select the ones that you want to enable.

Bypassing the Getting Started wizard

If employee records already exist in Dayforce, Activate prompts you to bypass the Getting Started wizard and instead use the Employees wizard in the Load My Data section of Activate Central to add more employees.

Country-specific wizards

User access to country-specific wizards is restricted to countries that are:

• Specified in their initial employee dataset using the Getting Started wizard.
• Associated with a pay group that’s relevant to that country using the Pay Group Editor wizard or directly in Dayforce.
• Configured using the Manage Countries wizard.