Job Rate Data

Activate User's Guide
Version
2025.1
Job Rate Data

Use the Job Rate Data wizard to generate new or update existing Job sets and Job Set Level, and then import them into Dayforce.

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 data template:
  1. On the Job Rate Data page, click Download.

    Note: You can also download an empty Job Rate template from the Download Template Files page.

  2. Select the location where you want to save the template document.
  3. On the tab with the data for the job rates in the organization, complete all columns, as needed.

    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 Job Rate template fieldsJob Rate template fields (below) and on the Instructions tab of the template.

  4. Click Save and close the template.

    You can use any file name for the template you upload. The only requirements are that the file must be an Excel or CSV (comma-separated value) document and the field must 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.

  5. Go to your completed Job Rate template in the location where you saved it.
  6. On the Job Rate Data page, click Upload. The Job Rate Data wizard 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.

  7. Click Next.
To review and confirm the data:

The Job Rate Review page opens with the uploaded data in an editable grid. Any errors, warnings, or messages related to the validation of the uploaded data are also included. You can update the information directly in the grid or you can make any corrections in the template and then upload the data.

To ensure the accuracy for future uploads, enter the corrections in the template. If you make edits directly in the grid, click Save and then download the updated file to your computer in case you need to refer to it later.
  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 save the changes you’ve made in the grid, click Save.

    • To remove changes that you don’t want to save, click Refresh.

    • To download the error message list and save it to your computer, click Download Errors File.

    • To download the Job Rate Data Template file, click Download File and save it to your computer.

      This file includes the previously loaded data.

    • To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.

  3. When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.
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. ClickNext.
To install the data:

  1. Click Load. A Warning message states that Activate will install the data into Dayforce. Activate initiates a database rollback if it finds any errors. If any users are actively making configuration changes, don’t continue with the installation.

  2. Click one of the following:

    • Download User Report to download a report listing the users who are actively signed in to Dayforce and might be making changes.

    • Cancel to return to the Job Rate Review page.

    • OK to continue with the install.

    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.

  1. Click one of the following:

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

    Activate Central opens with the wizard name now in green text and a green checkmark next to it. The day, date, and time of completion show, along with your name as the user who completed the wizard. The environment in which the installation was applied (Stage, Config, or Train) is also shown.

    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 Job Rate template populates the fields on the Pay Setup > Job Rate page in Dayforce.

Dayforce fields populated by the Job Rate template
Field in Template Field in Dayforce Page in Dayforce
Job Set Reference Code Reference Code Pay Setup > Job Rate page, Job Rates tab, General section
Job Set Name Name
Job Set Description Description
Job Set Grade Grade
Department Departments
Job Jobs
Job Set Level Reference Code Reference Code
Job Set Level Name Name

Pay Setup > Job Rate page, Job Rates tab, Job Set Levels section
Job Set Level Description Description
Is Default Is Default
Effective From Effective From
Step Value Step Value
Pay Rate Pay Rate
Override Base Rate Override Base Rate
Location Location
Files generated by the Job Rate Data wizard

When the Job Rate Data wizard is complete, Activate generates the Job Rate Import file and saves it to the customer's FTP site.

Job Rate Import

  • FTP Sub-Directory: Import/OrgUnitImport
  • Filename: <Namespace>-JobRateImport-<DateTime>.xml
Copy 
<?xml version="1.0"?>
<JobRateImport>
    <JobSet>
        <XrefCode>JS001</XrefCode>
        <Name>Job Set Level 1</Name>
        <Description>Job Set Workforce Agreement Level 1</Description>
        <Grade>1</Grade>
        <Dept>
            <DeptXRefCode>SUPPORT</DeptXRefCode>
        </Dept>
        <Dept>
            <DeptXRefCode>ADMINISTRATION</DeptXRefCode>
        </Dept>
        <Dept>
            <DeptXRefCode>WAIT_STAFF</DeptXRefCode>
        </Dept>
        <Job>
            <JobXRefCode>KITCHEN_MANAGER</JobXRefCode>
        </Job>
        <Job>
            <JobXRefCode>WAIT_STAFF</JobXRefCode>
        </Job>
        <Job>
            <JobXRefCode>SUPPORT_SPECIALIST</JobXRefCode>
        </Job>
        <JobSetLevel>
            <XrefCode>JS001_1</XrefCode>
            <Name>Job Set Level 1</Name>
            <Description>Job Set Workforce Agreement Level 1</Description>
            <IsDefault>true</IsDefault>
            <PayRate>
                <StartDate>1900-01-01</StartDate>
                <StepValue>1</StepValue>
                <PayRate>47.45</PayRate>
                <OverrideBaseRate>false</OverrideBaseRate>
            <Org>CORP</Org>
            </PayRate>
        </JobSetLevel>
        <JobSetLevel>
            <XrefCode>JS001_2</XrefCode>
            <Name>Job Set Level 2</Name>
            <Description>Job Set Workforce Agreement Level 2</Description>
            <IsDefault>false</IsDefault>
            <PayRate>
                <StartDate>1900-01-01</StartDate>
                <StepValue>2</StepValue>
                <PayRate>48.45</PayRate>
                <OverrideBaseRate>false</OverrideBaseRate>
                <Org>CORP</Org>
            </PayRate>
        </JobSetLevel>
        <JobSetLevel>
            <XrefCode>JS001_3</XrefCode>
            <Name>Job Set Level 3</Name>
            <Description>Job Set Workforce Agreement Level 3</Description>
            <IsDefault>false</IsDefault>
            <PayRate>
                <StartDate>1900-01-01</StartDate>
                <StepValue>3</StepValue>
                <PayRate>49.45</PayRate>
                <OverrideBaseRate>false</OverrideBaseRate>
                <Org>CORP</Org>
            </PayRate>
        </JobSetLevel>
    </JobSet>
</JobRateImport>

Next steps

Complete the next wizard, as appropriate.

Job Rate 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.

To see a list of the fields in the template, click here.
Job Set
Job Set Reference Code (Required)
Order Data Type Description Examples Why This Is Needed
1 String1 between 1-256 characters. Unique Job Set Identifier. RETAIL_1_2 When you import a new code, it initiates the creation of a new Job Set. Otherwise, it proceeds to update an existing one.

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

Job Set Name (Required)
Order Data Type Description Examples Why This Is Needed
2 String1 between 1-128 characters. Job Set Name. Retail Employee L1 Job Set Name.

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

Job Set Description (Required)
Order Data Type Description Examples Why This Is Needed
3 String1 between 1-512 characters. Job Set Description. Retail Employee Level 1 Job Set Description.

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

Job Set Grade (Required)
Order Data Type Description Examples Why This Is Needed
4 Integer. Job Set Grade. 1 Used for calculating in which set the employee stands.

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

Department (Required)
  Data Type Description Examples Why This Is Needed
5 String1 between 1-256 characters. The cross-reference for department. RETAILSALES The Department value must be a valid code. Otherwise, the given Department is imported.

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

Job (Required)
Order Data Type Description Examples Why This Is Needed
6 String1 between 1-256 characters. The cross-reference for the job. RETAILSALESASSISTANT The Job value must be a valid code. If the Job value isn’t a valid code, the given Job isn’t imported.

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

Job Set Level
Job Set Level Reference Code (Required)
Order Data Type Description Examples Why This Is Needed
7 String1 between 1-256 characters. The cross-reference for Job Set Level. RETAIL_1_2 If the code is new, a new Job Set is created. Otherwise, an existing one is updated. IF the code exists, but for a different Job Set, the entire Job Set and all associating levels and data aren’te imported.

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

Job Set Level Name (Required)
Order Data Type Description Examples Why This Is Needed
8 String1 between 1-128 characters. Job Set Level Name. Retail Employee L1S2 Job Set Level Name.

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

Job Set Level Description (Required)
Order Data Type Description Examples Why This Is Needed
9 String1 between 1-512 characters. Job Set Level Description. Retail Employee Level 1 Step 2 Job Set Level Description.
Is Default (Required)
Order Data Type Description Examples Why This Is Needed
10 Boolean.
Accepted Values:
YES
NO		 Indicates if the level is the default one (used for internal calculations). Yes/No
True/False		 Indicates whether the level is the default one. Used for internal calculations.

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

Pay Rate
Effective From (Required)
Order Data Type Description Examples Why This Is Needed
11 Date. Excel right- justified date format or Excel text format yyyy-mm-dd. Effective start date for a job rate set. Date formatted cells:
09/24/2015
24/09/2015

Text formatted cells:
2015-09-24

 The starting date of the Pay rate. If a Pay Rate with the same reference code already exists, a new one is still created and the previous Pay Rate will be end-dated (one day before the new StartDate).
Step Value (Required)
Order Data Type Description Examples Why This Is Needed
13 Decimal. The Job Step Value 1 The value that is used for calculating how to determine if an employee is eligible for the given pay rate.
Pay Rate (Required)
Order Data Type Description Examples Why This Is Needed
14 Decimal. The rate as a dollar value. 24.67 The rate as a dollar value.

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

Override Base Rate (Required)
Order Data Type Description Examples Why This Is Needed
15

Boolean.

Accepted Values:
YES
NO

 Dictates whether the given pay rate should overwrite the base rate for the employee during calculations. Yes/No
True/False		 Dictates whether the given pay rate should overwrite the base rate for the employee during calculations.
Location (Required)
Order Data Type Description Examples Why This Is Needed
16 String1 between 1-256 characters. Organization cross-reference code. Canada - Ontario
USA - Federal		 Validation – must be a valid code (From OrgUnit table). Otherwise, the given Pay Rate isn’t imported.

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