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:

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.

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. Click Next.

Results

Fields populated in Dayforce

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

<?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)

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

Job Set Name (Required)

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

Job Set Description (Required)

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

Job Set Grade (Required)

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

Department (Required)

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

Job (Required)

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)

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)

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)

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

Is Default (Required)

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)

Step Value (Required)

Pay Rate (Required)

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

Override Base Rate (Required)

Location (Required)

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