Use the Job Requisitions and Postings wizard to load Job Requisitions and Job Postings into Dayforce. The job requisitions and postings aren’t tied to specific employee records.
Important: This wizard imports the data directly into the database. It’s important that you verify that the data you’re going to import is the correct data.
Note: Job assignments aren’t created as a part of this wizard. You must set up job assignments before using the wizard.
Note: The Getting Started wizard installed Canadian employees with a culture code of EN-CA.
Before you begin
The following are required before you can use this wizard:
- All job assignments exist in Dayforce.
- All job assignments have unique names and XRefCodes.
- All hiring managers and recruiters exist in Dayforce as employees.
- All pay class codes exist in Dayforce.
- All pay type codes exist in Dayforce.
- The Org Unit to be used as the Location must have a Public Name assigned to it in Dayforce.
Using this wizard
Confirm that you’ve completed the required steps.
To use the Job Requisitions and Postings wizards, you must confirm that:
- All job assignments exist in Dayforce.
- All job assignments have unique names and XRefCodes.
- All hiring managers and recruiters exist in Dayforce as employees.
- All pay class codes exist in Dayforce.
- All pay type codes exist in Dayforce.
If you haven’t completed any of the steps listed, you must complete them before continuing with this wizard.
Use the Job Requisition Data template to upload the job requisition data.
- Job Requisition Title
- Job Assignment
- Location
- Status
- Description
- Request Data
- Hiring Manager
- Assigned Recruiter
- Number of Openings
- Pay Class
- Pay Type
- Additional Notes
- Min Hiring Rate
- Max Hiring Rate
- Evergreen
Note: You must upload this template to continue in the wizard.
Note: You can download an empty Job Requisition Data template from the Download Template Files page.
Use the Job Posting Data template to upload the job posting data. If you don't have any job posting data to upload, you can skip this optional step.
- Job Requisition Title
- Posting Start Date
- Posting Expiry Date
- Client Site
- Posting Title
- Description Header
- Description
- Job Start Date
- Job Family
- Job Function
- Required Education
- Employment Indicator
- Travel Required
- Travel %
- Telecommute %
If any errors exist or there’s missing information, you can correct and upload the template document again. Or, you can correct the data on the page. You must resolve all errors to continue.
When the information is complete in Activate, install it in Dayforce
Messages: Error, Warning, and Information
Activate sorts each generated message by severity:
Actively incompatible with the data in Dayforce. If you have a data error, you must resolve the error before you can complete the installation.
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.
A notable occurrence of data in the system. For example, an informational note shows if codes are dropped from the YTD import.
Tasks
- In Activate Central, click Build Dayforce. The Build Dayforce wizards are shown.
- Click Job Requisitions and Postings. The What you need to know before you start page opens.
- Review all of the information on the page.
-
In the Before you proceed section, select the checkbox next to the following statements to confirm that:
- All job assignments exist in Dayforce.
- All job assignments have unique names and XRefCodes.
- All hiring managers and recruiters exist in Dayforce as employees.
- All pay class codes exist in Dayforce.
- All pay type codes exist in Dayforce.
Note: If you haven’t completed any of the steps listed, click Back and complete the steps.
- Click Next.
- On the Upload page, click Download.
- Select the location where you want to save the template document.
-
Open the
JobRequisitionDataTemplate.xlsxtemplate on your computer. -
On the JobRequisitionData tab, complete all columns with the data for all employees in the organization.
Note: Instructions for populating the fields are in the Job Requisition Data Template Fields section (below) and on the Instructions tab of the template.
-
Click Save and close the template.
You can use any file name for the template you upload. It must be an Excel or CSV document and contain the data in the required format.
Important: The uploaded template must be the current Excel template file that was downloaded from Activate. Old templates aren’t accepted.
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. Also, don’t change the column headings.
- On the Upload page, click Upload.
- Go to the completed template in the location where you saved it.
-
Click Open.
The Job Requisitions and Postings wizard validates the uploaded file.
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.
- Click Next.
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: If the uploaded file has errors, a Validation Failed message shows in red on the page. You must correct the errors in the file on your computer and upload the file again.
Note: If you don’t need to upload posting data, click Skip to bypass uploading the Job Posting Data template.
- On the Upload page, click Download.
- Select the location where you want to save the template document.
-
Open the
JobPostingDataTemplate.xlsxtemplate on your computer. - On the JobPostingData tab, complete all columns with the data for all employees in the organization.
Note: Instructions for populating the fields are in the Job Requisitions and PostingsJob Posting Data Template Fields section (below) and on the Instructions tab of the template.
-
Click Save and close the template.
You can use any file name for the template you upload. The file must be an Excel or CSV (Comma-Separated Value) document and contain the data in the required format.
Important: The uploaded template must be the current Excel template file that was downloaded from Activate. Old templates aren’t accepted.
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. Also, don’t change the column headings.
- On the Upload page, click Upload.
- Go to the completed template in the location where you saved it.
-
Click Open.
The Job Requisitions and Postings wizard validates the uploaded file.
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.
Note: If you didn’t provide a location in the uploaded template and Activate can’t determine the location based on the supplied Job Assignment, you’re prompted to enter a location in the template and upload it again.
Note: If the uploaded file has errors, a Validation Failed message shows in red on the page. You must correct the errors in the file on your computer and upload the file again.
-
Click Next.
If the uploaded template fails the validation process, the Download Error File button shows in a red bar that spans the bottom of the page. You can click the button to download the error file to your computer.
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.
- 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) also shows.
Note: If you want to add more information, click I want to add more. See
Results
The data uploaded from the Job Requisition Data template populates the fields on the Job Requisitions page. (Dayforce > Recruiting > Job Requisitions, and click the Details tab).
| Field in Template | Field in Dayforce |
|---|---|
| Job Requisition Title | Job Requisition Title |
| Job Assignment | Job Assignment |
| Location | Location |
| Status | Status |
| Description | Job Description |
| Request Date | Request Date |
| Hiring Manager | Hiring Manager |
| Assigned Recruiter | Assigned Recruiter |
| Number of Openings | Number of Openings |
| Pay Class | Pay Class |
|
Pay Type |
Pay Type |
|
Additional Notes |
Additional Notes |
|
Min Hiring Rate |
Pay Grade Minimum |
|
Max Hiring Rate |
Pay Grade Maximum |
|
Evergreen |
Evergreen |
The data uploaded from the Job Posting Data template populates the fields on the Job Requisitions, Postings page. (Dayforce > Recruiting > Job Requisitions, and click the Postings tab).
| Field in Template | Field in Dayforce | Additional Information |
|---|---|---|
| Job Requisition Title | Job Requisition Title | |
| Posting Start Date | Posting Date | |
| Posting Expiry Date | Expiration Date | |
| Client Site | Job board | |
| Posting Title | Posting Title | |
| Description Header | Header | You must open Posting detail from the Postings tab.
|
| Description | Description | |
|
Description Footer |
Footer |
|
| Job Start Date | Job Start Date | |
| Job Family | Job Family | |
| Job Function | Job Function | |
|
Required Education |
Required Education | |
|
Employment Indicator |
Employment Indicator | |
|
Travel Required |
Travel Required | |
|
Travel % |
Travel % | |
|
Telecommute % |
Telecommute % |
Next steps
Complete the next wizard, as appropriate.
Job Requisition Data 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.
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 1 | String. | The title given to the job requisition. | Branding Specialist | This information is the title given to the job requisition in Dayforce. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 2 | String. | The Dayforce Job Assignment the job requisition is being created for. Must match an existing Job Assignment in Dayforce. | Marketing - Branding Specialist | This information is the Dayforce Job Assignment that the job requisition is being created for. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 3 | String. |
The Dayforce location associated with the Job Assignment the job requisition is being created for. Note: A Public Name must already be assigned to the Location in Dayforce. |
California - Marketing | Indicates the location in Dayforce for which the job requisition is being created. Activate derives the location if there’s a one to one relationship between the Job Assignment provided and the corresponding Org Units. If there are multiple Org Units that the Job Assignment could be assigned to, an error shows indicating that it must be provided. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 4 | Accepted Values:
Cancelled Closed Filled On Hold Open. |
The current status of the job requisition.
Only accepted values that exist in Dayforce are permitted. |
Open On Hold |
This field indicates the current status of the job requisition. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 5 | Date. | A detailed description to come with the job requisition. |
|
A detailed rich text description for the Job Requisition. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 6 | String. | The date the job requisition request was made. | 2021-09-21 | Indicates the date on which the job requisition was requested. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 7 | String | The Dayforce employee identifier of the Hiring Manager. This field must match an existing employee in Dayforce. |
374659 AC74856 |
Indicates the hiring manager for the job requisition. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 8 | String. | The Dayforce employee identifier of the assigned recruiter. This information must match with an existing employee in Dayforce. |
102937 BT37465 |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 9 | Integer. | The number of openings for the job requisition. | 1 | Indicates the number of openings for the job requisition. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 10 | String. | The pay class associated with the job requisition. This field must match an existing pay class in Dayforce. | FT | Indicates the pay class in Dayforce associated with the Job Requisition. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 11 | String | The pay type associated with the job requisition. This field must match an existing Pay Type in Dayforce. | Hourly | Indicates the Pay Type in Dayforce associated with the Job Requisition. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 12 | String. | Additional Notes to the business relevant to the job requisition. |
|
Notes made by the business for the business about the Job Requisition. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 13 | Decimal. | The minimum hiring rate for the job assignment on the job requisition. | 45000.00 | Indicates the minimum hiring rate. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 14 | Decimal. | The maximum hiring rate for the job assignment on the job requisition. | 65000.00 | Indicates the maximum hiring rate. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 15 | Boolean. | Evergreen job requisitions are used in continuous hiring situations where employers want to enable candidates to apply at all times. |
True T |
Indicates whether the job requisition should remain open in continuous hiring situations. |
1 Special characters accepted in the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &
Job Posting Data template fields
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 1 | String. | The title of the job requisition that the job posting is associated with. This title must match a job requisition title from the job requisition data template uploaded on the previous pages. | Branding Specialist | Activate requires the Job Requisition Title for Job Postings so a match can be made between the two templates. Postings are created against the appropriate Job Requisition in Dayforce. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 2 | Date. | The date the job posting was made. | 2021-05-16 | Job Postings in Dayforce required a posting date. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 3 | Date. | The date the job posting expires. | 2021-09-17 | If the Job Posting in Dayforce should have an expiry date, this field should be provided. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 4 | String. | The site being used for the internal job posting. | Accepted Values:
Careers Client Careers Site |
This field tells Dayforce which internal site is being used |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 5 | String. | The specific posting title for the job posting. | Branding Specialist | Each job posting needs a posting title. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 6 | String. | A header that comes with the job posting description. |
|
Allows a description header to be added to the job posting. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 7 | String. | Description, specific to the Job Posting. This field is required if a description wasn’t provided on the Job Requisition Data template. |
|
Each job posting requires a description. The description can be provided here or copied from the job requisition the job posting it’s associated with. A new description should be provided if the posting description should differ from the job requisition. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 8 | String. | A footer that accompanies the description in the job posting. |
|
Allows a description footer to be added to the job posting. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 9 | Date. | The pending start date of the job the posting is for. | 2021-10-01 | If the job posting has an associated start date for the job, this field should be provided. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 10 | String. | The Job Family that the posting belongs to in Dayforce. It must match the existing job family in Dayforce. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 11 | String. | The Job Function of the posting. It must match the existing Job function in Dayforce. |
Management Legislator Account Managers |
If the job posting has a specific Job function in Dayforce, this field should be provided. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 12 | String. | The required minimum education required for the posting. It must match the existing education option in Dayforce. |
College Doctorate |
If the job posting has a required minimum education level for candidates to have, this field should be provided. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 13 | String. |
The employment indicator associated with the posting. It must match the existing Employment Indicator in Dayforce. |
Apprenticeship Internship |
If a specific employment indicator is associated with the job posting, this field should be provided. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 14 | Boolean. | Does the job require travel? | Yes | If travel is required for the job, this field should be provided. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 15 | Number. Must be between 1–100. | How much travel does the job require? | 25 | Indicates the amount of travel required for the job by percentage. |
| Order | Data Type | Description | Examples | Why This Is Needed |
|---|---|---|---|---|
| 16 | Number. Must be between 1–100. | How much telecommuting is involved? | 50 | Indicates the amount of telecommuting for the job by percentage. |