Mass Configuration Changes

Use the Mass Configuration Changes wizard to update common fields easily. Examples of fields you can update include names, reference codes, ledger codes, and clock codes for all records at one time. To update the fields, select the table/entity and the specific fields to update. Then, Activate shows all of the records in that table/entity in a data grid where you can edit the values directly.

Another way to update the fields is to download the data in the grid as an Excel file, make the necessary updates to the fields, and then upload the file back into Activate.

Note: You probably need to make mass configuration changes at several points during the implementation process. You can use this wizard whenever needed until the end of the implementation.

Important: To select a table or entity and update all of the fields in it, there must already be records created in that table/entity.

Errors, warnings, and messages

The rules set up in Dayforce generate any Error or Warning indicators shown above the grid's column headings.

Errors prevent you from continuing with the Wizard.
Warnings are informational and indicate potential problems that you need to be aware of.
Messages are informational and identify a deviation from the rules.

To refer to the errors, warnings, and messages while you correct the data, click Download Errors File.

To correct the errors, messages, or warnings, do one of the following:

Update the information directly in the grid.
Click Download Errors File to download the list and then upload an Excel file containing the corresponding corrections.

Whether you edit the data directly in the grid or upload the file, Activate shows validation warnings or errors to indicate problems with the data. To review and correct any warnings or errors that display, either edit the records in the grid or upload the corrected information in a template again.

Enter the required changes in the Excel document to ensure that future uploads are accurate. If you make edits directly in the grid, click Download File and save the updated file for record keeping.

Validations

If no records exist in a particular entity/table, Activate grays out and deactivates the entity/table option because no records can be updated.

The data grid populates with “active” records only. A record in the table/entity is considered “active” when:

Today's date is greater than or equal to the Effective Start date and
Less than or equal to the Effective End date assigned to that record in Dayforce.

Activate shows a warning when a current value exists in a field but the new value in the grid or the uploaded file is blank. Activate replaces the existing value with a blank when the data is loaded to Dayforce.

You can’t upload nonunique XRefCodes in any of the entities/tables. An error shows if nonunique XRefCodes are populated. You can use alphanumeric characters along with the specific special characters in the following new field columns:

Alphanumeric Characters
Dashes
Underscores
Periods
Colons
Open parenthesis
Closed parenthesis
Back slash
Forward slash

Prerequisites

Complete the following information in Getting Started:

Employee Data
Site Addresses
Legal Entities

Tasks

To mass update pay grades for all jobs:

Select the entity or table to use to update the configurations.
You can only select entities that already exist in Dayforce.

Select the fields to update for the entity or table.

Important considerations

For the question “What entity/table would you like to update configurations for?”, if you selected...

Then...

Job

You can select from the following job category short names, which exist in Dayforce:

EEO-1
FLSA Status
WSDRF
NOC

Job Assignment

You can update the following fields in the Job Assignment table:

Field	Additional Information
Target Bonus %	The Target Bonus field can be empty, or have a maximum of 9 digits, including two decimals.
Normal Weekly Hours	The Target Bonus field can be empty, or have a maximum of 7 digits, including three decimals.
Average Daily Hours	The Average Daily Hours field can be empty, or have a maximum of 7 digits, including three decimals.
Pay Class	The Pay Class field can be empty, or have a maximum of 7 digits, including three decimals.
Pay Type	The Pay Type field can be empty.
Pay Group	The Pay Group field can be empty.
Employment Indicator	The Employment Indicator field can be empty.

Click Next.

To update fields for an entity or table:

In Activate Central, click Manage Your Data. The Manage Your Data wizards show.
Click Mass Configuration Changes.
On the Configuration Selector page, select the entity/table to update configuration for.
Note: If no records exist in a particular entity/table, Activate grays out and deactivates the entity/table option because no records can be updated.
Select the fields to update for the selected entity/table. Select all that apply.

If you selected Clock Transfer Code:

Indicate how you want to create and assign the configuration:

Options for creating and assigning the configuration
If you select...	Then...
Option 1: Manual	There’s no change. You can import your own unique codes with built-in checks to ensure that the integration into Dayforce is smooth and accurate. This option is ideal for customers with specific code requirements like clock integration with other third-party system.
Option 2: Automated	Activate automatically generates unique codes, assigns them to the appropriate levels, and manages all configurations without any user input. Note: Activate generates 5-digit numeric codes. Make sure that your clock configuration is refined before this step.

Click Next. The Configuration Review page opens with the records in the entity/table you selected shown in an editable grid.
The data grid only populates with “active” records. An “active” record is one where today's date is greater than or equal to the Effective Start date and less than or equal to the Effective End date.
Click Download File.
Select the location on your computer where you want to save the Excel document.
Open the ConfigChanges.xlsx template on your computer.
Update the “New” fields as required.
Click Save and close the document.
You can update the file name for the document you upload.
On the Configuration Review page, click Upload File.

A message shows stating that importing a file successfully overrides all data shown in the grid on the Configuration Review page.
Click OK. Activate validates the uploaded file.
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.

To create and assign clock transfer codes:

Select one of the following to indicate how you want to create and assign the Clock Transfer Code:

Select this option...	To...
Option 1: Manual	Import your own unique codes with built-in checks to ensure the accuracy and smooth integration into Dayforce. This option is ideal for customers who need specific codes for integration with other systems.
Option 2 - Automated	Activate automatically generates unique codes, assigns them to the appropriate levels as specified by users, and manages all configuration. No user input is needed.

Results

Activate updates the records in the tables/entities in Dayforce.

The loaded template files include the columns of successfully loaded data only. They don’t include every available field in the wizard. To download the successfully loaded files, go to the dedicated section for each wizard on the Download Template Files page. After downloading the files, you can use them for auditing purposes or you can update them, if needed.

Next steps

Complete the next wizard, as appropriate.