Mass Employee Compensation Changes

Activate User's Guide
Version
2025.4
ft:lastEdition
2025-10-14
Mass Employee Compensation Changes

Use the Mass Employee Compensation Changes wizard to update data for large groups of employees who require changes to the Employee Compensation fields. These fields are used for properties like the employees' average daily hours, pay rates, salary, and more. The wizard imports the changes into Dayforce. The changes impact the employees' People Profiles and are added directly to the employees' records.

Prerequisites

Employees included in the Mass Assignment Data File must exist in Dayforce. They must also meet the minimum requirements. Examples include having a hire date, work assignment, and employment status data.

Note: You can load employee data with the following wizards: Getting Started, Employees, or Clean Up Data for Parallel or Go Live.

Note the following:

Note: You can run this wizard as often as needed.

Note: Activate uses HR Version 2.0 (NextGen) when loading data during configuration. To streamline the import, First Name and Last Name are excluded when not required.

Tasks

To select fields to assign to employees:
  1. In Activate Central, click Change Employee Data and the Change Employee Data wizards show.
  2. Click Mass Employee Compensation Changes.
  3. On the Field Selector page, answer the questions.

    Note: For information on each question, see the Questions section (below).

  4. Click Next and the Value Selector page opens.
  5. Complete all fields on this page.

    Note: For information on each question, see the Questions section (below).

  6. Click Next and the Mass Assignment Review page opens with the employee properties that you assigned.
  7. Review the information and confirm that it’s correct.

    This page gives you a final chance to make any changes necessary to the policy fields selected at the beginning of the wizard.

    This page is the final review page in the wizard.

  8. If you want to make changes, either enter the changes in the grid or download the MassAssignmentDataFile.xlsx, update the document on your computer, and upload the updated file.
To review and confirm the data:
  1. Review the information shown in the grid.
  2. 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 save the changes you’ve made in the grid, click Save.

    • To delete a row, click the row and click Delete.

    • To save information in the grid to your computer, click Download File and save it to the location you want.

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

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

    • To download a complete list of all errors from the data load process so you can review and correct them, click Download Errors File.
  1. When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.
To update information in the grid manually:

Note: If you make a change by mistake and haven't saved the change, click Refresh to undo the change.

  1. To move in the grid:
    • Click Tab to move to the right in a row.
    • Click Shift Tab to move to the left in a row.
    • Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.
  2. To update a field, click in the field and enter the new information.
  3. To add a row, click New and enter the information in the row.
  4. To delete a row, click in the row and click Delete.
  5. To save your changes, click Save. Activate verifies the information again.
  6. Click Next.
To install employee role changes:
  1. On the Mass Assignment Review page, click Download File and save a copy of the Mass Assignment Data File to your computer so you can reference the information later.
  2. Click Done & Install to complete your mass changes.

    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.

    Important: If someone is signed directly in to Dayforce and potentially applying manual configuration, Activate shows a warning at Done & Install. Don’t continue with the Activate installation if users are actively applying configuration changes. Users’ changes might be lost if a failure occurs during the Activate installation. Download the User Report and follow up with the team members before you continue with the Activate wizard.

  3. 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. The Mass Employee Compensation Changes wizard continues to show in blue text and the icon to the left of the wizard name continues to show in gray.

    Note: You can complete this Wizard as often as needed.

Results

In the Dayforce environment, employees' records that were filtered or selected in the Mass Assignment change are updated based on the effective dating selected in the wizard's steps. To view these changes, go to the Employee's People Profile > Employment, and review the relevant statuses on the Employment, Compensation and Policy Settings page.

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.

Fields populated in Dayforce

The data uploaded by the Mass Employee Compensation Changes wizard shows on the People icon > Employment > Employment, Compensation, and Policy Settings page in Dayforce.

File generated by the Mass Employee Compensation Changes wizard

After completing the Mass Employee Compensation Changes wizard, a single import file is automatically generated and placed on the customer’s FTP site.

HR Import

  • FTP Subdirectory: Import/HRImport
  • Filename: <Namespace>-HRImport-<DateTime>.xml
For an example illustrating how translates the template data to XML, click here.
Copy 
<?xml version="1.0" encoding="UTF-8"?>
-<EmployeeImport>
    -<Employee>
        <XRefCode>1003</XRefCode>
        <EmployeeNumber>1003</EmployeeNumber>
        <FirstName>Ryan</FirstName>
        <LastName>Robert</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>PT</PayClassXrefCode>
            <PayTypeXrefCode>HOURLY</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>1990-10-18</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
    -<Employee>
        <XRefCode>1004</XRefCode>
        <EmployeeNumber>1004</EmployeeNumber>
        <FirstName>Jennifer</FirstName>
        <LastName>Hope</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>FT</PayClassXrefCode>
            <PayTypeXrefCode>SALARIED</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>2009-06-14</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
    -<Employee>
        <XRefCode>1005</XRefCode>
        <EmployeeNumber>1005</EmployeeNumber>
        <FirstName>Matt</FirstName>
        <LastName>Stokes</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>FT</PayClassXrefCode>
            <PayTypeXrefCode>HOURLY</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>2007-06-04</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
    -<Employee>
        <XRefCode>1006</XRefCode>
        <EmployeeNumber>1006</EmployeeNumber>
        <FirstName>Melanie</FirstName>
        <LastName>Hawkins</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>FT</PayClassXrefCode>
            <PayTypeXrefCode>SALARIED</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>2007-06-04</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
    -<Employee>
        <XRefCode>1007</XRefCode>
        <EmployeeNumber>1007</EmployeeNumber>
        <FirstName>Andrea</FirstName>
        <LastName>Monan</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>FT</PayClassXrefCode>
            <PayTypeXrefCode>SALARIED</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>2007-06-04</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
    -<Employee>
        <XRefCode>1008</XRefCode>
        <EmployeeNumber>1008</EmployeeNumber>
        <FirstName>Susan</FirstName>
        <LastName>Moulton</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>FT</PayClassXrefCode>
            <PayTypeXrefCode>HOURLY</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>2007-06-04</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
    -<Employee>
        <XRefCode>1009</XRefCode>
        <EmployeeNumber>1009</EmployeeNumber>
        <FirstName>Lisa</FirstName>
        <LastName>Tighe</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>FT</PayClassXrefCode>
            <PayTypeXrefCode>SALARIED</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>2007-06-04</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
    -<Employee>
        <XRefCode>1010</XRefCode>
        <EmployeeNumber>1010</EmployeeNumber>
        <FirstName>Terri Lynn</FirstName>
        <LastName>Viskovich</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>FT</PayClassXrefCode>
            <PayTypeXrefCode>SALARIED</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>2013-12-13</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
    -<Employee>
        <XRefCode>1011</XRefCode>
        <EmployeeNumber>1011</EmployeeNumber>
        <FirstName>Nicole</FirstName>
        <LastName>Brennan</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>PT</PayClassXrefCode>
            <PayTypeXrefCode>HOURLY</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>2007-06-25</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
    -<Employee>
        <XRefCode>1012</XRefCode>
        <EmployeeNumber>1012</EmployeeNumber>
        <FirstName>Megan</FirstName>
        <LastName>Young</LastName>
        <EligibleForDFWalletPayCard>true</EligibleForDFWalletPayCard>
        -<EmploymentStatus>
            <PayClassXrefCode>FT</PayClassXrefCode>
            <PayTypeXrefCode>SALARIED</PayTypeXrefCode>
            <EmploymentStatusXrefCode>ACTIVE</EmploymentStatusXrefCode>
            <EffectiveStart>2007-06-18</EffectiveStart>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
</EmployeeImport>

Next steps

Complete the next wizard, as appropriate.

Questions

Select the fields that you would like to mass assign.

You can select several fields in a single mass assignment update.

When do you need these new values to be effective on the employee's records?

Select the effective date for the mass assignment changes.

  • To the current record: Applies the compensation changes to the employee’s most current employment status record.
  • To the earliest record: Applies the compensation changes to the employee’s earliest (or oldest) employment status record.
  • As of original hire date: Applies the compensation changes to the employment status record dated with the original hire date.
  • As of most recent hire date: Applies the compensation changes to the employment status record dated with the most recent hire date.
  • As of next pay period: Applies the compensation changes to the employment status associated with the next pay period.
  • As of a specific date: Applies the compensation changes to the employment status record as of a specific date. If you select this option, you must select the date.

    Note: If the date you select doesn’t match an existing Employment Status record in Dayforce for the employee, a new employment status record is added.

Carry forward to records with later dates?

Employee records might exist that are later than the effective date selected above. Should we carry forward this assignment to all later records in the employees' history?

  • Yes: The wizard updates every record the effected employees have between the effective date and the most recent record on their profile. For example, if you click To the earliest record as the effective date and the employee has multiple status changes or updates, you can update all of their records by selecting Yes.

    Note: If you aren't sure, click Yes.

  • No: The wizard only updates the record selected by the effective date.
Select the employees

Select the group of employees that you want to update.

  • All Employees: Applies the assignment to all employees in the organization. This option is the default.
  • Filter for groups of Employees: Narrow down the number of employees by selecting a specific group of employees using the following filters:
    • Employee Details: You can select from the following: Employment Status, Pay Type, Pay Class, Primary Work State/Province, Primary Work Country, Primary Job, Primary Department, Primary Work Onsite, Primary Work Site, Legal Entity, and Union Membership.
    • Employee Group & Policies: You can select from the following: Time Entry Policy, Pay Policy, Pay Holiday Group, Pay Group, Entitlement Policy, Time Off Policy, Shift Rotation, and Payroll Policy.

    After you make your selection, the total number of employees to be updated based on your selection shows.

Select the values that you would like to assign

The default values in the Select the fields that you want to mass assign field on the Field Selector page show in the table. Select how you want to assign the values.

  • Quickly assign values to all selected employees:Select a single value to assign to all selected employees. When you select this option, select a value or date for each field shown, as applicable, to apply to all selected employees.
  • Specify values for each selected employee: Assign different values to different employees. Although this option takes longer, it offers more flexibility.

Note: This page prepopulates the next page. However, your selection of employees isn’t final.