Mass Employee Policy Changes

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.

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 refer to 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 Role Changes wizard continues to show in blue text and the icon to the left of the wizard name continues to show in gray.

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

After completing the Mass Employee Policy 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

<?xml version="1.0" encoding="UTF-8"?>
<?xml version="1.0" encoding="UTF-8"?>
-<EmployeeImport>
    -<Employee>
        <XRefCode>372864</XRefCode>
        <EmployeeNumber>372864</EmployeeNumber>
        <FirstName>Paula</FirstName>
        <LastName>Valderrama</LastName>
        -<EmploymentStatus>
            <PayClassXrefCode>PT</PayClassXrefCode>
            <PayTypeXrefCode>HOURLY</PayTypeXrefCode>
            <EmploymentStatusXrefCode>TERMINATED</EmploymentStatusXrefCode>
            <EffectiveStart>2019-01-01</EffectiveStart>
            <ScheduleChangePolicyXrefCode/>
            <ShiftTradePolicyXrefCode/>
            <PayGroupXrefCode>USA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
        </EmploymentStatus>
    </Employee>
</EmployeeImport>

You can select more than one field in a single group assignment update.

Select the date on which you want the change to go into effect. Any employees who don’t exist as of date selected are excluded.

• To the current record: The start date of the employee's current record. This date is in relation to the today's date.
• To the earliest record: The date of the first record of the employee's history.
• As of original hire date: The employee's original hire date.
• As of most recent hire date: The employee's most recent hire date.
• As of next pay period: The start of the employee's next pay period.
• As of a specific hire date: Enter or select a date (past or present).

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 to the employee’s profile.

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 clicking Yes.

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

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

Select the employees that you want to group assign the role to.

• All Employees: Applies the assignment to all employees in the organization.
• 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, Union Membership.
  • Employee Group & Policies: You can select from the following: Time Entry Policy, Pay Policy, Pay Holiday Group, Pay Group, 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.

The fields shown are the fields that you selected on the Field Selector page.

Select the values that you want to assign.

• Quickly assign values to all selected employees - Select a single value to assign to all employees.
• Specify values for each selected employee - Assign different values to different people. This option takes longer but gives more flexibility.