Mass Employee Union Changes

Activate User's Guide
Version
2025.2
Mass Employee Union Changes

Use the Mass Employee Union Changes wizard to assign unions to all employees or a group of employees.

Note: This wizard is only available in Activate after unions have been configured in Dayforce. You can run this wizard as often as is 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.

Before you begin

Unions must be configured in Dayforce.

Employees who are included in the Mass Union Changes template must exist in Dayforce. The employees 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 Getting Started wizard, the Employees wizard, or the Clean Up Data for Parallel or Go Live wizard.

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 Union Changes.

  3. On the Field Selector page, answer the question When do you need these new values to be effective on the employees' records?.

    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. The Mass Assignment Review page opens the employee properties that you assigned.
  7. Review the information to confirm that everything is correct.

    This page offers 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 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 refer to the information later.
  2. Click Done & Install.

    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. During the installation, the current step in the process shows in bold text so you can monitor the progress.
  4. 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. You can complete this wizard more than one time to apply employee role changes to everyone. The Mass Employee Union Changes wizard continues to show in blue text and the icon to the left of the wizard name shows in gray.

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

To download, update, and upload the Mass Assignment Data file:

  1. On the Mass Assignment Review page, click Download File.
  2. Select the location on your computer where you want to save the document.
  3. Open the document on your computer and update the information.
  4. Click Save and close the document.
  5. On the Mass Assignment Review page, click Upload File.

    Note: If you made changes in the grid before uploading the updated Mass Assignment Data File, a message states that a successfully imported file overrides all data show in the grid. Click OK.

  6. Go to and select your completed document on your computer.
  7. Click Next.

To update information in the grid:

  1. Make updates to data on the page:
    • 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. If you made changes in the grid before you uploaded the updated Mass Assignment Data file, a message states that imported files override all data shown in the grid. Click OK.

    • 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.

    Note: 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.

  2. Repeat this process for all additional changes needed.

Results

In the Dayforce environment, employee records that were filtered or selected for the Mass Assignment change are changed based on the effective dating selected in the wizard. The employees can review the changes by going to the People icon > Employment, and reviewing the data under Unions.

Fields populated in Dayforce

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

File generated by the Mass Employee Union 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

Example illustrating how translates the template data to XML:

Copy 
<?xml version="1.0" encoding="utf-8"?><EmployeeImport>
    <Employee>
        <XRefCode>1004</XRefCode>
        <EmployeeNumber>1004</EmployeeNumber>
        <FirstName>Jennifer</FirstName>
        <LastName>Hope</LastName>
        <UnionMembership>
        <UnionXrefCode>CUPE</UnionXrefCode>
        <UnionMembershipDate>2009-09-14</UnionMembershipDate>
        <EffectiveStart>2009-06-14</EffectiveStart>
        </UnionMembership>
    </Employee>
    <Employee>
        <XRefCode>00001005</XRefCode>
        <EmployeeNumber>00001005</EmployeeNumber>
        <FirstName>Matt</FirstName>
        <LastName>Stokes</LastName>
        <UnionMembership>
        <UnionXrefCode>CUPE</UnionXrefCode>
        <UnionMembershipDate>2007-06-04</UnionMembershipDate>
        <EffectiveStart>2007-06-04</EffectiveStart>
        </UnionMembership>
    </Employee>
</EmployeeImport>

Next steps

Complete the next wizard, as appropriate.

Questions

Select the fields that you would like to assign to a group of employees

The following fields are selected by default. These fields are assigned to the employees that you select in this wizard. You can’t edit this field.

  • Union Membership
  • Union Membership Date

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

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

  • To the current record: The start date of the employee's current record, in relation to 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).

Select the employees

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

  • 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, By Union Membership, and Legal Entity.
    • 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, Payroll Policy, and Employee Group.

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

Select the values that you want to assign

The default values in the Select the fields that you want to mass assign 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.