Pay Category & Pay Code

1. In Activate Central, click Build Dayforce. The Build Dayforce wizards show.
2. Click Pay Categories & Pay Codes.
3. On the Intro page, review the information.
4. Select the checkbox to confirm that all pay category groups are configured in Dayforce.

   If the pay category groups aren’t configured in Dayforce, click Back.

5. Click Next.

1. On the Pay Categories & Pay Codes Data page, click Download all templates.

   Note: If you want to update only one template document, click the Download link for that document to download it.

2. Select the location where you want to save the template documents.

   Note: You can also download empty Pay Category Data and Pay Code Data templates from the Download Template Files page.

3. Open the file or files on your hard drive.

4. Complete all fields in the documents.

   Note: Instructions for populating the fields are in the Pay Code Data template fields section (below) and on the Instructions tab of the template.

   Note: Instructions for populating the fields are in the Pay Category Data template fields section (below) and on the Instructions tab of the template.

5. Click Save and close the template documents.

   You can use any file name for the template you upload. The template must be an Excel or CSV (Comma-Separated Value) document and contain the data in the required format.

   Important: Don’t change the name of the tab. Activate uses the tab name to validate that the correct template is being uploaded.

6. On the Pay Categories & Pay Codes Data page, click Upload files.
7. Go to your completed templates in the location where you saved them.

   If you want to upload both template documents in a single step, you can use the Shift key to select multiple files.

8. Select the file or files and click Open. The Pay Category & Pay Code wizard validates the uploaded files.

   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: When you upload an Excel file, Activate includes the name of the uploaded file in 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 naming convention makes it easier to audit files later.

9. Click Next and the Data Review page opens.

1. Review the information shown in the grid.
2. To 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 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.

3. When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.

1. Click in the field containing the error.
2. Enter or select the correct information. If you make a change by mistake and haven't saved the change, click Refresh to undo the change. 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.
3. Repeat this process for every error.
4. Click Save. Activate verifies the information again.
5. ClickNext.

When the direct deposit information is complete in Activate, you must install it in Dayforce.

1. After making any necessary corrections on the Review and Load page, click Load.

   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.

2. 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) is also shown.

   Note: Click I want to add more to add more information. See Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards.

The data uploaded from the Pay Code Data template populates the fields on the following pages in Dayforce: