Phase Setup

Activate User's Guide
Version
2026.1
ft:lastEdition
2026-02-02
Phase Setup

Note: This page is available only to non-customer users.

Use the Phase Setup page to enter key information that tells Activate what can be done for this project per the contract. Also use this page to validate the expected result after you access the Activate Implementation Center (AIC). The Phase Setup determines the AIC methodology.

Phases help with the implementation and management of major customer requests or contracts. They connect the process and provide the Best Practices documentation and resources for testing.

A first phase, often called “Main,“ implements the customer on Dayforce initially with the required functionality. Later phases might occur to expand the Dayforce functionality used by the customer or to add more employees and geographies.

Note: Phase creation in one environment (Stage, Configuration, or Train) is available in the other environments.

Activate phase

To use Activate to implement Dayforce, you must create an Activate phase. The following project parameters are required to create the phase in Activate:

  • Portfolio
  • Module
  • Country

Important: Before creating a phase, make sure that the customer contract aligns and notifies the appropriate Billing team.

Note: For questions for the Enablement team, contact Enable.Services@dayforce.com. If you have feedback about the AIC or the implementation process, submit a request through the Aha! Portal.

Some values show based on what is being pulled from the NetSuite environment.

Important: Verify that the modules shown on the page match the Statement of Work (Pricing Schedule Document). If any modules are missing, make the necessary corrections in Dayforce Services Automation and then return to this page. Before continuing, select all of the necessary modules for this phase. Continuing with an incomplete phase configuration might result in missing Test Cases/Scenarios and functionality in Activate.

  1. Complete the fields on the page.

    For information on each field, see the Questions section (below).

  2. Click Save.
Information pulled from Dayforce Services automation

On a fixed hourly basis, Activate retrieves the following data from Dayforce Services Automation for all projects that are active (In Progress).

  • Client Namespace
  • Modules
  • Region
  • Practice
  • Group
  • Opportunity/Sale Type
  • Actual Kickoff meeting date

Note: Activate determines the Customer Type based on the project settings in Dayforce Services Automation so that Activate can enable the appropriate wizards and install the respective templated configuration.

Customer Type

Activate determines the customer type based on the value in the Practice field in Dayforce Services Automation. This enables Activate to activate the appropriate wizards and install the respective templated configuration.

How the Practice field value determines the customer type
If the Practice field in Dayforce Services Automation is... The Customer Type in Activate is...
SMB Power Pay
Managed (Standard Managed Customer) Managed
SI Prime SI Program
All other Region-Practice-Group (RPG) values Standard

Questions

Namespace

Enter the company name that serves as a unique identifier for the organization.

Please enter a name for the phase

Enter a name for the phase of the project based on what is to be configured for the customer's Go Live. Examples include Phase 1 - North America, Phase 1 - WFM & Time, Phase 2 - Benefits.

Enter the scope details in your own words

Describe what will be implemented during this phase. For example, the set of employees and Dayforce modules being prepared for the Go Live.

Select the default project for this phase. This will be used to retrieve the Go Live date, Annual PEPM, Implementation ACV, Customer Contacts, Projected Hours, Actual Hours, Project Health, Opportunity Type, and updating data in NetSuite.

In the drop-down list, select from a list of projects configured for the customer in NetSuite.

Opportunity Type
  • New Business: A new customer.
  • Migration: A customer who is migrating to Dayforce from another Dayforce product.
Customer Type

Standard: Select this option if the other options don’t apply.

Power Pay: Customers who will use Powerpay.

Commercial: Canadian customers with fewer than 300 employees.

Portfolio

Enter the portfolio value that drives the methodology and steps presents in the Activate Implementation Center based on the customer segment. Options include:

Enterprise: Very large customers.

Global: The customer presence is in more than two countries.

Major Market 1: Previously called Large Market.

Managed: Customers who will have Dayforce manage their Payroll, Benefits, and Wage Garnishments.

Major Market 2: Previously called Mid Market.

Retail: Commercial customers.

Small Market: Customers with fewer than 300 employees.

SI Program: For the third-party system integrator. Select this option for Activate Implementation Center (AIC) to show content only for the SI portfolio and content that is portfolio agnostic. AIC won’t follow all checkpoints for SI projects.

Which countries are in scope for this phase?

Select any additional countries that need to be configured for the customer's employee population.

Select the modules that will be implemented in this phase

Important: Verify that the modules shown on the page match the Statement of Work (Pricing Schedule Document). If any modules are missing, make the necessary corrections in NetSuite and then return to this page. Before continuing, select all of the necessary modules for this phase. Proceeding with an incomplete phase configuration might result in missing Work Packages and functionality in Activate.