Preceda Centralized Data Loads

The Preceda employee additional HR data includes:

• Employee Personal Data

• Employee Contact Information

• Employee Emergency Contacts

• Employee Management Structure

• Employee Balances

• Employee Work Pattern

• Direct Deposit Data (Australia and New Zealand)

• Tax Info Data (Australia and New Zealand)

• Employee Superannuation (Australia)

You can use the following wizards to select more than one file from your computer to upload in a single step:

• Employee Payroll Elections
• Year-to-Date Payroll Totals (AUS/NZL)
• Year-to-Date Payroll Totals (CAN)
• Year-to-Date Payroll Totals (UK/IRL)
• Year-to-Date Payroll Totals (USA/CAN)

Actively incompatible with the data in Dayforce. If you have a data error, you must resolve the error before you can complete the installation.

Indicate nonstandard setup that could potentially cause an error in Dayforce. For example, if an earning code is defined as Hours x Rate and the data is amount only, the system creates a warning. However, you can still import the data into the system.

A notable occurrence of data in the system. For example, an informational note shows if codes are dropped from the YTD import.

1. In Activate Central, click Load Your Data. The Load Your Data wizards are shown.

2. Click Preceda Centralized Data Loads. The What you need to know before you start page opens.

3. Read the information on the page.

4. In the Before you proceed section, select the checkbox next to the following statements to confirm that:

   • All Work Contracts exist in Dayforce.
   • All Employee Balances exist in Dayforce.
   • All Identification Types exist in Dayforce.
   • All Jobs, Departments, and Org Units have unique and defined XRefCodes.
   • All Reason Codes are configured in Dayforce.

   Note: If any of the listed prerequisite configurations haven’t already been set up in Dayforce, click Cancel and complete the steps.

5. Click Next.

1. Review the information on the Preceda Centralized Data Loads page.

   All files show an initial status of “Not Loaded.” This status remains until at least one file loads. Then, the status changes to Ready or Error.

2. Click Upload.

   Select the zip file generated from Preceda to begin the bulk upload of your Preceda Employee Additional Data.

   Activate provides the additional data files in Preceda CSV (comma-separated value) format.

   As Activate processes the files provided in zip format, a corresponding status shows next to each file. All files begin with an initial status of "Not Loaded," and the Load Selected Files button is grayed out.

   A table in the center of the page lists:

   • Data File - The available data files. See Preceda Employee additional HR data (above) for the list of data files.

   • Status - The current status and includes Error, Loaded, Not Loaded, Loading, and Ready to Load.

   • History - The previous actions that have been taken on this file.

   • Action - The available action, including Review and Load.

   As the .zip file processes, each data load shows a color-coded status.

   If standard critical validation errors are generated, the upload fails.

   You can filter the files by status

   This status...	Indicates that...	Actions to take...
   Ready to Load	The data file passed all validations and successfully loaded. Files with this status have a checkbox in the Actions column to indicate that they’ll be included in the bulk upload. After successfully loading, the files’ statuses change to "Loaded." The files also have a timestamp with the date, time, and user details in the History column. Note: If you try to unload a .zip file when some modules have the Ready to Load status, an override warning shows.	N/A
   Not Loaded	One or more data files are missing from the .zip file or the files weren’t previously loaded.	Click Load to go to the location on your computer where you saved the relevant CSV or Excel file for this data load. If the uploaded file passes validations, the status changes to Ready to Load. If the file fails validation, the status changes to Error.
   Error	The data file failed the validation. The file contains corrupt data that doesn’t comply with Activate‘s data validations.	Click the following, as appropriate: Review to go to the Data Review page so you can correct the errors. Download Errors File to access the error list and view and edit the uploaded data in the data grid. The error and warning details will also be uploaded. Download File to download the file to your computer. After you correct the errors, click Upload File to upload the corrected CSV or Excel file from your computer.
   Loaded	The file has been successfully loaded at least one time and is available.	N/A
   Loading	The data load has started and the file is currently being loaded to the relevant standalone wizard.	Users can’t use this wizard to load data at the same time that the data is being loaded to another wizard.

   Note: If the validation has any issues, an error message shows at the bottom of the page. Click View All Errors to get an error log.

3. Click Load Selected Files.

   Note: This button is available for selection when at least one data load must be included.

   Note: You can upload the files only if no errors exist.

4. Click Next.

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 download the error message list and save it to your computer, click Download Errors File.
   • To correct errors in the grid, click in the field containing the error. Click Tab to move to the right and Shift+Tab to move to the left in the row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.

   • 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.

When the employee information is complete in Activate, you must install the data in Dayforce.

During the installation, the current step in the process shows in bold text so you can monitor the progress.

The installation takes 1–2 hours to complete.

1. 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: If you want to add more information, click I want to add more.