Time Off Policies

1. In Activate Central, click Build Dayforce. The Build Dayforce wizards show.
2. Click Time Off Policies.
3. On the Time Off Summary page, click Add New Time Off Policy. The Edit Time Off Policy page opens.
4. Activate presents policy category options with predefined settings that can be edited to suit your needs.
   • Common Time Off Policies: Commonly used best practice time-off policies.
   • Build my own policy: Create a new policy based on your requirements.

   Use the Search bar at the top of the page to find existing policies that meet your criteria. For example, searching for the term “salaried” returns the existing policies for salaried employees.

5. Do one of the following:
   • Expand the categories and select one of the preconfigured time away from work policies to edit based on your requirements.
   • Click Build my own Policy to create a new policy using the wizard.
6. Enter a name for the new policy.
7. Enter a description of the policy.
8. Complete the Policy fields.

   Answer all of the questions on the page. Select the answers that best reflect the time off policy that you’re configuring. For information on each question, see the Questions section (below).

9. Click Done.

   The newly created policy shows in the Available Time Off Policies section.

10. Click Done & Install.

    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.

Note: You can edit a newly-configured Time Off Policy that hasn’t yet been installed in Dayforce.

1. On the Time Off Summary page, select the policy to edit.
2. Click Edit and the Edit Time Off Policy page opens.
3. Click in the Common Time Off Policies section to show the default policies.
4. Select the policy that you want to edit.
5. Make the changes as necessary.

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

6. Click Done. The newly created policy shows in the Available Time Off Policies section.

Note: You can copy a newly-configured Time Off Policy if it hasn’t yet been installed in Dayforce.

1. On the Time Off Summary page, select the policy to copy.
2. Click Copy.
3. Click Done. The newly created policy shows in the Available Time Off Policies section.

Note: You can delete a newly configured Time Off Policy if it hasn’t yet been installed in Dayforce.

1. On the Time Off Summary page, select the policy to delete.
2. Click Delete. A message states that you’re about to delete this Time Off Policy permanently and the action can’t be undone.
3. Click Delete. The policy no longer shows in the Available Time Off Policies section.

When the Time Off Policy configuration is complete in Activate, you must install the policies in Dayforce.

Important: Review your policies before installing them. Installed Time Off Policies can only be updated directly in Dayforce.

1. On the Time Off Summary page, click Finish & Install.

   Activate checks the following settings in Dayforce:

   Settings verified in Dayforce before installation

   This...	On this page in Dayforce...	Is...
   Use TAFW Workflow field	System Admin > Client Properties	Disabled
   Time Off Request Form	Workflow Administration > Role Privileges	Not assigned.
   Time Off Calculation Form	Workflow Administration > Role Privileges	Not assigned.

   If the conditions above are met, a prompt asks if you want Activate to configure TAFW requests to be routed through workflows and actionable emails sent to approvers automatically.

2. Click one of the following:

   • Yes:Activate installs the time away from work policies with approval workflows and actionable messages.

   • No:Activate installs the time away from work policies without work approvals and actionable messages.

   A message states that you’re about to install Time Off Policies in Dayforce and you can only update them directly in Dayforce after the installation.

   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 Yes.

   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.

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 with the name of the Wizard now shown in green text and a green checkmark to the left of the wizard’s name. The current day, date, and time of completion are included, 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. See Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards.