WFM to Payroll Mapping

Activate lists all of the system and custom earnings that have been configured in Dayforce. Select an earning from the Earnings Available for Mapping list on the Summary page.

You must indicate whether the mapping applies to some or all pay groups. By default, Activate assumes that the mapping applies to all but users can select specific pay groups. When the pay group selection is made, users must select one or more pay codes and/or pay categories and whether they’re eligible or ineligible for the mapping.

Note: The pay code list is filtered based on the pay category selection. If you select a pay category and mark it as eligible, only pay codes assigned with that pay category show in the pay code drop-down list. If you select a pay category and mark it as ineligible, only pay codes that do not have that pay category assigned show in the pay code drop-down list.

On the Review page, you must download and review the reports and confirm that the information is correct. You can download the configuration summary reports individually or you can download them together in a .zip file.

You must select a checkbox at the bottom of the page to confirm that you’ve reviewed the reports and the configuration is correct before proceeding to the installation.

When the mapped earnings information is complete in Activate, install it in Dayforce. By default, Activate installs two mappings, identical aside from whether the mapping applies to the current pay period or to prior pay periods (Current and Retro).

1. In Activate Central, click Build Dayforce. The Build Dayforce wizards show.
2. Click WFM to Payroll Mapping and the Summary page opens.
3. On the What you need to know before you start page, review the information and select the checkboxes to confirm that the following has been configured:
   • Pay codes, pay categories, and pay category groups
   • Pay policies and associated rules and qualifiers, especially those that impact the assignment of pay categories
   • Earnings
   • Pay groups
4. Click Next and the Summary page opens.

1. On the Summary page, to search for a specific earning, enter the name of the earning in the Search field.
2. Click the Earnings Available for Mapping section to see the list of earnings.

   This section lists all of the earnings that have been configured in the Dayforce environment.

3. Select the earning that you want to create a mapping for and the Installation Options page opens.

1. On the Installation Options page, click one of the following to indicate whether the mapping applies to all pay groups:
   • Yes, the same mapping should be installed for all configured pay groups: The same mapping is applied to all configured pay groups. This option is the default.
   • No, let me select which pay groups will use this mapping: A pay group selection drop-down lists the available pay groups that mapping can be installed for.
2. If you clicked No, select one or more pay groups from the list.
3. Select one or more pay categories from the list. this list populates based on the options configured in Dayforce.

   To search for a specific pay category, enter the pay category name in the list.

4. Indicate whether the selected pay category is eligible for this mapping rule.

   How to indicate whether pay categories are eligible

   If you click...	Then...
   Eligible	Only the pay codes with that pay category show.
   Ineligible	All pay codes that don’t have the pay category show.

5. Select one or more pay codes from the list.

   Note: If you don't see a pay code that you expect to see, confirm that you’ve selected the correct pay category/categories.

   The pay code list is filtered based on your pay category selections.

   To search for a specific pay code, enter a pay code name in the Select an Option... field.

6. Indicate whether the selected pay codes are eligible for this mapping rule.

   You must select at least one pay category or one pay code on this page. You don’t have to select both.

7. Click Next. The Installation Options page refreshes.

1. On the Summary page, click the Earning Mapping Ready to Install section to see the pending earning mappings that have already been configured and are ready to install.

   These earnings don’t have mappings for all pay groups. If an earning already has mappings for some page groups, it shows in the list.

2. Expand an earning mapping to view the mapping details, which include:
   • Pay Groups
   • Earning for Current and Retro Mapping
   • Pay Categories for Current and Retro Mapping
   • Pay Codes for Current and Retro Mapping
3. Click Done. The Review page opens.
4. If you want to return to the Summary page, click Back.

Important: The Review page contains reports for you to download and review to confirm the configuration before installation.

1. On the Summary page, click Done. The Review page opens
2. Click one of the following:
   • Configuration Report by Earning: Activate downloads the Configuration Report by Earning report to your computer. This report includes a complete list of all mappings to be installed. You can save it for future reference or send it to additional parties for review before installing.

     Note: When Activate reviews the mappings that are pending installation, the Config Summary report lists any potential duplicate mappings that result in overpayments or potential unmapped pay codes, categories, or earnings. The Possible Duplicates tab lists the Mapping Name, Potentially Duplicate Mappings, and Reason. You can download this report individually, or you can download it in the .zip file.

   • Expand the Configuration Report by Pay Group heading and click the appropriate reports. Activate downloads the selected reports to your computer. The Configuration Report by Pay Group is a filtered list of mappings with configured pay codes, pay categories, and earnings for which there is no mapping pending. Each pay group has its own summary file.
3. Carefully review the downloaded reports and make sure that the information is correct.

   For a list of the content of the reports, see Review the mappings that are pending installation (above).

4. If you need to make changes, click Back to return to the Summary page.
5. If no changes are needed, select the checkbox at the bottom of the page to acknowledge that any mappings already in Dayforce will be replaced with the selections you made in this wizard. You’re also acknowledging that you’ve downloaded and reviewed all reports and that the configuration is correct.

   Note: You must select the checkbox to continue with the installation.

6. Click Done & Install.

When the mapping is complete in Activate, you must install the earnings in Dayforce.

When you use this wizard to install new mappings, Activate deletes all existing mappings for the Dayforce pay group. Instead of appending the new mapping, it replaces the previous mapping. This action removes the chance of duplicate mappings from different installations and avoids the possibility of leaving orphaned records.

1. Click Done.

   Important: If someone is signed directly into Dayforce and is potentially applying manual configuration, Activate shows a warning at Done. Don’t continue with the Activate installation if users are actively applying configuration changes as they might be lost if a failure occurs during the Activate installation. Download the User report to follow up with the team members before continuing in the Activate wizard.

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.

   At install, Dayforce shows the day, date, and time of completion. It also shows your name as the user who made the change to the pay group, in the Audit tab of the pay group setup. This information enables the tracking of who made changes and when.

   Note: If you want to add more information, click I want to add more. See the Executing a Rollback When Using the “Add More” Feature in the Payroll Wizards topic for additional information.