Use the WCB Account template to upload the WCB Accounts, Codes, and corresponding Rates for USA and CAN Legal Entities. You’ll use the data in the template to create several WCB Accounts and associate them with the legal entities.

Note: You can also download an empty Workers' Compensation template from the Download Template Files page.

Note: There must be at least one default Account per Legal Entity. A Legal Entity can’t have more than one default Account.

Use the Review WCB Account page to create WCB Accounts (if needed) and add the Earning Group/Blended Rate to each account.

Note: This grid is prefilled with the existing records in the Dayforce.

You’ll create one new account per data row and add the blended rate and earning group for the account.

Note: There should be one default account per Legal Entity.

If the page has any errors, you must resolve them to continue.

Use the WCB Codes and Rates page to create WCB Codes, add/update the account-specific rates, and associate them with the Legal Entity Accounts. You must provide the WCB Code for each Account row from the Review WCB Account page. The grid on this page is already populated with combinations of the Legal Entities, States/Provinces, Account/Policy Numbers, and Start Date from the WCB Account Data page.

Note: This grid is prefilled based on data entered on the previous screen (WCB Accounts).

Note: There must be at least one WCB Code per Legal Entity Account.

If there are any errors on this page, you must resolve them to continue.

Use the Job-WCB Mapping page to associate Jobs with the WCB Codes.

Note: You can associate only one WCB Code with each job per operating state.

If any errors exist on this page, you must resolve them to continue.

Use the Final Review page to review the data to be loaded. If the information in the grid is accurate, select the checkboxes in the Confirm column. If you see any errors, you must correct them before proceeding.

When the Workers' Compensation information is complete in Activate, you must install it in Dayforce.

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 Build Dayforce and the Build Dayforce wizards show.
2. Click Workers' Compensation and the What you need to know before you start page opens.
3. Review all of the information on the page.
4. In the Before you proceed section, select the checkbox to the left of the following statements to confirm that you have:
   • Agreed to the complete removal of any existing WCB configuration.
   • Installed the approved Organizational Structure.
   • Installed all of the legal entities and jobs that required WCB configuration.
   • Installed the Earning Groups that represent WCB-eligible pay for USA legal entities.
   • A clear understanding of the Worker's Compensation (WCB) codes and rates that apply to your business.
   • Removed any payroll data linked to the existing WCB configuration.
   • Completed any applicable WCB training.

   Note: If you haven’t completed any of the steps listed, click Cancel to return to Activate Central and complete the steps.

5. You can click Download Jobs per State/Province to download an Excel document. The document lists each distinct combination of job and work state/province based on the existing EmployeeWorkAssignment data for USA/CAN employees in Dayforce.
6. Click Next.

1. On the Review WCB Accounts page, review the information shown.

   Important: If the Error/Warning/Message panel has any errors, you must resolve them to continue.

2. Complete all columns on the WCBCodesRatesData tab with the data for all employees in the organization.

   Note: Instructions for populating the fields are in the WCB Code and Rate Template Fields section (below) and on the Instructions tab of the template.

3. If you want to update the data on the page:
   • To insert a new row and enter information, click New.
   • To delete a row, click in the row and click Delete.
   • To save your changes, click Save.

   Note: If you make a change by mistake and haven't saved the change, click Refresh to undo the change.

4. If you want to upload new data:
1. To download the error message list and save it to your computer, click Download Errors File.
2. To download the WCB Account Data Template file, click Download File and save it to your computer.

   This template file contains the data that was loaded previously.

3. Update the WCB Account Data Template file on your computer.
4. Click Upload File and go to the updated WCB Account Data Template file on your computer.
5. If you want to review the previous page, click Back.
6. Click Next.

1. On the WCB Codes and Rates page, review the information shown.

   This page contains the combinations of Legal Entities, States/Provinces, Account/Policy Numbers, and Start Dates from the Review WCB Accounts page.

   Note: If you selected Skip on the Upload WCB Account page instead of uploading the template data, this page shows data from Dayforce, and the Start Date column is populated from the existing record. If there are multiple records for the same State/Province, Legal Entity, Account Number, and WCB Code, the End Date of the latest record is blank. The End Date of earlier records is set to match the Start Date of the following record automatically.

   Important: You must have at least one row for each State/Province, Legal Entity, and Account Number combination that was previously loaded on the WCB Accounts page.

   Note: You must resolve all errors to continue.

2. If you want to update the data on the page:
   • To insert a new row and enter information, click New.

     Important: You can only enter a State/Province, Legal Entity, and Account Number combination that was previously loaded on the WCB Accounts page.

   • To delete a row, click in the row and click Delete.
   • To save your changes, click Save.

   Note: If you make a change by mistake and haven't saved the change, click Refresh to undo the change.

3. If you want to upload new data, do the following, as appropriate:
   • To download the error message list, click Download Errors File and save the file to your computer.
   • To download the WCB Code and Rate Template file, click Download File and save it to your computer.
   • This template file contains the data that was loaded previously.
   • On the WCBCodesRatesData tab, complete all columns with the data for all employees in the organization.

     Note: Instructions for populating the fields are in the WCB Code and Rate Template Fields section (below) and on the Instructions tab of the template.

   • To upload the updated template file to Activate, click Upload File and go to the updated WCB Code and Rate Template file on your computer.
4. Ensure that the following has been entered for each row:
   • WCB Code
   • Employer Rate
   • Employee Rate
5. If you want to return to the WCB Accounts page, click Back.
6. Click Next.

   The page uploads:

   • Workers Comp record/definition on the Org Setup > Jobs and Job Assignments > Workers Comp tab.
   • Legal Entity Rate on the Org Setup > Org Payroll Setup > [Selected Legal Entity Name] > Workers Comp tab > [Selected Account/Policy Number] > Rates.

1. On the Final Review page, review the summary of information to be installed into Dayforce.

   The summary information might include:

   • Number of New WCB Codes.
   • Number of New Legal Entity Account/Policy Numbers.
   • Number of Operating States/Provinces with WCB Codes.
   • Number of Operating States/Provinces without WCB Codes.
   • Number of USA/CAN Legal Entities not assigned to any WCB Accounts.
   • Number of Jobs not assigned WCB Code.
2. Verify that each row of summary information is correct by selecting the checkbox in the Confirm column.
3. If any information is incorrect, click Back to return to the appropriate page and make the corrections.
4. After you confirm that all summary information is correct, click Load.

1. On the Review page, click Next.

   Activate reruns the validation.

   Important: A dialog box states that at completion of this load, access to the Org Hierarchy solution will be limited to Dayforce users. If you have unresolved validation messages, by continuing, you confirm that you’ve reviewed all remaining validation results and commit to making the necessary updates to the applicable configuration and/or data in Dayforce to make sure that the data is correct as soon as possible. You acknowledge that failure to do so could result in pay or year-end filing errors.

   If any new validations are detected, you return to the Validate page and are presented with the new validations to review.

   Important: If someone is signed directly into 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 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 you continue in the Activate wizard.

   Important: If Activate detects that payroll data is linked to an existing WCB configuration, a message instructs you to contact your Implementation consultant to remove the data before proceeding with the install. You can use the Transactional and Test Data Cleanup wizard to remove the data.

   Important: If the PRWCBCode, PRWCBAccount, or JobWCBCode tables contain existing data, a confirmation message states that the loaded templates will replace the existing Workers' Compensation configuration in Dayforce. Click OK to continue or click Cancel.

2. If you want to view and save the mapping information that will be loaded, click Download and save the Payroll Mapping File to your computer for future reference.
3. Click one of the following:
   • No to cancel the installation and return to the Validate page.
   • Yes to acknowledge the disclaimer and continue with the installation. The Loading YTD Data page opens.
4. During the installation, the current step in the process shows in bold text so you can monitor the progress.
5. 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. See the Executing a Rollback When Using the “Add More” Feature in the Payroll Wizards topic for additional information.

The data uploaded from the WCB Account template populates the fields on the Legal Entity page (Org Setup > Org Payroll Setup > Legal Entity) in Dayforce.

The data uploaded from the WCB Account template also populates the fields on the Legal Entity page.

The data uploaded from the WCB Account template populates the fields on the Legal Entity page (Org Setup > Jobs and Job Assignments > Workers Comp) in Dayforce.