Import Reward History Data

Important: You can import a new reward history data file at any time; however, when you do so, it overwrites any previously imported data. If you want to import new reward history data without overwriting the previous data, you can create a separate data file that uses the same reward history data definition. For example, if you have a reward history data record for 2021, you can create a record for 2022 rather than overwriting the existing data for 2021.

You can import reward history data in Reward History Setup > Reward History Data. After it’s imported, the data can be selected for compensation cycles in the Details tab of Compensation Setup > Compensation Cycles.

To import reward history data:

1. Go to Reward History Setup > Reward History Data.
2. Click the name of the reward history data record to open the slide-out panel open.
3. (Optional) In the Import drop-down list, click Create Column Reference to download a reference sheet that provides a description, and the expected format, for each column included in the reward history data definition.
4. In the Import drop-down list, click Create Import Template to download a template for the import.
5. In the template, enter the reward history details, and save the template as a CSV file on your computer.
6. Important: The columns in this file must match the columns in the template provided. Don’t add or remove columns from the template. Further, each value that you enter must match the format for the associated column in the column reference sheet.
7. Note: An employee can only have one record in the file. If employee names aren't provided in the file, the employees’ names will be shown based on the employee number after a successful import. Dates must be in the YYYY-MM-DD format.
6. In the Import drop-down list, click Import File to open the wizard.
7. Enter a name for the import and click Next.
8. Click Browse for file and select the file, or drag and drop the file into the file window.
9. Click Upload and view the imported data. The data includes the imported file name, imported date, and who imported the data.

You can view the status of your import by clicking Import History in the Import drop-down list. Dayforce shows the status of your past imports. If any errors occur, Dayforce shows a problems icon, a count of the number of errors, and an export icon for the import set in this list. You can click the export icon to download a list of the errors that include more detail. After you fix these errors, re-import the entire file using the Import File option described above.