Before You Begin: Before you can add Dayforce Wallet to an onboarding policy in Onboarding Setup, you must ensure that your instance is correctly configured by completing the steps in the topic Ensure That Client Properties Are Configured. Your role must also have access to the Onboarding Setup role feature.
You can set up an onboarding policy for new hires that includes instructions for downloading and registering for Dayforce Wallet.
This topic covers adding Dayforce Wallet to an onboarding policy. For comprehensive information on working with the Onboarding Setup feature, see the Onboarding Guide.
To add Dayforce Wallet to an onboarding policy:
- Go to Onboarding Setup > Onboarding Policy.
- Select an existing policy, or click New to create one.
- In the Properties tab, ensure that all required information has been added.
- Click the Getting Started tab to view options to add to the onboarding policy.
- Click View More at the bottom of the list of available items to expand the list, if you do not see the Dayforce Wallet entry.
- Locate Dayforce Wallet and click Add, which adds the entry to the list of items added to the Getting Started page for employees (see the screenshot following the task).
- Click Save.
The following screenshot is an example of a policy with Dayforce Wallet added: