Configure Employee Data Mapping Rules for Dayforce Wallet

Before You Begin: Before you configure employee data mapping rules for employee eligibility for Dayforce Wallet, 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 HR Admin role feature.

If your organization uses HR imports, it is important to configure an employee mapping rule to have the application automatically select the Eligible for Dayforce Wallet and, if applicable, Eligible for On-Demand Pay checkboxes in the employee profile of the People feature. See Configure Dayforce Wallet Card and On-Demand Pay Eligibility in the Employee Profile.

At a minimum, to qualify for Dayforce Wallet, employees must be 18 years or older, and must not be terminated. This topic describes the steps necessary for configuring employee data mapping rules specifically for Dayforce Wallet. For general information and instructions for configuring employee data mapping rules, see Employee Data Mapping Rules Setup in the HR Administration Guide.

To configure employee data mapping rules to determine employee eligibility to use Dayforce Wallet:

1. Go to HR Admin > Employee Data Mapping Rules.
2. Click Add.
3. Enter a name (for example, Dayforce Wallet Mapping Rule), an optional description, and select the Active checkbox.
4. In the Mapping Values section, click Add, and take the following steps:
   1. In the Mapping Object drop-down list, select Eligible for Dayforce Wallet.
   2. In the ShortNameXRefCode drop-down list, select Yes.
   3. Click Save.
5. Repeat step 4 for the Eligible for On-Demand Pay mapping object and the Eligible for Pre-Tax Tips mapping object.
6. Under the new rule you created, click Qualifiers.
7. In the Qualifiers section, take the following steps:
   1. Click Add.
   2. In the Mapping Object drop-down list, select Age (greater than or equal to).
   3. In the ShortNameXrefCode field, enter 18.
   4. Click Add.
   5. In the Mapping Object drop-down list, select Status.
   6. In the ShortNameXrefCode drop-down list, select Active. Don’t select Terminated.
   7. If you have more job status types to add, repeat sub-steps d to f.
8. Click Save.

The following screenshots show an example of this configuration.

Employee data mapping rule example:

Employee data mapping rule qualifiers example: