Import Documents

You can upload the following document types in Documents > Admin > Document Import:

• Ben Plan
• Ben Plan Option
• HR Policy
• Pay Run
• Pay Group Calendar
• Employee File

Before You Begin: Document Management must be purchased to import documents. However, you can upload documents with a storage usage limit of 10 MB per employee times the number of active employees. A warning occurs at 80% usage. At 100% usage the ability to upload any document halts, and Dayforce shows a message. When the limit is reached, you can opt to continue just using document upload by deleting documents to create storage space or contract for Document Management.

To import documents:

1. Go to Documents > Admin > Document Import. Dayforce shows a list of previous imports.
2. Click Start New Document Import to initiate a new import. Dayforce shows the import wizard, where you select the CSV file that you want to import.
3. After the import is complete, view the status either in the Summary section of the import wizard, or by selecting the import in the list and viewing the details.

In cases where only some files were successfully imported, Dayforce specifies which files were successful in the Files tab.

For more information about document imports and creating the necessary CSV files, see the Dayforce Document Import Specification.