HR Administration Guide

Version: R2025.2.1
Last publication date: 2025-11-13T21:38:15.681901

About the HR Administration Guide
Org Setup Configuration
Jobs and Job Assignments Configuration
Org Setup Import and Export Configuration
Pay Grade and Job Factor Point Configuration
HR Admin Configuration
Create Employment Statuses
Employment Status Reasons
Create Employment Status Reasons
Create Pay Classes
Create Pay Types
Create Pay Methods
Performance Review Setup
Configure Performance Cycles
HR Policy Setup
Create HR Policies
HR Policy Publishing
Versioned HR Policies
Create Employee Groups
Create Marital Statuses
Create Relationship Types
Add Citizenship Values
Create Employee Unions
Union Membership Exclusivity Behavior
HR Incident Setup
Overview of Incident Types and Groups
Create HR Incident Groups
Create HR Incident Types
Create HR Incident Actions
Add HR Incident Administrators
Create Statistics Types
Create Volunteer Lists
Define New Hire Role Assignment Access
Configure the Employee Name Display Format
Allow Employees to Add Their Pronouns
Add Employee Name Details
Employee Data Mapping Rules Setup
Mapping Values Overview
Qualifiers Overview
Rule Triggering Overview
Rule Ordering Overview
Data Mapping Overview
Apply Data Mapping Rules Historically
Example: Apply Data Mapping Historically
Overwrite Existing Data
Create Employee Data Mapping Rules
Retain Existing Values for Employee Properties
Configure Expression for Seniority Date Qualifier
Mapping Value List
Mapping Qualifier List
Employee Property Setup
Employee Properties Overview
Create Employee Properties
Configure Employee Properties to Generate HR Events
HR Event Dates for Employee Property Changes
Employee Number Generator Setup
Employee Number Generator Example
Contact Information Type Setup
Create Contact Information Types
People Role Security Setup
People Role Security Overview
Configure People Role Security
Compliance Reporting Overview (US)
EEO-1 Reporting
Assign Role Features for EEO-1 Filing Reports
EEO-1 Filing Prerequisites
Gather Employee Ethnicity and Gender Data
Configure Establishment Details
Configure Job Categories
Configure EEO-1 Filing Templates
Review Filing Summary and Validation Messages
Establishments Tab Overview
Employee Count Overview
Export Employee Exceptions File
Establishments Tab Column List
Define One Establishment for Multiple Sites
Change Sites for Combined Establishments
Generate EEO-1 Report Files
California Pay Data Reporting
Assign Role Features for California Pay Data Reporting
California Pay Data Reporting Prerequisites
Gather Employee Ethnicity and Gender Data
Configure Establishment Details
Configure Job Categories
Prepare Payroll Data
Configure California Pay Data Report Templates
Review Filing Summary and Validation Messages
California Employee Count Overview
Virtual Workers and Work Location Overrides for California Pay Data Reporting
Generate the California Employee Data Report
Establishments Tab Column List
Generate California Pay Data Reports
Illinois Pay Data Reporting
Assign Role Features for Illinois Pay Data Reporting
Illinois Pay Data Reporting Prerequisites
Gather Employee Ethnicity and Gender Data
Configure Establishment Details
Configure Job Categories
Prepare Payroll Data
Configure Illinois Pay Data Report Templates
Review Filing Summary and Validation Messages
Illinois Employee Count Overview
Generate the Illinois Employee Data Report
Establishments Tab Column List
Generate Illinois Pay Data Reports
EEO-4 Reporting
Assign Role Features for EEO-4 Filing Reports
EEO-4 Filing Prerequisites
Gather Employee Ethnicity and Gender Data
Configure Job Categories
Configure Job Functions
Configure EEO-4 Filing Templates
Review Filing Summary and Validation Messages
Departments Tab Overview
Generate the EEO-4 Employee Data Report
Departments Tab Column List
Generate EEO-4 Report Files
OSHA Reporting
Configure OSHA Report Header Data
Run OSHA Reports for Multiple Locations
Export OSHA Form 300A Records
OSHA Reports Overview
OSHA 300 Report
OSHA 300A Report
OSHA 301 Report
VETS-4212 Reporting
VETS-4212 Report Filing Prerequisites
Gather Employee Veteran Status
Configure Hiring Locations
Configure Job Categories
Configure Filing Templates
General Tab Settings List
Review Filing Summary and Validation Messages
Employee Count Overview
Export Employee Exceptions
Hiring Locations Tab Column List
Define a Hiring Location for Multiple Sites
Generate the VETS-4212 Filing Report
Cumulative Hours
Add Cumulative Hours Fields
Create Confidential Identification Types
Configure the Collection of Gender Data
Create Pronoun Options
Disability Status
Ethnicity
Employee Religion Setup
Direct Deposit Admin
Configure Direct Deposit Admin
Group Setup
Create Groups
Add Members to Groups
Configure Groups to Use Eligibility Criteria
Exclude Users from Groups
Delete Groups
Delegation Setup
Configure Default Labor Metrics
Configure Right to Work Verification (CheckWorkRights)
Configure Right to Work Verification (VEVO)
Migrate Employee National IDs to Confidential ID Types
Employee National ID Migration CSV File
Cover Your Tracks Work Assignments
Pay Zone Configuration
Configure Client Properties for Pay Zones
Assign Access Authorizations for Pay Grades and Pay Zones
Assign Role Features for Configuring Pay Zones and Pay Grades
Create Pay Zones
Filter Pay Zones
Delete Pay Zones
Edit Pay Zones
Export Pay Zone Regions
Pay Zone Region Import Fields
Importing Pay Zone Regions
Validate the Pay Zone Region Import
Import Pay Zone Regions
Configure Pay Zone Differentials
Configure the Pay Zone Differential Recalc Background Job
Schedule the Pay Zone Differential Recalc Background Job
Configure the Employee Pay Zone Recalc Background Job
Schedule the Employee Pay Zone Recalc Background Job
Review Pay Zone Job Logs
View Assigned Pay Zone
(Optional) Override Pay Zones by Employee
Pay Zone Reporting
Employee Administration
Add and Update Employees in Dayforce
People Feature Overview
View or Hide Columns
View the Org Chart
View the Position Hierarchy
Action Button for Forms
Filter Employee Records
National ID Number Filter
Include Indirect Reports
Save Favorite Filters
Manage Favorite Filters
People List Filter and Column Authorizations
Sort and View Employee Profiles
Sort Employees Based on User Culture Setting
Search from Profiles
View Audit Information
Employee Profile Header
Employee Notes
Add Attachments to Employee Notes
Right to Work Checks for Australian Employees
Right to Work Checks for Australian Employees (CheckWorkRights)
Send Right to Work Checks to Employees (CheckWorkRights)
Right to Work Checks for Australian Employees (VEVO)
Right to Work Statuses
Add Employee Images
Select the Displayed Currency
Edit Employees
Direct Management Assignments in the Edit Wizard
Employee Data Mapping
Data Mapping Editable Dialog Box
Data Mapping Read-Only Dialog Box
People Feature Screens
Customize the Profile Menus
Copy to Clipboard
Pending Changes Information Bar
Overview
Audit
Career
Employment > Employee Properties
Add Employee Properties
Define 9/80 Split Time
Define Entitlement Seniority Date
Employment > Employment Settings
View Audit Details for Status, Key Information, and Dayforce Wallet
Employment Status
Update Employment Status Records
List of Employment Status Settings
Periodic Salary
Field Values for Past, Current, and Future Status Records
Generate New Employee Numbers
Pre-Start Status for New Hires
Auto-Update the Most Recent Hire Date
Total Remuneration Package Calculations
Select Earnings and Deductions for Total Remuneration Packages
Calculate a Total Remuneration Package for an Employee
Key Information
Set an Entitlement Override Date
PPACA Override Date
Employment Type
Add Employment Types
Employee Transfers (Ireland and UK)
Add Highly Compensated Employee Records
Review Dayforce Wallet Status
Employment > HR Incidents
Add HR Incident Records
Filter and View HR Incident Records
HR Incident Notes
Add Notes to HR Incident Records
View and Edit Notes in HR Incidents
Delete Notes in HR Incidents
Employment > HR Policies
Track Employee Sign-off on HR Policies
Employment > Letters
Employment > Safety and Health Incidents
Safety and Health Incident Notes
Safety and Health Incident Settings
Add Safety and Health Incident Records
Copy Safety and Health Incident Records
Delete Safety and Health Incident Records
Employment > Unions
E-Signature Templates
Flight Risk
Flight Risk Survey
Flight Risk Profile
Forms
Form Submissions Section
Learning
Enroll Employees in Courses in the Learning Profile
Enroll Employees in Learning Plans in the Learning Profile
Assign Skills
Filter Skills
Assign Certifications to Users
Filter Certifications
View Employee Transcripts
Filter Transcripts
Leave Management
Australian Leave Requests
Linked Leave Periods
Add Linked Leave Records
Add Keep In Touch Days for Australian Employees
German Leave Requests
Maternity Leave (Germany)
Pregnancy Work Ban Leave (Germany)
Linked Pregnancy Work Ban Leave Periods (Germany)
Add Linked Leave Records (Germany)
Parental Leave (Germany)
UK Leave Requests
Adoption Leave Settings (UK)
Maternity Leave Settings (UK)
Neonatal Care Leave Settings (UK)
Linked Neonatal Care Leave Periods (UK)
Overseas Adoption Leave Settings (UK)
Parental Bereavement Leave Settings (UK)
Paternity Leave Settings (UK)
Linked Paternity Leave Periods (UK)
Shared Parental Leave Settings (UK)
Linked Shared Parental Leave Periods (UK)
Surrogacy Leave Settings (UK)
Leave Payment Schedules for UK Employees
Generate Leave Payment Schedules
Onboarding > First Time Access Email
Onboarding > Onboarding Policies
Assign Onboarding Policies in the People Feature
Payroll
Personal > Confidential Information
General
Unknown Birth Date (Germany)
Disability (Germany)
Aboriginal and Torres Strait Islander Status (Australia)
Indigenous (Canada)
Religion (Singapore)
Gender
Ethnicity (US)
Add Sight-Identified Ethnicity (US)
Ethnicity (Singapore)
Add Employee Ethnicity (Singapore)
Right to Work (Australia)
Right to Work (UK)
Veteran Status (US)
Add Veteran Status (US)
Estate (US)
Add Estate Details (US)
Identification
Personal > Contact Information
Non-Primary Addresses for Payroll Mailing and Tax Statements
Request Verification for Employee Email Addresses
Personal > Dependents and Beneficiaries
General Information
Confidential Information
Phone Number
Address
Coverage and Designation
Add and Delete Dependents or Beneficiaries
QMCSO
Verification
Personal > Emergency Contacts
Security Settings
Update User Properties
Change the Employee’s Password or PIN
Assign User Roles
Security Access Section Overview
Assign Delegate Access
Assign Location Access
Assign Pay Code Groups
Assign Pay Group Admin Access
Add a Single Sign On Login Name
Assign Document Security Groups
Manage Authentication Tokens
Manage Authentication Tokens in People
Manage User Authentication Tokens
Statements > Additional Statements
Statements > Compensation Statements
Statements > Earnings Statements
Statements > Record of Employment Statements
Statements > State Wage Allocation Statements
Statements > Year End Statements
Talent Screen
View Performance Records
Record External Performance Reviews
Work > Attendance
Recommendations for Printing Attendance Calendars
Work > Availability
Work > Badge
Add Badges
Copy Badges
View Badge Audit Information
Work > Balance History
Work > Balances
View Employee Balances
Add Employee Balances
Set Minimum and Maximum Balance Values
Manually Assign Initial Values
View System Transactions
Override Hidden Balances
Manually Increment or Decrement Balances
Recalculate Balances
Restrict Balance Access
Employee Entitlement Details
Filter the Employee’s Balances
The Table View Tab
View Employee Information and Balance Events
Export Balance Events
The Detailed View Tab
The Entitlement Policy Ruleset
Balance Adjustments in the Output Section
Entitlement Configuration Details
Review Balance Transaction Details
Work > Base Rate Progression
Add Base Rates
Edit or View Existing Base Rates
View Audit Information
Work > Biometric Security
Exempt Employees and Edit Biometric Sensitivity
Work > Clock Group Assignment
Work > Default Labor
Configure Default Labor Metrics
Work > Job Step Rates
Add Job Step Rates
View System Transactions
Delete an Employee’s Job Step Rate History
Work > Management Assignments
Management Model
Automated Direct Manager Reassignment
Assign Location Managers
Assign Managers to Specific Employees
View and Add Managed Employees
Work > Pay Code Group
Work > Photo Enrollment
Work > School Year Calendar
Add School Year Calendars
Edit School Year Calendars
Work > Shift Assignments
Work > Shift Trade History
Work > Vacation Bidding Group
Assign an Employee to a Vacation Bidding Group
Edit and Delete an Employee’s Vacation Bidding Group Assignment
Work > Volunteer List
Work > Work Assignments
View and Update Position Assignments
Add Job Work Assignments
Work Assignments in the Pre-Start Period
Pay Grade Information
Compa-Ratio Calculation
Adjusted Pay Grades for Salaried Part-Time Employees
Specify Primary Work Assignment for Non-primary Legal Entity
View Audit Details for Work Assignment Records
Suggested Job Assignment Defaults
Virtual Checkbox for Canadian Employees
Work > Work Contracts
Assign Work Contracts
Assign Work Patterns
Assign Meals and Breaks
Assign Complementary Hours
Review Problems
Run HR Imports
Position Management
Position Management Overview
Position Management Key Terms
Access Configuration for Position Management
Position Management Background Jobs
HR Position Management Synchronization
Position Management Hierarchy Data Integrity Check
Position Management Hierarchy Data Integrity Fix
Hybrid Position Management
Organization Designer User Interface
Organization Designer (New User Interface)
Activate Organization Designer
Search Organization Designer
View Hierarchies by Date
Rearrange Hierarchies in Organization Designer
Review Audit Information
Use Workflows with Position Management
Step 1: Set Up Workflows
Step 2: (Optional) Set Up Edit Modes
Add Position Edit Modes
Step 3: Configure Workflow Role Privileges
Step 4: Enable Access to Positions
Business Units
Add Business Units
Import Business Units
Business Unit Settings
Localize Business Unit Information
Export Business Units
Manage Positions (New Organization Designer User Interface)
Manage Positions
Add Positions
Copy Positions
Generate Position Hierarchy Data
Import Positions
Pooled Positions
Create a Pooled Position
Update the Occupant Limit
Position Settings
Update a Position's Managing Position
Configure Dotted-Line Relationships
Freeze Positions
Assign Employees as Position Occupants
Manage Position Occupants
Transfer an Occupant to a New Primary Location
Assign Interim Occupants to Positions
Run the Position Occupancy Report
Localize Position Information
Export Positions
Deactivate Positions
Delete Positions
Organization Designer (Original User Interface)
The Organization Designer Toolstrip
Search Organization Designer
View Hierarchies by Date
Rearrange Hierarchies in Organization Designer
Review Audit Information
Use Workflows with Position Management
Business Units
Add Business Units
Import Business Units
Business Unit Settings
Localize Business Unit Information
Manage Positions (Original Organization Designer User Interface)
Add Positions
Copy Positions
Generate Position Hierarchy Data
Import Positions
Position Settings
Configure Dotted-Line Relationships
Designate a Position as Frozen
Assign Employees as Position Occupants
Manage Position Occupants
Assign an Interim Occupant to a Position
Run the Position Occupancy Report
Localize Position Information
Export Positions
Delete Positions
Manage Positions in People
Position Management Self-Service Forms
New Hire (Position Management) Form
New Hire with Contract (Position Management) Form
Rehire (Position Management) Form
Rehire with Contract (Position Management) Form
Return to Work (Position Management) Form
Position Change Form
Terminate an Employee Form
Compensation Change Form
Recruiting with Position Management
Use Positions as the Source for Job Requisition Descriptions
Manage Job Requisitions for Positions
Hire Candidates for Positions
HR Form Administration
Attach Files to Forms
Add Comments to Forms
Job Assignment Defaults in Forms
Submit HR Forms
Record Contact Details
Record Emergency Contacts
Record Confidential Information (US Employees)
Record Confidential Information (Canadian Employees)
Record Address Changes
Overview of Primary Address Updates
Record a Change of Name or Marital Status
Submit Direct Deposit Information
Submit Direct Deposit Information (Australia)
Submit Direct Deposit Information (Canada)
Submit Direct Deposit Information (Germany)
Submit Direct Deposit Information (IBAN)
Submit Direct Deposit Information (Mauritius)
Submit Direct Deposit Information (New Zealand)
Submit Direct Deposit Information (Other)
Submit Direct Deposit Form (Singapore)
Submit Direct Deposit Information (UK)
Submit Direct Deposit Information (US)
Account Effective Dates
Request a Leave of Absence
Record a Return from a Leave of Absence
Record Job Assignment Changes
List of Job Assignment Change Form Settings
Record Job Assignment and Compensation Changes
List of Job Assignment and Compensation Change Form Settings
Record Compensation Changes
List of Compensation Change Form Settings
Terminate Employees
Record a Print Statement Acknowledgement
Hire Employees
List of New Hire Form Settings
Rehire Employees
Record Health and Wellness Status
Declare Life Events
Submit Safety or Health Incidents
Workflow and Approval Process for Forms
Act on Forms by Email
Review E-Signed Forms
Submit Guided Processes
Reporting
WGEA Reporting Configuration
Configure WGEA Reporting Settings
Generate the WGEA Report
WGEA Report Fields
Import and Export WGEA Configuration Data
Dayforce Safety Monitor
COVID-19 Forms
COVID-19 Reports
Employee COVID-19 Case Summary by Location
Employees Reporting to Work by Manager
Impacted Employee Details
Work Location Alert
Run COVID-19 Reports
Dayforce Safety Monitor Configuration
Configure COVID-19 Employee Properties
Add Location Options
Update COVID-19 Question Options
Define Role Security for COVID-19 Properties
Configure COVID-19 Forms and Workflows
Assign Roles to Form Role Privileges
Appendix: Text Editor Controls
Appendix: Cross-Reference Codes
Cross-Reference Codes
System-Defined Cross-Reference Codes

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