Create Employee Data Mapping Rules

To create an employee data mapping rule:

1. Go to HR Admin > Employee Data Mapping Rules.
2. In the sidebar, click the add icon. The rule is added to the bottom of the list so that it doesn’t affect the rule sequence that is already configured. You can use the move up and move down icons to change its order in the list.
3. Update the details in the General section:
   1. Enter a name and description.
   2. Select the Active checkbox to publish the rule for use when you save. You can leave this checkbox cleared to save the rule as a draft, in which case the rule isn’t triggered.
   3. Select the Overwrite Existing Data checkbox for the values in the rule to overwrite values entered in the HR Import, forms, or during changes in the People feature. See Overwrite Existing Data.
4. In the Mapping Values section of the rule details, add at least one mapping value:
   1. Click Add.
   2. Select an option in the Mapping Object drop-down list.
   3. Configure the ShortName-XRefCode column. Depending on the mapping object selected, this can be a drop-down list, field, or checkbox.
   4. If you selected Seniority Date in the Mapping Object drop-down list, this column shows the Expression Builder button. See Configure Expression for Seniority Date Qualifier.
   4. If you selected Employee Property in the Mapping Object drop-down list, the Value column is enabled, and you need to configure the employee property value. Depending on the employee property that you select, the Value column can show a drop-down list, date field, time field, number field, alphanumeric field, or checkbox. This is the only case where the Value column is enabled.
   5. Note: Employee properties are records that you can create to track information that isn’t otherwise tracked in Dayforce. See Employee Property Setup.
   5. If you selected Employee Property in the Mapping Object drop-down list, the Retain Existing Data column shows a checkbox. You can select this checkbox for employee properties that you don’t want the rule to update when an employee already has a record for that same property. This prevents the value in the record from being overwritten if it’s different from the value set in the mapping rule. See Retain Existing Values for Employee Properties.
   6. Note: The Retain Existing Data column is enabled for roles in the Features tab of System Admin > Roles by selecting the Retain Existing Data feature under HR Admin > HR Admin > Employee Data Mapping Rules.
5. Click the arrow next to the rule in the left sidebar to expand the qualifier under it and select the qualifier:
6. 
6. In the Qualifiers section of the qualifier details, add at least one value as follows:
   1. Click Add.
   2. Select an option in the Mapping Object drop-down list.
   3. Configure the ShortName-XRefCode column. Depending on the mapping object selected, this can be a drop-down list, field, or checkbox.
   4. If you selected Employee Property in the Mapping Object drop-down list, you must also complete the Operator and Value fields. Depending on the employee property that you select, the Value field can show a drop-down list, date field, time field, number field, alphanumeric field, or checkbox. This is the only case where the Value field is enabled.
7. (Optional) In the Employee Exceptions field of the qualifier details, search for and select one or more employees who are excluded from the rule, even if they meet the qualifiers configured for it.
8. For example, you configure a mapping rule that assigns managers a user role with access to WFM features like timesheets and schedules. However, some managers in head office don’t need this role. If you select them in this list, the mapping rule doesn’t give them these assignments, even though they’re managers.
9. The list shows all of the employees in your organization, regardless of their status.
10. If the Employee Exceptions field exceeds one row of employees, the field stops showing employees. In this case, you can click in the field to open the Search dialog box, where you can filter and add more employees.
8. Click Save.