The following table identifies the recommended or required attributes to assign for each Dayforce Tax partner application role.
Market segments determine which:
-
Calendar of tax deadlines the user can see on the Home page in Dayforce Tax
-
Versions of the tax QE planner the user can download from Dayforce Tax
Dayforce Tax Attributes |
Attribute Description |
Dayforce Tax Customer Admin |
Dayforce Tax Customer User |
---|---|---|---|
ACA External |
ACA clients with access to non-admin pages in Dayforce Tax and access by company code |
Optional |
Optional |
Garnishments |
Grants the user access to Garnishments in Dayforce Tax. |
Optional |
Optional |
PDM Payroll Reporting |
Grants the user access to PDM Payroll Reporting |
Optional |
Optional |
Tax Processor |
Does day-to-day monitoring, viewing, editing, and release files |
Optional |
Optional |
Tax Representative |
General business user with access to non-admin pages in Dayforce Tax |
Optional |
Optional |
Users with the Dayforce Tax Customer Admin and Dayforce Tax Customer User roles must be assigned at least one, but only one, market segment. |
|||
Market Segment – Dayforce |
This segment is for Dayforce. |
Select only one market segment. |
Select only one market segment. |
Market Segment – Freedom |
Freedom market |
Select only one market segment. |
Select only one market segment. |
Market Segment – Signature |
Signature market |
Select only one market segment. |
Select only one market segment. |
Market Segment – Remarketing |
Remarketing |
Select only one market segment. |
Select only one market segment. |
Market Segment – Standalone Alliance |
Standalone alliances |
Select only one market segment. |
Select only one market segment. |
Market Segment – Standalone Major Accounts |
Standalone major accounts |
Select only one market segment. |
Select only one market segment. |
To assign role attributes:
- Click the Users button on the Home page.
- On the Users page, select the user account you want to work with in the panel on the left side of the page.
- In the Role Attributes section, click Assign/Unassign.
- On the Assign Role Attributes pop-up, fill or click the check box for the users you want to assign to the role.
- Click Assign.
- Click Save.
To learn more about assigning role attributes, see Users in online Help.