Submit HR Forms

Manager Guide

Version: R2025.2.1
ft:lastEdition: 2025-12-01

About the Manager Guide
Getting Started with Dayforce
Plan For Your Location
The Planning Process
The Budget
The Forecast
Manager Adjustments
Scheduled Figures
Actual Figures
Track Workforce Performance in Plan
View Your Plan
Plan Toolstrip
Plan Tabs
View Your KPIs
View KPI Trend Charts
View the KPI Summary
View Merchandise Events
View Monthly Plans
Generate Forecasts in Plan
Adjust Your Plan
Adjust KPI Values Set to Zero
Recalculate Your Plan
Save, Publish, and Reset Your Plan
Add Comments in Plan
Plan Reports
Plan Troubleshooting
Schedule Your Staff
Choose Your Scheduling Approach
Schedule Views and Options
The Bar View
The Grid View
The Split View
Schedule Options
Schedule Panels
Schedule Dialog Boxes
Single-Location Scheduling
Keyboard Shortcuts
Add Shifts in Schedules
Add Shifts
Add On-Call Shifts
Add Shifts That Cross Weeks
Add Meals, Breaks, Activities, and Tasks
Add Meals and Breaks to Shifts
Add Activities to Shifts
Add Tasks to Shifts
Edit Shifts in Schedules
Edit a Single Shift
Edit Multiple Shifts
Centralized Scheduling
Configure Operational Templates
Load Centralized Schedules
Manage Shortcut Templates
Centralized Schedules Weekly View
Add Shifts in Centralized Schedules
Add Shifts for Employees in Centralized Schedules
Add Shifts for Groupings in Centralized Schedules
Edit Shifts in Centralized Schedules
ProtoSchedules
Configure ProtoSchedules
Edit ProtoSchedules
Save Schedules as ProtoSchedules
Import from ProtoSchedule
Generate Schedules
Generate Schedules by Copying Weeks
Generate Schedules from Shift Rotations
Generate Schedules from Work Patterns
Generate Schedules from Templates
Generate Shifts Using Autofill (Schedules Only)
Schedule Employees Using Autofill
Fill Unfilled Shifts
Schedule Transfers
Add Shifts with Transfers
Edit Shifts with Transfers
Mass Edit Shifts
Move, Copy, and Swap Shifts
Sort and Filter Schedules
Find Candidates to Work Shifts
Schedule Verification
Schedule Problems
Schedule Changes
Rejected Offers
View Schedule Cost Estimates
Coverage Curves and Efficiency Scores (Schedules Only)
The Coverage Panel
Opening and Closing Buffer
Coverage Suggestions
Overstaffed and Understaffed Shading
Coverage Scores
Scheduled Shifts
Labor Curves
Zones without Labor Curves
Multiple Labor Demands
Merchandise Events and Affected KPIs (Schedules Only)
Location Daily Properties (Schedules only)
Sales Statistics (Schedules only)
Manage Templates
Submit Schedules for Approval
Post Schedules
Schedule Acceptance
Configure Notifications for Schedule Acceptance
Revoke Pending Schedule Acceptance Offers
Manage Unfilled Shift Bids
Post Unfilled Shifts for Bidding
Edit Posted Unfilled Shifts
Add and Edit Unfilled Shift Bidding Sessions
Mass Publish Unfilled Shifts for Bidding Sessions
Approve or Deny Unfilled Shift Bids
Shift Marketplace Shift Display in Schedules
Schedule Generation for Shift Marketplace Employees
Manage Time Away in Scheduling Features
Add and Edit Time Away
Submit Time Away Requests for Scheduled Shifts in Scheduling Features
Add Overlapping Time Away in Scheduling Features
Approve or Deny Time Away
Reports in Scheduling Features
Coverage Report
Daily Coverage Report
Hourly Coverage Report
Manager Coverage Report
Printed Centralized Schedules Report
Printed Schedule Report
Generate the Printed Schedule Report
Schedule Acceptance Report
Schedule Audit Report
Take Attendance and Correct Pay
Review Time and Attendance
Load Timesheets
Load Timesheets by Location
Load Timesheets by Calendar Week
Load Timesheets by Pay Period
Load Timesheets by Manager
Load Timesheets by Employee
Filter Timesheets
Save and Manage Favorite Filters in Timesheets
Save and Manage Favorite Lists in Timesheets
Sort Timesheets
Timesheet Icons
Review Timesheet Totals
Navigate Between Pages in Timesheets
Modify View Options
Grid View Options
General Options
Review Problems and Exceptions
Pay Summaries
View Pay Summaries
View Retroactive Pay Summaries
Pay Summary and Entitlement Tracers
Pay Summary Tracer
The Analyze Pay Rules Panel
The Ruleset Panel
Filter Rules
Pay Rule Summaries
Pay Summary Views
Rule and Qualifier Details
View Audit Information
Review Pay Summary Details
Entitlement Tracer
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
Review Unadjusted Clock Entries
Additional Clock Entry Data
Review Attendance Records
Review Balances
Shift Marketplace Shift Display in Timesheets
Correct Time, Attendance, and Pay
Record Worked Shifts
Add Unscheduled Shifts
Edit Shifts
Mass Action
Add Multiple Shifts
Edit Multiple Shifts
Resolve Mass Exceptions
Schedule Segments Overview
Add Unscheduled Shifts with Segments
Edit Shifts with Segments
Link Shifts with Segments to the Schedule
Remove Shifts
Remove Meals and Breaks
Contact Employees Using the Call-In List
Add Time Entries
Link Shifts to the Schedule
Unlink Shifts from the Schedule
Resolve Tardies
Pay Adjustments
Add Pay Adjustments
Edit Pay Adjustments
Import Pay Adjustments
Delete Pay Adjustments
Retroactive Adjustments
View Retroactive Adjustments
Waive Meals
Report Missed Breaks
Attest Missed Breaks
Approve Employee Attestations
Remove Manager Attestations
Report Your Employees’ Number of Breaks Taken
Edit Your Employees’ Number of Breaks Taken
View Break Attestation Audits
Record Transfers
Record Tips
Enter Time Against Projects and Dockets
Record Time Against Projects
Enter Time Against Dockets
Clear Biometric and Facial Verification Failures
Undo and Redo Timesheet Changes
Approve Timesheets
View Audit Information
Timesheet Comments
Add Manager Comments in Timesheets
Review Comments in Timesheets
Authorize Timesheets
Authorize with a Period Authorization Policy
Manage Time Away from Work in Timesheets
Add Time Away in Timesheets
Edit Time Away in Timesheets
Submit Time Away Requests for Scheduled Shifts in Timesheets
Add Overlapping Time Away from Work in Timesheets
Time and Attendance Fixed Format Reports
Approaching FT Report
Attendance Roll Call Report
Comments Report
Department Hours Pay Summary Report
Department Hours Report
Employee Attendance Incidents Report
Employee Pay Summary Report
Employee Time Entry Report
Employee Transfer Report
Inactivity Report
Missing Pay Records Report
Pay Category Hours Report
Pay Delta Report
Pay Detail Report
Pay Summary Report
Projected Hours Report
Raw Time Entry Report
Schedule VS Actual Shift Report
Time Entry Exception Report
Timesheet Audit Report
Unauthorized Records Report
Timesheets Keyboard Shortcuts
Timesheets Troubleshooting
Time Review
Load Data in Time Review
View Options in Time Review
Time Review Views
View Employees in Time Review
Approve Timesheets in Time Review
Approve Timesheets by Pay Period
Edit Timesheets in Time Review
Resolve Tardies in Time Review
Copy Timesheets Between Employees
Save Timesheets as Templates
Apply Templates
Compare Worked Hours with Normal Weekly Hours
Run Timesheet Reports
Period Review
Load Data in Period Review
View Exceptions in Period Review
Edit Timesheets in Period Review
Authorize and Unauthorize Timesheets in Period Review
Manager Timesheet
Load Timesheets
Load by Pay Period
View Options
Record Time
Record Work on Projects
Add Pay Adjustments
Record Tips
Waive Meals
Attest Missed Breaks
Manager and Employee Attestation
Copy Timesheets
Copy Timesheets Between Employees
Save Timesheets as Templates
Apply Templates
Link and Unlink Schedules
Resolve Tardies
Authorize Timesheets
Compare Worked Hours with Normal Weekly Hours
Your Workforce
Load Locations
The Team Status Section
The Time Review Section
Review Time Entry and Pay Adjustment Issues
Authorize Time Entries and Pay Adjustments
Employee Administration
Position Management
Position Management Key Terms
Organization Designer User Interface
Manage Positions (New Organization Designer User Interface)
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
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
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
Forms Library
Address Form
Annual Leaves Carry Over Form
ATO Employee Commencement Form
Authorize Instant Issue Payroll Card Form
Certificate of Attendance Form
Change Shift Form
Colorado Copy of Federal W-4
Compensation Change Form
Confidential Information Form
Contact Details Form
Current Beneficiary Information Form
Current Dependent Information Form
Direct Deposit Form
EEO Sight Identification Form
Electronic Statement Acknowledgement Form
Emergency Contacts Form
Employee Contribution Template Form
Employee Payment Request Form
Federal TD1 Form
Federal W-4 Form
Automatic Effective End Date When Exemption Claimed
Federal W-4P Form
Gender Form
Group Overtime Form
Health and Wellness Form
Job Assignment and Compensation Change Form
Job Assignment Change Form
Job Assignment Change with Manager Form
KiwiSaver Deduction KS2
KiwiSaver Opt-out or Savings Suspension Form
Life Event Declaration Form
Location Transfer with Manager Form
Mauritius EDF Form
Name and Marital Status Form
New Hire Form
New Hire (Position Management) Form
New Hire with Contract Form
New Hire with Contract (Position Management) Form
New Mexico Copy of Federal W-4
New Starter Checklist Form UK
North Dakota Copy of Federal W-4
Overtime Form
Parental Leave Planning Form
Position Change Form
Print Statement Acknowledgement Form
Provincial TD1 Links
Quick Entry Payment Form
Rehire Form
Rehire (Position Management) Form
Rehire with Contract Form
Rehire with Contract (Position Management) Form
Request Leave of Absence Form
Request Payroll Card Form
Return to Work Form
Return to Work (Position Management) Form
Right to Work Document Upload
Safety & Health (USA) Form
Schedule Approval Request Form
SGP - Confidential Information and Tax Definition Form
State Tax Form Links
State or Provincial Tax Forms
Automatic Effective End Date When Exemption Claimed
Superannuation Standard Choice Form
Superannuation Voluntary Contribution Request Form
Tax Code Declaration Form
Terminate an Employee Form
TFN Declaration Form
Utah Copy of Federal W-4
Voluntary Self-Identification of Disability (CC-305) Form
HR Fixed Format Reports
Earning Statement Report
Employee Accelerated Plan Report
Employee Audit Report
Employee Availability Report
Employee Balance Report
Employee Changes Report
Employee Work Contract Report
Entitlement Liability Report
Manage Time Away from Work
Time Away Request Settings
Create Time Away from Work Requests for Employees
Approve or Deny Pending Time Away from Work Requests
Submit Time Away Requests for Scheduled Shifts
Add Overlapping Time Away from Work
Attach Supporting Documents to Time Away Requests
Add the Employee’s Time Away Period to Your Outlook Calendar
Override Time Away from Work Hours
Time Away Processing for Inactive and Terminated Employees
Track Your Workday
View Your KPIs and Operations
View Your Operations on the Home Screen
Track Tasks in Plan Admin Checklist
Review Employee Clock Entries
Approve Payroll
Review Pay Period Status
Navigate between Pages
Filter and Sort Pay Approve Checklist
Review Problems, Unauthorized Records, and Active Time Entries
Calculate Pay
Generate Pay Summary Reports
Approve Pay Periods
Edit Multiple Records (Mass Action)
The Payroll Import Feature
Payroll Import Feature Overview
Payroll Import Role Access
Payroll Import User Access
Business Owner Groups for Payroll Import Access
Import Payroll Elections or Quick Entries CSV Files
Payroll Import > Payroll Elections
Payroll Elections Import Template to Use in the Payroll Import Feature
Import Payroll Elections in the Payroll Import Feature
Tasks in Payroll Import > Payroll Elections
Payroll Import > Quick Entries
Quick Entries Import Template to Use in the Payroll Import Feature
Payroll Import > Automated Import Assignment
Approvals
Manage Availability Requests
Manage Shift Trade Requests
Manage Missed Clock Entry Requests
Manage Overtime Banking Payout Requests
Multi-Week Calendar
Overview of Multi-Week Calendar
Load Multi-Week Calendar
Manage Time Away in Multi-Week Calendar
Add Time Away in Multi-Week Calendar
Edit Time Away in Multi-Week Calendar
Add Overlapping Time Away from Work in Multi-Week Calendar
Submit Time Away Requests for Scheduled Shifts in Multi-Week Calendar
Manage Shifts in Multi-Week Calendar
Shift Marketplace Shift Display in Multi-Week Calendar
Anomaly Days
Schedule Mobile Org Units
Project Management
The Projects Feature
The Details Tab
The Assignment Tab
The Pay Code Setup Tab
Create and Manage Projects
Create Top-Level Projects
Create Child Projects
Add Employees to Projects
Filter Projects
Complete Projects
Run Project Reports
Project Taxation for US Employees
Configuration of Project Taxation for US Employees
Assign Tax Addresses to Projects for US Employees
Enable Taxation for COE Projects
Task Management
Create and Manage Your Tasks
Create Tasks
Create Task Index Templates
Create Task Index Values by Location
Create Task Index Values by Location Property
Filter Task Index Templates
Import and Export Index Values
Task Template Properties
Template Properties
Budgeted Time
Assigned Locations
Task Recurrence
Documents
History
Create Task Templates
Add Files to Task Templates
Create Tasks from Templates
Create Ad Hoc Tasks
Configure the Task’s General Properties
Configure the Task’s Budgeted Time
Configure the Task’s Assigned Locations
Add Files to Tasks
Review Tasks
Select Tasks to Review
Track Task Progress
Task Management Legend
Filter Tasks and Locations
Perform the Gatekeeper Role
Record Progress for Multiple Assigned Locations
Edit Tasks
Export Tasks
Maintain Your Tasks
View Existing Tasks
Assign Tasks
Record Task Progress
Add Files to Tasks
Download Attached Files
Plan Your Tasks
Create Task Plans
View Existing Tasks
Filter and Sort Task Plans
Choose Your View
View Task Plans on the Calendar
View a Single Task Plan
Add Task Plans
Edit Task Plans in the Calendar
Delete Task Plans in the Calendar
Schedule Task Plans
Schedule Task Plans in the Bar View
Schedule Tasks in the Grid View
Attendance Management
Load Attendance Data
Incident and Violation Statuses
Filter Incidents, Violations, and Grades
Sort Incidents, Violations, and Grades
Review Incidents, Violations, and Grades
Review Attendance Incidents
Review Scorecards
Review Attendance Violations
Review Attendance Grades
Update Incidents and Violations
Waive Incidents
Recalculate Attendance Management Records
Cite Violations
Record Violation Actions
Employee Attendance Incidents Report
Run the Employee Attendance Incidents Report
Engagement Management
View the Survey Summary
Review the Survey Results
Review the Survey Comments
Review the Survey Analysis
Review the Survey Sentiments
Assessment Management
Development Plan Management
View Development Plans
Add Development Plans
Development Plan Detail Fields
Add Activities to Development Plans
Add Learning to Development Plan Activities
Edit or Delete Plans and Activities
Publish Draft Development Plans
Update Development Plan Progress
Report on Development Plans
Vacation Bidding Management
Vacation Bidding Group Assignments in People
Assign a Single Employee to a Vacation Bidding Group
Assign Multiple Employees to a Vacation Bidding Group
Assign Employees to Vacation Bidding Subgroups in People
Assign Vacation Bidding Ranks to Employees in People
Vacation Bidding Sessions
The Vacation Bidding Sessions Subfeature
Filter Vacation Bidding Sessions
Vacation Bidding Session Statuses
The Vacation Bidding Session Wizard
Vacation Bidding Session Details
Select Calendar Period and Limits
Select Rounds
Verify Employee List
Sequential Bidding Configuration
Review Configuration and Complete
Add a Vacation Bidding Session
Configure the Session’s Details
Configure the Session’s Calendar Period and Vacation Limits
Update the Session’s Submission Rounds
Verify the Session’s Participants
Configure the Session’s Bidding Windows
Review and Confirm the Session’s Configuration
Edit Vacation Bidding Sessions
Edit a Pending Vacation Bidding Session
Edit an Active Vacation Bidding Session
Edit a Processed Vacation Bidding Session
Edit a Vacation Bidding Session with Errors
Edit a Canceled Vacation Bidding Session
Delete Vacation Bidding Sessions
Review Vacation Bidding Sessions
The Bidding Dashboard Subfeature
Submission Round Statuses
Employee Bids
Bidding Window Information
Employee Vacation Balances
Bid Dates
Bid Calendar
Remove Bids with Errors
Reprocess Bids
Approve a Vacation Bidding Round
Void a Vacation Bidding Round

Submit HR Forms

The topics that follow provide steps for submitting various types of HR forms.

Back to home page