Configuring your HR Admin user in Ceridian Dayforce
This guide will outline the steps needed to configure your Ceridian Dayforce User.
Written Instructions
Please ensure that you update the Role that you are configuring for the integration to be the Default role. To change a Role to become your Default, go to System Admin > User. Find the User you want to update (this would likely be your own User), click on the User and select the "Is Default" checkbox to the Role that you will be configuring for this integration.
Step 1: Configure Feature Access
From the hamburger button in the top left of your screen, click on System Admin > Roles.
Navigate to Features. Ensure HCM Anywhere and Web Services are checked.
Step 2: Configure Field-Level Access
Navigate to Web Services Field-Level Access.
Click on the words (not the empty check box) for each RESTful Service, and click Select All. If you require Payroll data check Payroll, however, this is optional.
Step 3: Ensure Employee XRefCode is enabled
Navigate to the Human Resources Section of RESTFul Services.
Expand Employee, and scroll to the very last one. Ensure XRefCode is enabled.
Step 4: Configure Org-Level Access
Navigate to System Admin > User. Please note, the user authenticating will need "Can See Self" enabled.
Expand the User by clicking on the small down arrow as shown in the blue box below. Click on Location Access, + Add Location, and add the Company Level Location.
(Optional) Step 5: Configure Role Assignment for POST & PATCH
If you need support for writes functionality (ie POST /Time-Off), please configure the following as well.
From the hamburger button in the top left of your screen, click on on System Admin > Roles.
Navigate to Features. Ensure under HCM Anywhere and Web Services Patch/Post Employee Time Off is enabled.
Step 6: Authenticate with your credentials in Merge Link
Gather your Company ID, User Name, and Password from your login page. Enter them into Merge Link and click Submit.
Page 1:
Page 2:
