Merge

To authenticate Dayforce HCM (formerly Ceridian Dayforce HCM) using your credentials, you will need to provide the following information:

This guide will walk you through finding or creating those credentials within Dayforce.

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 &gt; 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.

From the hamburger button in the top left of your screen, click on System Admin &gt; Roles ​

Click on the hamburger button in the top left and click on System Admin, Roles

Navigate to Features. Ensure HCM Anywhere and Web Services are checked ​

Expand Web Services and make sure that Read Data is checked. If you need to PATCH/POST data you will need the associated checkboxes marked as well ​

1. From the hamburger button in the top left of your screen, click on System Admin &gt; Roles ​
 Click on the hamburger button in the top left and click on System Admin, Roles
 ​
2. Navigate to Features. Ensure HCM Anywhere and Web Services are checked ​
 
 
3. Expand Web Services and make sure that Read Data is checked. If you need to PATCH/POST data you will need the associated checkboxes marked as well ​

Navigate to Web Services Field-Level Access

Click on the words (not the empty check box) for each RESTful Service, and click Select All ​

Next click the Authorizations tab and check Employment Status -&gt; Can Read checkbox. This is needed to sync employment statuses. ​

1. Navigate to Web Services Field-Level Access
2. Click on the words (not the empty check box) for each RESTful Service, and click Select All ​
 
 
3. Next click the Authorizations tab and check Employment Status -&gt; Can Read checkbox. This is needed to sync employment statuses. ​

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 ​

1. Navigate to the Human Resources Section of RESTFul Services ​
 
 
2. Expand Employee, and scroll to the very last one. Ensure XRefCode is enabled ​

Navigate to System Admin &gt; 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

1. Navigate to System Admin &gt; User. Please note, the user authenticating will need "Can See Self" enabled
 
 
 
2. 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

Step 5 (optional): Configure Role Assignment for POST &amp; 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 &gt; Roles

Navigate to Features. Ensure under HCM Anywhere and Web Services Patch/Post Employee Time Off is enabled

1. If you need support for writes functionality (ie POST /Time-Off), please configure the following as well
2. From the hamburger button in the top left of your screen, click on on System Admin &gt; Roles
3. 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. Enter them into Merge Link and click Submit

Overview

Prerequisites

Instructions

Step 1: Configure Feature Access

Step 2: Configure Field-Level Access

Step 3: Ensure Employee XRefCode is enabled

Step 4: Configure Org-Level Access

Step 5 (optional): Configure Role Assignment for POST & PATCH

Step 6: Authenticate with your credentials in Merge Link