Overview
To authenticate Dayforce HCM (formerly Ceridian Dayforce HCM) using your credentials, you will need to provide the following information:
Company ID
Credentials
This guide will walk you through finding or creating those credentials within Dayforce.
Prerequisites
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.
Instructions
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
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
Step 2: Configure Authorizations
Navigate to Authorizations
Select Can Read for the following (depending on your use case):
Employee Contact Information
Employee Contact Information - Business
Employee Contact Information - Personal
Employee Financial Information
Employee Key Information
Employee Historic Pay Information
Employee Pay Information
Employee Personal Information
Employee Personal Information XrefCode
Employee Profile – Security Settings – Role
Employee Properties *for custom fields*
Employee Status Information
Employee Work Assignment – Primary Records
Employee Work Assignment – Secondary Records
User Information
Step 3: Configure Web Services Field-level Access
Navigate to Web Services Field-level Access
Navigate to the RESTful Services -> Human Resources -> Employee:
Enable EffectiveStart, EffectiveEnd, and XRefCode
Then, depending on your use case:
If you need names:
Enable FirstName and LastName and CommonName
If you need managers:
Right-click Employee managers and Select All
If you need employment status:
Right-click Employment Statuses and Select All
Right-click Employment Status Group and Select All
If you need location information:
Right-click Locations and Select All
If you need employment information:
Enable RESTful Services > Human Resources > EmployeeWorkAssignment (and all child nodes)
If you need pay information:
Enable RESTful Services > Human Resources > EmployeeCompensation (and all child nodes)
If you need emails/contact information:
Enable Contacts and Addresses (and all child nodes) under RESTful Services > Human Resources
If you need gender:
Enable Gender
If you need marital status:
Enable MaritalStatus
If you need birth date:
Enable BirthDate
If you need start date or hire date:
Enable StartDate and HireDate and OriginalHireDate
If you need Groups:
Enable RESTful Services > Configuration > Location (and all child nodes) AND RESTful Services > Human Resources > OrgUnitInfos
If you need Time Off:
Enable RESTful Services > Human Resources > EmployeeTimeAwayFromWork (and relevant child nodes)
If you need Custom Fields (employee properties):Enable RESTful Services > Human Resources > EmployeePropertyValue
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
Step 5 (optional): 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 the linking flow
Gather your Company ID, User Name, and Password. Enter them into the linking flow and click Submit
