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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.

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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.

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Instructions

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Step 1: Configure Feature Access

1

From the hamburger button in the top left of your screen, 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

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Step 2: Configure Authorizations

1

Navigate to 'Authorizations'

2

Select 'Can Read' for the following (depending on your use case):

  • Employee Contact Information - Business

  • Employee Key Information

  • Employee Profile – Security Settings – Role

  • Employee Status Information

  • Employee Work Assignment – Primary Records

  • User Information

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Step 3: Configure Web Services Field-level Access

1

Navigate to 'Web Services Field-level Access'

2

Navigate to the RESTful Services -> Human Resources -> Employee

3

Enable 'EffectiveStart', 'EffectiveEnd', and 'XRefCode'

4

Then, depending on your use case:

  • Enable FirstName and LastName and CommonName

  • Right-click Employee managers and Select All

  • Right-click Employment Statuses and Select All

  • Right-click Employment Status Group and Select All

  • Right-click Locations and Select All

  • Right-Click OrgUnitInfos and Select All

  • Right-Click WorkAssignments and Select All

  • Right-click Contacts and Addresses and Select All

  • Enable BirthDate

  • Enable StartDate and HireDate and OriginalHireDate

  • Enable OrgUnits and OrgUnitInfos

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Step 4: Configure Org-Level Access

1

Navigate to 'System Admin' > '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’

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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:

1

From the hamburger button in the top left of your screen, click on on 'System Admin' > 'Roles'

2

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

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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.

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