> ## Documentation Index
> Fetch the complete documentation index at: https://help.doozy.live/llms.txt
> Use this file to discover all available pages before exploring further.

# Dayforce HCM

> Connect Dayforce HCM to Doozy via Merge.

## Overview

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

* **Company ID**
* **Username**
* **Password**

## 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:

1. Go to **System Admin > User**
2. Find the User you want to update (typically your own User)
3. Click on the User and select the "Is Default" checkbox for the Role you will be configuring

***

## Step 1: Configure Feature Access

<Steps>
  <Step title="From the hamburger menu in the top left, click 'System Admin' > 'Roles'." />

  <Step title="Navigate to 'Features'. Ensure 'HCM Anywhere' and 'Web Services' are checked." />

  <Step title="Expand 'Web Services' and make sure 'Read Data' is checked." />
</Steps>

## Step 2: Configure Authorizations

<Steps>
  <Step title="Navigate to 'Authorizations'." />

  <Step title="Select 'Can Read' for the following:">
    * Employee Contact Information - Business
    * Employee Key Information
    * Employee Profile – Security Settings – Role
    * Employee Status Information
    * Employee Work Assignment – Primary Records
    * User Information
  </Step>
</Steps>

## Step 3: Configure Web Services Field-level Access

<Steps>
  <Step title="Navigate to 'Web Services Field-level Access'." />

  <Step title="Navigate to RESTful Services → Human Resources → Employee." />

  <Step title="Enable the following base fields:">
    * EffectiveStart
    * EffectiveEnd
    * XRefCode
  </Step>

  <Step title="Enable the fields Doozy needs:">
    | Data Needed           | Fields to Enable                                                                                   |
    | --------------------- | -------------------------------------------------------------------------------------------------- |
    | Names                 | FirstName, LastName, CommonName                                                                    |
    | Managers              | Right-click "Employee managers" → Select All                                                       |
    | Employment Status     | Right-click "Employment Statuses" → Select All; Right-click "Employment Status Group" → Select All |
    | Locations             | Right-click "Locations" → Select All                                                               |
    | Contact Info          | Enable "Contacts" and "Addresses" (and all child nodes)                                            |
    | Start/Hire Date       | StartDate, HireDate, OriginalHireDate                                                              |
    | Groups/Teams          | Enable OrgUnits and OrgUnitInfos                                                                   |
    | Time Off *(optional)* | Enable RESTful Services > Human Resources > Workforce Management > EmployeeTimeAwayFromWork        |
    | Birthday *(optional)* | BirthDate                                                                                          |
  </Step>
</Steps>

## Step 4: Configure Org-Level Access

<Steps>
  <Step title="Navigate to 'System Admin' > 'User'.">
    The user authenticating will need "Can See Self" enabled.
  </Step>

  <Step title="Expand the User by clicking on the small down arrow." />

  <Step title="Click 'Location Access' > '+ Add Location' and add the Company Level Location." />
</Steps>

## Enter Credentials into Doozy

<Note>You must be a **Doozy admin** to connect an HRIS integration.</Note>

<Steps>
  <Step title="Go to the Doozy web app.">Navigate to [Workspace Settings](https://doozy.live/app/settings/workspace) → **Integrations** → **HRIS**.</Step>

  <Step title="Choose Dayforce HCM as the HRIS you want to connect." />

  <Step title="Company ID: Enter your Dayforce Company ID." />

  <Step title="Username: Enter your Dayforce username." />

  <Step title="Password: Enter your Dayforce password." />

  <Step title="Click Submit." />
</Steps>