Dayforce (ATS / HRIS)

HRIS Integration

Dayforce Integration With Boon

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.

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Instructions

Step 1: Configure Feature Access

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

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

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

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Screen Shot 2023-02-07 at 4.49.21 PM.png

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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

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 Status Information

Employee Work Assignment – Primary Records

Employee Work Assignment – Secondary 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:

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3. Enable EffectiveStart, EffectiveEnd, and XRefCode

4. 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 department, cost center, etc:

Right-click OrgUnitInfos and Select All

If you need employment information:

Right-click EmployeeWorkAssignments and Select All

If you need pay information:

Right-click EmployeeCompensation and Select All

If you need emails/contact information:

Right-click Contacts and Addresses and Select All

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 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

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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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