OrgChart Now Help Guide

Table of Contents

Dayforce Connector Configuration

Audience

Audience: Administrators

Overview

OrgChart Now connects to Ceridian Dayforce using an API. For this integration, OrgChart Now needs a service user and an associated role in order to pull your company data.

The following article provides step-by-step instructions on how to configure the Dayforce data connector, prior to importing data from Dayforce into OrgChart Now.

Note

Note: If your Dayforce instance does not have the same user interface that is documented in this article, please work with your Dayforce Representative, or contact Dayforce Support.

Important

Changes made to the employees in your Dayforce account will be reflected in OrgChart Now after you refresh the data.Refreshing Charts

Configuring a Dayforce Connector

Log into your Dayforce portal using your Company Name, Username, and Password.

Create an Integration Policy

  1. Click on the System Admin button (located in the left-side panel), and then click on Password Policy. Here, you will create an Integration Policy, which allows OrgChart to periodically pull your HR data.

    DayforceSystemAdmin.png

  2. Select the '+' button at the top of the screen to create a new Integration Policy.

    AddDayforce.png

  3. Name the policy "OfficeWork Integration Policy," and then create a Password Policy. To set a password policy:

    1. Under the Password Lockout Rules heading:

      • Enter 0 in the box under Lock Account for (Minutes)

      • Enter 999 in the box under Failed Login Attempts before Lockout

    2. Click on the Save button at the top of the screen.

      SaveDayforce.png

    Note

    Note: DO NOT enter a value under "Default Password Life (Hours)." Passwords should not have an expiry.

Add a Service Role

The Service Role allows admin to select the fields OrgChart can pull from Dayforce.

  1. Click on the System Admin button in the left side panel, and then click on Roles SL.

  2. To add a Service Role:

    1. Click on the Add button at the top of the screen

    2. Enter the following Name: OfficeWork API Service Role

    3. Enter the following Description:OfficeWork API Service Role

    4. Select the Integration Policy (created in steps 2-4) from the dropdown menu

    5. Enter the following Reference Code: 512

  3. Click on the Features tab, and then check the following checkboxes:

    Day_Force_Step_8.png

  4. Click on the Authorizations tab, and then check the following checkboxes in the Can Read column:

    Dayforce_Can_Read.png

    Note

    Note: If you wish, you can omit some checkboxes if they do not comply with your company security policy. Typically, only non-PII fields are required by OrgChart Now.

  5. Then, scroll down, and check the following checkboxes in the Can Read column:

    5_2_1_Dayforce_EmployeeProperties.png

    Note

    Note: The options above do not appear next to each other in the Authorizations list.

Select Data Query

Admin users can select the data fields that OrgChart Now is permitted to query.

Note

Note: Some fields are required for proper configuration. Reference the Required Fields section below for more information.

Click on the Web Services Field-Level Access tab, and then check the following checkboxes (shown in the screenshot below).

Day_Force_Step_10-_Updated.png

Caution

WARNING: OrgChart Now can only pull checkboxes under the Employee dropdown menu associated with the gray checkbox (shown above). Do not check boxes under any other menu associated with a gray checkbox.

The following table displays how each Dayforce element maps to OrgChart Now. Check the following Dayforce checkboxes (under the appropriate DayForce menu) to pull into OrgChart Now. The bolded elements are required, while the rest are additional.

Note

Note: Some fields require multiple Dayforce Elements are checked in order to pull correctly in OrgChart.

Dayforce Menu

Dayforce Element

OrgChart Now Equivalent

Employee

FirstName

First Name

Employee

LastName

Last Name

Employee

DisplayName

Name

Employee >EmployeeManagers

ManagerXRefCode

Supervisor ID

Employee

EmployeeXRefCode

Person ID

Employee >WorkAssignments

Position.LongName

Title

Employee

EmployeeNumber

Employee Number

Employee > WorkAssignments

Position.Job.ShortName

Job Title

Employee >WorkAssignments

Position.Job.LongName

Job Description

Employee > WorkAssignments

Position.Job.UDFString1

Job Field 1

Employee > WorkAssignments

Position.Job.UDFString2

Job Field 2

Employee > WorkAssignments

Position.Job.UDFString3

Job Field 3

Employee >WorkAssignments > Location

Location.LongName

Location

Employee >WorkAssignments > Location > LegalEntity

Location.LegalEntity.LongName

Company

Employee > WorkAssignments > Location > LegalEntity

Location.LegalEntity.ShortName

Division

Employee> WorkAssignments > Location > LegalEntity

LegalEntityAddress.City

City

Employee > WorkAssignments > Location > LegalEntity > LegalEntityAddress

LegalEntityAddress.Address1

Street

Employee > WorkAssignments > Location > LegalEntity > LegalEntityAddress

LegalEntityAddress.PostalCode

Postal Code

Employee > WorkAssignments > Location > LegalEntity > LegalEntityAddress > State

LegalEntityAddress.State.Name

State

Employee > WorkAssignments > Location > LegalEntity > LegalEntityAddress > State

LegalEntityAddress.State.XRefCode

State Code

Employee> WorkAssignments > Location > LegalEntity > LegalEntityAddress > Country

LegalEntityAddress.Country.Name

Country

Employee> WorkAssignments > Location > LegalEntity> LegalEntityAddress> Country

LegalEntityAddress.Country.XRefCode

Country Code

Employee > WorkAssignments

WorkAssignment.EffectiveStart

Start Date

Employee > WorkAssignments > Position > Job

JobFamily.LongName

JobFamily.ShortName

JobFamily.xRefCode

Job Family

Employee

Culture.LongName

Locale

Employee > Employee Properties

EmployeeProperty.LongName

EmployeeProperty.XRefCode

EmployeeProperty.StringValue

Employee Property 1

Employee > Employee Properties

EmployeeProperty.ShortName

EmployeeProperty.XRefCode

Employee.Property.StringValue

Employee Property 2

Employee > EmployeeStatuses > EmployeeStatus

EmployeeStatus.LongName

Status

Employee > EmployeeStatuses > PayType

EmployeeStatuses.PayType.LongName

Pay Type

Employee > EmployeeStatuses > PayClass

EmployeeStatuses.PayClass.LongName

Pay Class

Employee > EmployeeStatuses > PayGroup

EmployeeStatuses.PayGroup.LongName

Pay Group

Employee > EmployeeStatuses > PayGroup > PayFrequency

PayGroup.PayFrequency.LongName

Pay Frequency

Note

Note: If you are interested in pulling an additional field that is not listed above, please contact OrgChart Support. The Development team will determine if the desired field(s) can be queried.

OrgChart Required Fields

OrgChart requires the following fields for basic setup. Reference the table above for a list of additional compatible fields.

Menu Name

Field

WorkAssignments

  • Display Name

  • XRefCode

  • Position.LongName

EmployeeManagers

  • Manager XRefCode

  • EmployeeNumber

Danger

XRefCode maps to PersonID, and ManagerXRefCode maps to SupervisorID in OrgChartNow. these fields are critical to determine your reporting relationships and to update the right records via the API. Ensure these boxes are checked for the integration to work.

XREF_CODE.png
Screen_Shot_2020-07-24_at_12_23_27_PM.png

Important

It is important to check the child boxes within parent boxes, otherwise data might not be selected that you had meant to select. For instance, check the values within the workAssignments table for the Job, Department, and Location tables. Ensure access is given to ShortName, LongName, if possible.

Add a Service User

  1. Add the service user by selecting System Admin, and then selecting User. Select the Screen_Shot_2020-11-13_at_3_40_28_PM.png button to add a new user.

    Day_Force_Step_11.png

  2. Enter in a unique username, culture, and password, as shown in the screenshot below.

    Screen_Shot_2020-11-13_at_3_48_53_PM.png

    Danger

    You will need to enter this username and password into OrgChart Now.

  3. Click on the Add User Role button, and then double-click the box under the User Roles heading.

    Screen_Shot_2020-11-13_at_4_10_18_PM.png

  4. Select the Service Role (created in steps 1-4 of the Add a Service Role section) from the dropdown menu.

    Day_Force_Step_13.png

  5. Check the Approved checkbox.

    Screen_Shot_2020-11-13_at_3_58_06_PM.png

  6. Click on the Location Access tab, then click on the Add Location button.

    Screen_Shot_2020-11-13_at_4_42_50_PM.png

  7. Double click on the box under the Locations heading, and then select your entire company (or the part of your company used in OrgChart) from the dropdown menu.

  8. Check the Primary check box (under the Primary heading).

    Screen_Shot_2020-11-13_at_4_47_34_PM.png

  9. Click the Save button at the top of the screen.

    You are now ready to connect Dayforce to OrgChart Now. See Dayforce Connector Setup for more information.