OrgChart Now Help Guide

Table of Contents

Dayforce Connector Setup

Audience

Audience: Administrators

Overview

OrgChart Now can import data directly from Dayforce. The following article provides step-by-step instructions for setting up a Dayforce connector.

Dayforce Connector Setup

  1. Log in to OrgChart.

  2. Click on More > Chart Settings. The Source panel is displayed.

    5_2_1_CS_Source.png
  3. Click on the 5_2_ElipsesinSourcePanel.png under the Main Data Source heading. The list of Main Data Source connectors is displayed.

  4. Select the Dayforce connector.

    5_2_2_Dayforce_Select.png
  5. Enter the following information in the corresponding text boxes:

    1. Company code: Your Dayforce company name (example: "dsppofficework"; the same company name which you use to log in to Dayforce)

    2. Username: Your Dayforce service account username (the service role which was configured earlier)

    3. Password: Your Dayforce service account password (the service role which was configured earlier)

    4. Endpoint: Your Dayforce login portal URL (after login) + "-services" + ".dayforcehcm.com/" (see example below)

      Note

      Note: Your Dayforce login portal URL is the URL displayed after login. Do not use the URL displayed on the portal login page.

      Note: You must add -services in between the Dayforce login portal URL (displayed after login) and the .dayofrcehcm.com/

  6. Click on the 5_2_2_TestAuth_Icon.png icon (under the Main Data Source heading) to test that the credentials provided are valid.

    5_2_2_Dayforce_TestCreds.png

    Note

    If authorization fails, a Failed Authorization alert is displayed, detailing the invalid credential(s). Re-enter valid credentials, and then re-test until you receive a successful authorization.

  7. Click on Save, and then Refresh.

Additional Tables

By default, OrgChart will queries the WorkAssignments table. OrgChart can pull fields from the following additional tables:

  • Contacts

  • EmployeeProperties

  • EmploymentStatuses

  • Ethnicities

  • OrgUnitInfos

  • PayGradeRates

  • PerformanceRatings

Fields associated with any of the additional tables above will not be pulled into OrgChart until that table is enabled in the Additional Tables dropdown menu.

5_2_2_Dayforce_Add_Tables.png

Note

Verify that you have granted the API Service user in Dayforce permission to pull fields from the selected tables. Reference the Dayforce Configuration article for more information.

Inactive Statuses

The following section provides step-by-step instructions for pulling inactive statuses from Dayforce:

  1. Click on the Additional Tables dropdown menu, and then toggle EmploymentStatuses ON.

  2. Enter the Reference Code for the inactive status in the Inactive Statuses text box.

  3. Optionally, enter multiple Reference Codes into the Inactive Statuses text box.

    5_2_2_Dayforce_InactiveStatuses.png

    Note

    Ensure that each Reference Code is separated by a comma and there are no spaces.

  4. Perform a Dayforce hard refresh to preserve your changes.