You will confirm the right Dayforce permissions, allow access to the employee data needed for your connection, and securely connect your Dayforce account to Clarity.
BEFORE YOU BEGIN
Make sure the Dayforce role you are configuring is set as the Default role for the user completing the connection. Go to System Admin > User, open the user, and select Is Default for that role.
Prepare Dayforce Access
Turn on the Dayforce features the connection needs.
In Dayforce, go to:
System Admin > Roles > Features
Confirm the following are enabled:
- HCM Anywhere
- Web Services
- Web Services > Read Data
Authorize the Employee Data
Give the role read access to the employee information required for your connection.
Open the Authorizations tab and select Can Read for the employee data required for your use case.
Authorization categories
- 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 Properties for custom fields
- Employee Status Information
- Employee Work Assignment - Primary Records
- Employee Work Assignment - Secondary Records
- User Information
Field-level access
- Go to Web Services Field-level Access > RESTful Services > Human Resources > Employee.
- Enable
EffectiveStart,EffectiveEnd, andXRefCode. - Enable the additional fields your connection needs, such as name, manager, employment status, location, work assignment, compensation, contact information, gender, marital status, birth date, hire dates, groups, time off, or custom fields.
ONLY IF YOUR CONNECTION REQUIRES WRITE ACCESS
Enable HCM Anywhere > Web Services > Patch/Post Employee HR Data. If your connection is read-only, you can skip this setting.
Confirm Organization Access
Make sure the connecting user can access your company-level Dayforce data.
Go to:
System Admin > User
For the user that will authenticate the connection:
- Confirm Can See Self is enabled.
- Expand the user and open Location Access.
- Select + Add Location and add the Company Level Location.
WHY THIS MATTERS
This allows the connection to access the organization-level employee data authorized in the previous step.
Connect Dayforce to Clarity
Use your secure connection link to complete authentication.
Have the following ready:
- Company ID
- Dayforce Username
- Dayforce Password
Then:
- Open your secure Clarity connection link and select Allow and Continue.
- Select Production Data.
- Enter your Dayforce Company ID and select Continue.
- Enter your Dayforce Username and Password and select Continue.
You’re Connected!
Once your credentials are accepted, your Dayforce connection to Clarity is complete.
Before you finish, confirm:
- The integration role is set as the Default role
- HCM Anywhere, Web Services, and Read Data are enabled
- The role has access to the employee data required for your connection
- The authenticating user has Company Level Location access