Introduction
This integration is complex to set up, and we estimate it will take around 30 minutes to set up.
Ravio will guide the Dayforce Admin through this integration on a call, but beforehand please ensure that steps 1 and 2 of the process are set up.
Prerequisites
To set this integration up, you need someone with the Dayforce Admin role to be leading this setup.
Ensure that before the integration setup call, a new user with the new Ravio role has been created (steps 1 & 2 of the next section).
Step by Step Instructions
Step 1 - Create a New User
Navigate to System Admin > User, and select “New”.
Fill the details out, and ensure that you are noting down the username and password as this will be used later.
Step 2 - Create a New Role & Assign Dayforce Feature Access
Navigate to System Admin > Roles, and create a new role for the Ravio integration. This role should have the below settings:
- Name = Ravio Integration
- Features = HCM Anywhere & Web Services
Step 3 - Configure Authorisations for the Role
Navigate to Authorisations and select Can Read for the following:
- Employee Contact Information
- Employee Contact Information - Business
- Employee Key Information
- Employee Historic Pay Information
- Employee Pay Information
- Employee Personal Information
- Employee Properties (for custom fields)
- Employee Status Information
- Employee Work Assignment – Primary Records
- Employee Work Assignment – Secondary Records
Step 4 - Configure Web Services Field-Level Access
Go to Web Services Field-level Access.
Navigate to the RESTful Services -> Human Resources -> Employee:
Enable the below fields:
- EffectiveStart
- EffectiveEnd
- XRefCode
- FirstName
- LastName
- CommonName
- Right-click Employee managers and Select All
- Right-click Employment Statuses and Select AllRight-click Employment Status Group and Select All
- Right-click Locations and Select All
- RESTful Services > Human Resources > EmployeeWorkAssignment (and all child nodes)
- RESTful Services > Human Resources > EmployeeCompensation (and all child nodes)
- Gender
- BirthDate
- StartDate
- HireDate
- OriginalHireDate
- RESTful Services > Configuration > Location (and all child nodes) AND RESTful Services > Human Resources > OrgUnitInfos
- RESTful Services > Human Resources > EmployeePropertyValue
Step 5 - Configure Org-Level Access
Navigate to System Admin > User. Please note, the user authenticating will need "Can See Self" enabled.
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
Step 6 - Approve the User
Once this is complete, the Dayforce Administrator has to approve the user.
Step 7 - Enter the Details into Ravio
You will need to enter your Dayforce Client Name, and the username and password of the newly created user.
🎉 Select “Set up integration” and the integration is completed.