Dayforce FAQs for Managers

Helpful tips for managers as we transition to Ceridian!

Review this to refresh your knowledge on our most common questions for managers.

More information will be added throughout the transition.


Dayforce Changes - 11/1

Dayforce Time Off List Feature

When a manager selects an employee from the list of direct reports, the app displays the Time Away Request screen where they create the request.

The following parameters are available on the Time Away Request screen:

  1. Automatically Approve: Move the slider to indicate if the request is automatically approved or not.
  2. Reason: Day off / Vacation
  3. Start: Specify the start date and time.
  4. End: Specify the end date and time.
  5. View Balances: Tap to view the employee's balances.
  6. Manager Comment: Optionally, add comments.

After you save the request, the Dayforce app displays it in the All tab as well as the Pending or Approved tab on the Time Off List home screen.

Dayforce Mobile App – View Employee Pay Rates

  1. Select the Employees tab from the manager navigation panel.
  2. Select an employee from your direct report list.
  3. Put the cursor in the “Search all” field to select an indirect employee.
  4. The employee’s profile will expand
  5. Scroll down to the hourly rate field.
  6. Click “tap to show” and the hourly rate will appear
  7. Scroll away from the hourly rate field, and the field will revert to “tap to show”.

Dayforce Changes 6/01

How Can I Delegate Access To Another Manager Or Someone Else If Needed?

  1. Select Profile and Settings from the Home Page
  2. Choose Preferences to Add Delegate Access
  3. Choose a delegated user by clicking on the drop down arrow below Give Access To
  4. You can search for an employee by entering all or part of their name in the search field
  5. Choose the Delegation Reason by clicking on the drop down arrow below
    • Select the Pay Information checkbox to hide pay information for the delegating manager’s employees from the delegated user. By clearing the checkbox, the delegated user has full access to delegating manager’s employee’s pay information.
    • Select the Performance Feature Access checkbox to restricts the delegated user’s access to the delegating manager’s Performance features. By clearing the checkbox, the delegated user has full access to Performance. By default, this checkbox is selected, and the delegated user does not have access to delegating manager’s Performance feature.
    • Select the Compensation Feature Access checkbox to restricts the delegated user’s access to the delegating manager’s Compensation features. By clearing the checkbox, the delegated user has full access to the delegating manager’s compensation feature. By default, this checkbox is selected, and the delegated user does not have access to compensation.
  6. Select the PII Documents checkbox to hide delegating manager’s personally identifiable information that is configured as such in the system. By clearing the checkbox, the delegated user has full access to the delegating manager’s personally identifiable information. By default, this checkbox is selected, and the delegated user does not have access to PII Documents
  7. Select the Effective Period for delegation by entering the begin and end dates
  8. Select the option preferred for Restricting Private Information
  9. Click SAVE to save preferences

After I Have Delegated User Access, How Do I Approved Delegating Manager’s Employee’s Time Away Requests?

  1. The delegated user should select the delegating manager’s Manager With WFM role
  2. From the Home Page, access Approval center icon – white circle with blue check mark -to view delegating manager’s employee’s requests
  3. Approve requests using the established procedure for approving requests

After I Have Delegated User Access, How Do I Access The Delegating Manager’s Performance Features?

  1. The delegated user should select the delegating manager’s Manager With WFM role
  2. Use Navigation panel to Select the Performance tab. Access the Goal, Review, and Development Plan features

After I Have Delegated User Access, How Do I Authorize The Delegating Manager’s Employee’s Payroll?

  1. The delegated user should select the delegating manager’s Manager With WFM role
  2. Use Navigation panel to view delegating manager’s employee’s Timesheets tab
  3. By default, the Load tab will be activated
  4. Select the delegating manager’s name in the drop down box to view delegating manager’s team’s timesheets

To Authorize payroll for a single shift

  1. Click in the box of the selected shift to highlight it blue
  2. Click the authorize tab once selected
  3. Authorized shifts display the brown “authorized” icon (green box)

To Authorize payroll for a full day of shifts

  1. Click the shift date to highlight to highlight the whole column blue
  2. Click the authorize tab once selected
  3. Authorized shifts display the brown “authorized” icon (green box)

To Authorize payroll for all shifts worked

  1. Click on the employee’s name to highlight all shifts blue.
  2. Click the authorize tab once selected.
  3. Authorized shifts display the brown “authorized” icon (green box)

Performance

How Do I Advance A Performance Review To The "Completed" Status After The Performance Conversation?

  1. Log into Dayforce
  2. Select the Manager With WFM Role
  3. Employees will not need to select a role.
  4. Select the Review tab from the top banner
  5. Review those employee reviews still in “Employee Review” or “Manager Review” status
  6. Click on the link for the employee’s review if status is not Completed
    • Both manager and employee must check the “I Agree” box to attach their electronic signature.
    • Managers must prompt their employees to complete the process.

How Do I Print A Reward Letter For Merit Increase?

  1. Navigate to the Compensation tab or click the icon on your Home screen
  2. Click the 2018 Merit link on the compensation workbook
  3. Click on the employee’s name to activate the Reward Letter
  4. Click on Reward Letter from the top banner
  5. Print or save the Reward Letter as a PDF

How Do I Access The Performance Review/ Print Review?

  1. Navigate to the Performance tab
  2. Select Reviews from the top banner
  3. Click on the review
  4. Scroll to the bottom of the review to select the Print button from the left hand side
  5. Choose to print the entire form or just sections

How Do I Create And Assign Goals In Dayforce?

  1. Log into Dayforce
  2. Select Manager With WFM role
  3. Navigate to the Performance tab
  4. Select the Goals tab
    • Team Goals - All goals entered for you and your direct reports
    • My Goals – Only the goals you have created
    • Organizational Goals – DISA’s annual company goals
  5. Select Team Goals tab
  6. Click the ADD goal icon at the top right of the screen
  7. Add a SMART goal
  8. Choose the related goal category
  9. Select Current Year and Shared Goals from in the Alignment tab
  10. Select the appropriate team members in the Assign Employees tab

Timekeeping / Payroll

As leaders are we required to include shifts into Dayforce?

No.

What’s the difference between pay adjustment and adding punches?

Pay adjustments are to adjust for training for overtime where the actual shift was not work.

Adding punches is correcting or adjusting time.

If you have team numbers at multiple locations, do you have to sort my location to be their time sheets?

No. All your team members should show up on your schedule or time sheet view.

Can I run report that show me my team members actual punches versus the schedule in order to audit tardiness?

Your role has to be a manager with WFM. Select timesheet from the navigation panel. Choose the Reports tab from the top banner. From the list of reports under fixed format report, select “Schedule vs Actual Report.” Another way of looking at the same information is selecting the raw punch report. 

In California, should hourly employees clock out for 10 minute breaks?

Yes.  In our California locations, employees will see a break button on the time clock.  Although these 10 minute breaks are paid, they should still be clocking out using the break button.

At our location, if there is an emergency situation and a team member has to come on duty to solve an issue, we offer a stipend. How do I enter that into Dayforce?

Send those stipend request to derby.quang@disa.com.

Do I need to use the Pay Approve tab to approve payroll?

No. Once you approve a timesheet, payroll is approved.  No need for further action.

How do I approve PTO?

1. Access your approval center from the homepage.
2. Review current request by clicking to open.

• The date and hours requested will show at the top of the form.
• If you have used scheduling, scroll to the bottom of the page to review coverage for the PTO range requested.
• To give approval, click on the approve button at the bottom of the form

How do I adjust time on Timesheets?

1. Locate the shift in Timesheets
2. Click on the shift to highlight it blue.
3. Use the Edit icon as shown
4. Add missed punches.

Click the OK button to Update the shift.

How do I filter my view of the timesheet to reveal only unauthorized shifts?

• Click on the Filter & Sort tab to find shifts that have not been authorized
• Select Unauthorized Records

Click the Apply button the display only those shifts that have not been authorized.

How do I authorize payroll?

• Authorize payroll for a single shift by clicking on the shift to highlight it blue.  Click the authorize tab once selected.
• Authorize payroll for a full day of shifts by clicking on the date to highlight to highlight the whole column blue.  Click the authorize tab once selected.
• Authorize payroll for all shifts worked by an employee by clicking on the employee’s name to highlight all shifts blue.  Click the authorize tab once selected.

Authorizing timesheets IS Approving Payroll
Authorized shifts have a brown authorized icon

Do I need to authorize payroll for salaried employees?

No, but you should always double check to ensure PTO requests are approved and are showing.