Dayforce, a cloud-based all-in-one HCM platform, allows WFM managers and timekeepers to update their team’s Employee Status and/or Entitlement Policy for testing Entitlement Balances. This OneByte article will outline steps on how to update these to ensure accurate entitlement balances and up-to-date employment records for effective workforce management.
To update Employment Status and/or Entitlement Policy please follow the steps below:
1. Go to People and choose an employee from the list. You may use Filter to narrow down your selection.
2. Load the employee profile and go to Employment -> Employment Settings.
3. By default, you will only see Active records. To see all available records please click “All”.
4. Add new record by clicking on the add button.
This will add a new record and copy all information from the current record. You will need to update this new record with required information. For example, to change Employment Status please update highlighted fields below. You will always need to input the effective date as this is a required field.
5. After you update the information, please click Save. Below is an example of Termination. Once you save this record, employee status will be changed to Terminated effective on the date you entered.
6. To update Entitlement Policy, please repeat steps above – add a new record and fill in the Entitlement Policy field.
Pick an Entitlement Policy from the list and click Save. It will update Employee policy effective on the date you entered.
Updating other information on Employee Profile
You can change other employment information on the Employee Profile by following the same steps described above. For example, you can change Employee Pay Class from FT to PT or vice versa. You can update Average Daily Hours, Normal Weekly Hours, Pay Group, Employee Group, Enlightenment Policy, Punch Policy, Holiday Group, Time Off Policy, Shift Trading Policy, and Shift Rotation.
Other advice for consideration:
1. Do not forget to click “All” to see all available records. By default, you will only see Active records
2. Usually after updating Employment Status or Entitlement Policy, you will need to run “Recalculate Balances” to see how changes affected Entitlement Balances. Please remember to check “Recalculate Balance Periods” as shown below.
Accurate entitlement balances are key to effective workforce management. With Dayforce, updating employee status and policies is simple and reliable.
Stay tuned for our next OneByte blog.
About the Expert
 |
Tatiana Vygurska, HCM Implementation Specialist, OnActuate
Tatiana is a Certified Payroll Manager with over 15 years of experience in multi-faceted HR, payroll, and benefits systems. She holds a Bachelor of Science in Math, along with many other certifications supporting her vast knowledge of payroll, finance, and business. Working in both public and private sector payroll and HRIS has given Tatiana knowledge and experience in a variety of industries managing diverse workforces. |
The “OneByte” blog series are technical how-to articles by OnActuate’s expert consultants covering software solutions that enhance operational efficiency, such as Dayforce and Microsoft Business Applications (Microsoft Dynamics, Power Platform). Have a topic you would like to learn more about? Email us at info@onactuate.com!
Additionally, you might also like..
|
How to Request TAFW and Approve Requests in Dayforce | OnActuate |
OneByte: How to View Employee Entitlement Balances in Dayforce | OnActuate |
