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Dayforce Integration

Hire your candidate in Dayforce without anyone re-typing their details.

Written by Emilia Carvell

The Dayforce integration hires your candidate in Dayforce without anyone re-typing their details. When a candidate is ready, someone on your team opens Send to Dayforce, checks a form that Pinpoint has already filled in from across the requisition, the offer and their onboarding answers, and submits it. Pinpoint creates or updates the employee record in Dayforce and sends their documents across.

It works in three directions of travel that matter day to day:

  • New hires - creates the employee in Dayforce.

  • Re-hires and internal movers - recognises someone who already exists in Dayforce and updates them instead of creating a duplicate.

  • Your Dayforce options, inside Pinpoint - locations, positions, cost centres and similar lists are pulled from Dayforce on a schedule, so the dropdowns your team picks from in Pinpoint only ever contain values Dayforce will accept.

Documents collected during hiring and onboarding - CV, signed offer letter, background check results, onboarding paperwork - are sent to the employee's Dayforce record too.

Before you start

  • Pinpoint sets this integration up for you. Your implementation contact configures it using details from your Dayforce administrator.

  • Permission needed. Sending a candidate to Dayforce requires the Export applications to external HRIS permission (under Applicants when editing a user's permissions). Bear in mind what that permission implies: anyone who has it can see everything on the form, including Social Security Number and bank details.

  • You'll go through a Data Mapping Workshop. This is where you and Pinpoint agree which Pinpoint field feeds each Dayforce field - see Getting the form to fill itself in below.

  • Your Dayforce administrator will need to be involved. Some of what Pinpoint needs can only come from them, including a Web Services API user and the valid option codes for several dropdowns.

What Pinpoint needs from your Dayforce administrator

What

Why

A Dayforce Web Services username and password

So Pinpoint can create and update employees on your behalf. API user credentials

Your client namespace

The tenant name in your Dayforce web address - if you sign in at https://acme-company.dayforcehcm.com, it's acme-company.

Your file transfer (SFTP) details

Only if you want documents sent. Without these, employee records are still created but documents aren't sent.

The top of your org structure, and which levels employees are hired into

This is what makes the Work Location dropdown show your real stores or offices rather than every org unit.

Option codes for several dropdowns

Dayforce has no way for Pinpoint to read these automatically, so you tell us the valid values once and we configure them. See below.

Which lists you need to supply. Pay groups, security roles, languages, time-off entitlement policies, onboarding policies, HR policies, ethnicities, emergency contact relationship types, federal filing statuses, countries, and states/provinces. Everything else - employment statuses, pay classes, pay types, positions and locations - Pinpoint reads from Dayforce for you. Your implementation contact will collect these at the Data Mapping Workshop.

How the whole thing fits together

1. The requisition is raised in Pinpoint

A hiring manager creates the requisition. Custom fields on it - things like Location, Org Unit and Position - offer options that came from Dayforce, so only values Dayforce recognises can be chosen.

2. The job is posted and someone is hired

Your hiring process runs as normal. At offer stage, custom fields on the offer - Pay Class, Pay Group, Pay Type, Employment Status and similar - are again filled in from Dayforce-sourced options by whoever creates the offer.

3. Onboarding collects the post-hire detail (requires Pinpoint Onboarding)

Once hired, the candidate goes through Pinpoint Onboarding, where you collect what you couldn't ask earlier: tax details, direct deposit, emergency contact, home address, and anything else you need in Dayforce.

4. Send to Dayforce

When onboarding is complete, the onboarding manager clicks Send to Dayforce. Pinpoint assembles a form from everything it already knows - across the requisition, job, application, offer and onboarding answers - so most of it is already filled in.

A callout at the top tells you what's about to happen. Net-new hire means Pinpoint found nobody matching in Dayforce, so a new employee record will be created.

Below it, the form is grouped into sections so it's quick to check: Identity, Employment, Work Assignment, Onboarding & HR Policies, Demographics, Custom Fields, Home Address, Contacts, Emergency Contact, Federal Tax (US), Direct Deposit and Onboarding Documents. Fields marked (optional) can be left blank.

Review it, fill any gaps, and submit.

5. The employee is created in Dayforce

Submissions are processed straight away. If Dayforce rejects something, the reason appears next to the field it relates to, so you can correct it and submit again without starting over. Once it succeeds, the employee record is created or updated in Dayforce and the documents are sent.

Where you can send a candidate to Dayforce

There are three places, and you can use whichever suits the situation:

From

When to use it

Onboarding

The normal route for a new hire. The onboarding manager sends the candidate once their onboarding is complete.

The candidate's application

For a re-hire or an internal mover where you're skipping onboarding. Send to Dayforce is available from the Application Actions menu once the candidate is in the Hired stage.

Automatically, with a stage action

If you'd rather not rely on someone remembering. A stage action can fire Send to Dayforce when a candidate reaches a particular stage. Ask your Customer Success Manager to set this up.

Re-hires and internal movers

When you open Send to Dayforce, Pinpoint looks the person up in Dayforce using their Dayforce Employee ID and adapts to what it finds:

  • Nobody found - treated as a brand-new hire. Dayforce generates the employee ID.

  • An inactive employee found - treated as a re-hire.

  • An active employee found - treated as an internal mover.

In both of those cases the form tells you what it found and what it's going to do, and shows a Current Dayforce record summary - their status, their last work assignment, their pay, their original hire date, and which details are already on file and will be kept. Under each field, an "In Dayforce: ..." hint shows the value currently held, so you can see exactly what you're about to change.

Only the fields you actually fill in are applied. Anything you leave blank stays as it is in Dayforce.

Re-hiring a former employee

You get the full hire form, and on submit Pinpoint reactivates the employee and applies whatever you've filled in. Details already on file - their home address and Social Security Number, for instance - are kept unless you deliberately set them again.

Moving an existing employee to a new role

For an internal mover the form is deliberately cut right down, because you're changing a work assignment rather than hiring someone. You'll see only:

  • Effective Date - when the new assignment starts. Required.

  • Position and Work Location - the new role and where it is. Both required.

  • Direct Manager - optional.

  • Pay Type, Pay Class and Hourly Base Rate - optional. Set a new rate only when the move needs one, for example to meet the minimum wage at the new location. Leave blank to keep their current rate.

Nothing else about the employee is touched - no address, emergency contact, tax or direct deposit fields are even shown.

Matching relies on the Dayforce Employee ID or SSN being on the candidate's record in Pinpoint. If it isn't there, Pinpoint has no way to know they already exist and will treat them as a new hire.

If Dayforce says the National ID already exists

This means Dayforce already holds an employee with that Social Security Number. Nothing is created, so there's no duplicate to clean up. To update that existing employee instead:

  1. Find them in Dayforce and note their Dayforce Employee ID.

  2. Add that ID to the candidate's record in Pinpoint.

  3. Send to Dayforce again.

Pinpoint will now recognise them as a re-hire or internal mover and update the existing employee.

Pinpoint only ever matches on the Dayforce Employee ID, never on Social Security Number. If you want re-hires matched automatically across a large existing workforce, ask about the optional one-time employee import, which puts Dayforce Employee IDs onto your Pinpoint candidate records.

Documents

Any file attached to the candidate can be sent - typically their CV, the signed offer letter, background check documents and onboarding paperwork. Pick them in the Onboarding Documents section of the form before you submit.

A couple of things worth knowing:

  • Documents are handed to Dayforce to import against the employee. Dayforce does that import on its own schedule, so a document may take a short while to appear on the employee's record even though Pinpoint has reported success.

  • If your integration was set up without file transfer details, employee records are still created but documents aren't sent.

Keeping your Dayforce options in step

Pinpoint refreshes lists from Dayforce on a recurring basis - your org structure, locations, positions, employment statuses, pay classes and pay types, and any custom fields you've mapped. Those values become the options on your Pinpoint custom fields.

The practical effect: when a hiring manager fills in a requisition or an offer, they can only pick things Dayforce will accept, so submissions don't fail later over a value that was never valid. There's nothing to maintain by hand - if you add a location in Dayforce, it turns up in Pinpoint.

Getting the form to fill itself in

This is the part that makes the difference between a form your managers breeze through and one they retype every time.

Out of the box, Pinpoint only pre-fills what it knows about every candidate:

  • First Name, Last Name and Date of Birth

  • Hire Date, from the offer's work start date

  • Home address, and Business Email and Home Phone

Everything else starts blank - Social Security Number, pay, position, work location, security role, policies, emergency contact, federal tax, direct deposit, and any custom fields.

Anything left unmapped has to be typed by hand on every single hire. Mapping those fields to onboarding answers, offer fields or custom fields - which is exactly what the Data Mapping Workshop is for - means the form arrives filled in and the manager only reviews and submits. It's faster, and it removes retyping mistakes on the fields where mistakes hurt most: Social Security Number, bank details and tax withholding.

Work through this with your Customer Success Manager. The default mapping is fine for a first test, but a production rollout should map the post-hire data you're already collecting in onboarding.

Troubleshooting

I was asked to reopen the action.

The person's status in Dayforce changed while the form was open, so the form no longer matched reality. Close it, open Send to Dayforce again, and the form will be rebuilt from Dayforce's current record.

A dropdown is missing options, or is empty.

For lists Pinpoint reads from Dayforce, check the value exists in Dayforce. For the lists you supplied at the Data Mapping Workshop - pay groups, roles, policies, ethnicities, relationships, filing statuses, countries, states - the options are the ones you gave us, so send your Customer Success Manager the additions.

A document hasn't appeared on the employee record.

Give it a little time - Dayforce imports documents on its own schedule after Pinpoint hands them over. If it still hasn't arrived, check with your Customer Success contact that file transfer details are configured.

FAQs

Q: Does this work with Recruiting as well as Onboarding?

A: Yes. You can send a candidate from onboarding, from their application once they're in the Hired stage, or automatically with a stage action.

Q: Can I send someone to Dayforce more than once?

A: Yes. Sending again updates the existing employee rather than creating a second one, as long as their Dayforce Employee ID is on their Pinpoint record.

Q: What happens if I leave a field blank for a re-hire?

A: It's left untouched in Dayforce. Only the fields you fill in are applied.

Q: Do I have to fill in the whole form every time?

A: No - and if you are, the mapping is worth revisiting. See Getting the form to fill itself in.

Q: Can we automate it completely?

A: A stage action can trigger the export automatically. Bear in mind that anything not mapped is still blank, so full automation only makes sense once your mapping is complete. We recommend using manual “review → fill gaps → submit” for a few months and when the process becomes just “submit”, then it’s time to automate.


Appendix: fields sent to Dayforce

Every field the Send to Dayforce form can send, in the order it appears. "Pre-filled by default" means Pinpoint fills it in without any mapping work; everything else can be pre-filled by mapping it at the Data Mapping Workshop. Please check with your Customer Success contact for the up-to-date list of fields (as we add more fields every now and then).

Identity

Field

Pre-filled by default

Dayforce Employee ID

No - blank for a new hire; Dayforce generates it

First Name

Yes - from the candidate

Last Name

Yes - from the candidate

Date of Birth

Yes - from the candidate

Gender (M / F)

No

Social Security Number

No

Hire Date

Yes - from the offer's work start date

Seniority Date

No - defaults to Hire Date if left blank

Retirement Request Date

No

Language

No

Send First-Time Login Email

No

Employment

Field

Pre-filled by default

Employment Status

No - defaults to Active

Pay Class

No

Pay Type

No

Pay Group

No

Hourly Base Rate

No - leave blank for salaried employees

Annual Base Salary

No - leave blank for hourly employees

Time-off Entitlement Policy

No

Security Role

No

Work Assignment

Field

Pre-filled by default

Position

No

Work Location

No

Direct Manager

No - must be an existing Dayforce employee

Onboarding & HR Policies

Field

Pre-filled by default

Onboarding Policy

No

HR Policies

No - select all that apply

Demographics

Field

Pre-filled by default

Ethnicity

No - self-identified, used for EEO reporting

Custom Fields

Any additional Dayforce custom fields (Employee Properties) agreed at the Data Mapping Workshop appear here as their own fields. None are pre-filled by default.

Home Address

Field

Pre-filled by default

Home Address Line 1

Yes - from the candidate

Home Address Line 2

Yes - from the candidate

Home City

Yes - from the candidate

Home State

No

Home Postal Code

Yes - from the candidate

Home Country

Yes - from the candidate

Contacts

Field

Pre-filled by default

Business Email

Yes - from the candidate

Personal Email

No

Home Phone

Yes - from the candidate

Emergency Contact

Field

Pre-filled by default

Emergency First Name

No

Emergency Last Name

No

Emergency Relationship

No

Emergency Phone

No

Emergency Address Line 1

No

Emergency City

No

Emergency State

No

Emergency Country

No

Emergency Postal Code

No

Federal Tax (US)

Field

Pre-filled by default

Federal Filing Status

No - the W-4 filing status

Additional Federal Withholding

No - extra amount withheld per paycheck

Federal Tax Exempt

No

Direct Deposit

Field

Pre-filled by default

Account Number

No

Bank / Routing Number

No

Deposit Percentage

No - defaults to 100 if left blank

Onboarding Documents

Field

Pre-filled by default

Documents

No - choose the candidate's files to send

This section only appears if your integration is set up with file transfer details.

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