Source: https://sprinto-test.docs-staging.pageloop.ai/integrations/overview/dayforce-hcm-integration-beta

# Dayforce HCM Integration (Beta)

Ceridian Dayforce is a cloud-based Human Capital Management (HCM) platform used to streamline and manage HR and workforce operations.

### How this integration helps

The Dayforce integration allows Sprinto to retrieve essential staff details, including:

- Name
- Email address
- Job role
- Employment status
- Work assignment
- Reporting manager
- Hire/termination dates

Sprinto uses this data to generate an organisational chart, identify gaps, and trigger compliance checks whenever key information is missing or outdated.

### Sprinto checks for Ceridian Dayforce

When integrated with Dayforce, Sprinto runs the following checks:

| Sprinto check                              | Description                                                                                                                  | Reference procedure                                                                                |
| ------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- |
| Staff role should be assigned              | All in-scope staff must have an assigned staff role.                                                                         | [How to fix](/data-library/people/dashboard-actions/manage-staff-and-organisational-configuration) |
| Staff reporting manager should be assigned | All in-scope staff should have an assigned reporting manager. Senior leadership roles such as CEO, CTO, etc. are exceptions. | [How to fix](/data-library/people/dashboard-actions/manage-staff-and-organisational-configuration) |
| Staff joining date should be defined       | A joining date must be set for all newly onboarded staff.                                                                    | [How to fix](/data-library/people/dashboard-actions/manage-staff-and-organisational-configuration) |

### Before you begin

- Log in to Sprinto as an administrator.
- Ensure you have a paid  Dayforce HCM account with API access.
- Ensure you have **Admin** access on the Dayforce account you want to integrate.

### Step 1: Configure the role and API access in Dayforce

1. Log in to your [Dayforce](https://int.dayforce.com/root/mydayforce/MyDayforce.aspx) HCM account.

2. Go to **System Admin > Roles**.

   ![](/assets/fb2ac4affb03-yhleg6exnxcb6dmyjmy6svn8u6z9gccfha.png)

3. In the **Features** tab, enable:
   - **HCM Anywhere**
   - **Web Services**

     ![](/assets/b3089093a9b1-mh3gb9qqrvtdepm-yelxgcxfxx9vzewbsw.png)

4. Expand **Web Services** and ensure that you have selcted the **Read Data** check box.

![](/assets/323e69fb0cd8-image-13-1-.png)

5. Navigate to **Authorizations** and select these check boxes in the **Can Read** section:
   - **Employee Key Information**
   - **Employee Status Information**
   - **Employee Work Assignment – Primary Records**
   - **Employee Work Assignment – Secondary Records**
   - **Employee Contact Information - Business**

> [!INFO]
>
> Follow this [guide](https://help.dayforce.com/r/documents/Dayforce-SOAP-Web-Services-Developer-Guide/Enable-the-Web-Services-Role-Feature) in case you have not enabled web services role feature.

6. Navigate to Web Services field-level access&#x20;
7. Navigate to **RESTful Services** > **Human Resources** > **Employee**&#x20;
8. Select the following fields for Sprinto to fetch the following data:
   - For Effective End: Enable **EffectiveEnd**
   - Unique Identifier for employees **-** Enable **XRefCode**
   - For Name: Enable **FirstName,** **LastName** and **CommonName**
   - For Manager information: Right-click **Employee managers** and **Select All**
   - For Employment information: Enable **RESTful Services** > **Human Resources** > **EmployeeWorkAssignment** (and all child nodes)
   - For Employment Status: Right-click **Employment Statuses** and **Select All**. Right-click **Employment Status Group** and **Select All**
   - For Employee Date of Hire: Enable **EffectiveStart**, **StartDate,** **HireDate** and **OriginalHireDate**
   - For Groups: Enable R**ESTful Services** > **Configuration** > **Location** (and all child nodes) and **RESTful Services** > **Human Resources** > **OrgUnitInfos**
   - For Emails: Enable **Contacts and Addresses** (and all child nodes) under **RESTful Services** > **Human Resources**

> [!INFO]
>
> Payroll and other sensitive data scopes are not required. Sprinto does not fetch or store payroll-related information from Dayforce.

9. Go to **System Admin > User**. Ensure the authenticating user:
   - Has the **Can See Self** option enabled.

     ![](/assets/2a27400446ba-image-14-1-.png)

   - 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**.

     ![](/assets/7a3a570afabb-image-15-1-.png)

10. Keep the following details ready:
    - Company ID
    - Username
    - Password

You’ll need these credentials when connecting Sprinto to Dayforce.

![](/assets/c7c5a744a117-ccyaitljssmuqhsesl3gt7yc9jttmvnaxa.png)

### Step 2: Integrate Ceridian Dayforce with Sprinto

1. In Sprinto, go to **Settings > Integrations > Available integrations**.

2. Select **Connect** next to **Dayforce**.

   ![](/assets/9a939e5d601b-screenshot-2025-09-25-at-17.26.30.png)

3. On the integration page, tick the acknowledgement checkbox and select **Connect to Dayforce**.

> [!INFO]
>
> Ensure pop-ups are enabled in your browser.

4. In the Dayforce pop-up window:

- Enter your **Company ID**, then select **Next**.

  ![](/assets/40d04bb81fcb-screenshot-2025-09-25-at-17.28.37.png)

- Enter your **User ID and Password**, then select **Next**.

  ![](/assets/d18383f36f7c-screenshot-2025-09-25-at-17.29.30.png)

### Step 3: Configure Dayforce on Sprinto

1. In Sprinto, go to **Data Library >** **People > Configuration** and select **Manage**.

   ![](/assets/b8629a0c56b3-4hhpn85djjoa5-hs9p2e03i58et2kcfbtw.png)

2. On the **Staff Information Provider** page, select **Add staff**.

   ![](/assets/23ec782eb086-hcguowja0j0zociz-ptr3fpl5sgy4jw-wq.png)

3. On the **Add staff member** page, select **Add staff from HRMS** and then select the details button next to **Ceridian Dayforce**.

4. On the **Add Dayforce as a provider** page, select **Add Dayforce** .

You should now see **Connected** highlighted next to Dayforce. This confirms the integration is active.

### Final step

- After completing Step 2, allow 15–20 minutes for Sprinto to complete the initial data sync.
- Sprinto may take up to 24 hours to evaluate synced data and activate the relevant checks.
- To refresh data manually:
  1. Go to **People > Configuration**.
  2. Select **Manage**.
  3. Select **Sync** next to **Dayforce**.

> [!INFO]
>
> Sprinto follows the _principle of least privilege_. Only staff details required for compliance are retrieved. Payroll or compensation data is not accessed or stored.
