To connect your Dayforce account to this application you must set up a new admin user. Please follow the instructions below.

Before you start

Please make sure that you are a user with administrator rights before you follow these instructions. If you are not an administrator or are unsure, reach out to your HR team to confirm or give you admin rights.

NOTE: If you are not able to follow the instructions above, please contact your account representative and share that you would like to add this application as an External Administrator. CC the email provided in Finch Connect so we can see all communications and help troubleshoot.

Instructions

Step 1: Creating a new user

1. Log in as an administrator to create a new user for our organization.
2. Navigate to System Admin > User > + New.
3. Expand the row to configure the user
   • Select the Properties tab and fill out the following information:
     • User Name: (Please use the email provided in Finch Connect)
     • Culture: English (US)
     • Approved: Ensure this is checked if it appears; this may not appear in all accounts.
     • Password: Fill in a temporary password
       • IMPORTANT: Make note of this as you will need to pass the username and temporary password securely through the Finch Connect screen at the end of the setup process
     • Click +User Role
       • Click on the User Roles column to reveal a dropdown menu
         • Assign the standard role of Payroll Administrator. The exact name may differ depending on your company's setup
     •  Start Date: Today
     • End Date: Leave blank; if this field is required, we recommend 2 years from today
   •  Select the Location Address tab
     • Click +Add Location
     • Click on the Location column and ensure all locations you wish to connect are selected
   •  Select the Pay Group Admin Access tab
     • Click +Add Pay Group
     • Click on the Pay Group column and ensure all pay groups you wish to connect are selected
4. Click the Save button on the top left corner of the page
5. After you have saved your progress, please ensure we have the correct privileges by checking if we have access to the Pay Admin feature. This feature is part of the Payroll Setup privilege group.

Step 2: Configuring feature access

You will need to grant this user access to the Dayforce API.

1. Navigate to System Admin > Roles
2. In the lefthand menu, select the role you assigned to the user created above
3. Click on the Features tab and ensure you select the checkboxes for HCM Anywhere and Web Services
   
4. Click on the Web Services Field-Level Access tab and select the checkbox for RESTful Services
   
   

Step 3: Share the temporary credentials with Finch

1. Navigate back to the Finch Connect screen
   
2. Input the username and temporary password from Step 1
3. Click Connect

FAQs

💡 Why do I need to provide admin permissions to Finch?