Dayforce Integration Set-up

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About the integration

Juicebox’s integration with Dayforce allows you to:

1. Export Profiles to Dayforce: Save profiles directly into Dayforce, including contact details, current company and job, profile URLs, and more.
   1. [Configurable] Auto-Export: Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including after shortlisting, after adding to a sequence, or after an interested response.
   2. Custom Integration Fields: On some plans, integration fields can be customized further based on your preferred fields.
2. Link Dayforce Jobs to Juicebox
   1. Import Job Descriptions: Import a job description from Dayforce into Juicebox to automatically kick off a search using the job description.
   2. Simplify Exports: When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details here.
3. View Profiles in Dayforce: View profiles already in Dayforce within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.

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Start a project via the Dayforce integration

Open the projects page and select Import Job from ATS / CRM. You will then see your Dayforce jobs and can select the corresponding option.

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Export profiles to Dayforce

Follow the regular export steps and select Export to Dayforce on either an individual profile or a bulk export. After exporting, you will see the profile created in your Dayforce account.

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View profiles already in Dayforce

Juicebox will tag profiles that already exist in Dayforce. You will see the last modified date, as well as the option to view the profile directly in Dayforce by clicking the View in ATS button.

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Before you start

Confirm you have Dayforce Administrator permissions before beginning the integration.

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Step 1: Create a new user

Go to System Admin > User and select New. This username and password will be used in the connection pop-up.

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Step 2: Configure a role

1. Open the menu on the left of your screen and click through to System Admin > Roles.
   
2. Create a new role and navigate to the Features tab. Check the following:
   • HCM Anywhere > Web Services > Patch/Post Candidate Sourcing and Job Application Sourcing
   • Recruiting
   

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Step 3: Adjust recruiting properties

Navigate to System Admin > Roles > Recruiting Setup > Client Properties and enable the following property:

• Allow Candidates and Job Application Sourcing from External Job Boards

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Step 4: Assign the new role to the new user

Navigate to the user created in Step 1 and assign the role you created in Steps 2 and 3.

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Step 5: Allow document types for upload

Navigate to System Admin > Roles > Documents > Admin > Document Types. Open the “Resume” document type and add your role to Roles in the bottom right panel:

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Setting up the integration

1. Navigate to the Integrations tab on the Juicebox platform.
2. Select Dayforce and click Activate. You can also use the search bar at the top.
3. In the connection pop-up, enter the username and password from Step 1. You also need to specify your Client Name Space and Environment.
   
4. After you have clicked through the remaining pages of the pop-up, the configuration will be completed. If successful, you will see a green Connected button in your Integrations marketplace.

Congratulations! You have successfully integrated Dayforce and Juicebox.

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Support

For an overview of all integration features, see ATS Integrations. If you’re facing any issues with your integration, contact our support team at support@juicebox.ai.