Connect

Prerequisites

• System administrator access to the Dayforce account, to create a role and a Web Services user.
• Your Dayforce client namespace and API host. Your Dayforce administrator or Dayforce account team can confirm both.

Step 1: Create a Role for the Web Services User in Dayforce

1. Log in to the Dayforce account as a system administrator.
2. Create a new role for the integration, for example Zluri Integration.
3. Under Features, enable HCM Anywhere > Web Services > Read Data.
4. Under Web Services Field-Level Access, enable RESTful Services > Human Resources > Employee and these employee fields: XRefCode, Contacts, EmploymentStatuses, EmploymentTypes, WorkAssignments, EmployeeManagers, SSOAccounts, EmployeeRole, DocumentManagementSecurityGroups and ClockDeviceGroups.
5. Under Authorizations, allow read access to Employee Profile > Security Settings > Roles, User Document Security, Clock Device Groups, Employee Status and Contact Information (Business).
6. Do not grant field-level access to SocialSecurityNumber, BirthDate or salary fields. Zluri does not use them.
7. Save the role.

Step 2: Create the Web Services User in Dayforce

1. Navigate to System Admin > User.
2. Create a dedicated user for the integration.
3. Assign the role from Step 1 and set it as the user's default role.
4. Under Location Access, grant the top-level organization (for example Corporate), so that every employee is visible to the integration. Employees outside the user's location access are not synced.
5. Set a password for the user.
6. Copy and securely store the username and password.

Step 3: Collect the Connection Details

1. Note the API host of your Dayforce environment, for example www.dayforcehcm.com. Use the host only, without https:// or a path.
2. Note your client namespace, the company identifier used for your Dayforce tenant.

Step 4: Begin the Integration in Zluri

1. Log in to the Zluri dashboard.
2. Open the Dayforce Integration page.
3. Select Connect Integration or Connect another instance if an existing connection is already configured.

Step 5: Review and Add Scopes

1. Review the required scopes displayed for the integration: Read Employees and Read Employee Details.
2. Add additional scopes as needed for custom use cases or advanced access.

Authorization Options

Self-Authorization

• Proceed directly to Step 6 to complete authorization.

Co-worker Authorization

1. Enter a co-worker's details to share the access request.
2. Zluri sends an invite email or link containing a unique Connect Code.
3. The co-worker can use the code to approve and complete the connection setup.

Step 6: Authorize the Connection

1. Depending on the authorization method (self or co-worker), enter the connection details.
2. Enter the API host in the Dayforce API Host field, for example www.dayforcehcm.com.
3. Enter api in the API Path Prefix field.
4. Enter your client namespace in the Client Namespace field.
5. Enter the username from Step 2 in the Web Services Username field.
6. Paste the password from Step 2 into the Web Services Password field.
7. Select Connect to complete the integration.

Integration Complete

Zluri is now successfully connected to Dayforce and will begin syncing data automatically.

Got questions? Feel free to submit a ticket or contact us directly at [email protected].