Dayforce HCM: set up and integrate Dayforce with LearnUpon – Knowledge Base

Add learners automatically using Dayforce HCM data

Connect Dayforce HCM to LearnUpon, and map default Dayforce HCM attributes to LearnUpon custom user data to create dynamic rules.

Availability: depends on your LearnUpon plan

If you use Dayforce HCM to manage your HR records, you can integrate it with LearnUpon. Dayforce HCM provides account information to set up learners' portal accounts automatically.

Learn more about Dayforce: LearnUpon is not responsible for content outside this website.

Dayforce HCM and LearnUpon: overview

Connect your organization’s HR records to your learning portal

The integration works in one direction, sending user details from Dayforce HCM to LearnUpon: Dayforce HCM provides the single source of truth of learner details.

Dayforce HCM provides default employee attributes from the following information types:

first name
last name
email

Using default attributes, LearnUpon creates learner accounts in your portal. You can add more attributes from Dayforce HCM, by mapping attributes to LearnUpon custom user data fields.

Learners receive a unique link to the email address provided: the link expires after 72 hours.

for invites, learners receive a randomly generated password. They must change the password when they log in
for created accounts learners must set a password at login

Note: by default, LearnUpon creates all new accounts as learners. After you create accounts, you need to edit some accounts to change their user type from learner to manager, instructor or admin.

See: Add users to your portal

For organizations that use SSO, LearnUpon creates learner accounts from Dayforce HCM data but does not send a conventional email notification. Through SSO credentials, learners already have their login details, and don't need to set a new password.

See: Set up SAML SSO for your portal

LearnUpon checks Dayforce HCM for new user details once a day to synchronize portal records to Dayforce HCM. Optionally, the admin can start a sync manually from LearnUpon.

If a learner’s first name, last name or email address change in Dayforce HCM, LearnUpon updates its version, but doesn’t send a new invitation.

If learners leave your organization, LearnUpon ends their access to the portal based on the termination date in Dayforce HCM.

Tip: any changes you make in Dayforce HCM can be manually synced an hour after the changes occur.

Admins can track invite progress in the portal the same way they track manual learner invites. In LearnUpon terms, invites that are not batch user uploads, or created through the API, are treated as manual.

From main navigation, go to Users > Pending Users for a current list of invites waiting for a response.

You can also export users to a CSV file, to view invite dates and all other user account information. See Users: download all user data in a portal.

Once synchronized, you can see learners provided by Dayforce HCM in your LearnUpon portal.

Dayforce HCM status and learner invitations

For Dayforce HCM's employee status field: if the status is inactive, LearnUpon does not synchronize the learner, and does not send them an invite to LearnUpon.

Handle existing learners in the LearnUpon portal

LearnUpon treats Dayforce HCM as the source of truth about learner details.

After setup, the integration “fetches” all the learners from Dayforce HCM based on their email addresses, to map them in LearnUpon, including updating the custom user data for existing portal accounts.

Map your data: connect Dayforce HCM fields to LearnUpon custom user data

Use attributes from Dayforce HCM to fill out custom user data fields in LearnUpon. LearnUpon’s custom user data runs the dynamic rules to add learners to groups.

Note: for custom user data fields that use choice, aka drop-down fields, the drop-down values available must match exactly between Dayforce HCM and LearnUpon. If they don’t match, Dayforce HCM can’t send the correct value to LearnUpon.

When you use the following field types in custom user data, make sure the values are identical to the corresponding field in Dayforce HCM:

String choice
Decimal choice
Integer choice

See: Custom user data: set up custom fields

When you create groups, you can set up courses to enroll learners automatically as soon as they join a group.

Access permissions

Admins with full portal permissions: can set up the feature

The integration is available for top-level and sub-portals.

Note: each portal requires a separate Dayforce HCM instance.

The LearnUpon admin who sets up the integration requires access to a Dayforce HCM admin account and appropriate permissions in Dayforce HCM. During setup the admin gives consent for LearnUpon and Dayforce HCM to connect to each other.

Prerequisites

In Dayforce HCM: create a Default role

appropriate admin account and permissions, including Company ID and Credentials

If you haven’t created a Dayforce HCM Default role and integrations service account already, you can create one during the setup process.

See instructions about creating a default role for your admin user.

In LearnUpon: set up groups, custom user data and dynamic rules

To make the most of the integration, you need groups and dynamic rules set up, based on LearnUpon custom user data. See:

Add Dayforce HCM to your portal: first-time setup

Your Customer Success Manager or the support team turn on the integration for your portal. You as admin set it up for your organization.

If you haven’t created a Dayforce HCM Default role and integrations service account already, you can create one during the setup process.

See instructions about creating a default role for your admin user.

From main navigation go to Settings > Integrations > HR Integrations.
Select Dayforce.
From Dayforce page, select + Connect.
In the Dayforce dialog that opens, select Continue to access Dayforce from LearnUpon.
In the Dayforce dialog that opens, enter the following credentials and select Submit to continue:
- Company ID
- Username
- Credentials
Review the data that LearnUpon can now receive from Dayforce HCM and select Continue.
Select Finish.

On HR Integrations, the integration appears as Active.

Map your data from Dayforce HCM to LearnUpon

The integration uses standardized field names to make connecting between applications easier. The listed attributes for Dayforce HCM may vary slightly from what you see in Dayforce HCM pages.

From main navigation go to Settings > HR integrations.
Select Dayforce.
From the main page select Map your data > Add new mapping.
From Select attribute field, select a Dayforce HCM attribute name.
From Select CUD field, select a LearnUpon custom user data field to match.
When required:
- repeat these steps to create as many fields as you need
- select X next to a row to remove a connection
Save changes to finish.

Set defaults to add Dayforce HCM learners

This process sets the default behavior for the integration, to add accounts from Dayforce HCM. These settings apply during the daily synchronization, or when you run a manual sync.

From main navigation go to Settings > HR integrations.
Select Dayforce.
Select Invite configuration.
From When do you want to invite them? select 1 of:
- When they are added to Dayforce HCM
- On their hiring date
From How to add new users? select 1 of:
- Create as an active user and send a welcome email
- Create as active user only
- Create as pending user and send invitation email
Save changes to finish.

Synchronize between LearnUpon and Dayforce HCM

A sync prompts Dayforce HCM to add learners, based on settings in Invite configuration. After the first sync, LearnUpon synchronizes its records with Dayforce HCM once per day automatically.

You can sync manually once per hour, as required: for example, if you add a number of new accounts to Dayforce HCM, and want to see them set up in LearnUpon.

From main navigation go to Settings > Integrations > HR Integrations.
Select Dayforce.
Select Sync.

This process takes a short time depending on the number of accounts.

Confirm the sync worked:

for created accounts, go to Settings > Users and filter for users created after the selected date
for invited accounts go to Settings > Users. From secondary navigation select Pending Users to view the progress of invites

Remove Dayforce HCM from your portal

From main navigation go to Settings > Integrations > HR Integrations.
Select Dayforce.
From Dayforce, select Disconnect.
In the dialog that opens, select Disconnect to confirm.

See:

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