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Employee Guide
Through the mobile application, employees can view and update their available hours, review their schedule, and make time away from work requests.
As an employee, you can perform a number of tasks through the mobile application: l l l l l l l l l
Review and Sync Your Schedule on page 47
Review Your Weekly Availability on page 55
Request Time Away From Work on page 59
View and Edit Your Timesheet on page 62
View and Create Messages on page 64
View Your Earnings Statement on page 67
View Your Payroll Card Transactions on page 68
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View Your Profile
You can view your employee information such as your address, phone number(s) and emergency contact information, in the My Profile feature.:
Note: Access to viewing certain contact information is configured through the application. If you do not see certain information and believe that you should, contact your manager or system administrator.
Depending on how the application has been configured, you might also be able to change your password.
Change Your Password
If the Reset Password option is displayed in the context menu, you can change your password.
In the fields provided, type your original password, and then type your new password twice.
When you tap the Save button, the application verifies that the password you entered meets your organization's password requirements. If the password you entered does not meet the requirements, the application prompts you to enter a different password.
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Review and Sync Your Schedule
This section describes the actions that you can perform in the Schedule feature, including: l l
Reviewing Your Schedule on page 47
Syncing Your Local Calendar Application on page 50
Reviewing Your Schedule
This section describes how to read the information displayed in Schedule feature.
Note: Your managers set your schedule within the application based on your availability, the job(s) you perform, and their staffing needs. In the Schedule feature, you can see when you work as soon as the schedule is published.
When you open the Schedule feature, the application displays the current month and highlights the current day:
You can tap the arrows at the top of the screen to select a different month.
Your scheduled shifts are marked with a blue circle:
Your approved time away from work requests are marked with an icon that depends on the time away from work type.
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Holidays are marked with a holiday icon.
You can tap a day on the calendar to view a summary under the calendar.
For approved time away from work requests, you can view more information about the request by tapping the summary. The Time Away Request screen displays, showing the details and status of the request.
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Note: You can only view the details of the request if your user role is also assigned access to the Time Off feature.
You can also delete the request from this screen by tapping the Delete button.
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You can tap a shift summary under the calendar to open the shift details screen. Here, you can view shift times, location, job, any activities or tasks, and the pay code applied to the shift:
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Press Back on your mobile device to return to the calendar.
To return to the current day, open the context menu and tap Today.
Syncing Your Local Calendar Application
This section describes how to sync your monthly work schedule to the local (i.e., built-in) calendar application on your mobile device, including how to: l l l
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Syncing your local calendar means that you can view your monthly schedule without logging into the Dayforce HCM mobile application.
Note: After the initial calendar sync, you are responsible for routinely re-syncing your local calendar application so that it contains the most recent version of the schedule. The Schedule
Note: Calendar sync functionality is only intended for the local (built-in) calendar application of the Android device; third-party calendar applications are not supported.
Sync Your Calendar
This section describes how to sync your calendar for the first time, which involves creating a
Dayforce calendar on your local calendar application.
1. In the Schedule feature, select the month that you want to sync (the application syncs only the month that is displayed).
2. Open the context menu and tap the Update Calendar option.
The application asks for your permission to create a calendar on the local calendar application of your mobile device. The calendar is named “Dayforce_{Company ID}”
(for example, “Dayforce_Example123”).
3. Press the Allow button.
The application reminds you that you need to re-sync your calendar if your schedule changes.
4. Tap the OK button.
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When you exit the Dayforce HCM mobile application and open your local calendar application, you can view shifts from the month that was synced. For example:
In the example above, only shifts from the September calendar are synced. Shifts from
October 1st to 5th are also synced because they fall on the September calendar.
However, to view October shifts from the 6th onward on the local calendar application, you need to perform a separate sync for the month of October. Note also that holiday or time away from work information is not synced; the calendar sync only transfers scheduled shifts.
Once the Dayforce calendar has been created, you can then control its visibility using the visibility settings of your local calendar application.
Note: For more information about managing your local calendar application, refer to your device user manual.
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Re-Sync Your Calendar
This section describes how to re-sync your calendar when your schedule changes. When you open Schedule feature of the Dayforce HCM mobile application, if your schedule changes, the application notifies you that your calendar is not synchronized and marks the days with changes in orange:
To re-sync your local calendar, tap the out of sync message, a message will display detailing the days that will be updated. Click Ok to re-sync the calendar.
The application stops displaying the orange indicators and the re-sync notification.
Delete Your Calendar
This section describes how to completely remove the Dayforce calendar from your mobile device.
You can only delete the calendar though the Dayforce HCM mobile application (it cannot be deleted through the local calendar application). To delete the calendar, do either A or B:
A. In the main login screen of the Dayforce HCM mobile application (without having to log in):
1. Open the context menu and tap the Settings option.
The application displays the Settings screen.
2. Open the context menu and tap the Delete Local Dayforce Calendar option.
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B. In the Schedule feature of the Dayforce HCM mobile application, open the context menu and tap the Delete Calendar option.
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Review Your Weekly Availability
Through the Availability feature, you can review your weekly availability on the calendar.
The application displays your availability for each day, listed by week; select a week to display its availability information.
Edit Your Weekly Availability
Your availability settings within the application define when you can work. You can specify on which days of the week and between what times on each day you are available.
To update your availability:
1. Select the week you want to edit your availability for, by touching the arrows on the header.
2. Touch the day you want to edit.
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The application displays the availability editor controls for each day:
3. Select your availability for each day from the editor options: l
To mark yourself as not available or not, tap the Available slider.
l l
To toggle between all day and partial day availability, tap the All Day slider.
To specify your availability range(s) on days that you are available for part of the l day, use the From and To controls. To add more than one range of availability (for example, if you're available from 9-12 and then again from 3-7), tap the Add
another availability range button.
To copy your availability to another day, tap the Copy button. The app displays a control where you can select the day(s) you want to copy your availability to by
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tapping them in the list:
When you have finished updating your availability for the day touch Save.
4. Edit each day of the week as necessary. When you have finished updating your availability for the week, open the menu and touch Save.
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Clock In and Out
Through the Clock feature, you can punch in and out for your shifts and meals using your mobile device, while you are at work.
The application only displays the buttons that are valid based on your current punches. For example, when you are clocked off, the application only displays the Punch In button:
After you punch in, the application displays additional buttons that you can use to start your meal or break, record a transfer, or punch out. To record a punch, touch the appropriate button:
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Request Time Away From Work
Through the Time Away feature, you can view and request time away from work for part of a day, a single day or a range of dates.
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When you make a time away from work request, you specify a reason, such as vacation time or sick leave. The reason you select determines how you are paid for the time. It can also determine whether you are allowed to request the time away from work, or not, as the application tracks how much time you've taken away from work for each reason. It then compares this amount against how much time you are allowed.
To make requests, in the Time Away feature:
1. Open the context menu and tap the New Request option.
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The application displays the new request screen:
3. Tap the Reason section and select the reason for the time off from the list.
4. To request full days off, select the All Day check box; to request a specific amount of time by hours, or to enter an elapsed time clear the check box.
5. Tap the Start and End buttons and select the day, and if applicable the time, that the request begins and ends.
6. If necessary, tap the Employee Comment text field and type your comments.
7. Open the context menu and tap the Save option.
Review Your Time Away From Work Requests
When you request time away from work, your request is sent automatically to your manager for review and approval. The status of any request you made is displayed when you load
Time Away.
The application displays a list of your time away from work requests, each of which is labeled with one of the following statuses:
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l l l l l
Pending ( )
Approved ( )
Denied ( )
Cancel pending ( )
Canceled ( )
To display or hide comments in the list, open the context menu and tap the Show/Hide
Comments button.
View and Edit Your Timesheet
Through the Timesheet feature, you can view the hours you worked each week. The application displays the number of hours you were scheduled to work, and displays an icon that signifies the status of the shift. The application also displays the weekly total of the hours worked.
Represents a scheduled shift you did not punch in for.
Represents a shift that you worked as scheduled.
Represents a scheduled shift that you are currently punched in for; you are currently 'on the clock', and once you punch out, the shift is marked with the icon.
Represents a shift that has started if you are an auto pay (i.e., paid to schedule) employee.
Represents a shift you are scheduled to work in the future.
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Represents an unscheduled shift that you are currently punched in for; you are currently
'on the clock', and once you punch out, the shift is marked with the
Represents a shift you worked, but were not scheduled for.
icon.
In addition to the status icons, the application also displays the following informational icons:
Displayed next to shifts with transfers.
Displayed next to pay adjustments.
Adding Editing and Deleting Shifts
To add a shift to your timesheet, select the day that you would like to add the shift. To edit a shift, select the appropriate shift.
You can define the following parameters for the shift: l l l l
Location
Job
Pay Code
Starts/Ends
To add meals, touch Number of Meals/Breaks and tap Add Meal in the context menu.
Enter the Starts and Ends times, then open the context menu and tap Save.
To add transfers, touch Number of Transfers and tap Add Transfer from the context menu and enter the transfer details. When you are finished, open the context menu and tap Save.
You can delete any punch data, including for shifts, breaks or transfers. When viewing Edit
Scheduled Shift, Transfer Details or Meal/ Break screens, open the context menu and press the Delete button.
When you are finished editing the shift details, open the context menu and tap Save to add the shift to your timesheet.
Adding, Editing, and Deleting Transfers
Transfers are used when you switch between locations, projects, positions, or dockets, so that your time is tracked properly. For example, you were scheduled to work as a customer service representative, but during your shift you're asked to work as the department's assistant manager. You've worked 2 hours as a representative already. To record that you are switching to work as the assistant manager, you make a position transfer on your mobile device.
To add transfers, touch Number of Transfers and tap Add Transfer from the context menu and enter the transfer details. When you are finished, open the context menu and tap Save.
To edit an existing transfer, touch Number of Transfers and tap the appropriate transfer.
Update the transfer details. When you are finished, open the context menu and tap Save.
To delete an existing transfer, touch Number of Transfers and tap the appropriate transfer.
Open the menu and tap Delete.
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Adding Pay Adjustments
Tap the appropriate day.
Touch the Add Pay Adjustment button at the top of the screen.
You can define the following parameters for the pay adjustment: l l l l
Location
Job
Pay Code
Hours
When you have finished, open the menu and tap Save.
Deleting and Editing Pay Adjustments
Tap the appropriate pay adjustment.
To delete the pay adjustment, open the menu and touch Delete.
You can edit the following parameters for the pay adjustment: l l l l
Location
Job
Pay Code
Hours
When you have finished, open the menu and touch Save to add the pay adjustment to your timesheet.
View and Create Messages
Through the Messages feature, you can read messages that have been sent to you by other users, or system alerts that have been sent to you by the application.
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You can access the Inbox, Drafts, Sent, and Deleted folders by tapping the folder name at the top of the screen. To find a specific message, in the appropriate folder, type your search criteria into the Search field at the top of the screen.
To compose a new message, open the context menu and tap Compose.
Depending on how the application is configured, you have the option of creating a New Note or a New Broadcast. The recipients of a Note can reply to your message, while the recipients of a Broadcast cannot.
Note: Access to notes and broadcasts is configured through the main application. If you do not see one or both of these options and believe that you should, contact your manager or system administrator.
Messages can be sent to individual users, multiple users, or to a filtered list of employees.
Type the subject line in the field at the top of the screen, and type the body of the message in the text box below.
To delete your current message, open the context menu and tap Discard. Save the message so that it can be sent later by touching Save Draft.
When your message is complete, open the context menu and tap Send.
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Searching For Recipients
To select the recipients(s) to send a message to, tap the button.
The Available tab under the search bar is automatically selected and all available recipients for your location(s) are displayed. For example, if you manage more than one location, all employees from those locations are incorporated into the list. In addition, if you already selected a location while using another feature of the application, the Employees feature will still provide access to employees from all locations.
To select the recipient(s) to send a message to, type all or part of the name of the recipient(s) in the search bar.
As you type, the application instantly filters the list of available recipients.
For example, if you type the letter 'm', the list only displays employees who have an 'm' in any part of their name. If you clear the search bar, the application once again displays all available recipients.
Tap the name(s) of the recipients(s) to include in the message and the icon next to their name turns into a check mark. Also, the Selected button under the search bar displays the total number of recipients you have selected.
You can touch the Selected button at any time to view a filtered list of recipients you have selected so far.
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You can include as many recipients as required; you can search for names and select from the results multiple times to build a recipient list.
When you are finished selecting recipients, open the context menu and tap Done.
Selecting A Filter
To select a filtered list to send a message to, touch Favorites. The application displays any filters you have configured and saved as favorites in the main application. Touch the filter to include the users returned by the filter as message recipients.
If you do not see any entries in the Favorites list, log in to the main application and create a filter in the Messaging Center.
When you are finished selecting recipients, open the context menu and tap Done.
View Your Earnings Statement
The Wages feature allows you to view a mobile version of your earnings statement, which is available in the main application on the My Earnings tab.
You can review your total Earnings, Deductions, Taxes, and Net Pay, itemized for a specified pay period, or summarized for the Year to Date.
Tap each section to toggle a detailed view of the total.
Tap the arrows on the header to move back or forward
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Open the context menu and tap Latest to view the most recent earnings statement. Select the
Year to Date check box to view a summary of your earnings to date.
View Your Payroll Card Transactions
The Payroll Card feature allows you to view transactions on your Comdata Payroll Card.
Touch the arrows at the top of the screen to load different periods.
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