User Provisioning using Dayforce

Welcome to the Bucketlist Rewards x Dayforce integration guide! This integration enables you to seamlessly sync employee data from Dayforce into Bucketlist to power automated recognition moments, milestone awards, and real-time engagement insights.

Article Contents

• Step-by-Step integration Setup Instructions
• Go-Live checklist
• Field mapping outline
• Troubleshooting

Step-by-Step Integration Setup Instructions

Step 1: Create a role in Dayforce to ensure the API’s service account that we will create in follow up steps have only the necessary permissions to read what is needed by the integration.

1. Login in Dayforce with a user that can edit and create roles
2. Navigate to the ‘System Admin > Roles’ section
   
   
3. Click on the ‘Add’ button and fill the mandatory fields and the description field (optional)
   1. In the Name field, enter the role’s name, for example “Bucketlist Rewards API Access”
   2. In the Description, you can enter something descriptive for the service account.
   3. In Password Policy, choose the password policy or create a password policy per your password standards.
   4. In Reference Code, enter a reference code. For example: role-bucketlist-api
   5. Click on the Save button
      

   6. Still on the role selected, open the “Authorization” tab

   7. Check the “Can Read” checkbox for all the following rows:

      1. Employee Contact Information

      2. Employee Contact Information – Business

      3. Employee Key Information

      4. Employee Number

      5. Employee Personal Information

      6. Employee Personal Information XrefCode

      7. Employee Profile – Security Settings – Roles

      8. Employee Status Information

      9. Employee Work Assignment  

      10.  Employee Work Assignment – Secondary Records

      11. Forms – Employee Status Information

      12. Pay Information

      13. User Information

   8. Click on the “Web Services Field-Level Access” tab

      1. Expand “RESTful Services > Human Resources > Employee” 

         

      2. Check the following checkboxes under Address:

         

         1. Addresses > ContactInformationType ContactInformationTypeGroup > XRefCode

         2. Addresses > ContactInformationType > XRefCode

      3. Check “Addresses > Country > XRefCode” under Addresses

         

      4. Check “Birthdate”

         

         1. Note: This is optional and needed only if we want to configure Birthday Awards. The date will be sent to Bucketlist Rewards in the format year-month – the “day” is not sent to Bucketlist Rewards.

      5. Check the following checkboxes under Contacts

         1. Contacts > ContactInformationType > ContactInformationTypeGroup > XRefCode

         2. Contacts > ContactInformationType > XRefCode

         3. Contacts > EffectiveEnd

         4. Contacts > EffectiveStart

         5. Contacts > ElectronicAddress

      6. Check the “ManagerXRefCode” checkboxe under EmployeeManagers

         

      7. Check “EmployeeNumber”:

         

      8. Check the following checkboxes under “EmploymentStatuses”

         

         1. EmploymentStatus > LongName

         2. EmploymentStatus > ShortName

         3. EmploymentStatus > XRefCode

      9. Check “First Name”

         

      10. Check “Last Name”

          

      11. Check the following checkboxes under “Roles”

          
          1. IsDefault

          2. Role > ShortName

      12. Check StartDate

          

      13. Check the following checkboxes under “WorkAssignments”

          

          1. Location > LegalEntity > Country

          2. Location > LegalEntity > ShortName

      14. Check the following checkboxes under “WorkAssignments”

          

          1. Position > Department > ShortName

          2. Position > ShortName

      15. Check “XRefCode”

          

   9. Click on the “Save” button

      

Step 2: Service Account Creation- Once the role is added and configured, you can create the “employee” account that will serve as the service account that BucketlistRewards will need to access Dayforce’s API.

1. In the left navigation menu, click on System Admin > User

   

2. Click on the “New” button

   

3. In the bottom form, fill up these fields:

   1. User Name: Give a name to the user, like “bucketlist_integration“ or something similar. This will need to be provided to your Bucketlist Rewards contact.

   2. Culture: This isn’t relevant to Bucketlist Rewards integration, but this is a mandatory field, so please choose a culture like English (US) etc

   3. Click on the “arrow icon” besides the “password” field to generate a new password

      

   4. Click on the “eye icon” to view the password – This will need to be provided to your Bucketlist Rewards contact.

      

   5. Click on the “Add User Role” button

      

   6. Select the role that was created in the previous section

      

   7. Leave the default options for “is Default” checked

      

      1. Set the effective start date of the role to be in the past, for example “1/1/1950”

         

   8. You will need to add a location.

      1. Click on the “Location Access” tab

         

      2. Click on the “Add Location” button

         

      3. Click on the in the new row, and select the highest level of the organization and click on “OK”

         

      4. Set the location’s effective start to be in the past and the same as the effective start on the role. (e.g. “1950-01-01”)

         

   9. Click on the Save button to save the new user

      

Step 4:  Share Service Account Credentials

You need to share the username and password with your Bucketlist Rewards contact, in a secure manner using ShareFile. They will setup the integration for you on Bucketlist Rewards’ side.

Once configured the integration runs a daily sync between Dayforce and Bucketlist Rewards. This means changes will not appear immediately — it can take up to 24 hours for any user-related changes to be reflected.

Field Mapping