👋 Overview
Fleet uses a secure connection to your Ceridian Dayforce HRIS — powered by Finch, an industry-leading HRIS integration platform — to automatically sync your employee roster. This streamlines eligibility tracking, onboarding, and ongoing program management, saving your internal team an estimated 20–40 hours per month.
This guide walks your team through the exact steps required to create a Ceridian Dayforce administrator user and configure the necessary permissions for Fleet's integration.
⏱ Estimated Time to Complete
Typically 15–25 minutes if your team has Dayforce admin access and the necessary permissions.
If internal reviews are required (e.g., for security approvals or user creation policies), expect longer cycles — up to a few hours or one business day depending on your internal IT approvals.
🔐 Security & Compliance
Fleet's connection to Ceridian Dayforce is:
Scoped and permissioned — access is limited to the minimum data required for your program setup
Session-restricted — only tokenized, secure API sessions are used
Credentials never stored — Fleet (via Finch) uses your credentials only to generate secure, revocable sessions
We partner with Finch, a trusted HRIS integration platform that is:
SOC 2 Type II and CCPA compliant
Backed by end-to-end encryption and daily backups
Built with strict data retention and access controls
Automatically purges data upon connection deactivation
Learn more about our HRIS integration partner's security: Finch Trust Center
🔧 Ceridian Dayforce Integration Setup
To connect your Ceridian Dayforce account to Fleet, you must create an administrator user with specific permissions and provide the login credentials securely through Fleet's connection process.
Before you start
Please ensure that you have Administrator privileges in Ceridian Dayforce before continuing with the instructions below. If you are not an administrator or are unsure, reach out to your HR team to confirm or give you admin rights.
⚠️ Note: If you are not able to follow the instructions below, please contact your Fleet onboarding specialist and share that you would like to add Fleet as an External Administrator. This will help us coordinate the setup process.
Overview of Required Steps
To connect your Ceridian Dayforce account to Fleet, you will need to complete the following steps:
Create an additional admin user in your Ceridian Dayforce system with the required permissions
Assign the user a username and temporary password
Confirm the reference code associated with the location you wish to connect
Provide the credentials securely through Fleet's HRIS Connection Widget
Instructions
Step 1: Creating a new role
Log in as an administrator to create a new role for your organization
Navigate to System Admin > Roles > + Add
Configure the role settings:
Name: Choose a descriptive name that indicates this role is for integration purposes (e.g., "Fleet Integration Role")
Description (Optional): Add a brief description of the role's purpose
Password Policy: Keep the default selected value
Reference Code: Use the same value as the Name field, in uppercase without spaces
Keep the other checkboxes blank
Click on "Save" on top left
Step 2: Configuring role permissions
Configure the permissions for the role you'll assign to the user.
Under System Admin > Roles in the left menu, select the role you created in the previous step
Navigate to the Features tab to make the following changes and click Save once complete
NOTE: You'll need to check the specific features below, some of which are nested underneath a dropdown.
Permissions Needed for Organizational and Payroll data:
✅ HCM Anywhere
✅ Web Services
✅ Explorer
✅ Read Data
✅ Pay Admin Checklist
✅ Reports
✅ Pay Delta Report
✅ Pay Export Report
✅ Pay Summary Report
✅ Include Unpaid Hours by Default
✅ Payroll
✅ Archived Reports
✅ Data Entry
✅ General Ledger
✅ Overview
✅ Pay Run Management
✅ Adjustments
✅ Analytics
✅ Audit
✅ Checks
✅ CommitWFM
✅ Compensation Data
✅ Fly Out
✅ Off Cycle Pay Run
✅ On-Demand
✅ On-Demand Summary
✅ Package Tracking
✅ Preview
✅ Employee
✅ Employee Payments Validation
✅ Payments
✅ Payments Reconciliation
✅ Summary
✅ Quick Entry
✅ Reports
✅ Time Data
✅ Unlock WFM
✅ Wage and Tax
✅ Wage and Tax HTML
✅ Wage and Tax
✅ Report Library
✅ Reporting and Analytics
✅ Reporting
✅ Classic Reports (if available)
✅ Historical Employee Data
✅ Report Designer
✅ Dataset Builder
✅ Report Row Level Security Configuration
✅ Report Queue
✅ View all Reports in Queue
✅ Reports
✅ Scheduled Reports
✅ Reporting and Analytics Home
Permissions Needed for Benefits/Deductions:
⚠️ Note: These permissions are only required if you plan to sync benefits/deduction information with Fleet. If your use case doesn't include benefits data, you can skip this section.
Navigate to System Admin > Roles
Select the user
Navigate to the Features tab and ensure the following are checked:
✅ Application Container
✅ People
✅ Employee Profile
✅ Employment
✅ Employment Settings
✅ Employment Status
✅ Employment Type
✅ Key Information
✅ Payroll
✅ Payroll Elections
✅ Personal
✅ Confidential Information
✅ Contact Information
✅ Statements
✅ Check All items nested under Statements
✅ People List
✅ Payroll Setup
✅ Payroll Setup
✅ Earnings and Deductions
✅ Deductions
✅ Country Customizations
✅ Manage Countries
✅ Earnings
✅ Country Customizations
✅ Manage Countries
✅ Tax Compliance Rules
✅ Taxability Override Sets
Navigate to the Authorizations tab to make the following changes and click Save once complete:
CAN READ - Check the boxes that correspond with the following:
✅ Employee Attachment of Earnings
✅ Employee Benefit Information
✅ Employee Benefit Source Access
✅ Employee Contact information
✅ Employee Contact Information - Business
✅ Employee Contact Information - Personal
✅ Employee Garnishments
✅ Employee Historic Pay Information
✅ Employees Hours Information
✅ Employee Number
✅ Employee Pay Adjustments
✅ Employee Pay Information
✅ Employee Payroll Elections
✅ Employee Personal Information
✅ Employee Profile - Confidential Information - Confidential Identifications
✅ Employee Profile - Confidential Information - Ethnicity
✅ Employee Profile - Confidential Information - Gender
✅ Employee Profile - Global Properties
✅ Employee Profile - Pay Code Groups
✅ Employee Profile - Work - Work Contract
✅ Employee Properties
✅ Employee Status Information
✅ Employee Taxation Information
✅ Employee Team Information
✅ Employee Work Assignment - Primary Records
✅ Employee Work Assignment - Secondary Records
✅ Management Assignment
✅ Pay Adjustments
✅ Pay Grade
✅ Pay Grade - Name
✅ Pay Grade - Pay Zone
✅ Pay Information
✅ Payroll Check
✅ Payroll Pay Run Results
✅ Social Security Number (note -- this is optional)
CAN CREATE — Benefits only:
✅ Employee Benefit Information
✅ Employee Benefit Source Access
✅ Employee Payroll Elections
CAN UPDATE — Benefits only:
✅ Employee Benefit Information
✅ Employee Benefit Source Access
✅ Employee Payroll Elections
CAN DELETE — Benefits only:
✅ Employee Payroll Elections
Click on the Web Services Field-Level Access tab and select the checkbox for RESTful Services
Click Save in the upper left corner
Step 3: Creating a new user
Navigate to System Admin > User > + New
Expand the row to configure the user
Select the Properties tab and fill out the following information:
User Name: Create a descriptive username for the Fleet integration user
Culture: English (US)
Approved: Ensure this is checked if it appears; this may not appear in all accounts
Password: Fill in a temporary password
⚠️ IMPORTANT: Make note of both the username and temporary password as you will need to provide these securely through Fleet's connection process
Click +User Role
Click on the User Roles column to reveal a dropdown menu
Assign the role you created in Step 1
Set the date fields:
Start Date: Today
End Date: Leave blank; if this field is required, we recommend 2 years from today
Select the Location Address tab
Click +Add Location
Click on the Location column and ensure all locations you wish to connect to Fleet are selected
Select the Pay Group Admin Access tab
Click +Add Pay Group
Click on the Pay Group column and ensure all pay groups you wish to connect are selected
Click the Save button on the top left corner of the page
Step 4: Verify your company Reference Code
Cross-reference codes (also known as reference codes and XREF codes) are used by Dayforce in imports and exports to integrate with other applications like Fleet.
Navigate to Org Setup > Organization
Under the "Organization" tab, select the company you assigned to the user created in Step 3 (the company selected in "Location access")
Note the value in the Reference Code field — you'll need this for the Fleet connection process
NOTE: Each location is assigned a unique reference code. If you wish to connect multiple locations to Fleet, you will need to note the reference code for each location.
Step 5: Connect Using Fleet's HRIS Connection Widget
Navigate to your Fleet Dashboard
If you're not automatically redirected to the HRIS connection step, go to: My Commuters → Add Commuters → Connect HRIS
This will launch Fleet's HRIS Connection Widget (powered by our secure HRIS partner, Finch)
In the widget's search bar, search for "Ceridian Dayforce" in the provider list
Select Ceridian Dayforce to begin the setup flow
You'll be prompted to securely provide the following information:
Username: The username of the user you created in Step 3
Password: The temporary password you assigned to this user (this will be immediately rotated and secured)
Company Name: The company name you use to login to your Ceridian Dayforce account
Reference Code: The reference code you noted in Step 4
Click Connect
Step 6: Select a Company to Connect
Fleet's HRIS connection Widget will prompt you to select which company you'd like to connect. This list is pulled directly from your Ceridian Dayforce system and reflects where employees are assigned.
The company you connect will be the only company Fleet will retrieve data for. If you have other companies you also want to connect, you will need to repeat the connection process for each additional company.
💬 Need Help?
If you run into any issues during the setup process, contact your Fleet onboarding specialist or message us directly using the chat bubble in the bottom-right corner of the screen.
Our team can help troubleshoot any connection issues or work with your IT team if additional security approvals are needed.