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DayforceEntra ID

Connect Dayforce to Entra ID

Turn Dayforce hires, changes and departures into account updates in Entra ID. Follow the setup steps, preview changes with a dry run, then go live.

Dayforce fields mapped
12
Steps to go live
9
Employee records stored in our cloud
0

Joiners, movers and leavers

How Dayforce updates Entra ID

HR updates Dayforce. ezOnboard updates accounts based on your rules.

Joiner

An account before day one

A New Hire form sets the hire date and Pre-Start status in Dayforce.

  • Account created in the tenant, disabled until the start date
  • Name, email, title, department, office and manager set from Dayforce
  • Account added to its administrative unit and groups, with group-based licenses assigned
  • Account enabled on the start date, with a Temporary Access Pass for first sign-in

Mover

Access for the new role

A business title, department, location or manager changes in Dayforce’s Work screens.

  • Title, department, office and manager updated
  • Account moved to the administrative unit your rules specify
  • Groups and group-based licenses updated to match the new role

Leaver

Offboarding on schedule

A Terminate an Employee form sets a termination date in Dayforce.

  • Account disabled on the termination date, never deleted
  • Sign-in sessions revoked
  • Direct licenses recovered and account removed from managed groups

Before you start

What to have ready

Work with a Dayforce admin and a directory admin to complete the setup.

In Dayforce
  • Dayforce System Admin access to create a role and a user
  • A business email or employee number for each person in Dayforce to match them to their account
In Entra ID
  • A server running Windows Server 2019 or later; no domain join required
  • A Global Administrator to grant consent to the ezOnboard application
  • Outbound HTTPS to the HR system, ezOnboard, graph.microsoft.com and login.microsoftonline.com
  • Administrative units and groups for ezOnboard to manage, and Temporary Access Pass enabled in your authentication methods policy

Step by step

Set up Dayforce with Entra ID

Start in Dayforce and on your server. Then finish in the ezOnboard portal with our implementation team.

  1. 01

    Dayforce

    Create a Web Services role for ezOnboard

    System Admin → Roles → Features

    ezOnboard reads Dayforce’s web services through a dedicated user. Its default role controls access. Create a role named ezOnboard with the permissions below.

    On the Features tab, expand HCM Anywhere and select Web Services and Read Data only. On Authorizations, grant Can Read to the entities below. Under Web Services Field-Level Access → RESTful Services → Human Resources → Employee, select the listed field groups. Choose Save, then Refresh.

    • Features: HCM Anywhere › Web Services, with Read Data
    • Authorizations: Can Read for Employee Personal Information, Employee Contact Information, Employee Status Information and Employee Work Assignment
    • Field-level access: XRefCode, HireDate, PersonContact, EmployeeWorkAssignment, EmployeeManager and the employment status group

    Role features. Select Web Services and Read Data only, then Save and Refresh.

  2. 02

    Dayforce

    Create an integration user

    System Admin → User → Properties

    Create a user for ezOnboard and set ezOnboard as its default role. Choose a password that meets the role’s policy. On Location Access, add your company-level location to include every employee.

    Save the username and password securely. Note your client namespace: the Company value on the Dayforce sign-in page. You’ll need all three in step 5.

    User properties. Make the ezOnboard role the default role and add the company-level location.

  3. 03

    Your server

    Install the ezOnboard agent

    The agent runs as a Windows service on your server with Windows Server 2019 or later. No domain join is required. It connects to Dayforce, ezOnboard and Microsoft Graph over outbound HTTPS. No inbound firewall rules are needed.

    Download the signed MSI and enrollment bundle from the portal. Save the install code. The portal shows it only once. Run the MSI and enter the code. The agent uses a local virtual account by default, with no password to manage. The installer checks outbound access and the clock before making changes. Domain and LDAP checks show “not needed”.

    Installer screen with the setup requirements.

  4. 04

    ezOnboard portal and Microsoft

    Connect your tenant and grant admin consent

    Add a Microsoft 365 connection in the portal. Choose the Directory and Licenses capabilities, then continue to Microsoft. Sign in as a Global Administrator and grant consent. The portal shows which capabilities have access. You can grant missing permissions later.

    ezOnboard uses application permissions, not an administrator account or password. Revoke consent in Entra ID to remove its access. Each tenant connects to one organization.

    • Directory: manage users, managers, group memberships and administrative units
    • Licenses: read subscriptions, assign licenses and recover unused licenses
    • Sign-in: revoke sessions for leavers and issue a Temporary Access Pass to new hires

    Connection page showing which capabilities have access.

  5. 05

    ezOnboard portal

    Add Dayforce as an HR source

    In the portal, add Dayforce as an HR source using the user name, password and client namespace. Your credentials are encrypted with your organization’s key and sent to your agent. The agent reads Dayforce from your network. Nobody at ezOnboard can read the credentials.

    Choose a field to match people across both systems, usually work email or employee ID. The agent checks Dayforce every five minutes and catches up on any missed changes.

    HR source. Your agent uses these credentials to read Dayforce.

  6. 06

    ezOnboard portal

    Map Dayforce fields to Entra ID attributes

    Choose which Dayforce fields update each directory attribute. Start with the defaults below, add custom fields or combine values. For example, build a display name from first and last names, format a job title or look up an office address by site.

    Blank Dayforce fields leave directory values unchanged unless you configure the mapping to clear them.

    Field mapping. See the full list of defaults below.

  7. 07

    ezOnboard portal

    Set rules for accounts, administrative units and groups

    Rules define who gets an account, which administrative unit it belongs to, how it’s named and which groups it joins. They also control offboarding. Use Dayforce fields, such as department and site, to make those choices.

    Our implementation team helps you write the rules. With approvals enabled, your team must approve each rule change before the agent uses it.

    Rules page with the placement rule open.

  8. 08

    ezOnboard portal

    Preview changes with a dry run

    Run a dry run for your whole workforce. The agent matches Dayforce records to existing accounts by employee ID, then work email, and previews changes without applying them. If two accounts match one person, that action stops for review.

    Review the planned changes and the rules behind them in the portal. Adjust your rules and repeat the dry run until the results match your expectations.

    Dry run. No changes are applied while dry run is on.

  9. 09

    ezOnboard portal

    Go live

    Turn off dry run to apply changes. If a run would disable or move more accounts than your safety limits allow, it stops and alerts your team before making changes. We review the first runs with you.

    HR continues working in Dayforce. Your rules handle new accounts, updates and offboarding on schedule. Get alerts by email, in the portal or by webhook when a run stops, the HR feed stops updating or the agent stops reporting. An inactive feed never triggers offboarding.

    Reports with account activity, tickets avoided and agent uptime.

Field mapping

Dayforce fields and Entra ID attributes

Start with these defaults and adjust any mapping. Dates and lifecycle status control when accounts are created, enabled or disabled.

Dayforce fieldEntra ID attributeHow it’s used
First NamePersonal › Contact InformationgivenNameSets the first name at account creation and keeps it up to date.
Last NamePersonal › Contact InformationsurnameKeeps the last name up to date. Also updates the logon name if your naming rule uses it.
Common NamePersonal › Contact InformationdisplayNameUses the common name for the display name and email. Uses the first name if blank.
Business EmailPersonal › Contact Informationmail, userPrincipalNameSets the email address and sign-in name. A mail rule can also generate them from the person’s name.
Employee NumberEmployment › Employment SettingsemployeeIdAdded to new accounts and used first to match existing accounts.
Business TitleWork › Work AssignmentsjobTitleKeeps the job title up to date and sets groups based on your rules. Uses the job assignment if blank.
DepartmentWork › Work AssignmentsdepartmentKeeps the department up to date from the primary work assignment. Rules can use it to choose account placement and groups.
LocationWork › Work AssignmentsofficeLocationKeeps the office up to date. A lookup table can also fill in the street, city and country.
ManagerWork › Management AssignmentsmanagerLinks to the manager’s account to keep approvals and org charts in sync with Dayforce.
Hire DateEmployment › Employment Settings › Key InformationaccountEnabledSets when the account is created and enabled. You choose how many days before the hire date to create it.
Employment StatusEmployment › Employment Settings › Employment StatusaccountEnabledActive keeps the account enabled. Terminated disables it when no other record keeps the person active.
Termination DateEmployment › Employment Settings › Key InformationaccountEnabledSets the date for disabling the account and starting offboarding. Your rules set the time.

Frequently asked questions

Does ezOnboard write to Dayforce?
No. ezOnboard only reads Dayforce. Use Read Data and Can Read permissions. Leave write features unselected and make any corrections in Dayforce.
Which Dayforce permissions does the user need?
The user’s default role needs Web Services with Read Data, Can Read for the listed employee information, and field-level access to Employee. Add the company-level location to the user’s location access.
Do we need Dayforce’s Entra ID integration or SCIM?
No. ezOnboard reads Dayforce’s API and uses your rules to manage accounts in Active Directory or Entra ID. Its agent runs on your network and can also manage Exchange.
Do we need a server for Entra ID?
Yes. Use a Windows Server with outbound HTTPS to Dayforce, ezOnboard and Microsoft Graph. No domain join or inbound firewall rules are required. The agent runs as a local virtual account by default and keeps employee data on your network. It doesn’t store tenant administrator credentials.
What permissions does ezOnboard need in Entra ID?
A Global Administrator grants consent to the ezOnboard application. Permissions are grouped by capability, such as managing users or assigning licenses. You can grant additional capabilities later. Revoke consent in Entra ID to remove access.
How quickly does a Dayforce change reach Entra ID?
The agent checks Dayforce every five minutes and usually applies changes within seconds of finding them. Scheduled changes follow your rules: accounts are created before the start date, enabled on that date and disabled on the termination date at the time you choose.
How does Dayforce trigger offboarding in Entra ID?
On the termination date, the account is disabled and its sign-in sessions are revoked. Direct licenses are recovered. The account is removed from managed groups, releasing their licenses. The account is never deleted. Every step is recorded for audit.
How do new hires sign in?
With a Temporary Access Pass issued when their account is enabled on the start date. ezOnboard emails it to their manager or an address set by your rules. Enable Temporary Access Pass in your authentication methods policy and provide an Exchange Online mailbox to send from.
Which guide should we use for a hybrid directory?
Use the Active Directory guide if your accounts sync to Entra ID through Entra Connect. The agent updates on-premises accounts and manages licenses and mailboxes in the cloud. It won’t change cloud attributes owned by Entra Connect. This guide covers cloud-only accounts.

Get a demo

See Dayforce connected to Entra ID

Get a demo for your Dayforce and Entra ID setup. For questions, email sales@ezonboard.io.

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