Data Template: Hire to Retire - Employee Lifecycle
Your Hire to Retire - Employee Lifecycle Data Template
- Recommended attributes to collect
- Key activities to track
- Extraction guidance from Ceridian Dayforce
Hire to Retire - Employee Lifecycle Attributes
| Name | Description | ||
|---|---|---|---|
Activity Name ActivityName | The name of the specific employee lifecycle event that occurred. | ||
Description This attribute describes the business event or task that took place at a specific point in time, such as 'Employee Hired', 'Performance Review Completed', or 'Termination Initiated'. It forms the sequence of steps that define the employee lifecycle process. Analyzing the sequence of activities is the foundation of process mining. It allows for the visualization of process maps, discovery of process variants, identification of bottlenecks between steps, and analysis of conformance to standard operating procedures. The clarity and granularity of these activity names are critical for meaningful analysis. Why it matters Defines the steps in the process map, which is essential for visualizing the employee journey, identifying deviations, and locating bottlenecks. Where to get Typically derived from event logs, workflow status changes, or audit trails within various modules of Ceridian Dayforce like Recruiting, Onboarding, and HR. Examples Offer AcceptedOnboarding Task CompletedRole Change ProcessedEmployee Terminated | |||
Employee ID EmployeeId | The unique system-generated identifier for each employee. | ||
Description The Employee ID is the cornerstone of the Hire to Retire process, serving as the unique case identifier that links all lifecycle events for an individual. From the initial job application through onboarding, role changes, and eventual termination, every recorded activity is tied to this ID. In process mining, this attribute allows for the reconstruction of each employee's complete journey. It enables end-to-end analysis of the entire lifecycle, making it possible to measure durations between major milestones, identify common and uncommon career paths, and analyze outcomes based on an employee's specific experiences. Why it matters This is the primary key that connects all employee-related events, making it possible to analyze the entire employee journey from beginning to end. Where to get This is a core field in the main employee profile or HR master data tables within Ceridian Dayforce. Examples 10023451009876E-054321 | |||
Event Timestamp EventTimestamp | The precise date and time when the activity was recorded. | ||
Description This timestamp marks the occurrence of an employee lifecycle event. It provides the chronological order needed to reconstruct the process flow and is the basis for all time-based calculations. In process mining, this attribute is critical for calculating cycle times, waiting times, and durations between different activities. It is used to analyze process performance, measure SLA adherence, and identify temporal patterns or delays in the employee journey. Accurate timestamps are essential for any performance-related analysis. Why it matters This attribute provides the chronological sequence of events and is essential for all performance calculations, such as cycle times and bottleneck analysis. Where to get Every transactional record, event log, or audit trail in Ceridian Dayforce should have a creation or effective date associated with it. Examples 2023-01-15T09:00:00Z2023-03-20T14:35:10Z2024-05-01T11:21:05Z | |||
Change Reason ChangeReason | The reason for a significant change in an employee's status, such as promotion or transfer. | ||
Description This attribute provides context for 'Role Change Processed' or 'Compensation Change Approved' events. It specifies the business driver for the change, for example, 'Promotion', 'Lateral Transfer', 'Annual Merit Increase', or 'Reorganization'. Without this context, it's difficult to analyze different types of employee movements. By using Change Reason, analysts can isolate promotion processes to measure their cycle times, track the frequency of lateral moves, or analyze the impact of reorganizations on the workforce. It turns a generic 'change' event into a specific, analyzable business process. Why it matters Provides crucial context for change events, allowing for targeted analysis of specific processes like promotions, transfers, or compensation adjustments. Where to get This is typically recorded during a job or compensation change transaction in the Dayforce HR module, often selected from a predefined list. Examples PromotionLateral TransferAnnual Salary ReviewReorganization | |||
Department Name DepartmentName | The name of the department to which the employee is assigned. | ||
Description This attribute represents the organizational unit, such as 'Sales', 'Engineering', or 'Finance', where the employee works. The department can change over the employee's lifecycle. Department is a critical dimension for comparative analysis. It allows you to segment and filter process data to understand how different parts of the organization perform. For example, you can compare hiring cycle times across departments, analyze departmental turnover rates, or identify process variations specific to certain business areas. Why it matters Allows for filtering and comparing process metrics across different business units, revealing variations in efficiency, cost, and compliance. Where to get This is part of the core employee job and position data within the Ceridian Dayforce HR module. Examples Research & DevelopmentMarketingHuman ResourcesCustomer Support | |||
Job Title JobTitle | The official title of the employee's position. | ||
Description This attribute specifies the employee's role within the organization, such as 'Software Engineer', 'Project Manager', or 'Sales Director'. This can change multiple times throughout an employee's lifecycle due to promotions or transfers. Job Title is a valuable dimension for analysis, enabling comparisons of process behavior for different roles. For instance, onboarding processes may differ for technical vs. non-technical roles, or performance review cycles might vary for management vs. individual contributors. Analyzing by job title helps uncover these role-specific process patterns and inefficiencies. Why it matters Enables role-based analysis to compare process metrics like hiring time, training completion, and career progression across different job functions. Where to get This information is stored as part of the employee's position and job data in the core HR module of Ceridian Dayforce. Examples Senior Financial AnalystLead Software DeveloperHR Business PartnerMarketing Coordinator | |||
Recruitment Source RecruitmentSource | The channel through which a candidate was originally sourced. | ||
Description This attribute indicates the origin of a job applicant, for example, 'LinkedIn', 'Employee Referral', 'Company Website', or 'Job Fair'. It provides context on the effectiveness of different talent acquisition channels. Analyzing recruitment sources is vital for optimizing hiring strategy. By tracking this attribute through the entire employee lifecycle, organizations can determine which sources yield the fastest hires, have the highest offer acceptance rates, and, most importantly, result in employees with longer tenure and lower early attrition rates. Why it matters Helps evaluate the effectiveness of different hiring channels by linking them to hiring speed, conversion rates, and long-term employee retention. Where to get This data is typically captured in the Ceridian Dayforce Recruiting module when a candidate applies for a position. Examples LinkedInEmployee ReferralIndeed.comUniversity Career Fair | |||
Requisition ID RequisitionId | The unique identifier for the job requisition. | ||
Description The Requisition ID links all activities related to filling a specific job opening. It connects the initial creation of the job request to all associated candidates, interviews, and offers, until the position is filled. In process mining, this ID is useful for analyzing the recruitment part of the lifecycle from a position-centric view rather than a candidate-centric one. It allows for tracking the time-to-fill for a specific role and analyzing the efficiency of the hiring process for different types of jobs or departments. Why it matters Groups all pre-hire activities under a single job opening, enabling analysis of time-to-fill and the efficiency of the recruitment funnel for specific roles. Where to get This ID is generated and managed within the Ceridian Dayforce Recruiting module. Examples REQ-2023-05-001REQ-2024-01-112R78910 | |||
User Performing Action UserPerformingAction | The user or system agent responsible for executing the activity. | ||
Description This attribute identifies the individual, such as a recruiter, hiring manager, or HR administrator, who performed a specific task. For automated steps, this might indicate a system user. Analyzing who performs which tasks is key to understanding resource allocation, workload distribution, and performance. It helps identify bottlenecks caused by specific users or teams, pinpoint training needs, and analyze the effectiveness of managers in completing their assigned HR tasks. It's also used to differentiate between manual and automated activities. Why it matters Identifies the actor for each event, enabling workload analysis, performance comparison between users or teams, and root cause analysis for delays. Where to get Found in audit logs or transactional data, often in fields like 'ChangedBy', 'UpdatedBy', or 'UserName'. Examples j.doea.smithSYSTEM_WF_USERm.manager | |||
Country Country | The country where the employee is legally employed. | ||
Description The attribute that identifies the country of employment. This is a critical field for global organizations as many HR processes, compliance requirements, and employee behaviors are country-specific. Analyzing by country enables a global-to-local view of the Hire to Retire process. It allows for comparison of KPIs like time-to-hire or attrition rates across countries, ensuring that global process standards are being met while also understanding local variations. It is essential for compliance-related analysis, such as offboarding procedures, which can differ significantly by country. Why it matters Enables comparison of processes and KPIs across different countries, which is essential for global organizations to manage compliance and performance. Where to get A core data element within the employee's personal or employment information in Ceridian Dayforce. Examples USACanadaUnited KingdomGermany | |||
Employee Type EmployeeType | Classifies the employee's employment status, such as full-time or part-time. | ||
Description This attribute categorizes employees based on their work arrangement, for example, 'Full-Time', 'Part-Time', 'Contractor', or 'Intern'. This status can influence how HR processes are applied to them. Using employee type as a dimension allows for analysis of how the employee lifecycle differs for various worker categories. For instance, the onboarding process for a contractor may be simpler than for a full-time employee. It can also be used to analyze attrition patterns or career progression for different employment types. Why it matters Allows for segmentation of the workforce to analyze how processes and outcomes differ for full-time, part-time, and contract employees. Where to get A standard field on the employee's job or employment record in Ceridian Dayforce. Examples Full-TimePart-TimeTemporaryContractor | |||
Event End Time EventEndTime | The timestamp when an activity was completed, if available. | ||
Description While StartTime indicates when an activity began, EndTime marks its completion. The difference between the two represents the processing time for that specific task. Not all activities have a distinct end time, as many are instantaneous events. This attribute is crucial for detailed performance analysis. It allows for the direct calculation of processing time for individual tasks, like 'Payroll Setup' or 'Performance Review', helping to differentiate between the time spent actively working on a task versus the waiting time between tasks. This is invaluable for identifying the specific steps that are time-consuming. Why it matters Enables the direct calculation of an activity's duration (processing time), which helps differentiate active work time from idle waiting time. Where to get May be available in workflow or task management modules where an activity has a clear start and end state, such as a task being opened and then closed. Examples 2023-04-10T17:05:00Z2023-04-11T11:00:00Z2024-02-05T16:20:00Z | |||
Is Early Attrition IsEarlyAttrition | A flag indicating if an employee terminated within a predefined early period (e.g., first year). | ||
Description This is a boolean attribute calculated based on the employee's tenure at the time of termination. It is marked as 'true' if the termination date falls within a specific window, such as 90, 180, or 365 days, from the hire date. This flag simplifies the analysis and reporting of early turnover. It allows for the direct calculation of the 'Early Attrition Rate' KPI and makes it easy to create dashboards that segment this population by department, manager, or recruitment source. Identifying the drivers of early attrition is a high-priority goal for most HR organizations. Why it matters Directly supports the calculation and analysis of the Early Attrition Rate KPI, helping to identify issues in hiring, onboarding, or job fit. Where to get This is a calculated field. It requires the employee's hire date and termination date from the source system. Examples truefalse | |||
Last Data Update LastDataUpdate | The timestamp indicating the last time the data was refreshed. | ||
Description This attribute records when the dataset was last updated from the source system. It provides crucial context for the recency and relevance of the analysis. In dashboards and reports, this information is vital for users to understand how current the data is. It manages expectations about the inclusion of recent events and is a key piece of metadata for data governance and quality assurance, confirming that data pipelines are running as expected. Why it matters Ensures users are aware of the data's freshness, which is critical for making timely and informed decisions based on the process analysis. Where to get This timestamp is typically generated and added to the dataset during the data extraction and loading (ETL) process. Examples 2024-06-10T04:00:00Z2024-06-11T04:00:00Z2024-06-12T04:00:00Z | |||
Location Location | The physical work location or office of the employee. | ||
Description This attribute specifies the employee's primary work location, which could be a city, office building, or a remote designation. It provides a geographical context for the process data. Location is a useful dimension for comparing HR processes across different geographical areas. Analysis might reveal regional differences in hiring times, turnover rates, or process compliance. This can help identify best practices in certain locations or address challenges that are specific to a particular region or office. Why it matters Provides a geographical dimension for analysis, helping to uncover regional variations in process performance, cycle times, and employee turnover. Where to get Part of the employee's core HR record, associated with their position or organizational assignment in Ceridian Dayforce. Examples New York OfficeLondon, UKRemote (US)Singapore | |||
Manager Name ManagerName | The name of the employee's direct manager. | ||
Description This attribute identifies the direct supervisor of the employee. The manager is often a key actor in many HR processes, responsible for approvals, performance reviews, and other tasks. In process analysis, filtering by manager helps to understand how different leaders and their teams engage with HR processes. It can reveal inconsistencies in how processes are executed across the organization and highlight high-performing managers who complete tasks efficiently, as well as those who may need additional support or training. It is essential for dashboards focusing on manager task completion rates. Why it matters Enables analysis of process performance by manager, helping to identify leadership effectiveness and variations in process execution across teams. Where to get Stored as part of the employee's reporting structure within the core HR data in Ceridian Dayforce. Examples Jane SmithRobert JohnsonEmily Davis | |||
Offer Status OfferStatus | The final status of a job offer extended to a candidate. | ||
Description This attribute captures the outcome of an 'Offer Extended' event. Typical values include 'Accepted', 'Declined', or 'Rescinded'. This is a critical data point for measuring the success of recruitment efforts. This attribute is used directly to calculate the 'Offer Acceptance Rate' KPI. Analyzing this status by department, role, or recruitment source can reveal insights into the competitiveness of offers, the effectiveness of the interview process, or potential issues within specific parts of the business that make it difficult to secure top talent. Why it matters Directly measures the outcome of the recruitment process and is essential for calculating the offer acceptance rate KPI. Where to get This status is updated in the Ceridian Dayforce Recruiting module as part of the candidate application workflow. Examples AcceptedDeclined by CandidateOffer Rescinded | |||
Processing Time ProcessingTime | The calculated duration of a single activity. | ||
Description Processing time is the duration spent actively working on a single task. It is calculated as the difference between the 'EventEndTime' and 'EventTimestamp' for a given activity. This metric is used to analyze the efficiency of individual steps within the overall process. For example, by analyzing the processing time for 'Payroll Setup Completed', a business can identify which users or teams are faster and which steps within that activity take the longest. It helps pinpoint inefficiencies at the task level, which contribute to longer overall cycle times. Why it matters Quantifies the effort for individual activities, helping to identify which specific tasks are the most time-consuming and are primary targets for optimization. Where to get This is a calculated field, derived by subtracting the EventTimestamp from the EventEndTime (EndTime - StartTime). Examples 864000003600000172800000 | |||
SLA Status SlaStatus | Indicates whether an activity or process cycle was completed within its defined Service Level Agreement (SLA). | ||
Description This attribute is the result of a calculation that compares the actual duration of a process segment against a predefined target. For example, if the SLA for onboarding is 14 days, any case exceeding this duration would be marked as 'Breached'. SLA Status provides a clear, at-a-glance indicator of process performance and compliance. It is used in dashboards to highlight exceptions and areas that require immediate attention. Analyzing the characteristics of breached cases can help identify the root causes of delays and drive targeted improvement initiatives. Why it matters Provides a clear success or failure metric for key process stages, making it easy to monitor compliance and identify cases that need attention. Where to get This is a calculated attribute. The logic requires comparing the calculated cycle time between two events against a predefined business rule or target. Examples MetBreachedAt Risk | |||
Source System SourceSystem | Identifies the system from which the event data originated. | ||
Description This attribute specifies the source application or module that generated the data. While the primary system is Ceridian Dayforce, events might originate from different modules within it, such as 'Recruiting', 'Onboarding', or 'Performance'. For analysis, this helps in understanding the data's origin and can be used to filter the process for module-specific views. It is also important for data governance and troubleshooting, ensuring that data lineage is clear, especially if data from multiple systems is ever combined. Why it matters Provides context on data origin, which is crucial for data validation and for creating specific analytical views based on different HR system modules. Where to get This is often a static value added during the data extraction process to label the dataset's origin. Examples Ceridian DayforceDayforce RecruitingDayforce Performance | |||
Termination Reason TerminationReason | The reason provided for the employee's termination. | ||
Description This attribute categorizes why an employee's employment ended. Reasons are often grouped into voluntary (e.g., 'Resignation - Better Opportunity') and involuntary (e.g., 'Performance', 'Redundancy') categories. Analyzing termination reasons is fundamental to understanding employee attrition. When combined with other attributes like department, tenure, or recruitment source, it helps HR identify trends and root causes of turnover. This information is key for developing effective retention strategies and for dashboards that analyze early employee turnover. Why it matters Provides critical context for why employees leave, enabling targeted analysis of attrition and the development of retention strategies. Where to get Recorded as part of the termination workflow in the Ceridian Dayforce core HR module. Examples Resignation - Career ChangeInvoluntary - PerformanceRestructuring/RedundancyRetirement | |||
Hire to Retire - Employee Lifecycle Activities
| Activity | Description | ||
|---|---|---|---|
Employee Hired | This is the official transaction that creates the employee's record in the HR system, assigning them an Employee ID. This explicit event is captured when an HR administrator finalizes the hiring action in Dayforce's core HR module, often based on the accepted offer. | ||
Why it matters This is a fundamental milestone that establishes the employee's tenure. It serves as the starting point for measuring onboarding cycle time, early attrition, and overall employee lifecycle duration. Where to get Captured from the 'Hire Date' or transaction effective date in the employee's core HR record within Dayforce Human Resources. Capture Derived from the effective date of the 'Hire' action in the employee's job history. Event type explicit | |||
Employee Terminated | The final activity in the employee lifecycle, marking their official last day of employment. This is inferred from the effective date of the 'Termination' action that changes the employee's status to inactive. | ||
Why it matters This is the definitive end event for the Hire to Retire process. It is essential for calculating employee tenure, turnover rates, and the overall lifecycle duration. Where to get Inferred from the effective date of the termination action in the employee's job history record in Dayforce Human Resources. Capture Inferred from the effective date of the final 'Termination' action in the employee's job record. Event type inferred | |||
Job Requisition Created | This activity marks the official start of the hiring process when a manager or HR user creates a request for a new or replacement position. This event is typically captured explicitly when a new job requisition is saved in the Dayforce Recruiting module. | ||
Why it matters This is the primary start point for measuring the overall Time-to-Hire and Candidate-to-Hire cycle time KPIs. Analyzing the time from this event helps identify delays in getting hiring approvals and posting jobs. Where to get Recorded in the Ceridian Dayforce Recruiting module. The event is captured from the creation timestamp of the job requisition record. Capture Event is logged upon the creation of a new job requisition entry. Event type explicit | |||
Offer Accepted | This marks the point when a candidate formally accepts the job offer. This event is typically captured as a status change in the recruiting workflow and is the trigger for subsequent pre-boarding activities. | ||
Why it matters This is a critical conversion point for calculating the Offer Acceptance Rate KPI. It signifies the transition from a candidate to a future employee and initiates the onboarding process. Where to get Inferred from the timestamp when the candidate's application status is updated to 'Offer Accepted' or 'Hired' in the Dayforce Recruiting module. Capture Inferred from a status change of the application to 'Offer Accepted'. Event type inferred | |||
Payroll Setup Completed | This activity marks the successful setup of the new employee in the payroll system, ensuring they can be paid correctly. This is likely inferred from the creation or activation date of the employee's payroll record. | ||
Why it matters This is a critical milestone for measuring Payroll Setup Cycle Time. Delays here directly impact the new hire experience and can cause significant administrative issues. Where to get Inferred from the effective date or creation date of the employee's primary pay record in the Dayforce Payroll module. Capture Inferred from the creation timestamp of the employee's pay record. Event type inferred | |||
Termination Initiated | This activity represents the start of the offboarding process, when a manager or HR submits a termination request. It is often an explicit action that triggers a workflow for approvals and offboarding tasks. | ||
Why it matters This event is the starting point for measuring offboarding efficiency and compliance. The time between this and the final termination date reveals the duration of the offboarding process. Where to get Captured from the submission date of a termination form or workflow in Dayforce Human Resources. Capture Event logged upon the submission of a termination request workflow. Event type explicit | |||
Candidate Applied | Represents the moment a candidate submits their application for an open job requisition. This is typically captured as an explicit event within the Dayforce Recruiting module, associated with both the candidate's profile and the specific requisition. | ||
Why it matters Tracking application volume and timing is crucial for evaluating the effectiveness of job postings and recruitment sources. It provides the starting point for analyzing candidate conversion rates through the hiring funnel. Where to get Captured from the application submission timestamp in the Dayforce Recruiting module's applicant tracking system. Capture Event is logged when a candidate record is created and linked to a job requisition. Event type explicit | |||
Compensation Change Approved | This event signifies a change in an employee's compensation, such as a merit increase, bonus, or salary adjustment. It is captured from the effective date of the compensation change record. | ||
Why it matters Tracking compensation changes helps analyze reward cycles, pay equity, and the efficiency of approval workflows. It's an important part of the overall employee lifecycle management. Where to get Recorded in the employee's compensation history table within Dayforce. The event corresponds to the effective date of a new pay rate or component. Capture Event captured from the effective-dated records in the employee's compensation history. Event type explicit | |||
Exit Interview Conducted | Represents the completion of the exit interview with the departing employee. This is likely captured as a completed checklist item or form within the offboarding process. | ||
Why it matters Tracking the completion of exit interviews is critical for the Offboarding Compliance Rate KPI. This ensures the organization gathers valuable feedback for improving retention. Where to get Likely recorded as a completed task in an offboarding checklist or workflow within the Dayforce Onboarding or HR module. Capture Logged when the exit interview form or task is marked as complete. Event type explicit | |||
Leave Of Absence Started | This activity marks the beginning of an employee's leave of absence, such as maternity or medical leave. This is captured from the effective start date of the leave status in the employee's HR record. | ||
Why it matters Identifying leaves of absence is important for understanding workforce availability and process deviations. It helps explain long periods of inactivity in an employee's lifecycle. Where to get Inferred from an employee status change to a 'Leave' type in their job data record within Dayforce Human Resources. The timestamp is the effective date of the leave. Capture Inferred from the effective start date of a 'Leave of Absence' status in the employee's record. Event type inferred | |||
Offer Extended | This activity occurs when a formal job offer is generated and sent to a candidate. It is likely inferred from a status change on the candidate's application within the recruiting workflow, for example, from 'Interview' to 'Offer'. | ||
Why it matters This is a key milestone for measuring the 'Hire to Offer Cycle Time'. It separates the pre-offer candidate evaluation phase from the final acceptance and onboarding stages. Where to get Inferred from a status change on the candidate's application record in the Dayforce Recruiting module. The timestamp corresponds to when the status was updated to an 'Offer' state. Capture Inferred from a status change of the application to 'Offer Extended' or a similar state. Event type inferred | |||
Onboarding Task Completed | Represents the completion of a single task within a new hire's onboarding checklist, such as 'I-9 Verification'. This event is captured from the completion timestamp of individual tasks within the Dayforce Onboarding module. | ||
Why it matters Analyzing individual task completions helps pinpoint specific bottlenecks within the overall onboarding process. It allows for tracking compliance and ensures new hires are productive as quickly as possible. Where to get Recorded in the Dayforce Onboarding module. Each completed task in an employee's onboarding plan should have a completion timestamp. Capture Event logged when a specific onboarding checklist item is marked as complete. Event type explicit | |||
Performance Review Completed | This activity marks the finalization of a performance review cycle for an employee. It is typically inferred from the date a review form's status is changed to 'Completed' or 'Closed' in the performance management workflow. | ||
Why it matters Analyzing the frequency and duration of performance reviews is key to the Performance Review Cycle Efficiency dashboard. It helps ensure employees receive timely feedback for development and engagement. Where to get Inferred from the status change timestamp of a review form in the Dayforce Performance Management module. Capture Inferred from the completion date field or status update timestamp on the performance review form. Event type inferred | |||
Role Change Processed | Represents any change to an employee's job, including promotions, transfers, or lateral moves. This event is captured from the effective date of the job information change in the employee's core HR record. | ||
Why it matters This activity is crucial for analyzing internal mobility, career progression paths, and the Promotion Approval Cycle Time KPI. It helps understand how employees move within the organization. Where to get Captured from the effective-dated transaction records in the employee's job history table within Dayforce Human Resources. Capture Derived from the effective date of a 'Job Change' or 'Promotion' action in the employee's record. Event type explicit | |||
Training Completed | Represents the completion of a training course or learning module assigned to an employee. This event is captured from the completion timestamp of a course record in the Dayforce Learning Management module. | ||
Why it matters Tracking training completion ensures compliance and helps measure the effectiveness of learning programs. For new hires, it is a key indicator of their integration and readiness. Where to get Recorded in the Dayforce Learning Management module when a training item assigned to an employee is marked as completed. Capture Logged when a course status is updated to 'Completed' for an employee. Event type explicit | |||
Extraction Guides
Steps
- Navigate to Dayforce Report Management: Log in to Ceridian Dayforce with a user account that has the necessary reporting permissions. Navigate to the reporting module, typically found under the main menu at Reporting > Report Management.
- Create a New Custom Report: Initiate the creation of a new report. Select the option to build a user-defined or custom report. Name the report something descriptive, for example,
ProcessMind_HireToRetire_EventLog_Source. - Define Primary and Secondary Data Sources: The core of this report involves joining multiple data sources to collect all lifecycle events.
- Set the primary data source to
Employees. This will be the anchor for all employee-related data. - Join the following additional data sources, using the Employee Number or an internal system ID as the key:
[Recruiting - Applications],[Recruiting - Requisitions],[HR - Employee Job History],[HR - Employee Status History],[Performance - Reviews],[Learning - Course Completions],[Onboarding - Tasks], and[Payroll - Employee Payroll Records].
- Set the primary data source to
- Configure Report Columns (Wide Format): This report will initially be created in a "wide" format, where each row represents one employee and each column represents a potential event's timestamp or attribute. Add the following columns from the joined data sources:
- Case ID:
Employee > Employee Number(alias asEmployeeId) - Event Timestamps:
Requisition > Created Date,Application > Applied Date,Application > Offer Extended Date,Application > Offer Accepted Date,Employee > Hire Date,Onboarding Task > Completion Date,Payroll Record > Effective Start Date,Course Completion > Completion Date,Performance Review > Completed Date,Job History > Effective Date,Compensation History > Effective Date,Leave History > Start Date,Termination Workflow > Initiated Date,Offboarding Task > Exit Interview Completed Date,Employee > Termination Date. - Attributes: Add fields for
Department Name,Recruitment Source,Requisition ID,Job Title, andChange Reason. Pull these from the relevant data sources.
- Case ID:
- Add Filters: To manage the data volume and scope, apply filters. The most important filter is on the various date fields. Create a filter group to include any employee record where
Hire Date,Termination Date, orApplication Datefalls within your desired analysis period (e.g., the last 24 months). Also, filter by relevant company codes if applicable. - Save the Report Definition: Save the completed report configuration.
- Schedule the Report Export: From the Report Management screen, locate your saved report and create a new schedule. Configure the schedule to run automatically (e.g., weekly). Set the output format to CSV or a delimited flat file. Configure the delivery method, such as exporting to a secure FTP (SFTP) location or a designated file share.
- Transform the Data (Unpivot): The exported CSV file will be in a wide format. This file must be transformed into a "long" event log. Use a data preparation tool (like Power Query in Excel, a Python script with pandas, or your ETL tool of choice) to unpivot the timestamp columns. For each row in the source file, create multiple rows in the final event log, one for each non-null timestamp column. The new columns in the final file will be
EmployeeId,ActivityName, andEventTimestamp, along with the other attributes.
Configuration
- Prerequisites: You must have a user role with permissions to access Report Management and the underlying data sources, including HR, Recruiting, Onboarding, Performance, and Payroll.
- Report Type: A user-defined, custom report that allows for joining multiple data sources is required.
- Key Data Sources: The report must join the primary
Employeesdata source with related sources like[Recruiting - Applications],[HR - Employee Job History],[Performance - Reviews], and[Onboarding - Tasks]. The exact names may vary based on your Dayforce configuration. - Date Range Filtering: It is critical to filter across multiple date fields (e.g.,
Hire Date,Termination Date,Application Date) to capture all relevant lifecycle events within a period. A range of 12 to 24 months is recommended for meaningful analysis. - Employee Status: Ensure your report filters include both 'Active' and 'Terminated' employees to get a complete view of the lifecycle, from hire to retire.
- Export Format: The scheduled export must be configured to produce a machine-readable format like CSV, which can be easily parsed by a transformation script or ETL tool.
a Sample Query config
<!--
This XML represents the configuration of a Ceridian Dayforce custom report. It is designed to extract a 'wide' dataset containing all necessary timestamps and attributes for the Hire-to-Retire process. This output must be transformed (unpivoted) into a 'long' event log format before being used for process mining.
-->
<ReportDefinition ReportName="ProcessMind_HireToRetire_EventLog_Source">
<Entities>
<Entity Name="Employees" Alias="Emp" IsPrimary="true" />
<Entity Name="[Recruiting - Applications]" Alias="App" JoinType="LeftOuter">
<JoinCondition LeftEntity="Emp" LeftField="XRefCode" RightEntity="App" RightField="EmployeeXRefCode" />
</Entity>
<Entity Name="[Recruiting - Requisitions]" Alias="Req" JoinType="LeftOuter">
<JoinCondition LeftEntity="App" LeftField="RequisitionXRefCode" RightEntity="Req" RightField="XRefCode" />
</Entity>
<Entity Name="[HR - Employee Job History]" Alias="JobHist" JoinType="LeftOuter">
<JoinCondition LeftEntity="Emp" LeftField="XRefCode" RightEntity="JobHist" RightField="EmployeeXRefCode" />
</Entity>
<Entity Name="[HR - Compensation History]" Alias="CompHist" JoinType="LeftOuter">
<JoinCondition LeftEntity="Emp" LeftField="XRefCode" RightEntity="CompHist" RightField="EmployeeXRefCode" />
</Entity>
<Entity Name="[Onboarding - Tasks]" Alias="OnboardTask" JoinType="LeftOuter">
<JoinCondition LeftEntity="Emp" LeftField="XRefCode" RightEntity="OnboardTask" RightField="EmployeeXRefCode" />
</Entity>
<Entity Name="[Performance - Reviews]" Alias="PerfReview" JoinType="LeftOuter">
<JoinCondition LeftEntity="Emp" LeftField="XRefCode" RightEntity="PerfReview" RightField="EmployeeXRefCode" />
</Entity>
<Entity Name="[Payroll - Employee Payroll Records]" Alias="Payroll" JoinType="LeftOuter">
<JoinCondition LeftEntity="Emp" LeftField="XRefCode" RightEntity="Payroll" RightField="EmployeeXRefCode" />
</Entity>
<Entity Name="[HR - Leave History]" Alias="Leave" JoinType="LeftOuter">
<JoinCondition LeftEntity="Emp" LeftField="XRefCode" RightEntity="Leave" RightField="EmployeeXRefCode" />
</Entity>
<Entity Name="[HR - Termination Workflow]" Alias="TermWF" JoinType="LeftOuter">
<JoinCondition LeftEntity="Emp" LeftField="XRefCode" RightEntity="TermWF" RightField="EmployeeXRefCode" />
</Entity>
<Entity Name="[Learning - Course Completions]" Alias="Learning" JoinType="LeftOuter">
<JoinCondition LeftEntity="Emp" LeftField="XRefCode" RightEntity="Learning" RightField="EmployeeXRefCode" />
</Entity>
</Entities>
<Columns>
<!-- Case ID -->
<Column EntityAlias="Emp" Field="EmployeeNumber" OutputName="EmployeeId" />
<!-- Timestamps for Unpivot -->
<Column EntityAlias="Req" Field="CreatedOn" OutputName="TS_JobRequisitionCreated" />
<Column EntityAlias="App" Field="SubmittedOn" OutputName="TS_CandidateApplied" />
<Column EntityAlias="App" Field="[StatusChangeDate_Offer]" OutputName="TS_OfferExtended" />
<Column EntityAlias="App" Field="[StatusChangeDate_Accepted]" OutputName="TS_OfferAccepted" />
<Column EntityAlias="Emp" Field="HireDate" OutputName="TS_EmployeeHired" />
<Column EntityAlias="OnboardTask" Field="CompletedDate" OutputName="TS_OnboardingTaskCompleted" />
<Column EntityAlias="Payroll" Field="EffectiveStart" OutputName="TS_PayrollSetupCompleted" />
<Column EntityAlias="Learning" Field="CompletionDate" OutputName="TS_TrainingCompleted" />
<Column EntityAlias="PerfReview" Field="CompletedDate" OutputName="TS_PerformanceReviewCompleted" />
<Column EntityAlias="JobHist" Field="EffectiveStart" OutputName="TS_RoleChangeProcessed" />
<Column EntityAlias="CompHist" Field="EffectiveStart" OutputName="TS_CompensationChangeApproved" />
<Column EntityAlias="Leave" Field="StartDate" OutputName="TS_LeaveOfAbsenceStarted" />
<Column EntityAlias="TermWF" Field="InitiatedDate" OutputName="TS_TerminationInitiated" />
<Column EntityAlias="TermWF" Field="[ExitInterviewCompletedDate]" OutputName="TS_ExitInterviewConducted" />
<Column EntityAlias="Emp" Field="TerminationDate" OutputName="TS_EmployeeTerminated" />
<!-- Attributes -->
<Column EntityAlias="Emp" Field="[LastModifiedBy]" OutputName="UserPerformingAction" />
<Column EntityAlias="JobHist" Field="DepartmentLongName" OutputName="DepartmentName" />
<Column EntityAlias="App" Field="Source" OutputName="RecruitmentSource" />
<Column EntityAlias="Req" Field="RequisitionNumber" OutputName="RequisitionId" />
<Column EntityAlias="JobHist" Field="JobLongName" OutputName="JobTitle" />
<Column EntityAlias="JobHist" Field="Reason" OutputName="ChangeReason" />
</Columns>
<Filters>
<FilterGroup Operator="OR">
<Filter EntityAlias="Emp" Field="HireDate" Operator="Between" Value1="[YourStartDate]" Value2="[YourEndDate]" />
<Filter EntityAlias="Emp" Field="TerminationDate" Operator="Between" Value1="[YourStartDate]" Value2="[YourEndDate]" />
</FilterGroup>
</Filters>
</ReportDefinition>