Everything You Need to Know About Dayforce Copilot
blog/everything-you-need-to-know-about-dayforce-copilot
2025-01-30
Dayforce Copilot is Dayforce’s answer to the growing demand for AI-powered tools within human capital management (HCM) systems.
It offers advanced capabilities that empower businesses to streamline processes, enhance employee engagement, and drive better decision-making.
However, as with any tool, the value you derive from it depends on how well it’s set up and integrated into your workflows. Here’s everything you need to know to get the most out of Dayforce Copilot.
Table of Contents
Key Information in This Article Includes:
What is Dayforce Copilot
Key Capabilities of Dayforce Copilot
Setting Up Dayforce Copilot
Ensuring Proper Setup and Maintenance
Actionable Steps for Businesses
What Is Dayforce Copilot?
Dayforce Copilot is an AI-driven assistant designed to help businesses automate routine tasks, analyze complex data, and provide actionable insights.
Built directly into Dayforce, it works across modules to offer real-time support for HR, payroll, benefits, workforce management, and more.
By leveraging machine learning and natural language processing, Copilot transforms how businesses interact with their HCM systems.
Key Capabilities of Dayforce Copilot
See what key artificial intelligence features are available in Dayforce.
1. Task Automation
Copilot can automate repetitive tasks such as:
Generating payroll reports.
Approving time-off requests based on predefined policies.
Sending notifications to managers for overdue tasks.
2. Data Analysis and Insights
Copilot analyzes large datasets to:
Predict workforce trends.
Identify areas for cost savings.
Highlight anomalies in payroll or scheduling.
3. Employee Assistance
Employees can interact with Copilot for:
Quick answers to common HR questions.
Navigating self-service options for benefits and pay.
Assistance with career development suggestions based on their goals and performance.
4. Managerial Support
Managers benefit from:
Real-time scheduling recommendations.
Alerts for compliance risks or staffing shortages.
Insights into team performance and engagement.
Setting Up Dayforce Copilot
Refer to the following for best practices in successfully integrating AI.
1. Assess System Readiness
Before activating Copilot, ensure your Dayforce system is configured to:
Use clean, accurate, and complete data.
Align workflows with your organization’s goals.
Address compliance requirements specific to your industry.
Note: For Dayforce Users not yet on Hub, some Dayforce AI features will be not be available until you upgrade.
All Dayforce users are expected to upgrade to Hub by the end of 2025.
If you are unsure of how to do this or lack the resources to make the transition, talk to our Dayforce Team about how we can help.
Hub is included by default with Core HR.
2. Enable Relevant Features
Dayforce Copilot offers various modules, and not all may be necessary for your business.
Start by enabling features that address your immediate pain points, such as payroll automation or scheduling optimization.
3. Customize Workflows
Work closely with your IT and HR teams to:
Define the tasks Copilot should handle.
Set up custom rules for approvals, notifications, and escalations.
Ensure that workflows align with your business processes.
4. Train Your Teams
To maximize adoption:
Conduct training sessions to familiarize employees and managers with Copilot’s capabilities.
Provide resources such as quick-start guides and FAQs.
Establish a feedback loop to refine configurations based on user input.
Our Dayforce Team can help you with all of the above! Learn more by clicking here.
Ensuring Proper Setup and Maintenance
Without proper set up and maintenance processes, AI can not help companies achieve desired results.
Ensuring the effectiveness of Dayforce Copilot starts with maintaining data integrity.
Since Copilot relies heavily on accurate data, it’s essential to conduct regular audits of your HCM data to eliminate duplicate or outdated records, correct errors in employee profiles or payroll entries, and update compliance rules as regulations evolve.
Seamless integration with existing tools is also crucial.
Copilot should work effortlessly with other systems, such as accounting software or third-party benefits providers, to ensure smooth data flow and minimize manual entry.
Compliance monitoring is another key aspect of optimizing Copilot.
Configuring the system to flag compliance risks in scheduling, payroll, or overtime can help businesses stay ahead of potential issues.
Additionally, setting it to automatically update policies based on new regulations ensures ongoing compliance.
Finally, staying up to date with regular updates is vital.
Dayforce frequently releases enhancements to improve Copilot’s capabilities, so scheduling periodic system reviews or Health Checks allows you to apply new features, address bugs or performance issues, and keep teams informed about the latest advancements.
Actionable Steps for Businesses
Before you begin with Dayforce Copilot, ensure you take time to do the following:
Identify the specific challenges you want Dayforce Copilot to address, such as reducing payroll errors or improving scheduling efficiency.
Begin with one module to familiarize your team with Copilot before expanding its use across the system.
Use Copilot’s insights to make data-driven decisions, such as adjusting staffing levels or revising benefit offerings.
Involve employees, managers, and HR teams in the setup and feedback process to ensure Copilot meets their needs.
Conclusion
Whether you’re looking to implement Copilot, have it already and aren’t making use of it, or just want to learn more information, we hope this guide has helped you gain a better understanding of what Copilot is capable of for you.
Our Dayforce team helps Dayforce users optimize and maintain their Dayforce environment and more.
Learn how we can help improve your people experience here.
HR Insights from Red Pill Labs