> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.configbot.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# ConfigBot DF - Benefits - How To Add or Update Plan Option Group

Benefits - Plan Option Group.

The following article will help to explain how you can create a new Plan Option Group in Dayforce using Configbot.


1.     Enter your Username and Password and click at the submit button to login.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/login-kba_18mnz1h.png)
2.     Navigate towards the "Home screen" and click on the "Benefits" module tile under Benefits Setup.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_7aiqd8.png)
3.     Select the workspace that best suits your preferences or requirements.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1kzc1bo.png)

4.  Navigate to the workbook (in my case, Iteration #1) and open the workbook.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_155vzed.png)
5.     The workbook will appear in a new tab on your browser. Navigate to the worksheet tab labeled ‘Plan Option Group’.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_n0c8fd.png)
6. Enter the Name for Plan Option Group you are creating, then add description and type, In the other section after purple divder  Enter similar Plan option Grorp then add other details as per your relevance. Once done set the processing status to "Pending".

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_19fewhy.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1tt1t84.png)
7.   Close the workbook and navigate back to ConfigBot. Under the Actions tab for the same iteration number, click the hamburger menu, and select the "Start Configuration" option from the dropdown menu.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_goa2qa.png)
8. The Start Configuration pop-up window will appear. Enter your Dayforce password and provide any relevant execution notes. Then, select the checkbox for Plan Option Group. Finally, click the "Confirm and Start" button.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_15nh3je.png)
9. You can later click the information icon to monitor the progress of your iteration.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1yoqtmm.png)
10. Once the status shows "Complete," return to the workbook to verify that the Plan Option Group is created. The corresponding rows and their fields will be highlighted in green, indicating successful execution. Additionally, the Processing Status for particular rows will be changed to "Processed”.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_13yqh6b.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_jcq8ua.png)
11. Navigate to your Dayforce instance to confirm the changes. Under Benfits, you’ll see the newly created Plan Option Group “Test” and its related data.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1r29tlq.png)



This confirms a successful execution where a new Plan Option Group was create in  module using ConfigBot, ensuring accurate data transfer and configuration within Dayforce.


Thank you!