ConfigBot DF - Engagement Setup - How to Add or Update Key Segments
Engagement Setup - Engagement Setup
The following article will help explain on how you can add or update a Key Segments in Dayforce through ConfigBot.
- Enter your Username and Password and click at the submit button to login.
- Navigate towards the "Home screen" and click on the "Engagement Setup" module tile under Engagement Setup.
- Select the workspace that best suits your preferences or requirements.
- Navigate to the workbook (in my case, Iteration #3) and open the workbook.
- The workbook will appear in a new tab on your browser. Navigate to the worksheet tab labeled ‘Key Segment’.
- Enter the Object Name, Comprasion code, Type and Active status, Make sure to add relevant data as well after purple divider under same object name. Once done set the processing status to "Pending".
- 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.
- The Start Configuration pop-up window will appear. Enter your Dayforce password and provide any relevant execution notes. Then, select the checkbox for Key segments. Finally, click the "Confirm and Start" button.
- You can later click the information icon to monitor the progress of your iteration.
- Once the status shows "Complete," return to the workbook to verify that the Key segment 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”.
- Navigate to your Dayforce instance to confirm the changes. Under Kay Segments, you’ll see the newly created Key segmnets “QWS” and its related data.
This confirms a successful execution where a new Key segment was create in Engagement setup module using ConfigBot, ensuring accurate data transfer and configuration within Dayforce.
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Updated on: 09/29/2026
Thank you!