ConfigBot DF - Job Rates - How to Add or Update Job step Policy
Pay setup V2 - Job Step Policy
The following article will help explain on how you can add or update a Job step Policy in Dayforce through ConfigBot.
- Enter your Username and Password and click at the submit button to log.
- Navigate towards the "Home screen" and click on the "Job Rate" module tile under Pay Setup V2.
- Select the workspace that best suits your preferences or requirements.
- Navigate to the workbook (in my case, Iteration #2) and open the workbook.
- The workbook will appear in a new tab on your browser. Navigate to the worksheet tab labeled ‘Job Step Policy’.
- Enter the Reference code, Object Name and Description. Make sure to add relevant data as well. 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 Questions. 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 Job Step Policy 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 Job Step Policy, you’ll see the newly created Job Step Policy “SQA-Test Scenarios-1” and its related data.
This confirms a successful execution where a new Job Step Policy was created in Job Rate module using ConfigBot, ensuring accurate data transfer and configuration within Dayforce.
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Updated on: 09/28/2026
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