ConfigBot DF - Plans and Options - How to Add or Update Plans General
The following article will help explain on how you can add or update a Plans General 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 "Plans and Option" module tile under Benefits 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 ‘Plans General’.
- Enter the Unique Object name and Plan Type and Country for plans general, then add Reference code, Plan sub type and make sure to add other relevant data.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 Plans General. 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 Plans General 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 Plan and options - Health, you’ll see the newly created Plans-General "Health System Plans 2” and its related data.
This confirms a successful execution where a new Plans-General was create in Plans and Options module using ConfigBot, ensuring accurate data transfer and configuration within Dayforce.
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Updated on: 09/29/2026
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