Articles on: DayForce

ConfigBot DF - Vacation Bidding Setup - How to Add or Update Bidding Policy.

Vacation Bidding - Vacation Bidding Setup


The following article will help explain on how you can add or update a Bidding Policy in Dayforce through ConfigBot.


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


  1. Navigate towards the "Home screen" and click on the "Vacation Bidding Setup" module tile under Vacation Bidding.


  1. Select the workspace that best suits your preferences or requirements.


  1.  Navigate to the workbook (in my case, Iteration #2) and open the workbook.



  1. The workbook will appear in a new tab on your browser. Navigate to the worksheet tab labeled ‘Bidding Policy’.


  1. Enter the Unique reference code and name for bidding policy as an object name, then add Eligible Pay code and Maximum and Minimum Days and other relevant data.Once done set the processing status to "Pending".

Note: If You want to create Order of Priorities as well.So add the data after purple divider by selecting same object name.



  1. 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.

  1. The Start Configuration pop-up window will appear. Enter your Dayforce password and provide any relevant execution notes. Then, select the checkbox for Bidding Policy. Finally, click the "Confirm and Start" button.


  1. You can later click the information icon to monitor the progress of your iteration.



  1. Once the status shows "Complete," return to the workbook to verify that the Bidding 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”.


  1. Navigate to your Dayforce instance to confirm the changes. Under Bidding Policy, you’ll see the newly created Bidding Policy “ UK- VAC BID RANK ONLY (ASC) ” and its related data.












This confirms a successful execution where a new was create in Vacation Bidding Setup module using ConfigBot, ensuring accurate data transfer and configuration within Dayforce.



Thank you!

Updated on: 09/29/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!