> ## 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 For Dayforce - User Manual

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_cndv4n.png)

# **Introduction**
ConfigBot is an automation tool designed to simplify configuration tasks within Dayforce.
It helps in managing workspaces, workbooks, and configuration execution across multiple Dayforce modules.
 
 
**1.   Platform & Navigation Overview**
 
1.1  ConfigBot Home Icon: Always returns you to the main dashboard.
 
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1cf0pvi.png)

 
1.2 – Favorites: Quick Access your most used modules from favorites, click at the star icon to add any module to the favorites.
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_19tiitr.png)

 
1.3- My Profile: Access options to reset your password, edit your personal details and set your preferred time zone.
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_4j64zx.png)

 
1.4 Workspace Button: Opens the Workspaces view, where you can create, edit, delete, or share workspaces.
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_9z0o9m.png)

 
1.5. Module Menus / Tiles: Easily navigate to modules like OrgSetup/HR Admin, Employees, Roles, Pay Setup, Shift Setup or Earnings and Deductions, either via drop down menus or module tiles.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_4gft21.png)



**2.  Iterations**
Iterations: An iteration represents a specific work effort initiated by the user. Within an iteration, users access Workbooks and take actions. Each row is its own iteration.
Key Iteration Elements:
2.1.  Add New Iteration
2.2.  Iteration #, Instance Type, Host, Company ID, and Description are all editable via the Pen icon in the Actions Menu
2.3.  Sheet – Link to Configuration Workbook hosted on Google Sheets.
2.4.  Status – Execution status: Ready to Go, Complete, or Error
2.5.  Actions Menu
2.6.  Breadcrumbs – Links showing navigation steps
 
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_5r8xxv.png)
**3.  Workspaces**
Workspaces: Workspaces are collections of iterations, grouped by Quarter, Company, User, Instance, etc.
 
Key Workspace Elements:
3.1.  Add New Workspace
3.2.  Workspaces displayed in tiles, clickable to access iterations
3.3.  Edit, Delete, Archive and Share Workspace (sharing available for authorized ConfigBot company users).
 
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_79ysgp.png)

 
 
 
 
 
**4.  Actions Menu**
The Actions Menu includes the major actions users take when working with ConfigBot:
4.1 Edit: Edit Iteration details (useful for migrating changes)
4.2 Delete: Deletes iteration link (workbook remains on Google Drive)
4.3 Clone: Clone an iteration or an entire workbook
4.4 Share: Share iterations with team members
4.5 Show Progress: View execution details, logs, and errors
4.6 Hamburger Menu: Access functions like Generate Workbook, Start Configuration, Start Validation, Workbook Health Check, Compare Iterations.
 
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1163n44.png)
**5.  Show Progress**
The Show Progress window tracks ConfigBot’s execution. Key elements include:
5.1.  Action Type and Execution Notes
5.2.  Username used for execution
5.3.  Status: Ready to Go, Complete, Error
5.4.  Executed by – User who initiated the run
5.5.  Execution time
5.6.  Tracking ID Request – for support tickets
5.7.  Export/Refresh/Carrot – manage log reports
5.8.  Log Reports – Detailed execution logs
 
 
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_nnt7xy.png)

 
**6.  Hamburger Menu**
Options include:
6.1- Request Reprocess: Refresh iteration without changes
6.2- Generate Workbook: Generate a configuration workbook (execution may take 1-6 hours)
6.3 - Start Configuration: Apply changes from workbook to instance
6.4 - Start Validation: Validate workbook against instance (faster than regeneration)
6.5 - Compare Iterations: Compare two iterations/workbooks, highlighting differences
6.6- Check Instance: Check Instance makes sure you’re connected to the correct Dayforce environment before applying any configurations.
 
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_z06qmr.png)

 
 
 
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_ebe1eq.png)

 
 
**7.  Workbooks**
Workbooks document instance configurations and streamline workflow.
 
7.1 Processing Status:
· Processed: No longer waiting for execution
· Pending: Ready for execution
 
 
 ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_13n93xo.png)

 
 
 
 
 
7.2 Other Workbook Features:
· Dividers: Visual separators for information categories
· Process Status Object ID: Allows status changes per item
· Process Status Column: Passed/Pending dropdowns for items
 
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_11bb6vb.png)


7.3 Workbook Types:
· No Processing Status
· Process Status Per Row
· Divider/Named Item/Process Status Column
· Divider/Named Item/Segment/Process Status Column
· Divider/Process Status Per Column