This article provides a comprehensive overview of every tab available in ConfigBot workbooks and explains how each tab maps to its corresponding configuration area within the Dayforce instance. It is designed to help users easily understand where workbook data originates from in Dayforce, making navigation, validation, and configuration management more efficient across environments.

Modules in Scope

• WORKFORCE MANAGEMENT

Org Setup/HR Admin

Labor Metrics

Employees

• Payroll Setup

Earnings and Deductions

Payroll General Ledger

• System Admin

Roles

Users

Client Properties

• Scheduling Plan

Shift Setup

• Benefits Setup

Benefits

Flex Credit Setup

• Performance Setup

Performance Management

• Succession Setup

Succession

• Platform

Pay Setup

Recruiting

• Talent

Compensation

Onboarding

• Impact Analysis

Impact Analysis

• Vacation Bidding Setup

Vacation Bidding Setup

Recruitment Q1 2026 (Completed)

Impact Analysis (WFM, Payroll, Talent)​ Q1 2026

Localisation Q2 2026

Health Check (Security, WFM, Payroll, Talent) Q1 2026

Letter Management Q2 2026

Development Plan Q2 2026

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Org Setup/HR Admin

• Tabs in workbook and their Dayforce Navigations

OrgUnits - Org Setup - Organization

Department - Org Setup - Organization - Department Tab

Jobs - Org Setup - Jobs And Job Assignments - Job Family - Add Job

Job Assignment - Org Setup - Jobs And Job Assignments - Job Family - Add Job Assignment

Legal Entity - Org Payroll Setup - Legal Entity

PayClass - HR Admin - Pay Class

PayType - HR Admin - Pay Type

Employment Status - HR Admin - Status

Employment Status Reason - HR Admin - Employment Status Reason

Zones - Org Setup - Zones Configuration

Unions - HR Admin - Unions

Employee Data Mapping Rules - HR Admin - Employee Data Mapping Rules

Employee Properties - HR Admin - Employee Properties

Labor Metrics

Legacy Labor Metrics - Org Setup - Labor Metrics - Legacy Labor Metrics Tab

Labor Metric Types - Org Setup - Labor Metrics - Labor Metrics Types Tab

Labor Metric Codes - Org Setup - Labor Metrics - Labor Metrics Codes Tab

Employees

Employment Settings - Search by employee name - Employment section - Employment settings

HR Policies - Search by employee name - Employment section - Employee properties

Employee Properties - Search by employee name - Employment section - HR Policies

Earnings and Deductions

Tax Compliance Rules - Payroll Setup - Earnings and Deductions - Tax Compliance Rules tab

Earnings - Payroll Setup - Earnings and Deductions - Earnings tab

Deductions - Payroll Setup - Earnings and Deductions - Deductions tab

Taxability Override Sets - Payroll Setup - Earnings and Deductions - Tax Override Sets tab

Payroll - System Admin - Client Properties - Properties - Payroll tab

Deduction Groupings - Payroll Setup - Groupings - Deduction Groupings tab

Earning Groupings - Payroll Setup - Groupings - Earning Groupings tab

Payroll Policies - Payroll Setup - Payroll Policies

Check Templates - Payroll Setup - Check Templates

Delivery Packages - Payroll Setup - Report Output - Delivery Packages

Payroll General Ledger

Account Numbers - Payroll Setup - General Ledger - Account Numbers

Chart Of Accounts - Payroll Setup - General Ledger - Charts of Accounts

Default Run Settings - Payroll Setup - General Ledger - Default Run Settings

Cost String Groupings - Payroll Setup - General Ledger - Cost String Groupings

Allocations And Accruals - Payroll Setup - General Ledger - Allocations and Accruals

Roles

Roles - System Admin - Roles

Role Features - System Admin - Roles - Role Features tab

Role Authorizations - System Admin - Roles - Role Authorizations tab

Role Web Services Fields - System Admin - Roles - Role Web Services Fields tab

Role Assignment - System Admin - Roles - New Hire Role Assignment tab

Users

User - System admin - User

Client Properties

General - System Admin - Client Properties - Properties - General

Messages - System Admin - Client Properties - Properties - Message

Employee - System Admin - Client Properties - Properties - Employee

**Time Sheet **- System Admin - Client Properties - Properties - Time Sheet

**Time And Attendance **- System Admin - Client Properties - Properties - Time And Attendance

**Scheduling **- System Admin - Client Properties - Properties - Scheduling

**Multi Week Calendar **- System Admin - Client Properties - Properties - Multi-Week Calendar

Security - System Admin - Client Properties - Properties - Security

Position Management - System Admin - Client Properties - Properties - Position Management

Shift Setup

Shift Rotation - Scheduling Plan - Shift Setup - Shift Rotation tab

Shift Labor - Scheduling Plan - Shift Setup - Shift Labor tab

Shift Definitions - Scheduling Plan - Shift Setup - Shift Definitions tab

Schedule Rule Policy - Schedule Setup - Schedule Rule Policy

Schedule Change Policy - Schedule Setup - Schedule Change Policy

Benefits

Plan Option Group - Benefits Setup - Plan Option Group

Enrollments - Benefits Setup - Enrollments

Eligibility - Benefits Setup - Eligibility

Eligibility Operator - Benefits Setup - Eligibility Operator

Plans And Options - Benefits Setup - Plans and Options

Performance Management

Goal Categories - Goal Setup - Goal Categories tab

Rating Scale - Rating Scale

Competencies - Performance Setup - Competency Setup - Competencies tab

Review Cycles - Performance Setup - Review Setup - Review Cycles

Succession

Talent Matrix - Succession Setup - Talent Review Setup - Talent Factors

Talent Factors - Succession Setup - Talent Review Setup - Talent Matrix

Pay Setup

Pay Category - Pay Setup - Pay Category

Pay Category Group - Pay Setup - Pay Category Group

Pay Code - Pay Setup - Pay Code

Holiday Types - Pay Setup - Holiday Types

Holiday Group - Pay Setup - Holiday Groups

Pay Holidays - Pay Setup - Pay Holidays

Pay Code Group - Pay Setup - Pay Code Group

Base Rate Set - Pay Setup - Base Rate Sets Tab

Time Entry Policy - Pay Setup - Time Entry Policy

Attendance Policy - Pay Setup - Attendance

Pay Policy - Pay Setup - Pay Policy

Base Rate Policy - Pay Setup - Base Rate Set - Base Rate Policy Tab

Period Authorization Policy - Pay Setup - Period Authorization Policy

Recurrences - Pay Setup - Entitlements - Recurrences Tab

Policies - Pay Setup - Entitlements - Policies Tab

Units - Pay Setup - Balances - Units Tab

Balances - Pay Setup - Balances Tab

Entitlements - Pay Setup - Entitlements Tab

Pay Group - Pay Setup - Pay Group

Pay Group-Payroll-Rules - Pay Setup - Pay Group - Payroll Mapping

Pay Group-WFM-Rules - Pay Setup - Pay Group - WFM Mapping

Pay Policy-Rules Config - Pay Setup - Pay Policy - Rules Config

Pay Policy-Dynamic Reallocation - Pay Setup - Pay Policy - Dynamic Reallocation

Pay Policy-Rate Display - Pay Setup - Pay Policy - Rate Display

Time Off Policy - Pay Setup - Time Off Policy

Recruiting

Candidate Status - Recruiting Setup - Candidate Status

**Client Career Site Management **- Recruiting Setup - Client Career Site Management

Candidate Source Config - Recruiting Setup - Candidate Source Configuration

**Decline And Offer Rejection Reason **- Recruiting Setup - Decline and Offer Rejection Reason

**Question Configuration **- Recruiting Setup - Job Application Configuration - Question Configuration

Template Configuration - Recruiting Setup - Job Application Configuration - Template Configuration

Job Posting Template Config - Recruiting - Job Posting Template Config

Candidate Status Mapping - Recruiting - Candidate Status Mapping

Job Requisition Justification - Recruiting Setup - Job Requisition Justification

**Section Configuration **- Recruiting Setup - Job Application Configuration - Section Configuration

Job Search Configuration - Recruiting Setup - Job Search Configuration

**Templates **- Letter Management - Template Designer - Templates

Pre Hire Question Configuration - Recruiting Setup - Pre-Hire Questionnaire Configuration

**Recruiters **- Recruiting Setup - Recruiters

Draft Policy - Recruiting - Draft Policy

Client Properties - Recruiting Setup - Client Properties

Job Requisition Additional Fields - Recruiting Setup - Job Requisition Additional Fields

Compensation

Metrics Definition - Compensation-Setup - Metrics Definition

Reward Letters Templates - Compensation-Setup - Reward Letters Templates

Guidelines - Compensation-Setup - Guidelines

Compensation Plans - Compensation-Setup - Compensation Plans

Onboarding

Income Tax Withholding Forms Co - Income Tax Withholding Forms Configuration

First Time Access Email Configuration - First Time Access Email Configuration

Manager Checklist Configuration - Manager Checklist Configuration

Key People Configuration - Key People Configuration

Employee Checklist Configuration - Employee Checklist Configuration

Guided Process - Workflow Management - Guided Process

Vacation Bidding Setup

Groups - Vacation Bidding Setup - Groups

Bidding Policy - Vacation Bidding Setup - Bidding Policy

Calendars - Vacation Bidding Setup - Calendars

Notifications - Vacation Bidding Setup - Notifications

Vacation Bidding Sessions - Vacation Bidding Setup - Vacation Bidding Sessions

Flex Credit Setup

Flex Credit Plans - Benefit Setup - Flex Credit Setup - Flex Credit Plans

Flex Credit Order - Benefit Setup - Flex Credit Setup - Flex Credit Order

Flex Credit Plans - Tiers - Benefit Setup - Flex Credit Setup - Flex Credit Plans - Flex Credit Plans - Tiers

Updated on: 03/30/2026