> ## 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 Workbook Breakdown.

**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.**

# Available Workbooks

| Org Setup/HR Admin | Employees | Payroll Setup | System Admin | **Scheduling Setup** | Benefits Setup | Performance Setup | Successio n Setup | Pay Setup | Recruiting | Talent | Impact Analysis | Vacation Bidding | Plan Setup | Hub Setup | Translatio |
| ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- |
| <br>[ Org Setup/HR Admin](#1-org-setuphr-admin) | [<br> Employees](#1-employees) | [<br> Earnings and Deductions ](#1-earnings-and-deductions) | [<br> Roles](#1-roles) | [<br> Shift Setup](#1-shift-setup) | [<br> Benefits](#1-benefits) | [<br> Performance Management](#1-performance-management) | [<br> Succession ](#1-succession) | [<br> Pay Setup](#1-pay-setup) | [<br> Recruiting](#1-recruiting) | [<br> Compensation](#1-compensation) | [<br> Impact Analysis](#1-impact-analysis) | [<br> Vacation Bidding Setup](#1-vacation-bidding-setup) | [<br> Plan Setup ](#1-plan-setup) | <br> [Hub Setup](#1-hub-setup) | [<br> Translations](#1-translations) |
| <br>[ Labor Metrics](#1-labor-metricslabor-metrics) |  | [<br> Payroll General Ledger](#1-payroll-general-ledger) | [<br> Users           ](#1-users) |  | [<br> Flex Credit Setup](#1-flex-credit-setup) | [<br> Review Cycle](#1-review-cycles) |  |  |  | [<br> Onboarding](#1-onboarding) | [<br> Compare Analysis](#1-compare-analysis) |  |  |  |  |
| [<br> Legal Entity](#1-legal-entity) |  |  | [<br> Client Properties ](#1-client-properties) |  |  |  |  |  |  |  |  |  |  |  |  |

| Pay Setup V2 | Payroll Setup V2 | Org Setup/HR Admin v2 | Benefits Setup V2 | Engagement Setup | Schedule Setup V2 | Recruiting V2 | Projects | Release Impact | Position Managment | Workflow | Config Watch |
| ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- |
| [<br> Balances](#1-balances) | [<br> Delivery Packages](#1-delivery-packages) | [<br> HR Admin](#1-hr-admin) | [<br> Plans and Options](#1-plans-and-options) | [<br> Engagement Setup](#1-engagement-setup) | [<br> Schedule](#1-schedule) | [<br> Job Application](#1-job-application) | [<br> Projects](#1-projects) | [<br> Release Impact](#1-release-impact) | [Position Managemnt](#1-position-management) | [Workflow](#1-workflow) | [Config Watch](#1-config-watch) |
| [<br> Pay Setup V2](#1-pay-setup-v2) | [<br> Earnings and Deductions V2](#1-earnings-and-deductions-v2) | [<br> Jobs and Job Assignments](#1-jobs-and-job-assignments) | [Enrollments](#1-enrollments) |  | [<br> Shift Setup V2](#1-shift-setup-v2) | [<br> Job Requisitions](#1-job-requistions) |  |  |  |  |  |
| [<br> Time Entry Policy](#1-time-entry-policy) | [<br> Payroll Policies](#1-payroll-policies) | [<br> Org Setup](#1-org-setup) | [Eligibility](#1-eligibility) |  |  | [<br> Candidate](#1-candidate) |  |  |  |  |  |
| [<br> Pay Group](#1-pay-group) | [<br> Roe Contact Assignment](#1-roe-contact-assignment) | [<br> Org Unit](#1-org-units) | [Eligibility Operator](#1-eligibility-operator) |  |  |  |  |  |  |  |  |
| [<br> Job Rate](#1-job-rate) |  | [<br> Employee Data Mapping Rules](#1-employee-data-mapping-rules) |  |  |  |  |  |  |  |  |  |
| [<br> Entitlements ](#1-entitlements) |  |  |  |  |  |  |  |  |  |  |  |
| [<br> Pay Policy](#1-pay-policy) |  |  |  |  |  |  |  |  |  |  |  |
| [<br> Time off Policy](#1-time-off-policy) |  |  |  |  |  |  |  |  |  |  |  |
| [<br> Attendance](#1-attendance) |  |  |  |  |  |  |  |  |  |  |  |



|| **ROAD MAP**

**Recruitment Q1 2026 (Completed)**

**Impact Analysis (WFM, Payroll, Talent)​ Q3 2026**

**Localisation Q2 2026**

**Health Check (Security, WFM, Payroll, Talent) Q3 2026**

**Letter Management Q3 2026**

**Development Plan Q3 2026**

||| **UNAVAILABLE FUNCTIONS**

**You Cannot Delete Configuration from ConfigBot**


# **Org Setup/HR Admin**

[Back to available workbooks](#1-available-workbooks)
[
](#1-available-workbooks)
| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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


* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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 |

# Legal Entity

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| General | Org Payroll Setup → Legal Entity |
| Tax Authorities | Org Payroll Setup → Tax Authorities |
| Workers Comp | Org Payroll Setup → Legal Entity → Workers Comp |
| Q A Reporting Parameters | Org Payroll Setup → Legal Entity → Q A Reporting Parameters |
| Taxation Parameters | Org Payroll Setup → Legal Entity → Taxation Parameters |
| Fiscal Calendar | Org Payroll Setup → Legal Entity → Fiscal Calendar |
| Employment Insurance | Org Payroll Setup → Legal Entity → Employment Insurance |
| Tax Remittance | Org Payroll Setup → Legal Entity → Tax Remittance |
| New Hire Reporting | Org Payroll Setup → Legal Entity → New Hire Reporting |
| Payday Filing Details | Org Payroll Setup → Legal Entity → Payday Filing Details |
| Payroll Parameters | Org Payroll Setup → Legal Entity → Payroll Parameters |
| Revenue Parameters | Org Payroll Setup → Legal Entity → Revenue Parameters |
| YTD Amount | Org Payroll Setup → Legal Entity → YTD Amount |
| Customer Funding Identifiers | Org Payroll Setup → Legal Entity → Customer Funding Identifiers |

# Employees

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| User | System Admin → User |

# Client Properties

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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 |
| ScheduleRulePolicy-Rules | Schedule Setup → ScheduleRulePolicy-Rules |
| Schedule Change Policy | Schedule Setup → Schedule Change Policy |
| ScheduleChangePolicy-Rules | Schedule Setup → ScheduleChangePolicy-Rules |
| Activities | Schedule Setup → Activities |
| Pending Offer Expiration | Schedule Setup → Schedule Change Policy → Pending Offer Expiration Tab |
| ScheduleAcceptancePolicy-Rules | Schedule Setup → Schedule Change Policy → Schedule Acceptance Policy Tab |

# Benefits

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Goal Categories | Performance Setup → Goal Setup → Goal Categories Tab |
| Rating Scale | Rating Scale |
| Competencies | Performance Setup → Competency Setup → Competencies Tab |
| Review Cycles | Performance Setup → Review Setup → Review Cycles |
| Conversation Setup | Performance Setup → Conversation Setup |
| Calibration Setup | Performance Setup → Calibration Setup |

# Succession

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Talent Matrix | Succession Setup → Talent Review Setup → Talent Factors |
| Talent Factors | Succession Setup → Talent Review Setup → Talent Matrix |

# Pay Setup

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Metrics Definition | Compensation Setup → Compensation Metrics → Metrics Definition |
| Reward Letters Templates | Compensation Setup → Reward Letters Templates |
| Guidelines | Compensation Setup → Guidelines |
| Compensation Plans | Compensation Setup → Compensation Plans |
| Compensation Cycles | Compensation Setup → Compensation Cycles |
| CompensationCycles-Eligibility | Compensation Setup → Compensation Cycles → Eligibility |
| CompensationCycles-PayCOMP | Compensation Setup → Compensation Cycles → Pay Components |
| CompCycles-BudgetsGeneral | Compensation Setup → Compensation Cycles → Budgets |
| CompensationCycles-SchdlandApp | Compensation Setup → Compensation Cycles → Schedules and Approvals |
| CompCycles-BudgetsManager | Compensation Setup → Compensation Cycles → BudgetsManager |

# Onboarding

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Inc Tax Withholding Frm Config | Income Tax Withholding Forms Configuration |
| First Time Access Email Config | Onboarding Setup → First Time Access Email Configuration |
| Manager Checklist Configuration | Onboarding Setup → Manager Checklist Configuration |
| Key People Configuration | Onboarding Setup → Key People Configuration |
| Employee Checklist Configuration | Employee Checklist Configuration |
| Guided Process | Workflow Administration → Guided Process |
| Onboarding Policy | Onboarding Setup → Onboarding Policy → My Onboarding - Dayforce Wallet |
| ONB Policy - Welcome Message | Onboarding Setup → Onboarding Policy → My Onboarding - Welcome Message |
| ONB Policy - Meet Your Guide | Onboarding Setup → Onboarding Policy → My Onboarding - Meet Your Guide |
| ONB Policy - Meet Your Team | Onboarding Setup → Onboarding Policy → My Onboarding - Meet Your Team |
| ONB Policy - Key People | Onboarding Setup → Onboarding Policy → My Onboarding - Key People |
| ONB Policy - Resources | Onboarding Setup → Onboarding Policy → My Onboarding - Resources |
| ONB Policy - Team Relate | Onboarding Setup → Onboarding Policy → My Onboarding - Team Relate |
| ONB Policy - Employee Checklist | Onboarding Setup → Onboarding Policy → My Onboarding - Employee CheckList |
| ONB Policy - Benefits | Onboarding Setup → Onboarding Policy → My Onboarding - Benefits |
| ONB Policy - Learning | Onboarding Setup → Onboarding Policy → My Onboarding - Learning |
| ONB Policy - Onboarding Forms | Onboarding Setup → Onboarding Policy → My Onboarding - Onboarding Forms |
| ONB Policy - Custom Section | Onboarding Setup → Onboarding Policy → My Onboarding - Custom |

# Vacation Bidding Setup

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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 |

# Impact Analysis

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Impact Analysis for Roles | Impact Analysis → Roles |

# Compare Analysis

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Compare Analysis for Pay Policy and Entitlements | Compare Analysis → Pay Policy and Entitlements |

# Plan Setup

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| KPI MD - General | Plan Setup → KPI Metadata → General |
| KPI | Plan Setup → KPI |
| KPI MD - Calculation Formulas | Plan Setup → KPI Metadata → Calculation Formulas |
| KPI Labor Metric | Plan Setup → KPI Labor Metric |
| KPILM-Rules | Plan Setup → KPI Labor Metric → Labor Metric Rules |
| KPI MD - Edit Formulas | Plan Setup → KPI Metadata → Edit Formulas |
| KPI MD - Plan UI Params | Plan Setup → KPI Metadata → Plan UI Parameters |
| KPI MD - Summary UI Params | Plan Setup → KPI Metadata → Plan KPI Summary UI Parameters |
| KPI MD - Schedule UI Params | Plan Setup → KPI Metadata → Schedule UI Parameters |
| KPI MD - Forecast Params | Plan Setup → KPI Metadata → Forecast Parameters |
| KPI MD - Cost Settings | Plan Setup → KPI Metadata → Cost Settings |
| KPI MD - Monthly View Setting | Plan Setup → KPI Metadata → Monthly View Setting |
| KPI MD - KPI Thresholds | Plan Setup → KPI Metadata → KPI Thresholds |
| KPI MD - Trend Chart Settings | Plan Setup → KPI Metadata → KPI Trend Chart Settings |

# Hub Setup

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Hub Assignments | Hub Setup → Hub Designer → Hub Assignments |
| Audiences | Hub Setup → Hub Designer → Audiences |


# Translations

* [Back to available workbooks](#1-available-workbooks)

| **T**ranslation HCM | **Dayforce Navigation** |
| ---- | ---- |
| Trans_Departments | Org Setup → Organization → Departments → Localize |
| Trans_LegalEntity | Org Payroll Setup → Legal Entity → Localize |
| Trans_Job_Assignment | Org Setup → Jobs and Job Assignment → Jobs → Job Assignment → Localize |
| Trans_Jobs | Org Setup → Jobs and Job Assignment → Jobs → Localize |
| Trans_PayClass | HR Admin → Pay Class → Localize |
| Trans_PayType | HR Admin → Pay Type → Localize |
| Trans_EmploymentStatus | HR Admin → Status → Localize |
| Trans_EmploymentStatusReason | HR Admin → Employment Status Reason → Localize |
| Trans_Zones | Org Setup → Zones Configuration → Zones → Localize |
| Trans_Unions | HR Admin → Unions → Localize |
| Trans_EmployeeProperties | HR Admin → Employee Properties → Localize |

| **Translation Earning And Deduction** | **Dayforce Navigation** |
| ---- | ---- |
| Trans_Earnings | Payroll Setup → Earning and Deductions → Earning → Localize |
| Trans_Deductions | Payroll Setup → Earning and Deductions → Deductions → Localize |
| Trans_Tax_Comp_Rules_Earning | Payroll Setup → Earning and Deduction → Tax Compliance Rules → Earning → Localize |
| Trans_Tax_Comp_Rules_Deduction | Payroll Setup → Earning and Deduction → Tax Compliance Rules → Deduction → Localize |
| Trans_Check_Templates | Payroll Setup → Check_Templates → Localize |
| Trans_Payroll_Policies | Payroll Setup → Payroll_Policies → Click Payroll Policy Name → Localize |
| Trans_Delivery_Packages | Payroll Setup → Report Output → Delivery Packages → Localize |
| Trans_Earning_Groupings | Payroll Setup → Groupings → Earning Groupings → Localize |
| Trans_Deduction_Groupings | Payroll Setup → Groupings → Deduction Groupings → Localize |

| **Translation Flex Credits Setup** | **Dayforce Navigation** |
| ---- | ---- |
| Trans_Flex_Credit_Plans | Benefit Setup → Flex Credit Setup → Flex Credit Plans |
| Trans_Flex_Credit_Order | Benefit Setup → Flex Credit Setup → Flex Credit Order |

| **Tabs Labor Metrics** | **Dayforce Navigation** |
| ---- | ---- |
| Trans_Project_Client | Org Setup → Labor Metrics → Legacy Labor Metrics → Project Client → Localize |
| Trans_Project_Type | Org Setup → Labor Metrics → Legacy Labor Metrics → Project Type → Localize |
| Trans_Project_Phase | Org Setup → Labor Metrics → Legacy Labor Metrics → Project Phase → Localize |
| Trans_Product_Group | Org Setup → Labor Metrics → Legacy Labor Metrics → Product Group → Localize |
| Trans_Product_Module | Org Setup → Labor Metrics → Legacy Labor Metrics → Product Module → Localize |
| Trans_Labor_Metric_Types | Org Setup → Labor Metrics → Labor Metric Types → Localize |
| Trans_Labor_Metric_Codes | Org Setup → Labor Metrics → Labor Metric Codes → Localize |

| **Translation Pay Setup** | **Dayforce Navigation** |
| ---- | ---- |
| Trans_Pay_Category_Group | Pay Setup → Pay Category Group → Localize |
| Trans_Pay_Category | Pay Setup → Pay Category → Localize |
| Trans_Pay_Code | Pay Setup → Pay Code → Localize |
| Trans_Pay_Policy | Pay Setup → Pay Policy → Click any Pay Policy → Localize |
| Trans_Balances | Pay Setup → Balances → Localize |
| Trans_Entitlements | Pay Setup → Entitlements → Click any Object → Localize |
| Trans_Holiday_Types | Pay Setup → Holiday Types → Localize |
| Trans_Pay_Holidays | Pay Setup → Holiday Types → Localize |
| Trans_Holiday_Group | Pay Setup → Holiday Types → Localize |
| Trans_Pay_Code_Group | Pay Setup → Pay Code Group → Localize |
| Trans_Pay_Group | Pay Setup → Pay Group → Localize |
| Trans_Entitlements_Policies | Pay Setup → Entitlements → Policies → Localize |
| Trans_Units | Pay Setup → Balances → Units → Localize |
| Trans_Base_Rate_Set | Pay Setup → Base Rate Set Tab → Base Rate Set Screen → Localize |
| Trans_Base_Rate_Policy | Pay Setup → Base Rate Set Tab → Base Rate Policy Screen → Click any Policy → Localize |
| Trans_Time_Entry_Policy | Pay Setup → Time Entry Policy → Localize |
| Trans_Attendance_Policy | Pay Setup → Attendance Policy → Localize |
| Trans_Period_Authorize_Policy | Pay Setup → Period Authorization Policy → Click any object → Localize |
| Trans_Time_Off_Policy | Pay Setup → Time Off Policy → Localize |
| Trans_Job_Rates | Pay Setup → Job Rate Tab → Job Rate → Localize |
| Trans_Job_Step_Policy | Pay Setup → Job Rate Tab → Job Step Policy → Click any Policy → Localize |

| Tabs Shift Setup | Dayforce Navigation |
| ---- | ---- |
| Trans_Shift_Rotation | Scheduling Plan → Shift Setup → Shift Rotation Tab → Localize |
| Trans_Shift_Labor | Scheduling Plan → Shift Setup → Shift Labor Tab → Localize |
| Trans_Shift_Definitions | Scheduling Plan → Shift Setup → Shift Definition Tab → Localize |
| Trans_Activities | Scheduling Setup → Activities → Localize |

# Pay Setup V2

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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 |
| Attendance Policy | Pay Setup → Attendance |
| Base Rate Policy | Pay Setup → Base Rate Set → Base Rate Policy Tab |
| Period Authorization Policy | Pay Setup → Period Authorization Policy |

# Balances

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| General | Pay Setup → Balances Tab |
| Hide Balance | Pay Setup → Balances Tab → Hide Balances |
| Pay Adjustments | Pay Setup → Balances Tab → Pay Adjustments |
| Options | Pay Setup → Balances Tab → Options |
| Cascades | Pay Setup → Balances Tab → Cascades |
| Conversions | Pay Setup → Balances Tab → Conversions |
| Units | Pay Setup → Balances → Units Tab |



# Time Entry Policy

* [Back to available workbooks](#1-available-workbooks)


| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Main | Pay Setup → Time Entry Policy → Main |
| Meals | Pay Setup → Time Entry Policy → Meals |
| Breaks | Pay Setup → Time Entry Policy → Breaks |
| Meal & Break Rules | Pay Setup → Time Entry Policy → Meal & Break Rules |
| Time Capture | Pay Setup → Time Entry Policy → Time Capture |
| Tardy Rules | Pay Setup → Time Entry Policy → Tardy Rules |
| Meal Break Penalty | Pay Setup → Time Entry Policy → Meal Break Penalty |
| Break Attestation | Pay Setup → Time Entry Policy → Break Attestation |
| Meal Subsidy | Pay Setup → Time Entry Policy → Meal Subsidy |
| Problem Configuration | Pay Setup → Time Entry Policy → Problem Configuration |
| Cross-Linking | Pay Setup → Time Entry Policy → Cross-Linking |
| Labor Metrics | Pay Setup → Time Entry Policy → Labor Metrics |



# Earnings and Deductions v2

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Tax Compliance Rules | Payroll Setup → Earnings and Deductions → Tax Compliance Rules Tab |
| Earnings - General | Payroll Setup → Earnings and Deductions → Earnings Tab |
| Earnings - Tax and Compliance | Payroll Setup → Earnings and Deductions → Earnings Tab |
| Earnings - Options | Payroll Setup → Earnings and Deductions → Earnings Tab |
| Earnings - Balances | Payroll Setup → Earnings and Deductions → Earnings Tab |
| Earnings- Limits | Payroll Setup → Earnings and Deductions → Earnings Tab |
| Earnings - Payee | Payroll Setup → Earnings and Deductions → Earnings Tab |
| Earnings - Pay Group | Payroll Setup → Earnings and Deductions → Earnings Tab |
| Earnings - Parameters | Payroll Setup → Earnings and Deductions → Earnings Tab |
| Earnings - Pay Entry Rates | Payroll Setup → Earnings → Pay Entry Rates |
| Earning Groupings | Payroll Setup → Groupings → Earning Groupings Tab |
| Deductions - General | Payroll Setup → Deductions |
| Deductions - Tax and Compliance | Payroll Setup → Earnings and Deductions → Deductions Tab |
| Deductions - Parameters | Payroll Setup → Earnings and Deductions → Deductions Tab |
| Deductions - Limits | Payroll Setup → Earnings and Deductions → Deductions Tab |
| Deductions - Options | Payroll Setup → Earnings and Deductions → Deductions Tab |
| Deductions - Pay Group | Payroll Setup → Earnings and Deductions → Deductions Tab |
| Deductions - Payee | Payroll Setup → Earnings and Deductions → Deductions Tab |
| Deduction Groupings | Payroll Setup → Groupings → Deduction Groupings Tab |
| Taxability Override Sets | Payroll Setup → Earnings and Deductions → Tax Override Sets Tab |
| Payroll | System Admin → Client Properties → Properties → Payroll Tab |
| Payee Categories | Payroll Setup → Third Party Payees → Payee Categories Tab |

# Payroll Policies

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Payroll Policies | Payroll Setup → Payroll Policies |
| Payroll Policies - Rules | Payroll Setup → Payroll Policies |
| Check Templates | Payroll Setup → Check Templates |

# Delivery Packages

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Delivery Packages | Payroll Setup → Report Output → Delivery Packages |

# Pay Group

* [Back to available workbooks](#1-available-workbooks)


| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Pay Group | Pay Setup → Pay Group |
| Pay Group - Export Configuration | Pay Setup → Pay Group → Export Configuration |
| Pay Group - Calendars | Pay Setup → Pay Group → Calendars |
| Pay Group - Delivery Packages | Pay Setup → Pay Group → Delievery Packages |
| PayGroup-Payroll-Rules | Pay Setup → Pay Group → Payroll Mapping |
| PayGroup-WFM-Rules | Pay Setup → Pay Group → WFM Mapping |
| PayGroup-Payroll-Rules | Pay Setup → Pay Group → Payroll Mapping |
| Pay Group - Delivery Packages | Pay Setup → Pay Group → Delivery Packages |

# Org Units

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| General | Org Setup → Organization → General Tab |
| Contact | Org Setup → Organization → Contact Tab |
| Closures | Org Setup → Organization → Closures Tab |
| Locations | Org Setup → Organization → Location Tab |
| Comparable Site | Org Setup → Organization → Comparable Site Tab |
| Compliance Properties | Org Setup → Organization → Compliance Properties Tab |
| Address | Org Setup → Organization → Address Tab |
| Legal Entity | Org Setup → Organization → Legal Entity |


# HR Admin

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| PayClass | HR Admin → Pay Class |
| PayType | HR Admin → Pay Type |
| Employment Status | HR Admin → Status |
| Employment Status - Reason | HR Admin → Employment Status Reason |
| Unions | HR Admin → Unions |
| Employee Properties | HR Admin → Employee Properties |


# Jobs and Job Assignments

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Jobs | Org Setup → Jobs and Job Assignments → Jobs |
| General | Org Setup → Jobs and Job Assignments → Job Assignments |
| Skills | Org Setup → Jobs and Job Assignments → Job Assignments |

# Org Setup

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Department | Org Setup → Organization → Department Tab |
| Zones | Org Setup → Zones Configuration |
| Levels | Org Setup → Levels |

# Employee Data Mapping Rules

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| General | HR Admin → Employee Data Mapping Rules → General |
| Mapping Rules | HR Admin → Employee Data Mapping Rules → Mapping Rules |
| Qualifiers | HR Admin → Employee Data Mapping Rules → Qualifiers |

# Pay Policy

* [Back to available workbooks](#1-available-workbooks)


| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Pay Policy | Pay Setup → Pay Policy |
| Pay Policy - RulesConfig | Pay Setup → Pay Policy → Rules Config |
| Pay Policy - Dynamic Reallocation | Pay Setup → Pay Policy → Dynamic Reallocation |
| PayPolicy - RateDisplay | Pay Setup → Pay Policy → Rate Display |

# Entitlements

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Entitlements | Pay Setup → Entitlements Tab |
| Entitlements | Pay Setup → Entitlements Tab |
| Policies | Pay Setup → Entitlements → Policies Tab |
| Recurrences | Pay Setup → Entitlements → Recurrences Tab |

# ROE Contact Assignment

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Roe Contact Assignment | Payroll Setup → Roe Contact Assignment |

# Job Rate

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Job Rate | Pay Setup → Job Rate → Job Rates Tab |
| Job Step Policy | Pay Setup → Job Rate → Job Step Policy Tab |
| Job Step Policy | Pay Setup → Job Rate → Job Step Policy Tab |

# Plans and Options

* [Back to available workbooks](#1-available-workbooks)

| Tabs Title | Dayforce Navigation |
| ---- | ---- |
| Plans And Options Config | N/A |
| Plans General | Benefits Setup → Plans and Options → General Tab |
| Plans - Coverage Begin | Benefits Setup → Plans and Options → Coverage Begin Tab |
| Plans - Tiers | Benefits Setup → Plans and Options → Tiers Tab |
| Plans - Coverage End | Benefits Setup → Plans and Options → Coverage End Tab |
| Options - Option Eligibility | Benefits Setup → Plans and Options → Options → Option Eligibility Tab |
| Plans - Payroll Mapping | Benefits Setup → Plans and Options → Payroll Mapping Tab |
| Options - Rates | Benefits Setup → Plans and Options → Options → Rates Tab |
| Options - General | Benefits Setup → Plans and Options → Options → General Tab |
| Plans - Eligibility | Benefits Setup → Plans and Options → Plan Eligibility Tab |
| Options - Guaranteed Amount | Benefits Setup → Plans and Options → Options → Guaranteed Amount Tab |
| Options - Proration Rules | Benefits Setup → Plans and Options → Options → Proration Rules Tab |
| Options - Participants | Benefits Setup → Plans and Options → Options → Participants |

# Engagement Setup

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Analysis Heat Map | Engagement Setup → Results Setup → Analysis Heat Map |
| Access | Engagement Setup → Results Setup → Access |
| Access Members | Engagement Setup → Results Setup → Access Members |
| Categories | Engagement Setup → Question Setup → Categories |
| Notification | Engagement Setup → Results Setup → Notification |
| Questions | Engagement Setup → Question Setup → Questions |
| Answer Types | Engagement Setup → Question Setup → Answer Types |
| Key Segments | Engagement Setup → Results Setup → Key Segments |

# Time Off Policy

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| General | Time Away From Work → Time Off Policy |
| Enforcement | Time Away From Work → Time Off Policy → Enforcement Tab |
| Duration | Time Away From Work → Time Off Policy → Duration Tab |
| Time Calculation | Time Away From Work → Time Off Policy → Time Calculation Tab |
| TAFW Process Override | Time Away From Work → Time Off Policy → TAFW Process Override Tab |
| Time Off Rule Policy | Time Away From Work → Time Off Policy → Time Off Rule Policy Tab |
| Concurrent Time Off | Time Away From Work → Time Off Policy → Concurrent Time Off Tab |
| Advance Pay | Time Away From Work → Time Off Policy → Advance Pay Tab |
| Pay Code Swap | Time Away From Work → Time Off Policy → Pay Code Swap Tab |
| Recurring TAFW | Time Away From Work → Time Off Policy → Recurring TAFW Tab |
| TAFW Attachments | Time Away From Work → Time Off Policy → TAFW Attachments Tab |
| Partial TAFW | Time Away From Work → Time Off Policy → Partial TAFW Tab |
| Reason Codes Control | Time Away From Work → Time Off Policy → Reason Codes Control Tab |
| Schedule Instructions | Time Away From Work → Time Off Policy → Schedule Instructions Tab |

# Review Cycles

* [Back to available workbooks](#1-available-workbooks)
| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Review Cycles | Performance Setup → Review Setup → Review Cycles |
| Review Cycles - Sections | Performance Setup → Review Setup → Review Cycles → Sections Tab |
| Review Cycles - Review Schedule | Performance Setup → Review Setup → Review Cycles → Review Schedule Tab |
| Review Cycles - Employee Eligibility | Performance Setup → Review Setup → Review Cycles → Employee Eligibility Tab |
| Review Cycles - Assigned Employees | Performance Setup → Review Setup → Review Cycles → Assigned Employees Tab |
| Review Cycles - Approval Process | Performance Setup → Review Setup → Review Cycles → Approval Process Tab |
| Review Cycles - Peer Reviews | Performance Setup → Review Setup → Review Cycles → Peer Reviews Tab |

# Schedule

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Schedule Rule Policy | Schedule Setup → Schedule Rule Policy |
| ScheduleRulePolicy-Rules | Schedule Setup → ScheduleRulePolicy-Rules |
| Schedule Change Policy | Schedule Setup → Schedule Change Policy |
| ScheduleChangePolicy-Rules | Schedule Setup → ScheduleChangePolicy-Rules |
| Pending Offer Expiration | Schedule Setup → Schedule Change Policy → Pending Offer Expiration Tab |
| ScheduleAcceptancePolicy-Rules | Schedule Setup → Schedule Change Policy → Schedule Acceptance Policy Tab |

# Shift Setup V2

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| 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 |
| Activities | Schedule Setup → Activities |

# Job Application

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Question Configuration | Recruiting Setup → Job Application Configuration → Question Configuration |
| DeclineAndOfferRejectionReason | Recruiting Setup → Decline and Offer Rejection Reason |
| Section Configuration | Recruiting Setup → Job Application Configuration → Section Configuration |
| Template Configuration | Recruiting Setup → Job Application Configuration → Template Configuration |
| Background Screening Mapping | Recruiting Setup → Template Configuration |
| Templates | Letter Management → Template Designer → Templates |
| PreHireQuestionConfiguration | Recruiting Setup → Pre-Hire Questionnaire Configuration |

# Job Requisitions

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Job Search Configuration | Recruiting Setup → Job Search Configuration |
| Job Requisition Justification | Recruiting Setup → Job Requisition Justification |
| Job Posting Template Config | Recruiting → Job Posting Template Config |
| Client Properties | Recruiting Setup → Client Properties |
| Draft Policy | Recruiting → Privacy Policy |
| Recruiters | Recruiting Setup → Recruiters |
| JobRequisitionAdditionalFields | Recruiting Setup → Job Requisition Additional Fields |

# Candidate

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Candidate Source Config | Recruiting Setup → Candidate Source Configuration |
| Candidate Status | Recruiting Setup → Candidate Status |
| Candidate Status Mapping | Recruiting Setup → Candidate Status Mapping |
| Client Career Site Management | Recruiting Setup → Client Career Site Management |

# Projects

* [Back to available workbooks](#1-available-workbooks)

| **Tabs Title** | **Dayforce Navigation** |
| ---- | ---- |
| Management | Projects → Management |
| Ownership | Projects → Ownership |

# Release Impact

* [Back to available workbooks](#1-available-workbooks)

# Attendance

* [Back to available workbooks](#1-available-workbooks)

| Tabs Title | Dayforce Navigation |
| ---- | ---- |
| Attendance Config | N/A |
| Incident Type | Pay Setup → Attendance → Incident Type Tab |
| Violation | Pay Setup → Attendance → Violation Tab |
| Grade | Pay Setup → Attendance → Grade Tab |
| Grade Track | Pay Setup → Attendance → Grade Track Tab |
| Attendance Rule Policy | Pay Setup → Attendance → Attendance Rule Policy Tab |
| Incident Type Rule | Pay Setup → Attendance → Attendance Rule Policy Tab → Incident Type Tab |
| Violation Rule | Pay Setup → Attendance → Attendance Rule Policy Tab → Violation Tab |
| Grade Rule | Pay Setup → Attendance → Attendance Rule Policy Tab → Grade Tab |
| Decrement Rule | Pay Setup → Attendance → Attendance Rule Policy Tab → Decrement Tab |
| Decrement Cascade | Pay Setup → Attendance → Attendance Rule Policy Tab → Decrement Cascade |
| Attendance Policy | Pay Setup → Attendance → Attendance Policy Tab |

# Eligibility

* [Back to available workbooks](#1-available-workbooks)

| Eligibility Config | N/A |
| ---- | ---- |
| Dependent Qualifier | Benefits Setup - Eligibility |
| Employee Qualifier | Benefits Setup - Eligibility |
| Period Of Time Qualifier | Benefits Setup - Eligibility |
| PPACA Status Qualifier | Benefits Setup - Eligibility |
| PWE Qualifier | Benefits Setup - Eligibility |
| WFM Hours Qualifier | Benefits Setup - Eligibility |
| BPOD Qualifier | Benefits Setup - Eligibility |
| HR Event Qualifier | Benefits Setup - Eligibility |
| Enrollment Event Qualifier | Benefits Setup - Eligibility |


# Eligibility Operator

* [Back to available workbooks](#1-available-workbooks)
| Tabs Title | Dayforce Navigation |
| ---- | ---- |
| Eligibility Operator Config | N/A |
| Eligibility Operator | Benefits Setup → Eligibility |

# Enrollments

* [Back to available workbooks](#1-available-workbooks)
| Enrollments Config | N/A |
| ---- | ---- |
| General | Benefits Setup - Enrollments - Properties Tab<br>Benefits Setup - Enrollments - Event Details Tab |
| Instructions | Benefits Setup - Enrollments - Instructions Tab |
| Introduction | Benefits Setup - Enrollments - Introduction Tab |
| Profile Forms | Benefits Setup - Enrollments - Profile Forms Tab |
| Sections/Elections | Benefits Setup - Enrollments - Sections/Elections Tab |
| Summary | Benefits Setup - Enrollments - Summary Tab |
| Next Steps | Benefits Setup - Enrollments - Next Steps Tab |
| Eligibility | Benefits Setup - Enrollments - Eligibility Tab |

# Position Management
[Back to available workbooks](#1-available-workbooks)

| Tabs Title | Dayforce Navigation |
| ---- | ---- |
| Positions | Organization Designer → Positions |

# Workflow

* [Back to available workbooks](#1-available-workbooks)

| Tabs Title | Dayforce Navigation |
| ---- | ---- |
| Workflow Config | N/A |
| Role Privileges | Workflow Administration → Role Privileges |


# Config Watch

* [Back to available workbooks](#1-available-workbooks)
[
](#1-available-workbooks)