Articles on: DayForce

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


Org Setup/HR Admin


Employees


Earnings and Deductions


Roles


Shift Setup


Benefits


Performance Management


Succession


Pay Setup


Recruiting


Compensation


Impact Analysis


Vacation Bidding Setup


Plan Setup


Hub Setup


Translations


Labor Metrics



Payroll General Ledger


Users



Flex Credit Setup


Review Cycle





Onboarding


Compare Analysis






Legal Entity




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


Balances


Delivery Packages


HR Admin


Plans and Options


Engagement Setup


Schedule


Job Application


Projects


Release Impact

Position Managemnt

Workflow

Config Watch


Pay Setup V2


Earnings and Deductions V2


Jobs and Job Assignments

Enrollments



Shift Setup V2


Job Requisitions







Time Entry Policy


Payroll Policies


Org Setup

Eligibility




Candidate







Pay Group


Roe Contact Assignment


Org Unit

Eligibility Operator










Job Rate



Employee Data Mapping Rules











Entitlements













Pay Policy













Time off Policy













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

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




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



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



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



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



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



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



Tabs Title

Dayforce Navigation

User

System Admin → User


Client Properties



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



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



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



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



Tabs Title

Dayforce Navigation

Talent Matrix

Succession Setup → Talent Review Setup → Talent Factors

Talent Factors

Succession Setup → Talent Review Setup → Talent Matrix


Pay Setup



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



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



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



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



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



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



Tabs Title

Dayforce Navigation

Impact Analysis for Roles

Impact Analysis → Roles


Compare Analysis



Tabs Title

Dayforce Navigation

Compare Analysis for Pay Policy and Entitlements

Compare Analysis → Pay Policy and Entitlements


Plan Setup



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



Tabs Title

Dayforce Navigation

Hub Assignments

Hub Setup → Hub Designer → Hub Assignments

Audiences

Hub Setup → Hub Designer → Audiences



Translations



Translation 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



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



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




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



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



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



Tabs Title

Dayforce Navigation

Delivery Packages

Payroll Setup → Report Output → Delivery Packages


Pay Group




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



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



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



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



Tabs Title

Dayforce Navigation

Department

Org Setup → Organization → Department Tab

Zones

Org Setup → Zones Configuration

Levels

Org Setup → Levels


Employee Data Mapping Rules



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




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



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



Tabs Title

Dayforce Navigation

Roe Contact Assignment

Payroll Setup → Roe Contact Assignment


Job Rate



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



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



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



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


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



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



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



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



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



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



Tabs Title

Dayforce Navigation

Management

Projects → Management

Ownership

Projects → Ownership


Release Impact



Attendance



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



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


Tabs Title

Dayforce Navigation

Eligibility Operator Config

N/A

Eligibility Operator

Benefits Setup → Eligibility


Enrollments


Enrollments Config

N/A

General

Benefits Setup - Enrollments - Properties Tab
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


Tabs Title

Dayforce Navigation

Positions

Organization Designer → Positions


Workflow



Tabs Title

Dayforce Navigation

Workflow Config

N/A

Role Privileges

Workflow Administration → Role Privileges



Config Watch



Updated on: 10/19/2026

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