Payroll Setup - Earnings and Deductions

• ConfigBot DF - Earnings And Deductions - How to Add an Earning.

  The following article will help explain on how you can add or update a Earning in Dayforce through ConfigBot.     Enter your Username and Password and click at the submit button to login.     Navigate towards the "Home screen" and click on the "Earnings and Deductions" module tile under Payroll Setup. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/imageFew readers

Use Cases

• ConfigBot DF - Pay Setup - Entitlements - Use Case 02 (Renaming and Migration)

  This article will help you understand the necessary steps for renaming an object while migrating it from one Dayforce instance to another, ensuring a smooth migration without conflicts or data inconsistencies.     Enter your Username and Password and click at the submit button to login.     Navigate towards the "Home screen" and click on the "Pay Setup" module tile under Platform. (htFew readers

• ConfigBot DF - How To Migrate Pay Policies

  This article will help you understand the necessary steps and the impact of “Object Values” when moving Pay Policies from one instance to another.     Enter your Username and Password and click at the submit button to login. 2.     Navigate towards the "Home screen" and click on the "Pay Setup" module tile under Platform. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7Few readers

• ConfigBot DF - Pay Setup - Entitlement - Use Case 01 (Similar and Different ID's while Migration)

  This article will help you understand the necessary steps and the impact of “ID” when moving entitlements from one instance to another.     Enter your Username and Password and click at the submit button to login.     Navigate towards the "Home screen" and click on the "Pay Setup" module tile under Platform. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000Few readers

Release Notes

• Dayforce Release 4th October, 2025

  4 Oct, 2025 Release What's New on Site? Welcome to ConfigBot for Dayforce! New Modules: Succession ConfigBot now supports Succession. This module empowers HR teams to manage talent pipelines effectively by automating succession planning processes in Dayforce. It helps identify high-potential employees, track readiness for key roles, and maintain a dynamic succession chart that reflects real-time organizational changes. It also ensures seamless data integration and updates for emplPopular

• Dayforce Release 20th Sept, 2025

  20 Sept, 2025 Release What's New on Site? Welcome to Configbot for Dayforce! Web Release The dashboard has been completely redesigned to give you a cleaner and more organized experience. Key Highlights of the New Dashboard: Account Usage Overview – Quick visibility into your usage. Company Report – Provides quick access to company-wide activity insights. This section is available only to company admins. General users will instead see the User Report sectPopular

• Darforce Release October 25th, 2025

  Oct 25, 2025 Release What's New on Site? Welcome to ConfigBot for DayForce! New Modules: Compensation The Compensation module in Dayforce is part of its unified Human Capital Management (HCM) platform. It helps organizations manage merit increases, bonuses, equity awards, salary adjustments, and other compensation decisions in conjunction with payroll, performance, and budgeting. Enhancements: Pay Setup 1 new worksheet, Pay Group, has been added in the Pay Setup workbooSome readers

• Dayforce Release December 20th, 2025

  December 20th, 2025 Release What's New on Site? Welcome to ConfigBot for Dayforce! Enhancements: 1. Org Setup/HR admin Employee Properties: One new column added: Person Management Policy Type. 2. Employees Employment Settings: Four New columns added:   Shift Rotation Start Date Create Schedule From Rotation  Key Information Current Long Service Leave EligibilitySome readers

• Darforce Release November 22nd, 2025

  22 Nov, 2025 Release What's New on Site? Welcome to ConfigBot for Dayforce! New modules: Onboarding ConfigBot now supports Onboarding. It automates key onboarding configurations, allowing users to efficiently manage new-hire setup, required forms, workflows, and task assignments. This module streamlines the onboarding process, ensures data accuracy, and reduces manual effort. Benefits The Benefits module in Dayforce helps organizations design, manage, and administer employee benefiSome readers

• Dayforce Release January 31st, 2026

  January 31st, 2026 Release What's New on Site? Welcome to ConfigBot for Dayforce! URL Update We are switching from app.configbot.ai to app.configbot.io, after release any request to app.configbot.ai  will be redirected to app.configbot.io automatically. It will be similar for ca.configbot.ai any request will be redirected to ca.configbot.io Recruiting ConfigBot now supports Recruiting. It automates key recruiting configurations, enabling users to efficiFew readers

• Dayforce Release January 17th, 2026

  January 17th, 2026 Release What's New on Site? Welcome to ConfigBot for Dayforce! Enhancements: 1. Pay Setup Base Rate Policy: One new column added: Rule Type - Parent Rule Name. Pay Group: The column have been updated across the entire module to align with the instance, providing an enhanced user experience. Units: One new column added: Base Unity Type. (https://storage.criFew readers

• Dayforce Release February 14th, 2026

  February 14th, 2026 Release What's New on Site? Welcome to ConfigBot for Dayforce! New Modules: Client Properties ConfigBot now supports Client Properties for update-only configurations. This module enables users to efficiently update existing client-level settings across key tabs such as General, Messages, Employee, Timesheet, Time and Attendance, Scheduling, Payroll, Reporting, Benefits, Position Management, and Security. ConfigBot alFew readers

Platform - Pay Setup

• ConfigBot DF - Pay Setup - Workbook Generation through Pay Setup Config.

  The following article provides a comprehensive guide on how to use Config sheet to generate a workbook with selected objects from a Dayforce instance Enter your Username and Password and click at the submit button to login.     Navigate towards the "Home screen" and click on the "Pay Setup" module tile under Platform. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7eFew readers

Scheduling Plan - Shift Setup

• ConfigBot DF - Shift Setup - How To Add Shift Definitions.

  Shift Setup - Shift Definitions. The following article will help to explain how you can create a new Shift Definition in Dayforce using Configbot.     Enter your Username and Password and click at the submit button to login.     Navigate towards the "Home screen" and click on the "Shift Setup" module tile under Scheduling Plan. (https://storage.crisp.chat/users/helpdesk/website/-/Few readers

System Admin - Users

• ConfigBot DF - How To Generate Workbook For Users Module

  Generate Workbook - Users   The following article will help explain on how you can Generate Workbook for Users Module using Configbot.       Enter your Username and Password and click at the submit button to login.       Navigate towards the "Home screen" and click on the "Users" module tile under System Admin.   (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd03300Some readers

Workforce Management - Org Setup/HR Admin

• ConfigBot DF - Org Setup/HR Admin - How To Add Jobs.

  Org Setup/HR Admin - Jobs. The following article will help to explain how you can create a new Job in Dayforce using Configbot.     Enter your Username and Password and click at the submit button to login.     Navigate towards the "Home screen" and click on the "Org Setup/HR Admin" module tile under Workforce Management. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/4Few readers

ConfigBot - Core

• ConfigBot DF - Workbooks Deprecated / Upgrade Workbook

  Workbooks Deprecated / Upgrade Workbook (Dayforce – ConfigBot) A deprecated workbook in ConfigBot for Dayforce is a workbook that no longer maintains a bidirectional connection with a Dayforce instance. This usually happens when our development team needs to alter the workbook’s formatting for one of the following reasons: Dayforce undergoes a significant change with a new release or feature. We modify the workbook based on client feedback. You can identify a deprecated workbookPopular

• Dayforce User Permissions Guide

  This article explains how to assign user permissions in your Dayforce instance to ensure that all screens in ConfigBot display complete data. Start by navigating towards the Roles module under System Admin. 2. Then Navigate towards the Role that is Assigned to you and click at the Web Services Field - Level Access tab. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd03Popular

• ConfigBot DF - How to add Iteration and Generate a Workbook.

  Generate a Workbook The following article will help explain on how to add new Iteration and Generate a workbook in ConfigBot.           Enter your Username and Password and click at the submit button to login.         Navigate towards the "Home screen" and click on the "HCM" module tile.     (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/imagewj4y5a.pngSome readers

• MFA (Multi-Factor Authentication) for Dayforce and ConfigBot

  Multi-factor authentication (MFA) is a multi-step account login process that requires users to enter more information than just a password. For example, along with the password, users might be asked to enter a code sent to their email, answer a secret question, or scan a fingerprint. This article will you help you in setting up MFA. Log in to your Dayforce instance by entering your credentials. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/imagemstaim.pnSome readers

• 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. Modules in Scope WORKFORCE MANAGEMENT Org Setup/HR Admin Labor Metrics Employees Payroll SetSome readers

• ConfigBot For Dayforce - User Manual

  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/7/43b7eSome readers

• Configbot for Dayforce - Clone, Compare and Migration

  Clone, Compare and Migrate - Pay Setup - Pay Codes   The following article will help explain on how you can Clone iterations, compare them and migrate data from one instance to another using Configbot.  Enter your Username and Password and click at the submit button to login.    Navigate towards the "Home screen" and click on the "Pay Setup" module tile under Platform. (https://storage.Some readers

• ConfigBot For Dayforce - How To Setup Custom URL

  This article will guide you through the process of adding a Custom URL for your Dayforce instance in ConfigBot Enter your Username and Password and click at the submit button to login. Then navigate towards the Admin Dashboard from the left panel. Inside the Admin Dashboard, Navigate TowSome readers

• ConfigBot For Dayforce - Self Trouble Shooting Guide

  This guide will help you understand the common errors encountered while using ConfigBot and how to troubleshoot them Login Issue: If you are facing login issues despite entering correct login details, there are a few ways to troubleshoot them A. Click the Forgot Password option. Enter your email address, and a password reset link will be sent to your email. Use this link to reset your password and log in again. Alternatively, you can ask your company administrator to reset your passwordFew readers

• ConfigBot For Dayforce Guide - New Workbook and Google Sheets Access

  This article will guide you through the necessary steps to access workbook in Google Sheets.     Enter your Username and Password and click at the submit button to login.     Navigate towards any module and select the workspace that best suits your preferences or requirements. Click at AFew readers

System Admin - Roles

• ConfigBot DF - How to Create new Role and Assign Features to it

  Roles - Roles and Roles Features The following article will help to explain how you can create a new role and assign features to it in Dayforce through Configbot.     Enter your Username and Password and click at the submit button to login. 2.     Navigate towards the "Home screen" and click on the "Roles" module tile under System Admin. (https://storage.crisp.chat/users/helpdesk/website/Few readers

Workforce Management - Labor Metrics

• ConfigBot DF - Labor Metrics - How To Add Legacy Labor Metrics

  Labor Metrics - Legacy Labor Metrics The following article will help to explain how you can create a new Legacy Labor Metrics in Dayforce using Configbot.     Enter your Username and Password and click at the submit button to login.     Navigate towards the "Home screen" and click on the "Labor Metrics" module tile under Workforce Management. (https://storage.crisp.chat/users/helpdesFew readers