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 readersConfigBot 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 readersConfigBot 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 emplSome readersDarforce 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 readersDayforce 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 sectSome readersDayforce 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 readersDarforce 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 benefiFew readersDayforce 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 readersDayforce 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 readersDayforce 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 readersDayforce Release March 28th, 2026
March 28, 2026 Release What's New on Site? Welcome to ConfigBot for Dayforce! New Modules: Vacation Bidding Setup ConfigBot now supports Vacation Bidding configuration in Dayforce. This module enables users to efficiently manage and update configurations across key components such as Groups, Bidding Policy, Calendars, Notifications and Bidding sessions. ConfigBot allows controlled updates to supported fields within these areas, helping ensure consistency across instances while simpliFew readersDayforce Release March 6th, 2026
March 6th, 2026 Release What's New on Site? Welcome to ConfigBot for Dayforce! WEB RELEASE Admin Only Role A new user role called Admin Only has been added, which allows users to manage other users, assign and update their permissions, and access reports. Updated Modal Layout The Automation modal layout has been redesigned to improve usability and provide a cleaner, more strFew readersDayforce Release April 18th, 2026
April 18th, 2026 Release What's New on Site? Welcome to ConfigBot for Dayforce! New Modules: Hub Setup ConfigBot now supports Hub Setup configuration in Dayforce. This module enables users to efficiently manage and update configurations across key components such as Hub Assignment and Audiences. ConfigBot allows controlled updates to supported fields within these areas, helping ensure consistency across instances while simplifying the management of Hub-related setups. By aFew readersDayforce Release May 2nd, 2026
May 2nd, 2026 Release What's New on Site? Welcome to ConfigBot for Dayforce! Web Updates: Overview This release introduces a streamlined and more intuitive Execution Tracking experience, focused on clarity, usability, and real-time visibility into bot activity. What’s New 1. Simplified & Modernised Layout The Iteration summary table has been removed from the top section to reduce visual clutter and improve focus. The current execution title (e.g., "AutomaFew readersDayforce Release May 23rd, 2026
May 23rd, 2026 Release What's New on Site? Welcome to ConfigBot for Dayforce! Web Updates: We have updated the module access panel names to align with the dayforce instance for an improved user experience. New Modules Coming Soon We’re expanding ConfigBot’s capabilities with the launch of a new module. Legal Entity We have now added Legal Entity as a separate module insidFew readers
Impact Analysis - Roles
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ConfigBot - Core
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/7/43b7e9fbd03PopularConfigBot 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 workbookSome readersConfigBot 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 Org Setup/HR Admin Org Setup/HR Admin Labor Metrics Employees Payroll SetupSome readersMFA (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 readersConfigbot 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 TowFew readersConfigBot 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 readersConfigBot 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 readersValidation Functionality in ConfigBot for Dayforce
The Validation feature in ConfigBot ensures that the data within your workbook is accurately aligned with the corresponding configuration data in the Dayforce instance. It provides a fast and reliable way to verify data consistency, identify discrepancies, and maintain an up-to-date workbook, helping organizations ensure configuration accuracy and streamline deployment activities. Enter your Username and Password and click at the submit button to login. (https://storage.crisp.chat/useFew readers