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 Workday instance. It is designed to help users easily understand where workbook data originates from in Workday, making navigation, validation, and configuration management more efficient across environments.

Modules in Scope

• HCM

Core HCM

Time & Absence

Time Tracking

Payroll

• Talent

Recruiting

Compensation

Onboarding

PM/GM

Talent Review

Succession Planning

• Platform

Security

Integration

Report

Custom Objects

Business Process

• Impact Analysis

Impact Analysis Security

Health Check

Integration Dependency

Impact Analysis

• Robotics

Robotics Core HCM

• Others

Transport

Expense Q2

Inventory Q2

Procurement Q2

Customer Accounts Q2

Supplier Accounts Q2

You Cannot Delete Configuration from ConfigBot

Core HCM

• Tabs in workbook and their Workday Navigations

Location - View Location, Edit Location & Create Location

Reorganization - Reorganizations, Create Reorganization & Edit reorganization

Business Process - Business process definition, Create Business process definition

Job Family - Job family, Create Job family, Edit Job Family

Job Family Group - Job family group, Create Job family group, Edit Job Family group

Company - View company, Create Company

Cost Center - View cost center, Create cost center

Region - View region, Create region

Company Hierarchy - Search by Company Hierarchy Name, Create Company Hierarchy

Cost Center Hierarchy - Search by Cost Center Hierarchy Name, Create Cost Center Hierarchy

Location Hierarchy - Search by Location Hierarchy Name, Create Location Hierarchy

Region Hierarchy - Search by Region Hierarchy Name, Create Region Hierarchy

Supervisory Organizations - View Supervisory Organization, Create Supervisory Organization

Event Categories and Reasons - Maintain Event Categories and Reasons

Tenant Setup Global - Tenant Setup - Navigate towards Global tab, Edit Tenant Setup - Global

Citizenship Statuses - Maintain Citizenship Statuses

Tenant Setup Business Process - Tenant Setup - Navigate towards Business process tab, Edit Tenant Setup - Business Process

Race Ethnicity Details - Maintain Race/Ethnicity Details, View Race/Ethnicity Details

Employee Types - Maintain Employee Types

Tenant Setup System - Tenant Setup - Navigate towards System Tab, Edit Tenant Setup - System

Localization Settings - Maintain Localization Settings

Tenant Setup Notifications - Tenant Setup - Notifications, Edit Tenant Setup - Notifications

Organization Types - Maintain Organization Types

Time & Absence

• Tabs in workbook and their Workday Navigations

Holiday Calendar - View Holiday Calendar, Create Holiday Calendar, Edit Holiday Calendar, All Holiday Calendar

Time Calculation Tags - Maintain Time Calculation Tags, View Time Calculation Tags

Time Off Types - Time Off Types, Maintain Time Off Types

Balance Period - View Balance Period, Create Balance Period, Edit Balance Period, All Balance Period

Leave Families - All Leave Families, Maintain Leave Families

Leave Types - Create Leave Types, Edit Leave Types, View Leave Types

Accrual - Create Accruals, Edit Accruals, View Accruals, All Accruals

Period Schedule - View Period Schedule, Edit Period Schedule, Create Period Schedule

Time Off Plan - Create Time Off Plan, Edit Time Off Plan, View Time Off Plan, All Time Off Plan

Leave Type Security Segment - View Leave Type Security Segment, Create Leave Type Security Segment, Edit Leave Type Security Segment,

All Leave Type Security Segment

Time Off Security Segment - View Time Off Security Segment, Edit Time Off Security Segment, Create Time Off Security Segment, All Time Off Security Segment

Holiday Work Schedule Calendar Rules - Create Holiday/Work Schedule Calendar Rule, Edit Holiday/Work Schedule Calendar Rule, View Holiday/Work Schedule Calendar Rule

Time Off - View Time Off, Edit Time Off, Create Time Off

Time Tracking

• Tabs in workbook and their Workday Navigations

Work Schedule Calendar Group - Create Work Schedule Calendars Group, Edit Work Schedule Calendars Group, View Work Schedule Calendars Group

Time Code Groups - All time code groups, create time code group, view time code group, edit time code group

Time Entry Code - All time entry code, create time entry code, view time entry code, edit time entry code

Time Entry Validation Groups - Create time entry validation group, edit time entry validation group, maintain time entry validation group

Time Calculation Group - All time calculation group, create time calculation group, view time calculation group, edit time calculation group

Time Tracking Eligibility Rule - All time tracking eligibility rule, create time tracking eligibility rule, view time tracking eligibility rule, edit time tracking eligibility rule

Time Entry Validation - Maintain Time Entry Validations

Time Entry Template - All time entry template, create time entry template, view time entry template, edit time entry template

Time Calculation - All time calculation, view time calculation, edit time calculation, create time calculation

Work Schedule Calendar - All work schedule calendar, view work schedule calendar, edit work schedule calendar, create work schedule calendar

Payroll

• Tabs in workbook and their Workday Navigations

Tenant Setup Payroll - Edit Tenant Setup - Payroll

COMP Payroll Printing Options - Company Payroll Printing Options

Payroll Accounting Options - View Payroll Accounting Options , Maintain Payroll Accounting Options

COMP Federal US Tax Reporting - Company Federal US Tax Reporting,Edit Company Federal US Tax Reporting

Run Category - View Run Category,Edit Run Category,Create Run Category

Deduction - View Deduction

Earning - View Earning

Company Tax Details - View Company Tax Details,Edit Company Tax Details

Worker Compensation Codes - Maintain Workers' Compensation Codes,View Workers' Compensation Codes

Deduction Priorities - Maintain Deduction Priorities

Tax Authority Exceptions Pay Component Groups - Maintain Tax Authority Exceptions Pay Component Groups

Company Province CAN Tax Reporting - Edit Company Province CAN Tax Reporting

Company Federal CAN Tax Reporting - Edit Company Federal CAN Tax Reporting

Pay Group Assignment Rule - View Pay Group Automatic Assignment Rule

Pay Component Group - View Pay Component Group,Create Pay Component Group,Edit Pay Component Group

Payment Election Rules - Maintain Payment Election Rules

Pay Group - View Pay Group

Company State US Tax Reporting - Edit Company State and Local US Tax Reporting

Recruiting

• Tabs in workbook and their Workday Navigations

Location - View Location, Edit Location, Create Location

Tenant Setup - Tenant Setup - Navigate towards HCM tab, Edit Tenant Setup - HCM) (Navigate towards Recruiting tab, Edit Tenant Setup - Recruiting) (Navigate towards Global tab, Edit Tenant Setup - Global)

Job Application List - Maintain Job Application Templates

Condition Rule - create job requisition condition rule, edit job requisition condition rule, view job requisition condition rule

Job Posting - View Job Posting Template, Edit Job Posting Template, Create Job Posting Template

Questionnaire and Questions - Configure Questionnaire, Create Questionnaire, View Questionnaire

Recruiting Sources - recruiting sources, maintain recruiting sources

Internal Career Site - View Internal Career Site, Create Internal Career Site, Edit Internal Career Site

External Career Site - (View External Career Site, Create External Career Site, Edit External Career Site)

Languages - Languages, Maintain Languages

Degrees - Degrees, Maintain Degrees

Fields of Study - Maintain fields of study, fields of study, view field of study, edit field of study

Schools - Maintain schools, create schools, view schools, edit schools

Job App Business Process - bp:Job application

Job Application - Create Job application Template, View Job application Template, Edit Job application Template

Config Automatic Stage Routing - Business Process Definitions → Business Process Type: Job Application → Configured for Organization → Select Organization → View Dynamic Definition → Configure Automatic Stage Routing

Job Posting Template Content - Create Job Posting Template Content, View Job Posting Template Content, Edit Job Posting Template Content

Compensation

• Tabs in workbook and their Workday Navigations

Compensation Packages - Compensation Packages , Edit Compensation Packages, Create Compensation Packages

Compensation Grade - (Compensation Grade , Edit Compensation Grade, Create Compensation Grade )

Compensation Eligibility Rules - Compensation Eligibility Rule , Edit Compensation Eligibility Rule, Create Compensation Eligibility Rule, View Compensation Eligibility Rule, Test Compensation Eligibility Rule

Compensation Plans - (Compensation Plans)

Total Rewards Section - View Total Rewards Section, Edit Total Rewards Section, Create Total Rewards Section

Total Rewards Template - View Total Rewards Template, Edit Total Rewards Template, Create Total Rewards Template

Configurable Compensation Basis - Edit Configurable Compensation Basis, Create Configurable Compensation Basis

Tenant Setup Compensation - Tenant Setup - HCM Tab - Compensation

Compensation Grade Hierarchy - Maintain Compensation Grade Hierarchy, View Compensation Grade Hierarchy

Compensation Elements - Maintain Compensation Elements, Compensation Elements, Add Compensation Elements

Compensation Basis - Maintain Compensation Basis

Compensation Steps - Grade - (Maintain Compensation steps, Compensation Steps) Navigate towards Compensation Grade Steps Tab

Compensation Steps - Profile - (Maintain Compensation steps, Compensation Steps) Navigate towards Compensation Grade Profile Steps Tab

Onboarding

• Tabs in workbook and their Workday Navigations

Business Process - RPT - Business Process Definitions

Onboarding Setup Template - Onboarding Setup Template - Maintain Onboarding Setup Template

PM/GM

• Tabs in workbook and their Workday Navigations

Goal Periods - Maintain Goal Periods

Goal Categories - Maintain Goal Categories

Goal Units - Maintain Goal Units

Goal Payout Bands - Maintain Goal Payout Bands

Goal Completion Statuses - Maintain Goal Completion Statuses

Career Preferences - Maintain Career Preferences

Relocation Areas - Maintain Relocation Areas

Feedback Badges - Maintain Feedback Badges

Profile Group - Configure Profile Group

Competency Categories - Maintain Competency Categories

Review Questions - Maintain Review Questions

Job Family - Maintain Competencies for Job Family

Review Question Categories - Maintain Review Question Categories

Talent Tags - Configure Talent Tags

Goal Template - Configure Goal Template

Goal Setup - Maintain Goal Setup

Feedback Template - View Feedback Template

Feedback Setup - Maintain Feedback Setup

Feedback Questions - Manage Feedback Questions

Employee Review Template - Configure Employee Review Template

Competency Classes - Maintain Competency Classes

Emp Review Section Types - Maintain Employee Review Section Types

Skills and Experience Setup - Maintain Skills and Experience Setup

Travel Amounts - Maintain Travel Amounts

Competency Precedence - Maintain Competency Precedence

Competencies Management Level - Maintain Competencies for Management Level

Connection Types - Maintain Connection Types

Review Types - Maintain Review Types

Competency - View Competency

Goal Template Rule - View Goal Template Rule

Talent Review

• Tabs in workbook and their Workday Navigations

Talent Tags - Talent Tags - Configure Talent Tags

Onboarding Setup - Maintain Talent Review Onboarding Setup

Talent Review Rule - View Talent Review Rule, Edit Talent Review Rule, Create Talent Review Rule

Talent Review Template - Configure Talent Review Template, Create Talent Review Template

Succession Planning

• Tabs in workbook and their Workday Navigations

Loss Impact - Maintain Loss Impact

Achievable Levels - Maintain Achievable Levels

Potential - Maintain Potential

Retention - Maintain Retention

Readiness - Maintain Readiness

Success Ratings - Maintain Success Ratings

Succession Plan Setup - Maintain Succession Plan Setup

Security

• Tabs in workbook and their Workday Navigations

Security Groups - (View Security Group, Edit Security Group, Create Security Group)

Domain Security - (Domain Security Configuration)

Role Assignments - (Search for supervisory organization then select any organization within the details select the role tab to see role assignments)

BP Security Policies - (Business Process Security Configuration)

Assignable Roles - Maintain Assignable Roles

Integration

• Tabs in workbook and their Workday Navigations

Core Connector - View Integration System

Setup Integration - View Integration System

Report

• Tabs in workbook and their Workday Navigations

Custom Report - View Custom Report

Custom Objects

• Tabs in workbook and their Workday Navigations

Custom Object - View Custom Object, Edit Custom Object, Create Custom Object

Business Process

• Tabs in workbook and their Workday Navigations

Business Process - Business process definition, Create Business process definition

Related Links By Definition - RPT - Business Process Definitions -> Business Process -> Maintain Related Links By Definition

Help Text - RPT - Business Process Definitions -> Business Process -> Maintain Help Text

Rule Based Calendar Config - RPT - Business Process Definitions -> Business Process -> Rule Based Calendar Configuration

Related Worklets - RPT - Business Process Definitions -> Business Process -> Maintain Related Worklets

Rule Based BP Config - RPT - Business Process Definitions -> Business Process -> Rule Based Business Process Configuration

Health Check

• Tabs in workbook and their Workday Navigations

Active Job App Rec - AUDIT - Active Job Applications w/ No Primary Recruiter

Active Job App Reqs - AUDIT - Active Job Applications on Closed/Filled Reqs

Duplicate SSN Audit - AUDIT - Duplicate SSN Audit

Employees as Self HR Partner - AUDIT - Employees as Self HR Partner

Employees as Self Manager - AUDIT - Employees as Self Manager

Employees Compensation Package - AUDIT - Employees Compensation Package and Grade Audit

Employees Missing SSN - AUDIT - Employees Missing SSN (National IDs)

Employees missing Manager - AUDIT - Employees missing Manager

Employees in Inactive Role - AUDIT - Employees in Inactive Role Based Security

Emp Missing Hourly Salary Plans - AUDIT - Employees Missing Hourly/Salary Plans

Employee Missing Compensation Package - AUDIT - Employee Missing Compensation Package

Inactive Job Reqs - AUDIT - Inactive Job Requisitions w/ Active Postings

Security Groups Not Referenced - AUDIT - Security Groups Not Referenced in any Security Policy

Integration Dependency

• Tabs in workbook and their Workday Navigations

Integration Dependency - View Integration System -> Configure Integration Field Attributes

Updated on: 01/26/2026