ConfigBot For Workday 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 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.


Available Workbooks


HCM

Talent

Platform

Impact Analysis

Finance


Core HCM


Recruiting


Security


Health Check


Finance


Time & Absence


Compensation


Integration


Integration Dependency


Finance Customer Accounts


Time Tracking


Onboarding


Report



Finance Expense


Payroll


PM/GM


Custom Objects



Finance Procurement



Talent Review


Business Process



Finance Supplier Account



Succession Planning






Calibration






Benefits






Advanced Compensation






ROAD MAP




Scramble Q3
Robotics Q3




UNAVAILABLE FUNCTIONS


You Cannot Delete Configuration from ConfigBot



ConfigBot Workbook Tabs & Workday Navigations


Core HCM



Back to Available Workbooks


Tab Titles

Workday Navigation

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



Back to Available Workbooks


Tab Titles

Workday Navigation

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


Back to Available Workbooks


Tab Titles

Workday Navigation

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


Back to Available Workbooks


Tab Titles

Workday Navigation

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


Back to Available Workbooks


Tab Titles

Workday Navigation

Location

View Location; Edit Location; Create Location

Tenant Setup

Tenant Setup → HCM; Edit Tenant Setup - HCM; Tenant Setup → Recruiting; Edit Tenant Setup - Recruiting; Tenant Setup → Global; 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


Back to Available Workbooks


Tab Titles

Workday Navigation

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 → Compensation Grade Steps Tab

Compensation Steps - Profile

Maintain Compensation Steps; Compensation Steps → Compensation Grade Profile Steps Tab


Onboarding


Back to Available Workbooks


Tab Titles

Workday Navigation

Business Process

RPT → Business Process Definitions

Onboarding Setup Template

Onboarding Setup Template → Maintain Onboarding Setup Template


PM/GM


Back to Available Workbooks


Tab Titles

Workday Navigation

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

Employee Review Rule

View Employee Review Rule

Talent Review


Back to Available Workbooks


Tab Titles

Workday Navigation

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


Back to Available Workbooks


Tab Titles

Workday Navigation

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


Calibration


Back to Available Workbooks


Tab Titles

Workday Navigation

Calibration Flags

Maintain Calibration Flags

Calibration Program

Create Calibration Program

Calibration Program Rule

View Calibration Program Rule

Set Up nBox Report

Set Up nBox Report


Benefits


Back to Available Workbooks


Tab Titles

Workday Navigation

Benefit Provider

Benefit Provider

Benefit Annual Rate Types

Maintain Benefit Annual Rate Types

Insurance Coverage Targets

Maintain Insurance Coverage Targets

Benefit Group

Benefit Group

Health Care Rate

Health Care Rate

Benefit Event Type

Edit Benefit Event Type

Health Care Coverage Targets

Maintain Health Care Coverage Targets

Cross Plan Ins Coverage Max

Edit Cross Plan Insurance Coverage Maximum

Insurance Rate

Insurance Rate

Insurance Coverage

Edit Insurance Coverage

Add Benefits Coverage Targets

Maintain Additional Benefits Coverage Targets

Passive Event Rule

Passive Event Rule

Benefit Plan Year Definition

Edit Benefit Plan Year Definition

Benefit Defaults

Maintain Benefit Defaults

Benefit Coverage Types

Maintain Benefit Coverage Types

Cross Plan Enroll Prerequisite

View Cross Plan Enrollment Prerequisite; Edit Cross Plan Enrollment Prerequisite; Create Cross Plan Enrollment Prerequisite

Benefit Eligibility Rule

View Benefit Eligibility Rule; Edit Benefit Eligibility Rule; Create Benefit Eligibility Rule

Enrollment Event Rule

Create Enrollment Event Rule; Edit Enrollment Event Rule


Security


Back to Available Workbooks


Tab Titles

Workday Navigation

Security Groups

View Security Group; Edit Security Group; Create Security Group

Domain Security

Domain Security Configuration

Role Assignments

Search for Supervisory Organization → Select any organization → Details → Role tab → View Role Assignments

BP Security Policies

Business Process Security Configuration

Assignable Roles

Maintain Assignable Roles



Integration


Back to Available Workbooks


Tab Titles

Workday Navigation

Core Connector

View Integration System

Setup Integration

View Integration System


Report


Back to Available Workbooks


Tab Titles

Workday navigation

Custom Report

View Custom Report

Custom Objects


Back to Available Workbooks


Tab Titles

Workday Navigation

Custom Object

View Custom Object; Edit Custom Object; Create Custom Object


Business Process


Back to Available Workbooks


Tab Titles

Workday Navigation

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

Notification

Business Process → Notifications


Health Check


Back to Available Workbooks


Tab Titles

Workday Navigation

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

Employees 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


Back to Available Workbooks


Tab Titles

Workday Navigation

Integration Dependency

View Integration System → Configure Integration Field Attributes


Advanced Compensation


Back to Available Workbooks


Tab Titles

Workday Navigation

Arithmetic Calculation

View Arithmetic Calculation; Create Arithmetic Calculation; Edit Arithmetic Calculation

Compensation Matrix

Edit Compensation Matrix

Compensation Review Options

View Compensation Review Options; Edit Compensation Review Options; Create Compensation Review Options

Compensation Parallel Event

Maintain Compensation Review Participation Rule Sets → Bonus Parallel Event; Stock Parallel Event; Merit Parallel Event (Rule Types)

Grid Configuration

Edit Grid Configuration; View Grid Configuration; Create Grid Configuration

Lookup Calculation

View Lookup Calculation; Create Lookup Calculation; Edit Lookup Calculation

Organization Assignment

Maintain Compensation Review Participation Rule Sets → Organization Assignment (Rule Type)

Review Process Template

View Compensation Review Process Template; Edit Compensation Review Process Template; Create Compensation Review Process Template

Termination

Maintain Compensation Review Participation Rule Sets → Termination (Rule Type)

Finance


Back to Available Workbooks


Tab Titles

Workday Navigation

Financial Messages

Maintain Financial Messages

Dispute Reasons

Maintain Dispute Reasons

Credit Cards

View Credit Card; Edit Credit Card; Create Credit Card

Business Purposes

Maintain Business Purposes


Finance Customer Accounts


Back to Available Workbooks


Tab Titles

Workday Navigation

Aging Group

View Aging Group; Edit Aging Group; Create Aging Group

Calculation Options

Maintain Interest and Late Fee Calculation Options

Companies as Customer or Supplier

Maintain Companies as Customers or Suppliers

Cust Contract Amendment Types

Maintain Customer Contract Amendment Types

Customer Categories

Customer Categories → Maintain Customer Categories

Customer Contract Types

Maintain Customer Contract Types

Customer Groups

Maintain Customer Groups

Customer Invoice Types

Maintain Customer Invoice Types

Customer Pay App Rule

View Customer Payment Application Rule; Edit Customer Payment Application Rule; Create Customer Payment Application Rule

Customer Pay App Rule Set

View Customer Payment Application Rule Set; Edit Customer Payment Application Rule Set; Create Customer Payment Application Rule Set

Defaults and Overrides

Maintain Interest and Late Fee Defaults and Overrides

Finance Charge Rules

Maintain Interest and Late Fees → Rules

Invoice Adjustment Reasons

Maintain Invoice Adjustment Reasons

Payment Terms

Maintain Payment Terms

Payment Types

Maintain Payment Types

Reasons for Customer Status Change

Maintain Reasons for Customer Status Change

Receivables Overpayment Reasons

Maintain Receivables Overpayment Reasons

Receivables Writeoff Reasons

Maintain Receivable Writeoff Reasons

Revenue Category

Edit Revenue Category; Create Revenue Category; Revenue Categories

Sales Item

Edit Sales Item; Create Sales Item; View Sales Item

Sales Item Groups

Sales Item Groups → Maintain Sales Item Groups

Schedule Types

Maintain Schedule Types


Finance Expense


Back to Available Workbooks


Tab Titles

Workday Navigation

Company Expenses Options

View Company Expenses Options; Edit Company Expenses Options

Expense Item Group

Maintain Expense Item Group

Expense Item

Edit Expense Item; Create Expense Item; View Expense Item

Expense Item Attributes

Enable Configurable Expense Item Attributes

Expense Rate Table

Edit Expense Rate Table; Create Expense Rate Table; View Expense Rate Table

Expense Policy Groups

Maintain Expense Policy Groups

Payment Handling Instructions

Maintain Payment Handling Instructions

Payment Election Rules

Maintain Payment Election Rules

Spend Attachment Categories

Maintain Spend Attachment Categories

Spend Categories without Hierarchy

Maintain Spend Categories → Maintain Spend Categories without Hierarchy

Spend Categories Existing Hierarchy

Maintain Spend Categories → Maintain Spend Categories for Existing Hierarchy; Create New Spend Category Hierarchy

Purchase Item

Create Purchase Item; View Purchase Item; Edit Purchase Item


Finance Procurement


Back to Available Workbooks


Tab Titles

Workday Navigation

Cart Link Override

Edit Cart Link Override; Create Cart Link Override

Commodity Code

View Commodity Code; Edit Commodity Code; Create Commodity Code

Commodity Code Types

Maintain Commodity Code Types

Company Procurement Options

Edit Company Procurement Options; Create Company Procurement Options; View Company Procurement Options

Item Identifier Types

Maintain Item Identifier Types

Item Tags

Maintain Item Identifier Types

Procurement Reasons

Maintain Procurement Reasons

Purchase Order Print Layout

View Purchase Order Print Layout; Edit Purchase Order Print Layout; Create Purchase Order Print Layout

Purchase Order Types

Maintain Purchase Order Types

Requisition Sourcing Rule

Maintain Requisition Sourcing Rules

Requisition Types

Maintain Requisition Types

Return Reasons

Maintain Return Reasons

Shipping Methods

Maintain Shipping Information

Shipping Terms

Maintain Shipping Information

Supplier Contract Types

Maintain Supplier Contract Types

Tenant Setup Financials

Edit Tenant Setup - Financial

Unit of Measure Dimensions

Maintain Unit of Measure Dimensions

Worktag Usage

Maintain Worktag Usage


Finance Supplier Account


Back to Available Workbooks


Tab Titles

Workday Navigation

Custom Validation

Maintain Custom Validations

Find Suppliers

Create Suppliers; Find Suppliers

Invoice Adjustments Reasons

Maintain Invoice Adjustment Reasons

Related Worktag Usage

Maintain Related Worktag Usage → Supplier

Supplier Accounts Match Rule Set

Edit Supplier Accounts Match Rule Set; Create Supplier Accounts Match Rule Set; View Supplier Accounts Match Rule Set

Tenant Setup Financials

Edit Tenant Setup → Financials

Update 1099 Configuration

Update 1099 Configuration

Worktag Usage

Maintain Worktag Usage → Supplier Invoice

Updated on: 09/18/2026

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