ConfigBot WD - How to add or Update Goal Template in PM/GM.
PM/GM - Goal Template
The following article will help to explain how you can update a “Goal Template” in Workday through Configbot.
- Enter your Username and Password and click on the submit button to login.
- Navigate towards the "Home screen" and click on the " Talent Panel" and then Click on PM/GM Module.
- Select the workspace that best suits your preferences or requirements.
- Navigate to the generated workbook (in my case, Iteration #1) and open the workbook.
- Navigate to the worksheet tab labeled as “Goal Template”.
- Provide the "Goal Section Name” for Goal Template, Add "Row Number", "Default Goal Section Name", "Applies To", and the remaining information appropriately. Then set the processing status for the respective Goal Template as “Pending”.
- Close the Workbook, navigate back to your workspace, click on the hamburger menu and select start configuration option.
- The Start Configuration pop-up window will appear. Enter your Workday password and provide any relevant execution notes. Then, select the checkbox for the “Goal Template”. Finally, click the "Confirm and Start" button.
- You can track the progress of iteration by clicking on Information Icon (i).
- Once the status shows "Complete," then return to the workbook to confirm that the data was successfully added. The following rows and their fields will be highlighted in green, indicating successful execution. Additionally, the Processing Status will be changed to Processed.
- To confirm the changes made, navigate to the "Goal Template" window by searching for it by name using the search bar on the Workday Home page.
This confirms a successful execution where a new Goal Template was added to the PM/GM module using ConfigBot, ensuring accurate data transfer and configuration within Workday.
Thank you!
Updated on: 02/27/2026
Thank you!