ConfigBot WD - How to add or Update Onboarding Setup Template in Onboarding.
Onboarding - Onboarding Setup Template
The following article will help to explain how you can add or update a “Onboarding Setup Template” on 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 Onboarding 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 “Onboarding Setup Template”.
- Provide the “Template Name”, Add “Condition Rule Applied” then select “Yes or No for Inactive”, Add “Memo” and the remaining information appropriately, then select the processing status 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 “Onboarding Setup 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 ‘' Maintain Onboarding Setup 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 “Onboarding Setup Template” was added to the Onboarding Module using ConfigBot, ensuring accurate data transfer and configuration within Workday.
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Updated on: 01/24/2026
Thank you!