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ConfigBot WD - How to add or Update Review Process Template in Advance Compensation

Advance Compensation - Review Process Template


The following article will help to explain how you can add or update a “Review Process Template” in Workday through Configbot. 


  1. Enter your Username and Password and click on the submit button to login. 


  1. Navigate towards the "Home screen" and click on the "Talent Panel" and then Click on Advance Compensation Module. 


  1. Select the workspace that best suits your preferences or requirement. 


  1. Navigate to the generated workbook (in my case, Iteration #2) and open the workbook. 



  1. Navigate to the worksheet tab labeled as “Review Process Template".


  1. Provide the Name for Review Process Template, then add "Description" & "Accessible by Users Granted Segment", Select Yes or No for "Inactive", "Include Lump Sums", "Include Additional Adjustments ", "Include Promotions", and in the remaining sections complete all remaining data, and set the Processing Status to 'Pending'."


  1. Close the Workbook, navigate back to your workspace, click on the hamburger menu and select start configuration option.


  1. The Start Configuration pop-up window will appear. Enter your Workday password and provide any relevant execution notes. Then, select the checkbox for the “Review Process Template”. Finally, click the "Confirm and Start" button.



  1. You can track the progress of iteration by clicking on Information Icon (i).


  1. 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.


  1. To confirm the changes made, navigate to the "Review Process 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 Review Process Template was added to the Advance Compensation Module using ConfigBot, ensuring accurate data transfer and configuration within Workday. 


Thank you! 

Updated on: 07/08/2026

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