ConfigBot WD - Impact Analysis (Core HCM, Recruiting, Compensation, Calculation Fields & Custom Report Matched)

Impact Analysis - Impact Analysis

The following article will help to explain how you generate Impact Analysis for Core HCM, Recruiting, Compensation, Calculation Fields & Custom Report Matched in Workday through Configbot.

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

2. Navigate towards the "Home screen" and click on the " Impact Analysis" and then Click on Impact Analysis Module.

3. Select the workspace that best suits your preferences or requirements.

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

5. Inside the workbook, you can navigate to each sheet and see that they are currently empty.

6. To generate the analysis, return to your workspace, click the hamburger menu, and select the Generate Analysis option. In the Generate Analysis window, select 3 modules and Custom Report Matched along with their respective iterations for which you want to generate the analysis.

• Also Select the "Calculation Fields" option, then add Password. Once selected, click the confirm and start button to begin the analysis process.

7. Once the execution is completed, you can open the workbook to review the generated details. For each object, the category, identifier, dependency category, and usage are automatically populated.

A. For Core HCM, you can see which business process types are created for specific supervisory organizations. By scrolling down, you can review additional fields along with their dependencies and usage across the system. This helps you understand that any change made to a specific business process will impact the associated organization, and vice versa.

B. For Recruiting, you can see which job posting templates are included in each external career site. Scrolling further allows you to review other fields, their dependencies, and how they are used across the system. This helps analyze how changes to a specific job posting may impact the related external career site, and vice versa.

C. For Compensation, you can see which compensation plans are included within specific compensation bases. Additional fields, dependencies, and usage details are available as you scroll through the sheet. This helps you understand that changes made to a particular compensation plan can impact the related compensation basis, and vice versa.

D. For Calculation Fields, the sheet provides a consolidated view of how fields are used across different business objects in Workday. It maps each field to its source (e.g., calculated or direct), the area where it is utilized (such as calculated fields or custom reports), and its specific usage.

The primary purpose of this document is to support impact analysis, system documentation, and troubleshooting. It helps identify dependencies between fields and configurations, making it easier to assess the impact of any changes, ensure accurate data mapping, and maintain system integrity.

This reference is especially useful for:

• Understanding field dependencies
• Supporting report development and validation
• Assisting in debugging and issue resolution
• Enabling smooth configuration changes and deployments

E. For Custom Report Matched, the numbers are generated with percentages which indicates the similarities and differences, like "100" indicates the Reports are similar and "0" indicates no similarities in Reports. Also the similar Reports helps in analyzing that which report is matched. Also this will help you to inactive or delete similar reports based on your choice. 

In conclusion, ConfigBot’s analysis functionality provides comprehensive visibility into object relationships, dependencies, and system-wide usage across Core HCM, Recruiting, and Compensation. It also incorporates Custom Report Match and Calculation Field analysis to further enhance insight into system configurations. The Custom Report Match feature operates on numerical comparisons to identify alignment and differences across reports, while Calculation Fields provide a consolidated view of how fields are utilised across various business objects within the instance.

By generating and reviewing this analysis, users can clearly understand how configuration changes impact related objects and reporting structures before making updates. This holistic and structured approach enables accurate impact assessment, reduces the risk of inconsistencies, and supports more informed, data-driven decision-making. Ultimately, it ensures that configuration changes are implemented efficiently and confidently across environments.

Updated on: 04/13/2026