Impact Analysis - Health Check

• ConfigBot WD - How to add or Update Health Check in Health Check.

  Health Check - Health Check The following article will help to explain how you can Generate a Workbook “Health Check” 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 "Impact Analysis Panel" and then Click on the Health Check Module. (https://storage.crisp.chat/users/helpdesk/wFew readers

Talent - PM/GM

• ConfigBot WD - How to add or Update Goal Units in PM/GM.

  PM/GM - Goal Units The following article will help to explain how you can update a “Goal Units” 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.  (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/imageFew readers

• 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.  (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000Few readers

Talent - Succession Planning

• ConfigBot WD - How to add or Update Potential in Succession Planning.

  Succession Planning - Potential The following article will help to explain how you can add or update a “Potential” 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 Succession Planning Module.  (https://storage.crisp.chat/users/helpdesk/website/Few readers

Talent - Compensation

This section contains no articles.

ConfigBot- Core

• ConfigBot WD - User Manual

  1.   Platform & Navigation Overview 1.1  ConfigBot Home Icon: Always returns you to the main dashboard.  1.2- My Profile: Access options to reset your password and set your preferred time zone. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image1piolo3.pngSome readers

• ConfigBot WD - How to add Iteration and Generate a Workbook.

  CORE HCM - Generate a Workbook The following article will help explain on how to add new Iteration and Generate a workbook in configbot.      Enter your Username and Password and click at the submit button to login.      Navigate towards the "Home screen" and click on the "Core HCM" module tile.   (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/imagexo649j.Some readers

• ConfigBot For Workday - Api User Permissions Guide

  Configuring API User Permissions in ConfigBot (Workday) This guide explains how to assign the correct Workday permissions to a ConfigBot API user. This setup ensures ConfigBot can read or update configurations across multiple business areas such as Compensation, Organizations, and Job Structures.  Step 1: Create or Use an Integration User In Workday, navigate to Create Integration System User. Enter a name (e.g., CFGISUConfigBot). Set a secure password and uSome readers

• ConfigBot WD - Workbooks Deprecated / Upgrade Workbook

  Workbooks Deprecated / Upgrade Workbook (Workday – ConfigBot) A deprecated workbook in ConfigBot for Workday is a workbook that no longer maintains a bidirectional connection with a Workday instance. This usually happens when our development team needs to alter the workbook’s formatting for one of the following reasons: Workday undergoes a significant change with a new release or feature. We modify the workbook based on client feedback. You can identify a deprecated workbook becaFew readers

• Configbot WD - Clone, Compare and Migrate

  Clone, Compare and Migrate - Core HCM - Job Family The following article will help explain on how you can Clone iterations, compare them and migrate data from one instance to another using Configbot.  Enter your Username and Password and click at the submit button to login.    Navigate towards the "Home screen" and click on the "Core HCM" module tile under HCM. (https://storage.crisp.cFew readers

• ConfigBot For Workday - Self Trouble Shooting Guide

  This guide will help you understand the common errors encountered while using ConfigBot and how to troubleshoot them Login Issue: If you are facing login issues despite entering correct login details, there are a few ways to troubleshoot them A. Click the Forgot Password option. Enter your email address, and a password reset link will be sent to your email. Use this link to reset your password and log in again. Alternatively, you can ask your company administrator to reset your password.Few readers

• 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. Modules in Scope HCM Core HCM Time & Absence Time Tracking Payroll Talent Recruiting CompensatFew readers

Impact Analysis - Impact Analysis

• ConfigBot WD - Impact Analysis (Core HCM, Recruiting, Compensation)

  Impact Analysis - Impact Analysis The following article will help to explain how you generate Impact Analysis for Core HCM, Recruiting and Compensation in Workday through Configbot. 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. (https://storagFew readers

HCM - Time & Absence

• ConfigBot WD - How to add or Update Time Calculation Tags in Time & Absence.

  Time & Absence - Time Calculation Tags The following article will help to explain how you can add or update a Time Calculation tag 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 "HCM Panel" and then Click on Time & Absence Module.  (https://storage.crisp.chat/users/helpdesk/Few readers

• ConfigBot WD - How to add and update Time Off Types in Time & Absence

  Time & Absence – Time Off Types The following article will help to explain how you can add or update a Time Off Types 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 "HCM Panel" and then Click on Time & Absence Module.  (https://storage.crisp.chat/users/helpdesk/website/-/4/Few readers

• ConfigBot WD - How to add or Update Leave Type Security Segment in Time & Absence.

  Time & Absence - Leave Type Security Segment The following article will help to explain how you can add or update a “Leave Type Security Segment” 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 "HCM Panel" and then Click on Time & Absence Module.  (https://storage.crisp.chat/usFew readers

• ConfigBot WD - How to add or Update Time Off in Time & Absence.

  Time & Absence - Time Off The following article will help to explain how you can add or update a “Time Off” 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 "HCM Panel" and then Click on Time & Absence Module.  (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7eFew readers

• ConfigBot WD - How to add or Update Accrual in Time & Absence.

  Time & Absence - Accrual The following article will help to explain how you can add or update a “Accrual” 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 "HCM Panel" and then Click on Time & Absence Module.  (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fFew readers

• ConfigBot WD - How to add or Update Time Off Security Segment in Time & Absence.

  Time & Absence - Time Off Security Segment The following article will help to explain how you can add or update a Time Off Security Segment 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 "HCM Panel" and then Click on Time & Absence Module.  (https://storage.crisp.chat/users/helFew readers

• ConfigBot WD - How to add and update Leave Type in Time & Absence

  Time & Absence – Leave Type The following article will help to explain how you can add or update a Leave type 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 "HCM Panel" and then Click on Time & Absence Module.  (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43Few readers

• ConfigBot WD - How to add or Update Balance Period in Time & Absence.

  Time & Absence - Balance Period The following article will help to explain how you can add or update a Balance period 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 "HCM Panel" and then Click on Time & Absence Module.  (https://storage.crisp.chat/users/helpdesk/website/-/4/3/Few readers

HCM - Time Tracking

• ConfigBot WD - How to add or Update Time Code Groups in Time Tracking.

  Time Tracking - Time Code Groups The following article will help to explain how you can add or update a “Time Code Groups” 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 "HCM Panel" and then Click on Time Tracking Module.  (https://storage.crisp.chat/users/helpdesk/website/-Few readers

• ConfigBot WD - How to add or Update Time Entry Template in Time Tracking.

  Time Tracking - Time Entry Template The following article will help to explain how you can add or update a “Time Entry 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 "HCM Panel" and then Click on Time Tracking Module.  (https://storage.crisp.chat/users/helpdesk/websiFew readers

• ConfigBot WD - How to add or Update Time Entry Validation Group in Time Tracking.

  Time Tracking - Time Entry Validation Groups The following article will help to explain how you can add or update a “Time Entry Validation Groups” 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 "HCM Panel" and then Click on Time Tracking Module.  (https://storage.crisp.chat/userFew readers

• ConfigBot WD - How to add or Update Time Calculation Groups in Time Tracking.

  Time Tracking - Time Calculation Groups The following article will help to explain how you can add or update a “Time Calculation Groups” 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 "HCM Panel" and then Click on Time Tracking Module.  (https://storage.crisp.chat/users/helpdeFew readers

• ConfigBot WD - How to add or Update Time Entry Code in Time Tracking.

  Time Tracking - Time Entry Code The following article will help to explain how you can add or update a “Time Entry Code” 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 "HCM Panel" and then Click on Time Tracking Module.  (https://storage.crisp.chat/users/helpdesk/website/-/4/3/Few readers

Platform - Integration

• ConfigBot WD - How To Generate Workbook for Integration.

  Generate Workbook - Integration The following article will help explain on how you generate workbook for Integration in Configbot.       Enter your Username and Password and click at the submit button to login.       Navigate towards the "Platform Panel" and click on the "Integration" module tile. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image9tdiceFew readers

Platform - Business Process

• ConfigBot WD - How To Initiate a New Business Process

  Business Process - Initiating a New Business Process The following article will help to explain how you can Initiate a Business Process 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 " Platform Panel" and then Click on Business Process Module.   (https://storage.crisp.chatFew readers

Release Notes

• Workday Release November 22nd, 2025

  Nov 22, 2025 Release What's New on Site? Welcome to ConfigBot for Workday! New Modules: Succession Planning ConfigBot now supports Succession. The Succession Planning module helps organizations identify, track, and update potential successors for key roles. It automates pulling candidate data from Workday, comparing changes, and updating readiness codes and critical position mappings, ensuring accurate and up-to-date succession plans with minimal manual effort. Enhancements:Popular

• Workday Release January 31st, 2026

  January 31st, 2026 Release  What's New on Site?  Welcome to ConfigBot for Workday! URL Update We are switching from app.configbot.ai to app.configbot.io, after release any request to app.configbot.ai  will be redirected to app.configbot.io automatically.  Enhancements: 1: Core HCM Supervisory Organization: 4 new columns are added: Top Level Subordinates Manager Integrated Organization Superior (https://storage.crisp.chat/users/helpdesk/website/Few readers

• Workday Release January 17th, 2026

  January 17, 2026 Release  What's New on Site?  Welcome to ConfigBot for Workday! New Modules:   Reports ConfigBot now supports Simple and Advanced Report automation.  The Custom Report module enables organizations to automate the comparison and management of Simple and Advanced Workday reports. ConfigBot helps validate report definitions, data sources, calculated fields, filters, and security configurations across environments. By identifying differences and ensuring consistency, ConFew readers

• Workday Release February 14th, 2026

  February 14, 2026 Release  What's New on Site?  Welcome to ConfigBot for Workday! New Modules: Calibration The Calibration Module enables organizations to automate the comparison, validation, and management of Calibration-related configurations across environments. ConfigBot helps validate Calibration Config, Calibration Flags, Calibration Programs, Calibration Program Rules, and nBox Report setup to ensure alignment between tenants. By automating these configurations, ConfigBot enhancFew readers

Impact Analysis - Integration Dependency

This section contains no articles.

Talent - Onboarding

• 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.   (https://storage.crisp.chat/users/Few readers

HCM - Core HCM

• ConfigBot WD - How to add and update Region in Core HCM.

  CORE HCM – Region The following article will help explain on how you can add or update a Region in Workday through Configbot. Enter your Username and Password and click at the submit button to login. Navigate towards the "Home screen" and click on the "Core HCM" module tile. Select thePopular

• ConfigBot WD - How to add and update Company Hierarchy in Core HCM.

  CORE HCM – Company Hierarchy   The following article will help explain on how you can add or update a Company Hierarchy in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.         Navigate towards the "Home screen" and click on the "Core HCM" module tile. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd0330Some readers

• ConfigBot WD - How to add and update Location Hierarchy in Core HCM.

  CORE HCM – Location Hierarchy    The following article will help explain on how you can add or update a Location Hierarchy in Workday through Configbot.    Enter your Username and Password and click at the submit button to login.      2. Navigate towards the "Home screen" and click on the "Core HCM" module tile.  (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/iSome readers

• ConfigBot WD - How to add and update Marital Statuses in Core HCM.

  CORE HCM – Marital Statuses   The following article will help explain on how you can add or update a Marital Statuses in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.         Navigate towards the "Home screen" and click on the "Core HCM" module tile.   (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd03300Some readers

• ConfigBot WD - How to add and update Race and Ethnicity details in Core HCM.

  CORE HCM – Race/Ethnicity Details   The following article will help explain on how you can add or update a Race/Ethnicity Details in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.               Navigate towards the "Home screen" and click on the "Core HCM" module tile.   (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7Some readers

• ConfigBot WD - How to add and update Cost Center in Core HCM.

  CORE HCM – Cost Center   The following article will help to explain how you can add or update a Cost Center in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.         Navigate towards the "Home screen" and click on the "Core HCM" module tile. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image1boSome readers

• ConfigBot WD - How to add and update Cost Center Hierarchy in Core HCM.

  CORE HCM – Cost Center Hierarchy   The following article will help explain on how you can add or update a Cost Center Hierarchy in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.         Navigate towards the "Home screen" and click on the "Core HCM" module tile.   (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7Some readers

• ConfigBot WD - How to add and update Job Family Group in Core HCM.

  CORE HCM – Job Family Group The following article will help explain on how you can add or update a Job Family Group in Workday through Configbot. Enter your Username and Password and click at the submit button to login. Navigate towards the "Home screen" and click on the "Core HCM" module tile. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image13rbn2pSome readers

• ConfigBot WD - How to add and update Job Family in Core HCM.

  CORE HCM – Job Family   The following article will help explain on how you can add or update a Job Family in Workday through Configbot.       Enter your Username and Password and click at the submit button to login.       Navigate towards the "Home screen" and click on the "Core HCM" module tile.     (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image13wksmSome readers

• ConfigBot WD - How to add and update company in Core HCM.

  CORE HCM – Company   The following article will help explain on how you can add or update a Company in Workday through Configbot.       Enter your Username and Password and click at the submit button to login.     Navigate towards the "Home screen" and click on the "Core HCM" module tile.Some readers

• ConfigBot WD - How to add and update Citizenship Statuses in Core HCM.

  CORE HCM – Citizenship Statuses The following article will help to explain how you can add or update Citizenship Statuses in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.           Navigate towards the "Home screen" and click on the "Core HCM" module tile. (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbSome readers

• ConfigBot WD - How to add and update Reorganization in Core HCM.

  CORE HCM – Reorganization   The following article will help explain on how you can add or update a reorganization in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.         Navigate towards the "Home screen" and click on the "Core HCM" module tile.   (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/iFew readers

Platform - Security

• ConfigBot WD - How to add and update security group in Security.

  Security – Security Group   The following article will help explain on how you can add or update a security group in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.           Navigate towards the "Home screen" and click on the "Security" module tile.     (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd03300Some readers

• ConfigBot WD - How to add and update Role Assignments in Security.

  Security – Role Assignments The following article will help to explain how you can Assign Roles in any Organization in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.           Navigate towards the "Home screen" and click on the "Security" module tile.   (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/Some readers

• ConfigBot WD - How to add and update Domain security permissions in Security.

  Security – Domain Security The following article will help to explain how you can provide domain security permissions to Security Groups in Workday through Configbot.         Enter your Username and Password and click at the submit button to login.         Navigate towards the "Home screen" and click on the "Security" module tile.   (https://storage.crisp.chat/users/helpdesk/website/-/4/Some readers

Talent - Recruiting

• ConfigBot WD - How to add or update Degrees in Recruiting

  RECRUITING - Degrees   The following article will help explain on how you can add or update a Degrees in Workday through Configbot.          Enter your Username and Password and click at the submit button to login.             Navigate towards the "Home screen" and click on the "Recruiting" module tile.   (https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image17Some readers