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

Finance - Finance Expense

• ConfigBot WD - How to add or Update Expense Item Group in Finance Expense

  Finance Expense - Expense Item Group The following article will help to explain how you can add or update a “Expense Item Group” 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 "Finance Panel" and then Click on Finance Expense Module. ![](https://storage.crisp.chat/users/helpdesk/wFew readers

Talent - PM/GM

• 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/7/43b7e9fbd033000Some readers

• 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/imageSome readers

• ConfigBot WD - How to add or Update Feedback Badges in PM/GM.

  PM/GM - Feedback Badges The following article will help to explain how you can update a “Feedback Badges” 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/7/43b7e9fbd03Few readers

• ConfigBot WD - How to add or Update Review Questions in PM/GM.

  PM/GM - Review Questions The following article will help to explain how you can update a “Review Questions” 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/7/43b7e9fbdFew 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/Some readers

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

  Succession Planning - Achievable Levels The following article will help to explain how you can add or update a “Achievable Levels” 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 Succession Planning Module. ![](https://storage.crisp.chat/users/hFew readers

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

  Succession Planning - Succession Plan Setup The following article will help to explain how you can add or update a “Succession Plan Setup” 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 Succession Planning Module. ![](https://storage.crisp.chatFew readers

Talent - Compensation

• ConfigBot WD - How to add or Update Compensation Elements in Compensation

  Compensation - Compensation Elements The following article will help to explain how you can add or update a “Compensation Elements” 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 Compensation Module. ![](https://storage.crisp.chat/users/helpdeFew readers

• ConfigBot WD - How to add or Update Compensation Package in Compensation.

  Compensation - Compensation Package The following article will help to explain how you can add or update a “Compensation Package” 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 Compensation Module. ![](https://storage.crisp.chat/users/helpdesFew readers

• ConfigBot WD - How to add or Update Compensation Plan in Compensation.

  Compensation - Compensation Plan The following article will help to explain how you can add or update a “Compensation Plan” 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 Compensation Module. ![](https://storage.crisp.chat/users/helpdesk/webFew readers

• ConfigBot WD - How to add or Update Compensation Grade Hierarchy in Compensation

  Compensation - Compensation Grade Hierarchy The following article will help to explain how you can add or update a “Compensation Grade Hierarchy” 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 Compensation Module. ![](https://storage.crisp.chaFew readers

• ConfigBot WD - How to add or Update Compensation Basis in Compensation

  Compensation - Compensation Basis The following article will help to explain how you can add or update a “Compensation Basis” 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 Compensation Module. ![](https://storage.crisp.chat/users/helpdesk/weFew readers

• ConfigBot WD - How to add or Update Compensation Steps - Grade in Compensation

  Compensation - Compensation Steps - Grade The following article will help to explain how you can add or update a “Compensation Steps - Grade” 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 Compensation Module. ![](https://storage.crisp.chat/uFew readers

• ConfigBot WD - How to add or Update Configurable Compensation Basis in Compensation

  Compensation - Configurable Compensation Basis The following article will help to explain how you can add or update a “Configurable Compensation Basis” 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 Compensation Module. ![](https://storageFew readers

• ConfigBot WD - How to add or Update Compensation Grade in Compensation.

  Compensation - Compensation Grade The following article will help to explain how you can add or update a “Compensation Grade” 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 Compensation Module. ![](https://storage.crisp.chat/users/helpdesk/wFew readers

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/image_1piolo3.pngSome 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 CompensatSome 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., CFG_ISU_ConfigBot). Set a secure password and **uSome 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/image_xo649j.Some 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 becaSome 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.Some 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 WD - How to Add an Instance as Company Admin

  This article will help you in adding the Company Instance inside Configbot For Workday as a Company Admin. Enter your Username and Password and click on the submit button to login. Navigate towards the "Home screen" and click on the " Admin" and then Click on Admin Dashboard. InsidFew readers

Impact Analysis - Impact Analysis

• 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. Enter your Username and Password and click on the submit button to login. Navigate towards the "Home screen" and click on the " Impact Analysis" and then Click on ImSome readers

HCM - Time & Absence

• 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/7/43b7e9fSome readers

• 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/Some 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/7/43b7eSome 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/Some 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/7/43Some 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 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 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

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

  Time & Absence - Leave Families The following article will help to explain how you can add or update a Leave Families 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/bFew readers

Impact Analysis - Impact Analysis Security

• ConfigBot WD - Impact Analysis Security (Domain Security Difference)

  Impact Analysis Security - Domain Security Difference The following article explains how to generate Impact Analysis Security for Domain Security Differences in Workday using 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" and then Click on Impact Analysis Security Module. ![](htFew readers

• ConfigBot WD - Impact Analysis Security (BP Security Policies Matched)

  Impact Analysis Security - BP Security Policies Matched The following article explains how to generate Impact Analysis Security for BP Security Policies Matched in Workday using 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" and then Click on Impact Analysis Security Module. ![]Few readers

• ConfigBot WD - Impact Analysis Security (BP Security Policies Difference)

  Impact Analysis Security - BP Security Policies Difference The following article explains how to generate Impact Analysis Security for BP Security Policies Difference in Workday using 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" and then Click on Impact Analysis Security ModuleFew readers

• ConfigBot WD - Impact Analysis Security (Security Groups Difference)

  Impact Analysis Security - Security Groups Difference The following article explains how to generate Impact Analysis Security for Security Groups Difference in Workday using 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" and then Click on Impact Analysis Security Module. ![](httpFew readers

• ConfigBot WD - Impact Analysis Security (Security Groups Matched)

  ConfigBot WD - Impact Analysis Security (Security Group Matched) The following article explains how to generate Impact Analysis Security for Security Groups Matched in Workday using 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" and then Click on Impact Analysis Security Module.Few readers

• ConfigBot WD - Impact Analysis Security (Domain Security Matched)

  Impact Analysis Security - Domain Security Matched The following article explains how to generate Impact Analysis Security for Domain Security Matched in Workday using 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" and then Click on Impact Analysis Security Module. ![](https://sFew readers

Finance - Finance

• ConfigBot WD - How to add or Update Credit Cards in Finance

  Finance - Credit Cards The following article will help to explain how you can add or update a “Credit Cards” 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 " Finance Panel" and then Click on Finance Module. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbdFew readers

• ConfigBot WD - How to add or Update Business Purposes in Finance

  Finance - Business Purposes The following article will help to explain how you can add or update a “Business Purposes” 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 " Finance Panel" and then Click on Finance Module. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7Few readers

• ConfigBot WD - How to add or Update Financial Messages in Finance

  Finance - Financial Messages The following article will help to explain how you can add or update a “Financial Messages” 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 " Finance Panel" and then Click on Finance Module. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/bFew readers

• ConfigBot WD - How to add or Update Dispute Reasons in Finance

  Finance - Dispute Reasons The following article will help to explain how you can add or update a “Dispute Reasons” 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 " Finance Panel" and then Click on Finance Module. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43bFew readers

Talent - Advance Compensation

• ConfigBot WD - How to add or Update Grid Configuration in Advance Compensation

  Advance Compensation - Grid Configuration The following article will help to explain how you can add or update a “Grid Configuration” 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 Advance Compensation Module. ![](https://storage.crisp.chat/users/Few readers

• ConfigBot WD - How to add or Update Lookup Calculation in Advance Compensation

  Advance Compensation - Lookup Calculation The following article will help to explain how you can add or update a “Lookup Calculation” 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 Advance Compensation Module. ![](https://storage.crisp.chat/users/Few readers

• ConfigBot WD - How to add or Update Compensation Parallel Event in Advance Compensation

  Advance Compensation - Compensation Parallel Event The following article will help to explain how you can add or update a “Compensation Parallel Event” 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 Advance Compensation Module. ![](https://storagFew readers

• ConfigBot WD - How to add or Update "Organization Assignment" in Advance Compensation

  Advance Compensation - Organization Assignment The following article will help to explain how you can add or update a “Organization Assignment” 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 Advance Compensation Module. ![](https://storage.crisp.cFew readers

• 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. 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 Advance Compensation Module. ![](https://storage.crisp.cFew readers

• ConfigBot WD - How to add or Update Termination in Advance Compensation

  Advance Compensation - Termination The following article will help to explain how you can add or update a “Termination” 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 Advance Compensation Module. ![](https://storage.crisp.chat/users/helpdesk/websiFew readers

• ConfigBot WD - How to add or Update Compensation Review Options in Advance Compensation

  Advance Compensation - Compensation Review Options The following article will help to explain how you can add or update a “Compensation Review Options” 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 Advance Compensation Module. ![](https://storagFew readers

• ConfigBot WD - How to add or Update Arithmetic Calculation in Advance Compensation

  Advance Compensation - Arithmetic Calculation The following article will help to explain how you can add or update a “Arithmetic Calculation” 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 Advance Compensation Module. ![](https://storage.crisp.chaFew readers

• ConfigBot WD - How to add or Update Compensation Matrix in Advance Compensation

  Advance Compensation - Compensation Matrix The following article will help to explain how you can add or update a “Compensation Matrix” 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 Advance Compensation Module. ![](https://storage.crisp.chat/useFew readers

HCM - Time Tracking

• 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/userSome readers

• 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/-Some 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/helpdeSome 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 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

• ConfigBot WD - How to add or Update Work Schedule Calendar Group in Time Tracking.

  Time Tracking - Work Schedule Calendar Group The following article will help to explain how you can add or update a “Work Schedule Calendar Group” 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 Tracking Module. ![](https://storage.crisp.chat/userFew 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/image_9tdiceSome 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

• Configbot WD - Business Process Guide (Help Text & Related Worklets)

  This Guide will help you in understanding the Data type in different columns of Business Process Help Text and Related Worklets Screen. The Business Process includes two screens: Help Text and Related Worklets. Data entry in these screens is dependent on the selected Step Type. Therefore, information must be entered in the sheet according to the specific Step Type, as each Step Type has its own data dependencies and requirements. Please note these columns can be verified from busineFew 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:Some readers

• Workday Release March 6th, 2026

  March 6th, 2026 Release  What's New on Site?  Welcome to ConfigBot for Workday! WEB RELEASE Admin Only Role A new user role called Admin Only has been added, which allows users to manage other users, assign and update their permissions, and access reports. Updated Modal Layout The Automation modal layout has been redesigned to improve usability and provide a cleaner, more struSome 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 enhancSome readers

• 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 April 18th, 2026

  April 18th, 2026 Release  What's New on Site?  Welcome to ConfigBot for Workday! New Modules Advanced Compensation The Advanced Compensation Module enables automated comparison, validation, and management of advanced compensation configurations across environments. It supports key components such as Arithmetic Calculation, Compensation Matrix, Compensation Parallel Event, Compensation Review Options, Grid Configuration, Lookup Calculation, Organization Assignment, Review Process TemplatFew readers

• Workday Release March 28th, 2026

  March 28th, 2026 Release  What's New on Site?  Welcome to ConfigBot for Workday! Enhancements: Business Process Business Process: We have added a "Notifications" sheet in Business Process Module. Recruiting Workbook IntelliSense: We have added a new Workbook IntelliSense feature in the Recruiting module. This feature automatically generates a data sheet, whichFew readers

• Workday Release May 2nd, 2026

  May 2nd, 2026 Release  What's New on Site?  Welcome to ConfigBot for Workday! Web Updates: Overview This release introduces a streamlined and more intuitive Execution Tracking experience, focused on clarity, usability, and real-time visibility into bot activity. What’s New 1. Simplified & Modernized Layout The Iteration summary table has been removed from the top section to reduce visual clutter and improve focus. The current execution title (e.g., "AutomaFew readers

• Workday Release May 23rd, 2026

  May 23rd, 2026 Release  What's New on Site?  Welcome to ConfigBot for Workday! New Modules: Finance The Finance Module in ConfigBot for Workday includes key configuration screens such as Financial Messages, Dispute Reasons, Credit Cards, and Business Purposes, which support financial operations and process management within the system. Financial Messages are used to manage finance-related alerts, notifications, and validation messages during transactions, while Dispute Reasons help staFew readers

• Workday Release June 20th, 2026

  June 20th, 2026 Release  What's New on Site?  Welcome to ConfigBot for Workday! New Modules: Finance Expense The Finance Expense Module in ConfigBot for Workday provides a centralized platform for configuring and managing expense-related settings across the organization. It includes screens for defining company expense options, creating expense item groups and individual expense items, configuring expense attributes and reimbursement rates, managing expense policy groups, and setting uFew 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 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/image_13wksmPopular

• 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/7/43b7Popular

• 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 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. 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 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/image_1boeSome readers

• 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 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 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 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/image_13rbn2pSome 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/iSome 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 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

• 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

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/image_17Some readers

• Validation Functionality in ConfigBot for Workday

  The Validation feature in ConfigBot ensures that the data within your workbook is accurately aligned with the corresponding configuration data in the Workday Instance. It provides a fast and reliable way to verify data consistency, identify discrepancies, and maintain an up-to-date workbook, helping organizations ensure configuration accuracy and streamline deployment activities. Enter your Username and Password and click at the submit button to login. ![](https://storage.crisp.chat/users/Few readers