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/7/43b7e9fbd033000Few readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 - 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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- 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 uFew readersConfigBot 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 readersConfigBot 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 readersConfigbot 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
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/7/43b7e9fFew readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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
Finance - Finance
This section contains no articles.
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/userFew readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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
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 readersWorkday 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 readersWorkday 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 struFew readersWorkday 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 readersWorkday 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 readersWorkday 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 readersWorkday 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 readersWorkday 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 readersWorkday 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
Impact Analysis - Integration Dependency
This section contains no articles.
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 theSome readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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 readersConfigBot 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/image1boeSome readersConfigBot 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 readersConfigBot 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 readersConfigBot 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.Few readersConfigBot 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/image13rbn2pFew readersConfigBot 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/7/43b7e9fbFew readersConfigBot 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 readersConfigBot 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/Few readersConfigBot 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/Few readers