Workday AI

Converted to a Concept topic to better explain Workday Agents

How to view the security requirements for agent skills and tools.

How to set up the Adoption Agent.

How to generate impact analysis reports.

How to create adoption items from impact analysis reports.

Describes the concept of the Release Impact Analysis skill in Workday.

How to configure a custom fallback message for the Self-Service Agent.

Added information about supported languages and UI elements in responses.

Added information about the new ESS - Financial Management - Base skill.

Added information to these tool descriptions:

create_referral
get_user_context
view_direct_reports
view_expenses
view_orders
time_off_types

Added information about OAuth client details.

Added information about the expires_in parameter.

Clarified the timing of usage updates in the Understanding and Tracking Usage section.

Clarified the Credit Balance and Entitlement section to include information on Flex Credit adjustments.

In the second row on the grid, changed Workday Self-Service Agent (WSSA) to Self-Service Agent.

Added details about deactivating and reactivating the agent and the impact on Flex Credit consumption. Also added information about limited UK availability.

Added details about Flex Credit estimates for recurring consumption and initial activation, including when estimated consumption is 0. Also updated limitations.

How to set up Decision Intelligence.

Describes the concept of Decision Intelligence.

Provides additional information about Decision Intelligence prompts.

Answers frequently asked questions about Decision Intelligence.

Added information about delegation.

Added information about these tools:

create_time_blocks_workers
model_my_pay
view_payslips
find_journeys
distribute_journey

Also replaced the deprecated delete_time_off tool with the new cancel_time_off tool, which adds support for canceling in-progress requests or corrections.

Clarified information about the Available To prompt.

Describes the concept of Workforce & Frontline Management skills in Workday.

Added a Next Steps section to include how to deactivate the Deployment Agent.

Clarified the introduction in light of changes that affect MSA customers. Clarified a note on API requests.

Added a note on data contributions to the Next Steps section.

Added a note on data contributions to the Data Contributions section.

Removed a note on Peakon and HiredScore data contributions. Added a note on Workday data contributions.

Clarified information about the request_time_off tool.

Updated the service title name from Financials: Financial Management Machine Learning GA Features to Financials: Financial Management Generally Available Machine Learning Features and Third Party Services.

Frequently asked questions about agent security.

In the Overview section, added information for tax authorities with more than 1 change in a given 6 month range.

Added information about the Policy Intelligence skill.

Added information about policy intelligence.

Updated to include:

Note in beginning of topic to clarify that you can't use the Deployment Agent in Production tenants.
Clarification in Sandbox Tenant Refreshes section that you can't use the Deployment Agent in Production tenants but can configure it there to ensure the Deployment Agent persists in Sandbox tenants during standard refresh cycles.

Added a note on API requests.

Expanded the capabilities grid to include additional functionality.

In step 1, added a note about the Notify Users to Configure Sana Agent Security task.

Added information about the Set Up AI Administrator Security Permissions task.

We update this topic to reflect that you can now register generally available agents without opting in to the Workday Flex Credits and Platform Entitlement Policy. You still must opt into the Universal Main Subscription Agreement (UMSA) and will be subject to the Complimentary Flex Credit Policy to register agents. Using agents will still consume Flex Credits once the complimentary credit allotment is exhausted as described in the Complimentary Flex Credit Policy. For information about how using agents impacts your flex credits, see: Workday Flex Credits Community page.

Removed the requirement to sign the Flex Credit agreement for registering agents and added:

Update to regions to include limited UK instances.
Product line information to explain that product lines are reconfigurable.
Flex Credit estimation information.
Reconfiguration, deactivation, and reactivation information.

Describes the concept of estimating Flex Credits for the BP Optimize Agent.

In the Prerequisites section, updated information on Workday Flex Credits.

We update this topic to reflect that you can now register generally available agents without opting in to the Workday Flex Credits and Platform Entitlement Policy. You still must opt into the Universal Main Subscription Agreement (UMSA) and will be subject to the Complimentary Flex Credit Policy to register agents. Using agents will still consume Flex Credits once the complimentary credit allotment is exhausted as described in the Complimentary Flex Credit Policy. For information about how using agents impacts your flex credits, see: Workday Flex Credits Community page.

Clarified information about the Policy Intelligence skill.

Clarified information about the Policy Intelligence skill and caching times.

Added information about skill and tool configuration caching times.

How to set up and configure the Deployment Agent on Implementation, Preview, or Sandbox tenants.

Describes the concept of the Deployment agent.

Provides additional information on sample prompts to consider when using the Deployment Agent in implementation environments.

Provides additional information on some sample prompts to consider for the Deployment Agent in implementation environments.

Illustrates how an integration consultant uses a CRAFT prompt to get assistance from the Deployment agent in resolving a SOAP web service error.

Illustrates how to use a CRAFT prompt to have the Deployment agent generate logic for a conditional calculated field.

We update this topic to reflect that you can now register generally available agents without opting in to the Workday Flex Credits and Platform Entitlement Policy. You still must opt into the Universal Main Subscription Agreement (UMSA) and will be subject to the Complimentary Flex Credit Policy to register agents. Using agents will still consume Flex Credits once the complimentary credit allotment is exhausted as described in the Complimentary Flex Credit Policy. For information about how using agents impacts your flex credits, see: Workday Flex Credits Community page.

Added a note to the Context section and clarified that MSA subscribers can now use the Platform Consumption Console dashboard for monitoring document storage.

Clarified how to use the Platform Consumption Console dashboard in light of changes to the UMSA and Flex Credits and Platform Entitlement Policy.

Clarified information about flex credits.

Clarified information about flex credits in the Prerequisites.

Clarified information about flex credits in the Prerequisites.

Clarified Self-Service agent prerequisites.

Added information about the ESS - Talent Management - Advanced skill.

For the view_coworker_info tool, clarified which fields might return depending on session user's security access.

Added more information about the difference between Sana Core and Sana Enterprise. Included links for more details.

Removed Automated workflows that orchestrate multistep HCM and financial processes row from the grid.

Added information about the Policy Intelligence skill's language support.

Added information about the Policy Intelligence skill.

Added information about the View Security for Agent Skill report.

Added new content to provide instructions on how to set up the Planning Agent in ASOR.

Added information about the requirements for registering agents.

In the Prerequisites section, clarified the security domains.

Added information about Self-Service agent prerequisites.

Added information about the ESS - Workforce Management skill.

Added a note to the Context section.

Clarified understanding and tracking consumption. Added sections on Credit Entitlement Notifications and Non-Production tenants.

Added contextual information about Agent System of Record.

Added information about the Reports: AI Agent Security domain.

Added information about the requirements for registering agents.

Describes the concept of the Payroll agent in Workday.

How to set up the Payroll agent.

How to set up the Identify Missing Data and Configuration skill for the Payroll agent in Workday.

How to set up the Minimum Wage Analysis skill for the Payroll agent.

Describes the concept of the Minimum Wage Analysis and Notification skill for the Payroll agent in Workday.

Clarified information about Self-Service agent troubleshooting and permissions.

Clarified information about Self-Service Agent troubleshooting.

Provides information about Self-Service Agent tool security requirements.

Added information about registration endpoints.

Added information about agent security groups.

Added prerequisite information for more clarity and a link to the Workday Flex Credits and Platform Entitlement policy.

Added prerequisite information for more clarity and a link to the Workday Flex Credits and Platform Entitlement policy.

Added prerequisite information for more clarity and a link to the Workday Flex Credits and Platform Entitlement policy.