Reference: Workday Assistant and Workday Everywhere Capabilities

Administrator Guide

Human Capital Management
HCM Innovation Services
Workday Assistant

Last Updated: 2026-03-13

We plan to retire Workday Assistant in 2027R2. Workday recommends that you use the Self-Service Agent for Workday Everywhere.

Workday supports Workday Assistant and Workday Everywhere capabilities in:

Workday for Microsoft Teams.

Workday for Slack.

You can use the capabilities in:

Guides: Direct links to Workday tasks or reports. Example: A worker wants to enroll in a Learning course, so they type "learning" into Workday Assistant and click the link Workday provides to the

Browse Learning

report.

Notifications: Actionable notifications delivered via Slack or Microsoft Teams. Example: A worker submits a time off request, and Workday delivers a Microsoft Teams notification to their manager that displays the request details and an

Approve

button the manager can use to approve the request directly from the notification.

Quick actions: Self-service tasks that you can complete in Workday Assistant or Workday Everywhere. Example: Workers can give anytime feedback without leaving Slack using the

Give Anytime Feedback

pop-up in their Workday for Slack

My Quick Actions

menu.

Capability categories:

Benefits

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can view their: Dependents. Insurance policies.	Self-Service: Benefit Elections	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Career

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can access the Find Jobs report.	Internal Careers	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Expenses

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can enter expenses.	Self-Service: Expense Report	None	Quick action	Quick action
Workers can view their expense reports.	Self-Service: Expense Report	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Feedback

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can view their received and requested feedback.	Self-Service: Anytime Feedback Self-Service: Feedback Self-Service: Role Requested Feedback	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Workers can give anytime feedback.	Self-Service: Expense Report	Quick action	Quick action	Quick action
Managers can view received and requested feedback for their workers.	Worker Data: Anytime Feedback Worker Data: Role Requested Feedback	Guide	Notification Guide	Notification Guide

Goals

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can view goals for themselves and their organizations.	Self-Service: Employee Goals	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Managers can view and manage goals for their workers and organizations.	Worker Data: Employee Goals	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Human Resources

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can view your organization’s COVID-19 notice.	Self-Service: Anytime Feedback Self-Service: Feedback Self-Service: Role Requested Feedback	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Workers can look up coworker information such as email, location, and manager.	Worker Data: Public Worker	Quick action	Quick action	Quick action
Workers can request reference letters.	Request Reference Letter business process	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Learning

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can: Access the Browse Learning report to view and enroll in content. View Learning Home. View their transcripts.	Learning Access	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Workers can: View and access their Continue Learning dashboard. View and access a list of their Required Learning.	Learning Access	Quick action	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Managers can view Learning reports for their team.	Learning Access	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Managers can receive notifications when they have new learning enrollments to approve for their team.	Learning Access	None	Notification	Notification

Miscellaneous

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can access My Tasks and view how many tasks they have awaiting action.	None	None	None	Guide

Pay

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can view their previous and next pay dates.	Self-Service: Payroll (My Payslips)	None	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Workers can access compensation information and tax documents.	Self-Service: Payroll (My Payment Elections) Self-Service: Payroll (My Tax Documents)	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Performance Reviews

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can view and access their performance reviews.	Self-Service: Employee Reviews	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Managers can view and start performance reviews for their team.	Worker Data: Performance Reviews	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Procurement

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can view purchase requisition statuses and related supplier invoice details.	Self-Service: Requisition	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Productivity

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can access Drive.	Drive	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Profile

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can view their personal information, including their: Title. Hire date. Manager. Emergency contacts. Marital status. Email. Preferred name. Sexual and gender identity.	Self-Service: Current Staffing Information	Quick action	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Workers can change their personal information.	Self-Service: Current Staffing Information	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Projects

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can access the Find Projects report to view their projects, including statuses and related information. (Find Projects report?)	Manage: Project Details	Quick action	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Recruiting

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can refer candidates.	Employee Referrals	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Managers can view in-progress job requisitions.	Job Requisition Data	Quick action	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Managers can: Start new job requisitions. View candidate statuses.	Job Requisition Data	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Managers can send messages to workers requesting interview feedback.	None	None	Quick action	Quick action

Staffing

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Managers can access the Change Job business process and use Change Job templates to initiate job changes for their workers.	Set Up: Staffing	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

Team Management

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Managers can view information for their workers, such as: Anniversaries. Birthdays. Time in position. Hire dates. Promotion dates.	Worker Data: Anniversaries/Birthday Reports Worker Data: Public Worker Reports	None	Quick action	Quick action

Time Off

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can: Request time off. Correct time off. View holiday schedules. View time off balances.	Self-Service: Time Off domain Correct Time Off business process	Quick action	Quick action	Quick action
Managers can view and approve time off for their workers. Workday Everywhere only supports approval notifications for business process approval steps.	Worker Data: Time Off (Time Off Manager View)	None	Notification Quick action	Notification Quick action
Managers can receive notifications when they have new time off requests to approve for their workers.	Worker Data: Time Off (Time Off Manager View)	None	Quick action	Quick action
Workers can receive notifications when their time off requests are approved.	Self-Service: Time Off	None	Notification Quick action	Notification Quick action

Time Tracking

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can enter time worked.	Worker Data: Time Tracking High Volume Enter Time	Quick action	Quick action	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Workers can submit time worked.	Worker Data: Time Tracking High Volume Enter Time	Quick action	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Workers can check in and out.	Self-Service: Time Clock	None	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Managers can approve time for their workers.	Manager: Time Tracking Manager Edit and Approve	None	Guide	Guide

Workday Help

Capabilities	Security	Workday Assistant	Workday for Microsoft Teams	Workday for Slack
Workers can open Help cases.	Set Up: Help Case Management	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
Workers can receive notifications when someone replies to their open Help cases.	Set Up: Help Case Management	None	Notification + Quick action	Notification + Quick action
When workers enter keywords that Workday associates with knowledge articles, workers can read the articles in pop ups.	Help Article Access	Quick action	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Quick action You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.
You can configure a Custom Help Contact message to direct workers when they can’t find what they need.	Manager: Time Tracking Manager Edit and Approve	Guide	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.	Guide You must enable this capability for Workday Assistant before you can use it in Workday Everywhere.

The Next Level: Workday Everywhere Next Level Webinar Series

Workday Community: How to Deploy Workday for Microsoft Teams

Workday Community: How to Deploy Workday for Slack

Workday Community: Workday for Slack and Microsoft Teams FAQ

Reference: Workday Everywhere Notifications

Reference: Edit Tenant Setup - Assistant

Setup Considerations: Workday Assistant

Concept: Workday Everywhere Using Sana Self-Service Agent

Reference: Workday Everywhere Notifications

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