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Administrator Guide
Last Updated: 2025-05-30
Setup Considerations: Workday Assistant

Setup Considerations: Workday Assistant

You can use this topic to help make decisions when planning your configuration and use of Workday Assistant. It explains:
  • Why to set it up.
  • How it fits into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements and business process configurations.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

Workday Assistant is a conversational tool that helps workers to quickly complete actions and retrieve information in Workday.
When you enable Workday Assistant and search for something in Workday, you can access Assistant-supported capabilities as machine learning-enhanced search results.
You can use Workday Assistant in these languages:
  • Dutch
  • English
  • French (Canada)
  • French (continental)
  • German
  • Italian
  • Japanese
  • Korean
  • Spanish

Business Benefits

Workday Assistant can:
  • Increase efficiency by reducing the time it takes for workers to find information and complete tasks in Workday.
  • Provide customized responses, enabling you to surface the most relevant resources for your workers.
  • Reduce Help cases by recognizing natural-language queries and enabling workers to locate tasks and reports they don't know the exact names for.

Use Cases

Examples: You can configure Workday Assistant to enable workers to:
  • Clock in and out.
  • Give feedback.
  • Request time off.
  • View and update personal information.
Examples: You can configure Workday Assistant to enable managers to:
  • Change workers' job details.
  • View and manage their team.
  • View job requisitions.

Questions to Consider

Question
Considerations
On which platforms do you want to run Workday Assistant?
You can use Workday Assistant on:
  • Desktop.
  • Mobile.
  • Workday for Microsoft Teams.
  • Workday for Slack.
Who can use Workday Assistant?
Workday Assistant is available to all workers. You can configure Workday Assistant to help infrequent users of Workday to discover information, complete tasks, and get help.
What actions do you want to enable workers to complete using Workday Assistant?
You can configure Workday Assistant to enable workers to access information and complete common tasks in Workday.
Examples: Workers can enter phrases like these into Workday Assistant:
  • Change my marital status.
  • How much vacation time do I have?
  • Request time off.
  • Tell me a joke.
  • What is my hire date?
Workers can view the capabilities available to them in Workday Assistant by entering
What can you do?
 or
Show available capabilities
.

Recommendations

You can enable:
  • Workday Help to enable workers to access knowledge articles and open Help cases from Workday Assistant.
  • Workday for Microsoft Teams or Workday for Slack to enable workers to access Assistant capabilities from their Slack or Microsoft Teams workspace.

Requirements

You might need to take additional steps to enable this feature depending on your organization's subscription service agreement. For more information, see this Community article.

Limitations

Workers can only attach files to their conversations with Workday Assistant when they open Help cases.
Workday delivers new Assistant capabilities in English, and provides translations for those capabilities as soon as possible. Workers who select a non-English preferred language might not be able to access some capabilities immediately.
Workday Assistant doesn't support:
  • Custom labels.
  • Integrations with other conversational tools.
  • Pre-hire workers.
  • Proxy users.
Workday Assistant supports these capabilities in chat, but not in search results:
  • Custom help contact
  • View direct report’s anniversary
  • View direct report’s birthday
  • View direct report’s check-in or check-out
  • View direct report’s time off

Tenant Setup

Configure tenant-wide options for Workday Assistant on the
Edit Tenant Setup - Assistant
 task.

Security

Configure these domains in the System functional area:
Domain
Considerations
Assistant
Enables Workday Assistant.
Assistant Usage Reports
Enables you to access and configure the
Assistant Usage Reports
 discovery board to view data visualizations of how your workers interact with Assistant.
Bots
Enables Workday Assistant .
Manage Bot and User Conversations
Enables you to access the:
  • Get Conversation Data
     report.
  • Purge Bot Conversation Data
     task.
  • Purge Conversation Message Data
     report.
Manage: Innovation Services
Enables you to manage your Innovation Services.
Set Up: Tenant Setup - Assistant
Enables you to configure and manage Workday Assistant capabilities.
To enable specific capabilities for Workday Assistant, configure the security domains for each capability. Example: To enable time tracking in Assistant, configure the
Set Up: Time Tracking
 domain.

Business Processes

No impact.

Reporting

Reports or Dashboards
Considerations
Assistant Usage Reports
 discovery board
Displays data visualizations for how your users interact with Workday Assistant. Examples: You can report on:
  • The number of workers in your organization who use Workday Assistant.
  • The capabilities your workers request most frequently.
  • The platforms on which workers access Assistant. Examples: web browser, mobile, or Workday for Microsoft Teams.
Get Conversation Data
 report
Enables you to download all Assistant and Worksheets conversation data in your tenant.
Purge Conversation Message Data
 report
Enables you to permanently delete conversation data for a specific message.
You can use the
Assistant Usage Reports
 report data source to create custom visualizations.

Integrations

No impact.

Connections and Touchpoints

Touchpoints can vary by worker depending on security permissions and your selections on the
Edit Tenant Setup - Assistant
 task.
Workday Assistant interacts with these functional areas in Workday:
Features
Considerations
Benefits
Workers can view details about their insurance and benefits.
Case Management
Workers can open Help cases.
Expenses
Workers can view their expense reports.
Feedback
Workers can give and request feedback. Managers can access feedback for their team.
Goals
Workers can view and manage their goals. Managers can view and manage goals for their team.
Knowledge Management
When workers enter keywords that Workday associates with knowledge articles, workers can read the articles in pop ups.
Learning
Workers can:
  • Browse courses.
  • Enroll in courses.
  • View Learning Home.
  • View enrolled, required, and completed courses.
  • View transcripts.
Managers can view Learning reports for their team.
Pay
Workers can access compensation information and tax documents.
Performance
Workers can view and manage their performance reviews. Managers can access reviews for their team.
Procurement
Workers can view purchase requisition statuses and related supplier invoice details.
Productivity
Workers can access Drive.
Projects
Workers can view their projects, including statuses and related information.
Recruiting
Workers can:
  • Refer candidates.
  • Search jobs.
Managers can:
  • Start new job requisitions.
  • View candidate statuses.
  • View in-progress job requisitions.
Staffing
Managers can access the
Change Job
 business process and Change Job templates.
Team Management
Managers can view details about their teams such as birthdays, work anniversaries, and upcoming time off.
Time Off
Workers can:
  • Correct time off requests
  • Request time off
  • View holiday schedules
  • View time off balances
Time Tracking
Workers can enter and submit time worked.
Workday for Microsoft Teams
Workers can access Workday Assistant capabilities from their Microsoft Teams workspace.
Workday for Slack
Workers can access Workday Assistant capabilities from their Slack workspace.
Worker Data
Workers can search worker profiles and access or change their personal information, such as employee ID, hire date, and work location.
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.