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Administrator Guide
Last Updated: 2026-05-01
Concept: Workday Everywhere Using Sana Self-Service Agent

Concept: Workday Everywhere Using Sana Self-Service Agent

Workday Everywhere (WE) using the Self-Service Agent (SSA) enables workers to perform self-service tasks directly from:
  • Microsoft 365 Copilot
  • Microsoft Teams
  • Slack
Workday delivers this conversational experience on these platforms using SSA. You can interact with Workday data and tasks without leaving the collaboration tools. Workday recommends that you enable SSA and the associated conversational skills in your Workday tenant. See Self-Service Agent (SSA) FAQ.
You can use Workday Everywhere in these languages:
  • English
  • French
  • French-Canadian
  • German
  • Japanese
By default, Workday Everywhere uses English unless workers select their preferred language in Microsoft 365 Copilot, Microsoft Teams, or Slack. Example: When a user selects French as their preferred language in Workday but doesn't select a preferred language in Microsoft Teams, we send them a Teams welcome message in English.
Workday delivers new 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.

Security

You can access actions and information in your workspace that you have access to in Workday. Example: Managers can use Workday Everywhere to access performance reviews for their team, while workers can only access their own reviews.
You can only connect:
  • A production instance of Microsoft 365 Copilot, Microsoft Teams, or Slack to your Workday tenant.
  • Microsoft 365 Copilot, Microsoft Teams, or Slack to your tenant when you're a worker. Contingent workers can use Workday Everywhere when you give them access, but they can’t set it up for their organization.
When the person who installs Workday for Microsoft 365 Copilot, Microsoft Teams, or Slack leaves your organization, another administrator must have access to the
Manage: Innovation Services
 security domain to maintain feature and user permissions.

Capabilities

SSA enables workers and managers to:
  • Manage the workforce lifecycle, benefits, and worker profiles.
  • Submit support requests for active assistance.
  • Access specific Workday reports and tasks to resolve queries.
  • View compensation, payments, and tax forms.
  • Get instant answers to policy questions from knowledge base articles.
  • Complete tasks for performance reviews, goals, and internal job searches.
  • Track time, manage absences, and oversee team schedules.
Set up SSA to access agent-generated conversational skills in your Microsoft 365 Copilot, Microsoft Teams, or Slack workspace. See Set Up Self-Service Agent.

Notifications

Workday delivers selected notifications in Microsoft Teams and Slack so that you can stay current on tasks and information requiring your attention. Workday Everywhere also notifies Workday Everywhere administrators when Workday releases new or updated features.
Workday does not support notifications in Microsoft 365 Copilot.
You can configure the
Set Up Notifications for Workday Everywhere
 task to enable Workday to deliver specific notifications to workers' Slack and Microsoft Teams workspaces.
SSA doesn’t respond to notifications in the thread. When users enter a follow-up in chat related to the notification, SSA suggests starting a new thread or providing more context. See Reference: Workday Everywhere Notifications.