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Administrator Guide
Last Updated: 2026-03-13
Steps: Set Up Workday Everywhere

Steps: Set Up Workday Everywhere

Set up security for your workspace. See Steps: Set Up Security for Workday Everywhere
You can enable workers and managers to perform self-service Workday tasks directly from these workspaces:
  • Microsoft Teams
  • Slack
You can find information, complete common tasks, and get support without accessing Workday in a web browser. Example: You can enter these phrases in Workday for Microsoft Teams or Workday for Slack:
  • Change my marital status.
  • How much vacation time do I have?
  • Request time off.
  • What is my hire date.
You can select
Explore All
 from the related actions menu in the
Quick Actions
 section to view the capabilities available to you.
You can also enable workers and managers to receive notifications in Workday for Microsoft Teams and Workday for Slack. Example: You can configure Workday Everywhere to notify managers when their workers request time off and to notify workers when their time off requests are approved or denied.
  1. Complete the initial setup for your workspace.
    In your Microsoft Teams workspace, install Workday as a third-party application and assign the app on a permission policy for your users.
    Enable these Microsoft Graph API permissions:
    • Allow the application to manage itself for all users.
    • Read all users' full profiles.
    • Sign in and read the user profile.
    In your Slack workspace, install Workday as a third-party application and connect it to your Slack account.
  2. Enter your Workday tenant alias.
    Production
    : tenantname.
    Sandbox
    : tenantname-sb.
    Tenant aliases use the naming convention for the environment of the tenant.
  3. Log in to your Workday account.
    As an admin in Slack, log into your Workday account.
    Select your workspace.
    In Microsoft Teams, you are automatically logged in.
  4. Configure the settings for your Workday app.
    On the
    Admin
    tab for the Workday app in Microsoft Teams, click
    Configure
    .
    On the
    Home
    tab for the Workday app in Slack, select
    Admin Dashboard
     from the
    Switch Dashboard
     menu.
    You can configure extra settings for your organization’s needs. Example:
    • Birthdays, anniversaries, and other important dates.
    • Anytime feedback.
    • Workday Assistant.
    By default, Workday automatically enables all features for all users.
    See Reference: Workday Assistant and Workday Everywhere Capabilities for a comprehensive list of capabilities and required security permissions.
  5. (Optional) Set up Workday Assistant.
    Workday recommends that you set up Workday Assistant to enable these capabilities:
    • Enter expense.
    • Give anytime feedback.
    • Look up a coworker.
    • View personal information.
    • Find projects.
    • Start new job requisition and view candidate statuses.
    • Request interview feedback.
    • View team information.
    • Request time off and view time off balance.
    • View holiday schedules.
    • Submit time worked.
    • Check in and check out.
    • Help Article Access.
    • View payslip.
    We plan to retire Workday Assistant in 2027R2. Workday recommends that you use the Self-Service Agent for Workday Everywhere.
  6. (Optional) Access the
    Set Up Notifications for Workday Everywhere
     task.
    Select your preferred notification types.
    Security:
    Workday Everywhere Administrator
     domain in the Workday Everywhere functional area.
  7. (Optional) Access the
    Edit Tenant Setup - Notifications
     task.
    1. In the
      Notification Delivery Settings
       section, on the
      Approvals
      notification type for the
      Business Processes
       parent notification type.
    2. Select
      Notification Routing Rule
       for
      Notification Sub Type Approvals
       from the related actions menu of the
      Notification Routing Rules for Notification Sub Type Approvals rule
      .
    3. Select
      Notification Routing Rule
      Edit
       from the related actions menu of the
      Notification Routing Rule for Notification Sub Type Approvals
       rule.
    4. Complete the
      Channel Frequencies
       section:
    Option Description
    Channel
    Teams Slack
    Default Frequency
    Immediately
    For the 2026R1 release, this functionality is limited to the Job Requisition business process. See Reference: Edit Tenant Setup - Notifications.