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Administrator Guide
Last Updated: 2026-05-01
Steps: Set Up Workday Everywhere Using Sana Self-Service Agent for Slack

Steps: Set Up Workday Everywhere Using Sana Self-Service Agent for Slack

Set up Self-Service Agent in your Workday tenant. See Steps: Set up Self-Service Agent.
You can enable workers and managers to perform self-service Workday tasks directly from your Slack workspace.
You can find information, complete common tasks, and get support without accessing Workday in a web browser. Examples: You can enter these phrases:
  • Change my marital status.
  • How much vacation time do I have?
  • Help me optimize my time off for the year.
  • What are my team’s performance goals?
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 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. Sign in to your Workday account.
    Initial authentication requires Workday Admin credentials.
    As an admin in Slack, sign in to your Workday account.
    Select your workspace.
  4. Configure the settings for your Workday app.
    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. Examples:
    • Birthdays, anniversaries, and other important dates.
    • Anytime feedback.
    By default, Workday automatically enables all features for all users.
    See SSA Feature Availability and Roadmap for a comprehensive list of capabilities and required security permissions.
  5. (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.
  6. (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:
      1. 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
        .
      2. Select
        Notification Routing Rule
        Edit
         from the related actions menu of the
        Notification Routing Rule for Notification Sub Type Approvals
         rule.
      3. Complete the
        Channel Frequencies
         section:
        Option
        Description
        Channel
        Slack
        Default Frequency
        Immediately
    You must have access to the Self-Service agent in the tenant to prevent permission errors. The Workday Everywhere Admin page displays the status of the agent. We display a green status indicator when the agent is enabled and connected to the workspace.