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Administrator Guide
Last Updated: 2024-01-12
Reference: Edit Tenant Setup - Assistant

Reference: Edit Tenant Setup - Assistant

You can use the
Edit Tenant Setup - Assistant
 task to configure information and actions workers can access in Workday Assistant. It can take up to 5 minutes for changes to occur in Assistant.
With the exception of Staffing options, we automatically enable all features supported by your tenant when you set up Workday Assistant. To disable a feature in Workday Assistant, select the check box for that feature on the
Edit Tenant Setup - Assistant
 task.
Examples:
  • To disable workers from submitting time off requests in Workday Assistant, check the
    Disable Request Time Off
     check box.
  • If you disable anytime feedback for your tenant, Workday recommends also disabling Feedback options for Workday Assistant. Assistant won't support those Feedback options, but they may still display in Assistant's
    Show available capabilities
     list and confuse users.
Workday Assistant enables many of the actions workers can access in Workday Everywhere. When you disable actions on this task, you also disable those actions in Workday for Microsoft Teams and Workday for Slack.

Worker Data

Option
Description
Disable Worker Information
When enabled, provides a worker's:
  • Employee ID
  • Email address
  • Hire date
  • Location
  • Manager
  • Phone number
  • Title
  • Workspace
Disable Manager
When enabled, provides a worker's manager's name.

Time Tracking

Option
Description
Disable Submit Time
When enabled, completes the
Submit My Time
 task.

Time Off

Option
Description
Disable Request Time Off
When enabled, completes the
Request Time Off
 or
Request Absence
 task.
Disable View Time Off Balance
When enabled, completes the
Time Off Balance
 report by providing available balances for all types of time off plans configured.
Disable View Holiday Schedule
When enabled, provides holiday calendar information.
Disable Correct Time Off
When enabled, completes the
Correct Time Off
task.

Staffing

You can only enable 1 of these Change Job options.
Option
Description
Enable Change Job Templates
When enabled:
  • Displays a clickable list of job change templates.
  • Links you to the
    Start Job Change
     task in Workday when you select a template.
  • Automatically populates the
    What do you want to do?
     field for your selected template.
Enable Change Job
When enabled, provides a link to the Change Job business process in Workday.

Procurement

Option
Description
Disable Find Requisitions
When enabled, allows workers to view their current orders.

Productivity

Option
Description
Disable Drive
When enabled, provides a link to Workday Drive if users have access to the Drive security domain.

Team

Workday checks the
My Direct Reports
 report data source to determine who has access to Team intents in Assistant. To protect worker data, Workday recommends that you only secure manager roles to
My Direct Reports
.
Option
Description
Disable View Team Members
When enabled, provides a list of team members.
Disable View Team Anniversaries
When enabled, provides a list of team members and their work anniversary dates.
Disable View Team Hire Dates
When enabled, provides a list of team members and their hire dates.
Disable View Team Birthdays
When enabled, provides a list of team members and their birthdays.
Disable View Team Time In Position
When enabled, provides a list of team members and the amount of time they've been in their position.
Disable View Team Promotion Dates
When enabled, provides a list of team members and their most recent promotion dates. Requires access to Talent Optimization.
Disable View Team Time Off
When enabled, provides a list of team members and their approved time off dates.
Disable View Team Clock Status
When enabled, provides a list of team members and when they've checked in or out for work. Requires access to Time Tracking.

Personal Data

Option
Description
Disable What is My Location
When enabled, workers can view their work location by asking Assistant.
Disable What is My Title
When enabled, workers can view their job title by asking Assistant.
Disable Who is My Manager
When enabled, workers can view their manager and Supervisory Organization through Assistant.
Disable What is My Birthday
When enabled, workers can view their birthday by asking Assistant.
Disable What is My Hire Date
When enabled, workers can view their Hire Date by asking Assistant.
Disable What is My Anniversary
When enabled, workers can view their Hire Date anniversary by asking Assistant.
Disable What is My Time in Position
When enabled, workers can view how long they've held their current position by asking Assistant.
Disable What is My Promotion Date
When enabled, workers can view their promotion dates by asking Assistant.
Disable What is My Employee ID
When enabled, workers can view their employee ID by asking Assistant.
Disable What are My Organization Details
When enabled, workers can view their business limit by asking Assistant.
Disable What is my Email
When enabled, workers can view their email address by asking Assistant.
Disable What is my Phone
When enabled, workers can view their phone number by asking Assistant.
Disable Change My Personal Info
When enabled, Assistant can link workers to the
Change My Personal Information
 task.
Disable Change My Gender Identity and Sexual Orientation
When enabled, Assistant can link workers to the
Change My Personal Information
 task.
Disable Change My Place of Birth
When enabled, Assistant can link workers to the
Change My Personal Information
 task.
Disable Change My Date of Birth
When enabled, Assistant can link workers to the
Change My Personal Information
 task.
Disable Change My Race/Ethnicity
When enabled, Assistant can link workers to the
Change My Personal Information
 task.
Disable Change My Nationality
When enabled, Assistant can link workers to the
Change My Personal Information
 task.
Disable Change My Marital Status
When enabled, Assistant can link workers to the
Change My Personal Information
 task.
Disable Change My Contact Info
When enabled, Assistant can link workers to 1 of these tasks:
  • Change My Home Contact Information
  • Change My Work Contact Information
Disable Change My Legal Name
When enabled, Assistant can link workers to the
Change My Legal Name
 task.
Disable Change My Preferred Name
When enabled, Assistant can link workers to the
Change My Preferred Name
 task.
Disable Change My Photo
When enabled, Assistant can link workers to the
Change My Photo
 task.
Disable Change My Emergency Contacts
When enabled, Assistant can link workers to the
Change My Emergency Contacts
 task.
Disable View My Worker Information
When enabled, workers can view their worker information such as their title, manager, and employee ID by asking Assistant.

Workday Help

Option
Description
More Information
Disable Workday Help Case Creation
When enabled, creates and submits a case. Requires access to Workday Help.
Disable Workday Help Articles
When enabled, provides links to available articles relevant to your search. Requires access to Workday Help.
Disable Workday Help Intelligent Answers
When enabled and workers ask questions in Workday Assistant, uses machine learning to provide:
  • Quick answers sourced from relevant knowledge base articles.
  • Previews of and links to the relevant knowledge base articles.
  • Opportunities for workers to give feedback about the helpfulness of the answers.
Example: A worker types "How long is paternity leave?" into Workday Assistant. Intelligent Answers either sources and displays the answer ("12 weeks"), or links to a knowledge base article where the worker will likely find the answer, such as an article called
Maternity and Paternity Leave
.
Then, the worker can select one of two buttons:
This was helpful
 or
This was not helpful
.

Job Requisitions

Option
Description
Disable In-Progress Job Requisition Events
When enabled, provides a list of your in-progress Job Requisition events. Workday Assistant provides a link to the event, as well as details including:
  • Awaiting actions.
  • Creation date.
  • Supervisory organization.
  • Who's up next.

Projects

Option
Description
Disable Find Projects
When enabled, provides a list of projects you have access to, as well as details including:
  • Project start and end dates.
  • Project status.

Learning

Option
Description
Disable View Learning Home
When enabled, provides a link to Learning Home.
Disable View My Required Content
When enabled, lists up to 5 of your required courses and their due dates, and provides a link to your full
Required Learning
 report.
Disable View My Learning Transcript
When enabled, provides a link to your Learning transcript.
Disable Continue Learning Content
When enabled, lists up to 5 of your enrolled courses and their due dates, and provides a link to your
Continue Learning
 dashboard.
Disable View My Team's Learning Status
When enabled, provides a link to your
My Team's Learning
 report.
Disable View All Content
When enabled, provides a link to the
Browse Learning
 report.
Disable Enroll in Content
When enabled, provides a link to the
Browse Learning
 report.

Feedback

Option
Description
Disable View Feedback Received
When enabled, provides a link to the
View Feedback Received
 report.
Disable Get Feedback on Self
When enabled, provides a link to the
Get Feedback on Self
 task.
Disable Give Feedback
When enabled, provides a link to the
Give Feedback
 task.
Disable Get Feedback on Worker
When enabled, provides a link to the
Get Feedback on Worker
 task.
Disable View Feedback Requested
When enabled, provides a link to the
Feedback Requested
 report.

Goals

Option
Description
Disable View My Goals
When enabled, provides a link to the
My Goals
 report.
Disable View My Team's Goals
When enabled, provides a link to the
My Team's Goals
 report.
Disable Add Goals to Employees
When enabled, provides a link to the
Add Goal to Employees
 task.
Disable View My Organization Goals
When enabled, provides a link to the
View Organization Goals
 report.
Disable Manage Organization Goals
When enabled, provides a link to the
Manage Organization Goals
 task.

Performance Reviews

Option
Description
Disable View Performance Review
When enabled, provides a link to the most relevant of these options based on your request:
  • My Reviews
     report
  • My Team's Performance Reviews
     report
  • Start My Performance Review
     task
  • Start Performance Review for Employee
     task
Example: If you search
last year's self evaluation
, Assistant links you to the
My Reviews
 report.

Recruiting

Option
Description
Disable Create Job Requisition
When enabled, provides a link to the
Start Job Requisition
 or
Create Job Requisition
 task, depending on your tenant configuration.
Disable Create Referral
When enabled, provides a link to the
Refer a Candidate
 task.

Custom Help Contact

Option
Description
Contact Type
,
Email
,
URL
,
Phone Number
Select a contact type and enter an email address, phone number, or site URL to add custom contact information to the end of Assistant help messages when users request help.

Custom Targeted Guide Intents

For each Guide Intent, you can customize Workday Assistant responses to users by selecting 1 of these
Destination Options
:
Option
Description
Override Default Workday Task
Provides a link to a Workday task or custom report configured to be the appropriate location for that action.
External URL
Provides a link to an external URL configured to be the appropriate location for that action, and the security group that has access.
None of the above
Provides a link to the default Workday task for completing that action.
When you select the
None of the above
Destination Option
, Workday automatically directs users to these destinations:
Option
Description
401K
When enabled, provides workers based in the United States with a link to the
Retirement Savings Elections
 report in Workday.
Approve Timesheet
When enabled, provides a link to the
Review Time
 report in Workday.
Bonuses
When enabled, provides a link to the
Bonus and One-Time Payment History
 report in Workday.
View a Candidate's Status
When enabled, provides a link to the
My Candidates
 report in Workday.
Check In
When enabled, provides a link to the
Check In
 task in Workday.
Check Out
When enabled, provides a link to the
Check Out
 task in Workday.
Dependents
When enabled, provides a link to the
Dependents
 report in Workday.
Edit W4
When enabled, provides workers based in the United States with a link to the
Withholding Elections
 report in Workday.
Enter Time Block
When enabled, workers can enter their time blocks for that day.
Expense Reimbursements
When enabled, provides a link to the
My Expense Reports
 report in Workday.
Find Jobs
When enabled, provides a link to the
Find Jobs
 report in Workday.
Insurance Policies
When enabled, provides a link to the
Benefit Elections
 report in Workday.
Request Reference Letter
When enabled, provides a link to the
Request Reference Letter
 task in Workday.
Total Rewards
When enabled, provides a link to the
Total Rewards
 report in Workday.
View Direct Deposit
When enabled, provides a link to the
Payment Elections
 report in Workday.
View Download Tax Forms
When enabled, provides a link to the
My Tax Documents
 report in Workday.
View Payslips
When enabled, provides a link to the
My Payslips
 report in Workday.

COVID-19 Notice

Option
Description
Enable COVID-19 Notice
Message Title
,
Message
,
Link Text
,
URL
Enter a message and site URL to provide information, and a link to resources related to COVID-19, in an Assistant message when users submit a related question.