Set Up Contingent Sourcing Agent
Tenants
To use the Contingent Sourcing Agent, you must have a Workday tenant and a Workday VNDLY tenant.
Subscription Service Agreements
You might need to take additional steps to enable the Contingent Sourcing Agent based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). UMSA is required for non-Production and Production tenants for Workday-Built agents. To determine your subscription service agreement:
- Select your profile avatar on the Workday Community.
- SelectProfile.
- On your profile page, select your organization's name, which is beneath your name and next to your job title.
- View yourSubscription Service Agreementvalue.
- If the value isMSA, you must opt in to the Universal Main Service Agreement (UMSA).
Flex Credits
Opt in to the Workday Flex Credits and Platform Entitlement Policy.
The Contingent Sourcing Agent consumes flex credits in Production environments for General Availability. It does not consume flex credits in Preview/Test tenants for General Availability. For information about flex credits pricing and billing, see the official flex credits Community page.
Agent System of Record
The Contingent Sourcing Agent is an AI agent in Workday VNDLY that provides data that your program team can leverage to efficiently engage top talent for contingent jobs in the Extended Workforce Management module. The agent has 2 skills: Contingent Talent Rediscovery for Contingent Jobs and Contingent Applicant Grading.
You can set up the Contingent Sourcing Agent to enable clients, MSPs, and program team users to use its skills. During the setup process, you can determine which skills are available in your tenant and grant permissions to user roles to use the agent as needed.
- Configure the agent in theAgent Management Hubin your Workday tenant.
- Access theAgent Management Hub.
- Select theUnregistered Workday Agenttab.
- ClickRegisterfor the agent you want to register.You can only register agents in the products your organization has access to.
- Select theConfirmcheck box and clickOK.Workday moves the agent to theAgent Registrytab.
- Select theAgent Registrytab and then click the agent name.
- ClickConfigure Agent.
- ClickActivate.
- Configure your desired skills and settings for the agent on theAI Enablementpage in Workday VNDLY.To view this page, users must have theai.settings.readpermission. To change any settings on it, users must have theai.settings.writepermission.The agent’s skills and settings typically display on this page within 30 minutes after you configure the agent in theAgent Management Hub. However, if you need assistance with this page, you can submit a product support case. For more information, see AI Enablement in Workday VNDLY.
- From the header, select .
- In theIntegrationssection, selectAI Enablement.
- In theContingent Sourcing Agentsection, turn on theCandidate Gradingand/orRecommendationstoggles to enable the desired skills.
- Configure your preferences for theTenant DataandAgent Tracessettings.
- Grant permissions to enable users to use the agent in Workday VNDLY.
- From the header, select .
- In theSecuritysection, selectSecurity Settings.
- On theRolestab, open the role you want to add permissions to.You can grant permissions to enable client, MSP, and program team user roles to use the agent and its skills.Vendors can’t use the agent or its skills in their Workday VNDLY user interface. However, you can use theSend Email to Vendorfeature as part of the Contingent Talent Rediscovery for Contingent Jobs skill to share candidate recommendations with vendors.
- In thePermissionssection, add these permissions as desired:
PermissionDescriptionapplicant_grade.readFor Contingent Applicant Grading, enables users to view grades and AI summaries provided by the agent for candidates on jobs. This includes grades and AI summaries that display on the job’s theApplicantstab and on job applicant pages.job.recommendation.readFor Contingent Talent Rediscovery for Contingent Jobs, enables users to view the list of candidates provided by the agent on the job’sRecommendationstab. This permission also enables users to perform the available actions in theActionsdrop-down menu, except forRemove Recommendation.job.recommendation.removeFor Contingent Talent Rediscovery for Contingent Jobs, enables users to remove a candidate from the list of candidates provided by the agent on the job’sRecommendationstab.job.candidate.grading.overrideFor Contingent Applicant Grading, enables users to enable or disable candidate grades for a specific job by using theGradingtoggle that displays on the job form.job.candidate.recommendations.overrideFor Contingent Talent Rediscovery for Contingent Jobs, enables users to enable or disable candidate recommendations for a specific job by using theRecommendationstoggle that displays on the job form.candidate.readFor Contingent Talent Rediscovery for Contingent Jobs, enables users to click a recommended candidate’s name on theRecommendationstab to view their candidate profile.candidate.ai.preferences.readFor both skills, enables users to view AI settings on a candidate’s profile. Workday VNDLY automatically grants this permission to any user roles that have thecandidate.readpermission.candidate.ai.preferences.writeFor both skills, enables users to edit AI settings on a candidate’s profile. Workday VNDLY automatically grants this permission to any user roles that have thecandidate.updatepermission.job.vendor.sourced.manageand/orjob.vendor.pre_id.manageFor Contingent Talent Rediscovery for Contingent Jobs, enables users to use theDistribute job to vendor: [vendor name]setting when using theSend to Vendorfeature.
The agent is configured. Users with the
job.candidate.grading.override
and/or job.candidate.recommendations.override
permission can enable or disable the skills on specific jobs. See Publish a Job.The agent may take up to 48 hours to provide grades and/or recommendations after you initially enable its skills on the
AI Enablement
page in Company Settings
. However, after that 48 hour period, the agent provides grades and/or recommendations within minutes for jobs with the skills enabled.