Set Up Payroll Agent

You might need to take additional steps to enable this feature 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). To determine your organization's subscription service agreement:

Select your profile avatar on Workday Community.

Select

Profile

On your profile page, select your organization's name, which is beneath your name and next to your job title.

View your

Subscription Service Agreement

value.

If the value is:

UMSA
, the feature is automatically available. Keep data contributions enabled to ensure full agent functionality. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.

MSA
, your organization must opt in to UMSA and enable this feature through Innovation Services.

UMSA is required for non-production and production tenants for Workday-Built agents. UMSA is not required for non-production tenants for self-built agents.

For information about how using agents impacts your Flex Credits, see: Workday Flex Credits Community page.

Set Up Agent System of Record

You can set up the Payroll agent to enable your payroll practitioners to access and use its skills. The Payroll agent provides task assistance, information retrieval, and data summarization through conversational AI.

Access the

Agent Management Hub

report.

Select the

Unregistered Workday Agent

tab.

For the

Payroll Agent

, click

Select the

Confirm

check box, and then click

to complete the registration.

Workday moves the

Payroll Agent

to the

Agent Registry

tab.

Select the

Agent Registry

tab and then click on the Payroll Agent
name to configure the agent.

From the agent's profile view, click

Configure Agent

In the

Status

column, make each relevant skill available by enabling the toggle slider.

For each enabled

Skill

, populate the

Available To

prompt with the security groups that you want to provide access to for that specific skill. The security groups added to the

Available To

prompt for an agent establish the agent’s interaction policy.

The security groups you select in the

Available To

prompt must also have permissions to the domain or business process security policies that secure the Payroll agent's tools. You can use the

View Security for Agent Skill

report to assist with your agent security configurations. This report shows you detailed information about the Payroll agent’s Tools APIs and the respective domain or business process security policies and permissions. At agent runtime, Workday evaluates both user access to the agent and the user access to the APIs the agent is executing as tools.

Click

Activate

. You can also optionally save and return to this configuration.

Agent configuration can be updated at any time. When you activate the Payroll agent, the ASU for the agent also activates automatically.

You can access Workday Chat to use the Payroll agent.

(Optional) Set up the additional configuration for the:

Notifications to workers missing payment elections for the Identify Missing Data and Configuration skill.

Minimum Wage Analysis skill.

(Optional) When you are done with the Payroll agent, you can click

Deactivate

to turn it off. You can activate, deactivate and reactivate the Payroll agent at any time in the

Agent Management Hub

. When you deactivate an agent, the ASU for the agent also deactivates automatically.

Payroll Agent Factsheet