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.

Opt in to the Workday Flex Credits and Platform Entitlement Policy for usage in production tenants.

Set Up Agent System of Record

Security: Reports: AI Agent Security
domain in the System functional area and these domains in the Agent System of Record functional area:

Agent Compliance

Agent Management Hub

Manage: Agents

Reports: Agent Reporting

Setup: Agents

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.

You can also use the Payroll Agent to analyze new minimum wage rates in American states and Canadian provinces. To use the Minimum Wage Analysis skill, you must configure your tenant so payroll administrators have the necessary permissions to access relevant payroll data.

We recommend that you establish best practices for reviewing, editing, and verifying the accuracy of AI-generated content before use.

Access the

Agent Management Hub

report.

Select the

Unregistered Workday Agent

tab.

On the Payroll Agent row, click

You can only register agents in the products your organization has access to.

Select the

Confirm

check box, and then click

Workday moves the agent to the

Agent Registry

tab.

Select the

Agent Registry

tab and then click the Payroll Agent name.

Click

Configure Agent

In the

Status

column, enable each relevant skill.

You must enable the Core Payroll Data Retrieval skill to use the Payroll Agent and to use the other skills.

From the

Available To

prompt, select the security groups that you want to make able to access that particular skill.

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 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

(Optional) Set Up Minimum Wage Analysis Skill.

(Optional) Set Up Identify Missing Data and Configuration Notifications for Workers Missing Payment Elections.

You can access Workday Chat to use the Payroll agent.

(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