About Self-Service Agent

When you activate the Self-Service Agent and enable at least 1 skill, Workday displays the Workday Chat bubble at the top of your tenant and hides the Workday Assistant chat bubble to reduce duplication. When you activate another agent, such as the Payroll Agent, but not Self-Service Agent, Workday might display a chat bubble icon for Workday Assistant and a second chat bubble icon for Workday Chat.

Self-Service Agent responses through Workday Chat support UI elements such as tables and buttons.

Skills are specific actions or tasks that an agent can take. Each skill is further made up of tools, which are Workday APIs agents use when executing skills.

The Self-Service Agent skills span varying levels of complexity and intended audiences. Workday makes this distinction in the skill name itself by including these prefixes and suffixes:

ESS (employee self-service) are skills specifically designed for all employee types.
MSS (manager self-service) are skills specifically designed for managers.
Advanced are complex action skills.
Base are simple action skills.

Example: When you want to make the MSS - Payroll - Advanced skill available to the Management Chain security group, you must ensure the Management Chain security group has access to the domains that the request_payroll_input tool is secured to.

Use the:

Agent Management Hub
to view the descriptions of each Self-Service Agent skill and which tools are associated with each skill.
View Security for Agent Skill
report to view the required and recommended security policies that must be configured for each tool.

Self-Service Agent currently doesn't support:

File uploads.
Contingent workers.
The ability to hide or require fields using the
Configure Optional Fields
task.
Custom labels
Additional jobs (multi-position).
Implementer and proxy accounts.
User preferences indicated in profiles, such as locale.
Delegated actions. While actions initiated by a delegate through Self-Service Agent might initially appear successful in the chat window, they won't create actual events or requests in the system. When you perform an action in Self-Service Agent and specify that you’re acting on behalf of someone else, the agent states that the action can’t be performed.
Data extractions from articles in Sandbox. We recommend using IMPL tenants instead for test cases related to this.
Reading document attachments on help articles.

Self-Service agent might produce slight grammatical and syntactical variations in responses. Additionally, Self-Service agent's reasoning and responses are updated continuously over time, which might result in slightly differing interactions as the agent improves week over week.

If a skill or tool involves tenant access restrictions, such as multi-factor authentication (MFA), ensure that any security groups that you assign to that skill or tool on the

Available To

column of the

Configure Agent

task are also set up for those same tenant access restrictions so that they are enforced appropriately.

We recommend that you opt in to the

People Experience

Help

service on the

Innovation Services And Data Selection Opt-In

report before you sign the UMSA or change your data hosting region. This prevents a 14-day waiting period limitation for Self-Service Agent to ingest your policy documents.

The Self-Service Agent is optimized and validated for:

Chinese (Simplified)
Chinese (Traditional)
Dutch
English
French (Canada)
French (France)
German
Italian
Japanese
Korean
Portuguese (Brazil)
Spanish

While the underlying LLM can communicate in over 30 additional languages and thus, you might interact with the Agent in these languages, Workday doesn't support the same level of verified accuracy or stylistic consistency, such as formal or casual phrasing, provided for its officially supported languages.