Self-Service Agent Tools

create_a_case

Enables users to initiate and submit formal support requests to ensure complex issues are documented and routed correctly for resolution.

change_home_contact_info

Enables users to update their home address and personal phone number(s) in Workday.

Doesn't support file uploads.

change_marital_status

Guides a user through updating their marital status in three sequential steps: initiation, draft creation, and submission.

This tool is for status changes, not read-only profile questions.

change_name

Enables a user to update their legal name and/or preferred name in Workday only.

Other name components, such as social name and former name, aren't supported.

request_reference_letter

Initiates a request for a standard employment verification or reference letter for the current user based on data on file in Workday.

Managers can't initiate reference letter requests for direct reports.

view_bonus_history

Retrieves historical data for bonuses and one-time payments, such as spot bonuses and gift cards, for the user. Provides payment amounts, currency, effective or scheduled dates, plan names, bonus percentages, and the formal reason for the payment. Supports queries for the most recent payment, a specific calendar year’s history, or a summary of the three most recent events. Automatically retrieves all records if multiple payments occur on the same date.

Doesn’t display clawbacks, non-bonus plan types, or future/projected payments.

view_coworker_info

Searches for a coworker by name and/or worker ID to retrieve professional information such as title, manager, location, and, where permitted by the user's security access, personal contact fields such as home email and home phone. Retrieves 1 profile for each call.

The fields that the agent returns depend on the session user's security access. For example,

Home Email

and

Home Phone

fields are returned only when the user has access to those fields.

view_dependents

Retrieves a list of all active dependents for the user, including the dependent's name, relationship type, date of birth, age, gender, and tobacco status.

view_healthcare_elections

Displays active healthcare enrollment offerings and elections information for the user and their dependents, such as plan name, provider, coverage target, costs per frequency, available level options, and external provider URLs.

Only retrieves Healthcare and Retirement Benefits, not additional benefits such as insurance benefits.

view_my_team

Retrieves the list of users on the current session user's my-team list, including display names and headcount. This tool retrieves peers under the same manager, not the user's direct reports.

Detailed profile information such as title or contact details is not included; use view_coworker_info for individual details. .

view_org_info

Retrieves organization records for organizations the user belongs to or from a specific name search. Results include organization identifiers, status, and location fields.

Retrieves org-level metadata rather than a member roster; use view_my_team or view_direct_reports for people-level queries.

view_personal_info

Retrieves personal information details from the session user's personal and employment profile. Not all profile fields are supported even if they exist. This tool retrieves data for the authenticated session user only; use view_coworker_info for other workers. It uses a read-only GraphQL API with no write capabilities.

Doesn't retrieve fields such as emergency contacts or custom profile.

view_retirement_savings

Retrieves the user's active retirement savings plan details, including plan name, coverage type, and frequency. Retrieves contribution rates for both employees and employers, including minimums and maximums, as well as beneficiary allocations such as names and percentages.

view_total_compensation

Retrieves the user's total base pay, total compensation, pay frequency, and compensation grade, pay range details, and a summary of all stock grants grouped by type and the associated vesting schedule.

Doesn't predict future stock vesting dates or format step progression details beyond the provided string.

model_my_pay

view_direct_deposit

Retrieves user's bank accounts and direct deposit information used in payment elections, including the default country and currency.

Doesn't provide information about payment elections that aren't associated with a bank account.

view_next_paydate

Retrieves the next payroll payment date for on-cycle payments for a user’s primary pay group.

Available only for Australia, Canada, France, Ireland, UK, and USA.

view_payslips

view_w2

Enables a user to view information about their most recent US Wage and Tax Statement (Form W-2). Information is limited to the most recent year and the most recently generated company W-2.

Doesn't retrieve individual W-2 box information.

view_w4

Enables a user to view the details of their US federal tax withholding election (Form W-4) for a specified date. When no date is specified, the tool returns details about the most recent election that has an associated Effective Date.

create_referral

Enables users to submit a referral for an external candidate to 1 or more job requisitions using job requisition IDs such as candidate's name, country, contact details, optional address, and notes. The specified job requisition ID must be for an active, non-confidential job requisition posted externally.

Doesn't support resume or file uploads.

distribute_journey

Enables employees to distribute journeys themselves.

start_performance_review_self

Initiates a self-performance review by resolving the appropriate category and template and prompting the user for a choice when necessary.

Once the review is initiated and inputs are validated, any further interactions must be completed through the Workday UI.

request_feedback_self

Enables users to request feedback from other users by selecting specific feedback templates and determine whether the responses should be private to them or visible to others.

find_jobs

Enables users to search approved internal job postings using structured filters such as location, skills, manager, or job requisition ID.

Does not support free-form keyword search or infer a coworker’s role to find similar jobs.

find_journeys

Enables users to search, filter, and retrieve available journeys. This tool displays details for self-service and distributed journeys, and provides specific journeys details when prompted.

view_feedback

Displays feedback the user has received (both unsolicited anytime and requested) along with the status of pending requests. Includes the date, the provider, and the feedback content with options to filter by date or person. Managers can also view a summary count of feedback requests for their direct reports.

view_my_goals

Retrieves personal goals including status, due date, and organization alignment.

Doesn't support date range filtering or fields such as Target Amount, Milestones, and Cascaded Goals.

view_org_goals

Retrieves an organization's goals for a specified date range, defaulting to the current user's primary-job supervisory organization.

Limited to active supervisory organizations.

view_performance_review

Retrieves the user's completed or in-progress performance reviews. Only retrieves overall ratings for managers and employees for each section. Users can filter the list by status.

Doesn't display the manager or employee's overall comments. Only retrieves overall ratings for managers and employees for each section.

view_talent_profile_details

Retrieves specific talent profile sections, such as job history, skills, and education for the current user or another worker by their name or ID.

cancel_time_off

Initiates the

Correct Time Off

business process to cancel or delete an approved time off entry. Also supports the cancelation of in-progress time off request and correction events.

edit_time_off

Initiates the

Correct Time Off

business process to edit an approved time off entry. Supports modifications to quantity, start and end times, and reasons for both standard time off and absence tables.

Doesn't support corrections to the time off type, position, or worktags, and it doesn't display system warnings.

enter_time_block

Enables a user to create time entries for 1 or more days using quantity-based entries (# of hours) or in/out time-based entries (specific times of day).

Doesn't support worktag entry or project-based time entry codes.

request_time_off

Initiates a time off request, such as vacation and sick leave, using the

Request Time Off

business process.

Doesn't support requests with worktags configured, system warnings or start/end times.

shift_check_in

Enables a user to clock in at the beginning of their shift to start recording worked time. The tool automaticallt resolves available time entry codes and positions.

Doesn't support worktag entry or project-based time entry codes; users requiring worktags can't complete check-in through this tool.

shift_check_out

Enables a user to clock out of their shift, either for a break or for the end of their shift, to stop recording their worked time.

submit_time

Submits a user's timesheet for review and approval for a single date. Includes all time entries for the full time period the date falls within. For example, any date within a weekly pay period will submit the entire week.

Doesn't support custom validations.

update_time_block_comment

Adds or updates a comment associated with a specific time block.

Doesn't support editing any other fields on the time block, such as time type or quantity.

my_time_off_events

Retrieves the user's time off events with a status of Approved, Submitted, Not Submitted, or Sent Back for a specified date range.

Doesn't retrieve Cancelled or Denied time off entries.

time_off_balance

Retrieves and displays the user's time off balances as of an effective date.

Doesn't return time off carryover, expiring accrual balances, or expiration details.

time_off_types

Displays all the types of time off the user is eligible for.

Excludes time off types that can't be entered through the standard process, such as those enabled only for time tracking, forfeiture adjustments, or selling.

view_holiday_calendar

Retrieves the user’s company holiday calendar events for a specified date range.

While the tool identifies the holidays, it doesn't return the specific duration of the holiday calendar event.

view_time_blocks

Displays all recorded time blocks for a specified date range for the user.

Results are limited to the first 20 time blocks per request.

navigation_deeplink

Provides a direct navigational link to the correct task or report within the Workday system when the agent can't answer a question directly.

recommend_change_job_template

Recommends a predefined template for a Change Job request based on the user's context.

Only surfaces the recommendation; doesn't initiate or submit the actual job change workflow.

view_direct_reports_info

Retrieves professional profile information, such as anniversary dates, birthdays, promotion history, and tenure, for a manager's direct reports or a specific worker

Provides data for direct reports only, not skip-level reports.

view_direct_reports

Retrieves the names and IDs of the workers who report directly to the manager user.

Only provides data for direct reports, not skip-level reports.

view_worker_history

Retrieves employment-related details for events such as hire, job change, and compensation for the user or a named worker within a specified date range. Each invocation retrieves a single event category.

When a name is provided, the worker must be part of the manager's reporting structure.

request_payroll_input

Guides authorized users in creating payroll input requests for earnings or deductions by identifying eligible pay components and retrieving the next available payroll start date for accurate scheduling.

Doesn't support custom validations.

start_performance_review_worker

Starts a new

Employee Review

business process for a manager's single direct report or for their entire team.

While you must select a template and period dates, you can only use 1 template when starting reviews for all direct reports simultaneously.

request_feedback_worker

Enables a manager to request feedback about a worker from other users. Users can select specific feedback templates and determine if the responses should be confidential or visible to others.

find_job_requisition

Displays up to 10 open or in-progress job requisitions for supervisory organizations where the manager holds a leadership role.

Excludes evergreen requisitions and internal apply postings.

view_candidate_status

Retrieves application information, such as skills, experience, and links for managers, recruiters, and candidates that have My Candidates access.

Doesn't retrieve information for candidates without My Candidates.

view_team_goals

Aggregates and retrieves up to 100 goals for a manager's direct reports, grouped by worker and completion status. Supports filters for status, keywords, and due dates.

Doesn't support filters for milestones, categories, or specific target and actual currency fields.

view_team_learning_status

Retrieves learning records such as completion, grade, and expiration for a manager's direct team.

Only provides data on learning activities in which the team has already formally enrolled; assigned but not-yet-enrolled training is excluded.

view_team_performance_review

Retrieves high-level review metadata and overall ratings for the supervisory organization the manager leads.

When a manager leads multiple organizations, only the first supervisory organization is retrieved.

approve_time_entries

Enables a user to approve time entries for multiple workers.

Displays a maximum of 60 records, with 20 records per page.

create_time_blocks_workers

Enables a user to create time blocks for multiple workers.

For a maximum of:

20 workers.
100 time blocks.
Date range of 1 week.

deny_time_entries

Enables a user to deny time entries for multiple workers.

Displays a maximum of 60 records, with 20 records per page.

send_back_time_entries

Enables a user to send back time entries for multiple workers.

Displays a maximum of 60 records, with 20 records per page.

view_direct_reports_time_off

Retrieves time off events (Approved, Submitted, Not Submitted, or Sent Back) for a manager's direct reports within a specified date range.

Doesn't reference your specific team absence configuration or retrieve cancelled and denied entries.

view_time_blocks_workers

Retrieves time blocks for multiple workers.

Displays up to 100 time blocks for a maximum of 20 workers for a maximum date range of 1 month.

view_submitted_time_entries_workers

Retrieves submitted time entries for multiple workers.

Displays a maximum of 60 records, with 20 records per page.

search_policy_documents

Retrieves company policy and procedural information from Help Knowledge Base articles to ensure responses are accurate and based on official documentation.

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 for Self-Service Agent to ingest your policy documents.
Doesn't extract data from articles in Sandbox enviroments. We recommend using IMPL tenants instead for test cases related to this.
Doesn't read document attachments or linked documents in help articles. Only reads the text of the article itself.
Currently only supports English and French-Canadian. We plan to support additional languages in the future.