Set Up Talent Sentiment 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.
- 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 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.
- Review setup considerations for the Talent Sentiment Agent.
- Register the agent in the Workday Agent System of Record (ASOR). For more information, visit Register and Configure Workday-Built Agents.
- Security:Administratoraccess.
Set up the Talent Sentiment Agent to generate insights for your people leaders. You enable third-party data processing for your organization and then give access control groups permission to use the agent. To restrict insight generation and control Flex Credit costs, clear these permissions before a survey round closes.
- Enable company-level data processing.
- Go to .
- In theSentiment agentsection underThird-party data processing, select theEnable Sentiment agentcheck box.This check box enables the agent and all of its skills, and also turns on the newOverviewpage in all contexts.
- Give an access control group access to the agent.
- Go to .
- Select an access control group, such as Managers.
- In theSentiment Agentsection, select theReceive automated round insightscheck box.To select this check box, the group must haveAccess statisticsenabled.
- (Optional) Give the group access to conversations with the agent.
- Select theChat with Talent Sentiment Agentcheck box to let users ask the agent follow-up questions about team insights.TheChat with Talent Sentiment Agentcheck box requires theReceive automated round insightscheck box. Users see theExplorebutton only when they have theChat with Talent Sentiment Agentcheck box.
- Confirm settings.
- ClickSave changes.
When the next survey round closes, managers in the groups you set up can view the agent's insights on the
Overview
page.