Workday tools bring live people and HR data from Workday into Applaud conversations and workflows. Employees and managers can ask questions in plain language, retrieve up-to-date information, and complete approved HR tasks without opening Workday.
Workday remains the system of record. Applaud provides the conversational experience through which people access Workday information and complete the tasks you've made available.
Why use Workday tools?
Knowledge helps the assistant answer questions about your organization's policies and processes. Workday tools let the assistant go a step further by working with live HR data and actions in Workday.
This means employees and managers can:
- Get current information without searching through Workday.
- Complete routine HR tasks without switching applications.
- Get help with multi-step requests through a guided conversation.
- Receive confirmation or the next step directly in the conversation.
For HR teams, this can reduce routine requests and make self-service easier for employees and managers.
What can you do with Workday tools?
Workday tools can support a wide range of HR experiences.
Look up live HR information
Employees and managers can ask the assistant for information such as:
- Leave balances and time-off information.
- Worker and employment details.
- Team and organizational information.
- Job profiles and locations.
- Compensation and benefits information.
- Learning and performance information.
The assistant retrieves information from Workday as needed, so people get up-to-date data.
Complete HR tasks
Workday tools can also perform approved actions in Workday, such as:
- Submit a time-off request.
- Create a job requisition.
- Create a position or staffing request.
- Submit or update other supported HR requests.
- Update approved employee information.
The assistant can collect any missing information, confirm the request, and then complete the action in Workday.
Guide employees through a process
Some HR tasks need more than one piece of information. Instead of asking employees to complete a form in Workday, the assistant can guide them through the request in conversation.
For example:
Employee: I'd like next Friday off.
Assistant: What type of time off would you like to request?
Employee: Annual leave.
Assistant: You'd like to request annual leave for Friday. Should I submit the request?
The exact conversation depends on how you configure the Workday capability.
Where you can use Workday tools
The same Workday capability can be used across supported Applaud experiences, including:
- AI Assistant - Help employees and managers retrieve information and complete HR tasks through conversation.
- Channels - Bring Workday capabilities into channels such as Microsoft Teams, Slack, and Microsoft Outlook.
- Case Management - Give Case AI access to relevant Workday capabilities.
- Workflows - Use Workday capabilities as part of conversational or automated processes.
You create a Workday tool once and can reuse it wherever it's supported.
How Workday tools fit into Agent Tools
Workday tools are created and managed in Agent Tools.
At a high level, you:
- Connect Applaud to your Workday tenant.
- Discover the Workday capabilities available through the connection.
- Configure the capabilities you want to make available as tools.
- Test the tools.
- Attach them to the assistants or workflows that need them.
You control which Workday capabilities are available.
Workday remains the system of record
Workday continues to store and manage the underlying HR data and transactions.
When an employee or manager asks the assistant for information, the relevant Workday tool retrieves current information from Workday. When they complete an approved action, the tool sends the request to Workday.
This means Applaud provides the experience, while Workday remains the source of truth.