Workday Everywhere – Product Capabilities¶

Workday for Microsoft Teams and Slack · Updated for 26R1

Overview¶

Workday Everywhere integrates Workday functionality into Microsoft Teams and Slack. Two interaction modes: - Quick Actions: buttons on Home tab - Workday Assistant conversations: Chat/Messages tab

Response Types¶

Take Action / Return Information¶

User takes action or gets data directly within Teams/Slack.

User receives a deep link into Workday browser (task or report).

Quick Actions: Take Action / Return Information¶

Category	Actions
Expenses	Create Quick Expense*
Feedback	Give anytime feedback*
Human Resources	Lookup a coworker / Find a coworker*
Learning	Continue learning content; View my enrolled content; View my required content
Misc	COVID-19 Notice (conversation only); My Tasks*+
Pay	View payslip
Procurement	View orders
Profile	View my anniversary/birthday/business unit/email/ethnicity/employee ID/hire date/last promotion date/legal name/location/manager/marital status/nationality and citizenship/phone numbers/preferred name/sexual and gender identity/time in position/title/worker information
Projects	Find Projects
Recruiting	Request Interview Feedback*; Find job requisitions
Time Off	Request time off; Correct time off; View time off balance (includes Requested and Approved); View holiday calendar / Company holidays
Time Tracking	Check In; Check Out; Enter time* (Teams only); Submit time
Workday Help	Search Help Articles

* = Available with Workday Assistant disabled
+ = Not available via Workday Assistant/Chat functionality

Category	Actions
Benefits	View Dependents; View Insurance Policies
Career	Find Jobs
Expenses	View Expense Reports
Feedback	Get feedback on self; Get feedback on worker; View feedback received; View feedback requested
Goals	Add goals to employees; Manage organization goals; View my goals; View my organization goals; View my team's goals
Human Resources	Get reference letters
Learning	Continue learning content; Enroll in content; View all content; View learning home; View my learning transcript; View my team's learning status
Pay	View 401(k); View bonus history; View direct deposit; View total compensation; View tax forms
Performance Reviews	View performance review (My Reviews; Start My Performance Review; My Team's Performance Review; Start Performance Review for Employee)
Productivity	Open My Drive
Profile	Change my contact information/date of birth/emergency contacts/ethnicity/legal name/marital status/nationality and citizenship/personal information/place of birth/preferred name/profile photo/sexual and gender identity
Recruiting	Create job requisition; Create referral; View a candidate's status
Staffing Changes	Change job templates; Change job
Time Tracking	Approve Timesheets; Enter Time (Slack only)
Workday Help	Create Case

* = Available with Workday Assistant disabled

Dashboards¶

My Tasks¶

Available to all users; shows 10 most recent tasks
Action tasks within app or deep-link to Workday
Slack: appears in a modal; not configurable

My Calendar¶

Available to all users; shows holidays + approved time off
Teams also shows: learning due, pending time off requests
Not configurable

My Team (managers only)¶

Shows team birthdays, holidays, anniversaries, upcoming time off
Teams also shows: pending time off, holidays
Includes visual Team Calendar
Not configurable

Admin Dashboard¶

Available to users secured to Workday Everywhere Administrator domain
Configure settings (Manage Features), view diagnostics, manage ISA credentials
Teams only: Disconnect All Users from Workday

Notifications & Approvals¶

Connection Message¶

Sent when: - (Teams) App first installed/pinned for org, or user first navigates to app - (Slack) User first navigates to app - (Requires Set Up Notifications for Workday Everywhere) Initiator or approver triggers time off correction or learning enrollment inside Workday and isn't connected yet

Awareness Message¶

Sent to unconnected users who are secured to Workday Everywhere User domain but haven't signed in: - Manager receives: when employee requests time off (via any channel) - Employee receives: when manager responds to their time off request - Employee receives: when another user provides anytime feedback - Employee receives: when expense report status is updated

Approvals (via Set Up Notifications for Workday Everywhere)¶

Supported for: time off requests, time off corrections, learning enrollment
Approver receives notification with Approve/Deny buttons
Initiator receives outcome notification
Exception: for non-time-off approvals, both initiator and approver must be connected

Help Case Updates¶

Enabling Help Case notifications informs users of new case responses

Feedback Notifications¶

Requires Anytime Feedback Quick Action enabled
Submitter receives confirmation on send
Recipient and their manager may receive notification (per Advanced Feedback Settings) with button to view feedback in modal
Awareness messages sent to unconnected users secured to Workday Everywhere User domain

Expense Notifications (as of 24R2)¶

Notifies submitter of expense report status (approved, denied, sent back)
Enabled by default; admin can disable via Set Up Notifications for Workday Everywhere task

Measuring Adoption¶

Assistant Usage Report Discovery Board¶

Tracks usage of Assistant-powered quick actions and conversations
Metrics: Success Percentage, Capabilities Usage Count, Platforms, Capabilities by Job Profile/Language/Country
Not captured: certain quick actions, all notifications/approvals, dashboard usage (Home, My Team)

Resources¶

Overview and How to Deploy Workday for Microsoft Teams
Overview and How to Deploy Workday for Slack
Configuration Workbook for Testing
User Experience Roadmap
Documentation / Administrator Guide: Workday Everywhere
Workday Everywhere Functional and Security FAQs