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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Workday Everywhere

Steps: Set Up Workday Everywhere

You can enable workers and managers to perform self-service Workday tasks directly from these workspaces:
  • Microsoft Teams
  • Slack
Workday Everywhere is designed to help casual Workday users discover information, complete common tasks, and get support without opening Workday in a web browser. Examples: Workers can enter phrases like these into Workday for Microsoft Teams or Workday for Slack:
  • Change my marital status.
  • How much vacation time do I have?
  • Request time off.
  • What is my hire date.
Workers can view the capabilities available to them in Workday Everywhere by clicking
Explore all
 under My Quick Actions.
You can also enable workers and managers to receive notifications in Workday for Microsoft Teams and Workday for Slack. Example: You can configure Workday Everywhere to notify managers when their workers request time off, and to notify workers when their time off requests are approved or denied.
  1. Set up security for your workspace.
  2. (Optional) In your Microsoft Teams workspace, install Workday as a third-party app and add it to a permission policy assigned to your users. You must be a Microsoft Office 365 Global Administrator to manage app permission policies.
    Workday prompts you to enable these Microsoft Graph API permissions:
    • Allow the app to manage itself for all users.
    • Read all users' full profiles.
    • Sign in and read user profile.
  3. (Optional) In your Slack workspace, install Workday as a third-party app and connect it to your Slack account when prompted. You must be a Slack Workspace Owner to install the Workday app.
  4. Navigate to the Workday app in your Slack workspace and enter
    hi
     into the Messages tab.
  5. Click
    Connect to Workday
     and enter your Workday tenant alias when prompted.
    Tenant aliases use the naming convention for the environment of the tenant:
    • Production: tenantname
    • Sandbox: tenantname-sb
    If you rename your tenant, you must disconnect and reconnect the Workday app in your workspace using your new tenant alias.
  6. (Optional) To configure settings and capabilities for Workday for Slack or Workday for Microsoft Teams, navigate to the Admin Dashboard on the Home tab and click
    Configure
    . Workday automatically enables all features for all users.
    As you configure capabilities for your workspace, consider:
    Option
    Description
    Give interview feedback
    To enable workers to give interview feedback, configure the
    Interview
     business process with these action steps:
    Schedule Interview
     >
    Manage Interview Feedback
     >
    Make Interview Decision
    .
    Look up a coworker
    To enable coworker lookup, enable the
    WQL for Workday Extend
     domain in the System functional area and add All Employees as a security group with View permissions.
  7. (Optional) Workday recommends that you set up Workday Assistant to enable these and many other capabilities:
    • Change job details
    • Request time off and view time off balance
    • View and update personal information
  8. (Optional) Access the
    Set Up Notifications for Workday Everywhere
     task.
    On the
    Business Process Notifications
     tab, select 1 or more business process definitions for which you want to enable notifications.
    On the
    Workday Everywhere Notifications
     tab, select check boxes for notification types you want to enable.
    Security:
    Workday Everywhere Administrator
     domain in the Workday Everywhere functional area.
  9. To help workers find Workday for Microsoft Teams, use a setup policy to pin the Workday app. You must be a Microsoft Office365 Teams Administrator to manage pinned apps.