Steps: Set Up Workday Assistant

Review setup considerations for Workday Assistant.

Workday Assistant is a conversational chatbot designed to help casual Workday users discover information, complete common tasks, and get support.

Examples: Workers can enter phrases like these into Workday Assistant:

Change my marital status.

How much vacation time do I have?

Request time off.

What is my hire date?

Workers can view all of the capabilities available to them in Workday Assistant by entering What can you do?
or Show available capabilities
.

Workday Assistant responds to requests in one of 2 ways:

Quick Actions: Workers can complete some tasks directly in the Workday Assistant chat window. Example: When you use Workday Assistant to request time off, it prompts you to enter the request date(s) and type and submits the request without requiring you to access the

Request Time Off

report.

Navigation: Workday Assistant links workers to the task or report they're looking for in Workday. Example: When you use Workday Assistant to access your feedback, it provides a link to the

View Feedback Received

report.

Enable Innovation Services Feature and Machine Learning Data Contributions.

On the

Innovation Services Opt-In

task, select the

Workday Assistant

service on the

Available Services

tab in the

People Experience

category.

Create Segment-Based Security Groups.

Create security groups using these security group types:

Public

Role-Based

Self-Service - Worker

Unconstrained

Edit Domain Security Policies.

Edit security policies for these domains in the System functional area:

Assistant

Bots

Manage Bot and User Conversations

Set Up: Tenant Setup - Assistant

(Optional) Assistant Usage Reports

Assign security groups

Get

Put

View

, and

Modify

permissions on both the Assistant
and Bots
domains.

To protect user data, Workday recommends that you restrict Manage Bot and User Conversations
domain access to a small subset of administrators. Admins assigned to this domain can access the:

Get Conversation Data

report. This enables you to download data for all Assistant and Worksheets conversation messages in your tenant.

Purge Bot Conversation Data

task. This enables you to permanently delete all conversation message data in your tenant.

Purge Conversation Message Data

report. This enables you to permanently delete data associated with a specific message.

Activate Pending Security Policy Changes.

Access the

Edit Tenant Setup - Assistant

task.

Configure the actions you want users to perform in Workday Assistant.

See Reference: Edit Tenant Setup - Assistant.

Security: Set Up: Tenant Setup - Assistant
domain in the System functional area.

From the

Delivered Discovery Boards

report, access the

Assistant Usage Reports

discovery board to view data visualizations of how your users interact with Workday Assistant.