Register and Configure Workday-Built Agents

You might need to take additional steps to register and use agents in Production tenants 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.

Select

Profile

On your profile page, select your organization's name, which is beneath your name and next to your job title.

View your

Subscription Service Agreement

value.

If the value is:

UMSA
, the feature is automatically available. 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.

Flex credits are only required for registering and using agents in your production tenants. You will not be able to register and use any agents in production until you’ve opted into these agreements. UMSA is required for non-production and production tenants for Workday-Built agents. UMSA is not be required for non-production tenants for self-built agents.

Opt-in to the Workday Flex Credits and Platform Entitlement Policy - only required for registering and using agents in your production tenants.

Set Up Agent System of Record.

Security: These domains in the Agent System of Record functional area:

Agent Compliance

Agent Management Hub

Manage: Agents

Reports: Agent Reporting

Reports: AI Agent Security

Setup: Agents

You can register, configure, activate and deactivate Workday agents using the

Agent Management Hub

Access the

Agent Management Hub

report.

Select the

Unregistered Workday Agent

tab.

Click

the agent you want to register.

Select the

Confirm

check box, and then click

to complete the registration.

Workday moves the agent to the

Agent Registry

tab.

Select the

Agent Registry

tab and then click on the agent name to configure the agent.

From the agent's profile view, click

Configure Agent

In the

Status

column, make each relevant skill available by enabling the toggle slider.

For each enabled

Skill

, populate the

Available To

prompt with the security groups that you want to provide access to for that specific skill. The security groups added to the

Available To

prompt for an agent establish the agent’s interaction policy.

The security groups you select in the

Available To

prompt must also have permissions to the domain or business process security policies that secure the agents’ tools. You can use the

View Security for Agent Skill

report to assist with your agent security configurations. This report shows you detailed information about the agent’s Tools APIs and the respective domain or business process security policies and permissions. At agent runtime, Workday evaluates both user access to the agent and the user access to the APIs the agent is executing as tools.

Click

Activate

. You can also optionally save and return to this configuration.

Agent configuration can be updated at any time. When you activate an agent, the ASU for the agent also activates automatically.

(Optional) When you are done with your agent, you can click

Deactivate

to turn it off.

You can activate, deactivate and reactivate your agents at any time in the

Agent Management Hub

. When you deactivate an agent, the ASU for the agent also deactivates automatically.