Example: Manage Your Time Off Using Self-Service Agent

Opt-in to the Workday Flex Credits and Platform Entitlement Policy - only required for usage in production tenants.

Flex credits are only required for registering and using agents in your production tenants. You won’t 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 won’t be required for non-Production tenants for self-built agents.

Set Up Agent System of Record

Set Up Self-Service Agent

The Request Time Off REST API - required as the initiating action for the Request Time Off BP.

Security: Request Time Off
domain in the Time Off and Leave functional area.

This example demonstrates how to book and manage your time off using the Self-Service agent in Workday.

Scenario:

You want to understand how to effectively use your time off this year based on company holidays and paid time off. Instead of comparing reports and company policies, you want to ask, in plain text, the best way to optimize and plan your time off.

Access the Self-Service Agent by clicking the Workday chat icon in the global top navigation bar.

Enter a prompt asking the Self-Service Agent about your time off balance. Example: I’d like to take some time off this quarter. How many days do I have to take? Include company holidays and sabbaticals.

The agent might prompt you to clarify additional information such as:

Indicating the absence type.

Indicating the amount of time you'd like to take.

Respond to the agent and confirm your request.

Repeat this process by asking the Self-Service Agent about each upcoming quarter for the year. Example: What about next quarter? How many days can I take then?

The agent displays the details of your request.

Review the information and confirm it.