SELF-SERVICE AI AGENT
Get more work done from day one.
Self-Service Agent gives your employees instant answers and completes work inside Workday—slashing routine HR tickets, reclaiming valuable admin time, and increasing worker efficiency.
Take employees from answer to action—instantly.
Built with your company's policies, processes, and security model, Self-Service Agent doesn't just answer, it completes work safely and securely.
Reduce HR tickets.
Give employees instant, plain-language answers based on live Workday data.
Hand off routine tasks.
Let the agent handle time-off requests, expenses, and profile updates, end-to-end.
Eliminate compliance risks.
Get step-by-step guidance in high-stakes moments, like promotions or job changes.
Meet employees where they’re at.
Chat directly inside Slack, Microsoft Teams, M365 Copilot, Gemini, or Workday.
Meet Sana. AI that gets work done right.
Sana is the agentic experience across all of Workday. Just describe what you need, and Sana orchestrates expert agents—like Self-Service Agent—to take care of it, with every action grounded in Workday data, permissions, and governance.
self-service agent use cases
Everyday tasks, handled in one conversation.
Whether you’re an employee, manager, or leader, Self-Service Agent helps you and your team accomplish more and take back time for high-value work.
Easy PTO requests.
Antonio tells Self-Service Agent to schedule a floating holiday next Monday through Wednesday. Self-Service Agent checks the PTO balance, confirms the dates, and submits the request.
Fast feedback.
Sam wants to recognize Alicia in a team meeting. With a simple ask, Self-Service Agent summarizes feedback and highlights themes. Sam walks in with specifics instead of a vague “great job.”
Demystified pay.
Priya’s net pay dropped this month. Self-Service Agent identifies and explains the change: a 401(k) bump and higher state tax after a recent move. Priya’s gross pay never changed.
Policy on demand.
Omar wants to promote a strong performer who has only been on the team a year. Self-Service Agent lays out the eligibility rules and effective dates to help make the case.
Self-Service Agent FAQs.
What is Self-Service Agent?
Self-Service Agent is an AI assistant that gives employees instant answers and guided actions inside Workday, effectively reducing routine HR tickets.
Where can employees use Self-Service Agent?
Employees can chat with the agent directly in Workday, as well as through your existing communication channels: Slack, Microsoft Teams, Gemini, and and M365 Copilot.
What kinds of tasks can the agent handle end-to-end?
Self-Service Agent can handle time-off requests, expenses, and profile updates, as well as provide step-by-step guidance for high-stakes moments like promotions or job changes.
How does the agent make decisions and take action?
The agent uses your live Workday data and company policies, checks the employee’s permissions based on Workday roles, performs the approved action, and returns a confirmation.
How long are chats and action histories stored?
Chats are deleted after 30 days. When the agent completes an action, it returns confirmation details (such as request information) directly to the user, while the permanent log is securely maintained within your standard Workday audit trail.
Ready to talk?
Get in touch.