Your AI upgrade is here. Just flip the switch.

Work with your Workday Security Administrators to get the process started. Between May 30 and June 5, your Workday Security Administrators will receive a notification to set up Sana for Workday via a “Set Up AI Admin Security Permissions Task.” Then, your administrators can configure and activate the Self-Service Agent in the Agent System of Record.  

Your Workday administrators can review these assets in Workday Community to learn more:

• Sana for Workday Release Note

• Sana for Workday

Between May 30 and June 5, you will receive your Complimentary Flex Credits and the Platform Consumption Console (PCC), which allows you to see your credit usage.

During the promotional period, you will see your usage counts of Sana for Workday and Self-Service Agent, but your Complimentary Flex Credits will not draw down. 

Please note that this only applies to the promotional agents. All other agents used in production will draw down credits beginning May 30, 2026.

Use of Complementary Flex Credits is subject to the Complimentary Flex Credit Policy, which is incorporated into the UMSA Product Terms. By registering an Agent in Agent System of Record or configuring Sana, you are subject to the Complimentary Flex Credit Policy.

Beginning May 30, you will have access in your production tenants to all generally available agents enabled by your underlying products. For example, if you have Workday Payroll, you will be able to use Payroll Agent in your production environment beginning May 30. 

To get started with agents in production, work with your Workday security administrators to set up the Agent System of Record, where you can manage agents. 

All agents used in production will use Flex Credits, with the exception of Sana for Workday and Self-Service Agent during the promotional period.

To get you started, Workday offers an annual allotment of Complimentary Flex Credits based on employee size. Complimentary Flex Credits do not roll over year to year.

With Complimentary Flex Credits, you can test and explore agents and AI innovations in production, and generate real usage data to help you budget with confidence. To learn how many Complimentary Flex Credits you will receive, please see the Complimentary Flex Credit Policy.

The Platform Consumption Console (PCC) is your source of truth for your credit usage. It gives you a clear view of your credit allotment, credit usage and remaining balance. You can also explore detailed metrics that pinpoint which agents or technologies are consuming credits.

Once your administrators have set up the PCC and granted you access, you can find it in Workday by searching for “Platform Consumption Console.”

The PCC provides you with a clear view of your credit usage and balance. PCC admins will receive notifications in Workday when your credit usage reaches  80%, 90%, and 100% of your available credits, but it will not turn off any capabilities when you use all your credits.

To stop using an agent in production for any reason, you may deactivate that agent in ASOR. To stop using Sana Workspace, you can remove user access.

To ensure uninterrupted service, we will not immediately suspend your access to agents if you exceed your complimentary credits. However, to maintain a positive balance and avoid overage charges, customers are responsible for purchasing additional credits in a timely fashion. Should an overage occur, your Workday account team will work with you to reconcile the balance and secure the credits needed for future use, which will require signing the simplified Workday Flex Credits and Platform Entitlement Policy.

Yes. Since you have signed the UMSA, your Workday Security Administrators will receive notifications between May 30 and June 5 to set up the Agent System of Record, User Provisioning Workspace, Platform Consumption Console, Sana for Workday and the Self-Service Agent. 

If you go live before August 31, 2026, you can use Sana and the Self-Service Agent at no cost until then. 

Regardless of your go-live date, you will receive Complimentary Flex Credits to explore available agents in production. Production use of all agents will use credits, with the exception of the Sana for Workday and Self-Service Agent during the promotional period.

If you have agreed to the UMSA and are live on HCM or Financials during the promotional period, you get free use of Sana for Workday and Self-Service Agent in production.

If you already received your Complimentary Flex Credits when you adopted the Flex Credit model, you will not receive a new allotment of complimentary credits at this time.

You are always in control. You can work with your Workday security administrators to ensure they do not set up Sana or the Self-Service Agent.