Workday integration for AI agents that support HR and finance
Workday is a cloud system for people and finance management used by large companies, with modules for HR, payroll, recruiting, performance, expenses and financial planning. The agent looks up and updates HR and finance data through the Workday APIs that the customer company makes available, through the iTeam app catalog.
What AI agents do with Workday
HR questions answered with employee data
Whoever asks how many vacation days they have or when the next review is gets the answer in Teams or Slack, with data from Workday. Sensitive topics go to the HR business partner.
Onboarding coordinated across teams
When a hire is completed in Workday, the agent triggers the access, equipment and training tasks for IT, facilities and the manager. It follows up until everything is ready on day one.
Job requisition with context
The manager asks for a new position in the conversation, and the agent prepares the requisition in Workday with title, salary range and cost center. Approval follows the flow that already exists in the system.
Expenses checked before approval
The agent reviews submitted expense reports, checks receipts and policy and marks what is out of line. The approver receives only what needs a decision.
Connect Workday once. The agents use it within your rules.
- In the app catalogAvailable in the iTeam app catalog, with the app’s own login and permissions per agent.
- Each agent gets the right accessYou decide what each agent can read or do in Workday, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Workday and what it cost, all on record.
Ready-made AI teams for this work
Recruiting and screening team
Each application is read against the criteria you set, with a written reason. Recruiters decide; the team books the interviews.
Employee HR help desk
Questions about time off, benefits and payslips get a correct answer from your handbook. Sensitive topics go straight to HR.
Payroll and timesheet team
Hours, overtime, leave and changes are checked every pay period, so the run goes out right the first time.
Performance review team
Feedback and goals are collected as work happens, so the review is written from facts and not from memory.
Often used together with Workday
Questions about Workday and AI agents
Does iTeam integrate with Workday?
Yes. Workday is available in the iTeam app catalog, using the APIs your company makes available through a Workday integration user.
Does the agent respect Workday security groups?
Yes. It sees only what the integration user sees, and in iTeam you can further limit which data and actions it uses.
Does deployment change the Workday configuration?
Not necessarily. The iTeam team works with your HRIS team to use what already exists, and any change to the system is decided by you.
