Workday HR resource management AI agent

This AI agent retrieves employee resource data from Workday HR. It looks up worker profiles, holiday calendars, inbox items, and, by employee ID, documents, total rewards, and benefit enrollments.

Workflow

The agent helps the user find employee profile, benefit, and document information in Workday.

1. Ask the user what they want to do and collect the details the action needs, such as the employee ID.

2. Look up the employee’s worker profile.

3. Get the employee’s documents by employee ID.

4. Get the employee’s total rewards and benefit enrollments by employee ID.

5. Look up the employee’s holiday calendars.

6. Look up the employee’s Workday inbox items.

7. Report the outcome to the user, including details of any error.

<table><thead><tr><th>

Field

</th><th>

Description

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Allow third party to access this AI agent

</td><td>

When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field.

</td></tr><tr><td>

Allow AI specialists to access this AI agent

</td><td>

When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field.

</td></tr><tr><td>

Manage long-term memory

</td><td>

When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference.

</td></tr><tr><td>

Tools

</td><td>

• Flow Actions

Get Employee Documents By Employee ID

Get Total Benefit Enrollments By Employee ID

Get Total Rewards By Employee ID

Look up Holiday Calendars Of An Employee

Look up Inbox Items

Look up Worker Profile

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Allowed user roles The specific user roles that can access this AI agent.

</td><td>

• pa_power_user

• sn_workday_hr_spke.workday_admin

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Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.

</td><td>

• pa_power_user

• sn_workday_hr_spke.workday_admin

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Triggers

</td><td>

Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.

</td></tr><tr><td>

Channels

</td><td>

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

</td></tr><tr><td>

Used in agentic workflows

</td><td>

• Fetch Employee Profile and Rewards Details and Latest Performance Review

• Fetch Employee Time Off and Holiday Calendar

</td></tr></tbody> </table>Parent Topic:Workday HR Spoke AI agents

Related topics

Workday HR Spoke

Integration Hub spokes