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Workday-AI-SOP

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Workday Assistant Workday Assistant is a digital assistant (chatbot) that helps employees’ complete common tasks, answer questions, and navigate Workday from any page within the system. Employees can interact with Workday Assistant through both the desktop and mobile app. Please note Workday Assistant is fully automated and does not provide live HR support. If you need assistance from HR4U, please submit a Solution Center ticket or contact the HR4U team directly at HR4U@rhanet.org.

Accessing Workday Assistant After signing into Workday, select the chat bubble icon located in the top right corner of the screen near the Notifications, My Tasks, and Profile icons. Selecting this icon will open Workday Assistant and allow you to begin interacting with it.

Using Workday Assistant To start a conversation, either: • •

Select a pre-configured task Type your question or request into the search box

You can use short phrases, keywords, or full questions. Examples include: • • • •

“What is my vacation balance?” “How much time off do I have?” “Update my address” “View my payslip”


Capabilities Below is everything Workday Assistant can do. Type the phrase below into the chatbot. Benefits • View dependents • View insurance policies Pay • • • •

View direct deposit View pay information View tax forms View W-4

Human Resources • Find a coworker • Find a coworker's email • Find a coworker's manager • Find a coworker's office location • Find a coworker's phone number • Find a coworker's title Performance Review • View Performance Review • View my goals Profile • • • • • • • • • • • • • • • • • • •

Change my contact info Change my emergency contacts Change my legal name Change my marital status Change my citizenship status Change my personal information Change my preferred name Change my profile photo Change gender identities View my anniversary View my birthday View my email View my employee ID View my hire date View my location View my manager View my phone View my time in position View my title

Recruiting • Create job requisition • Create referral • View a candidate's status • View in-progress job requisition events Team Management • View direct report's anniversary • View direct report's birthday • View direct report's check in or out • View direct report's time off • View direct reports • View my team's check in or out • View team anniversaries • View team birthdays • View team hire dates • View team promotion dates • View team time off • View team's time in position • View Team’ Performance Reviews Time Off

• • •

View holiday calendar View time off balance Request Time Off

Time Tracking • Enter Time • Approve timesheets


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Workday-AI-SOP by RHA Health Services - Issuu