Use Cases
AI Colleagues for
HR, IT, and Finance
CATEGORIES
Leave & Attendance
Apply for / Manage LeaveSubmit, edit or cancel leave requests in a single conversation.
Workday
SAP SuccessFactors
UKG Pro
UKG Ready
BambooHRCheck Leave Balances / PoliciesLook up remaining balances and the leave policy that applies to you.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRGet Attendance SummaryView a clear summary of your logged attendance for any period.
WorkdaySAP SuccessFactorsUKG ProUKG Ready
DayforceRegularize / Correct AttendanceFix missed punches or wrong entries and route for approval.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyDayforceView / Manage Shift ScheduleSee upcoming shifts and request changes to your roster.
UKG ProUKG ReadyDayforce
KronosSubmit Overtime RequestLog extra hours worked and send them for manager sign-off.
UKG ProUKG ReadyDayforceKronosTrack Compulsory Holiday CalendarCheck the official holiday calendar for your location.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRRequest Short Leave / Early DepartureAsk for a partial day or early exit and get quick approval.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRTrack Leave ApprovalsFollow the live status of leave requests awaiting approval.
WorkdaySAP SuccessFactors
SAP HR / SAP ECC / SAP EC
PeopleSoft
Zoho HRManager: Submit Leave of Absence for Direct ReportsLet a manager file a leave of absence for a direct report.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRCancel time-off requestCancel a previously submitted time-off request.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRPayroll & Compensation
View / Download PayslipPull up or download payslips for any pay period instantly.
WorkdaySAP SuccessFactorsDayforceSAP HR / SAP ECC / SAP ECPeopleSoftUnderstand Payroll DeductionsGet a plain-language breakdown of taxes and deductions.
WorkdaySAP SuccessFactorsDayforceSAP HR / SAP ECC / SAP ECPeopleSoftUpdate Tax & Withholding InfoChange tax declarations and withholding details securely.
WorkdaySAP SuccessFactorsDayforceSAP HR / SAP ECC / SAP ECPeopleSoftSubmit Bonus / Commission QueryRaise questions about bonus or commission calculations.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRaise Payroll DiscrepancyFlag a pay error and open a ticket to get it resolved.
WorkdaySAP SuccessFactorsDayforceSAP HR / SAP ECC / SAP ECPeopleSoftTrack Stock Options (ESOP/RSU)Check vesting schedules and the status of your equity grants.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRequest Salary AdvanceApply for an advance against salary and track approval.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRequest Direct Deposit ChangeUpdate the bank account where your pay is deposited.
WorkdaySAP SuccessFactorsDayforceSAP HR / SAP ECC / SAP ECPeopleSoftFetch worker compensation detailsLook up an employee’s current compensation details.
WorkdaySAP SuccessFactorsDayforceSAP HR / SAP ECC / SAP ECPeopleSoftRequest Salary CertificateGenerate a verified salary certificate on demand.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRBenefits Administration
Enroll / Change Benefits PlanEnroll in or switch benefit plans during eligible windows.
WorkdaySAP SuccessFactors
Alight
Benefitfocus
BusinessolverCompare Benefits Plan OptionsCompare coverage and costs across available plans side by side.
WorkdaySAP SuccessFactorsAlightBenefitfocusBusinessolverUpdate Life Event (Marriage, Baby, etc.)Report a qualifying life event and adjust coverage accordingly.
WorkdaySAP SuccessFactorsAlightBenefitfocusBusinessolverCheck HSA / FSA Balance & EligibilityView account balances and confirm what you can claim.
Alight
HealthEquityBusinessolver
bswiftFile Short-Term / Long-Term DisabilityStart a disability claim and track its progress.
WorkdaySAP SuccessFactorsAlightBenefitfocusAdd / Update Dependent & Beneficiary InfoAdd or edit dependents and beneficiaries on your records.
WorkdaySAP SuccessFactorsAlightBenefitfocusBusinessolverRequest Retirement Plan Info (401k, Pension)Get details on contributions, matching and plan options.
WorkdaySAP SuccessFactorsAlightBenefitfocusRequest COBRA InformationReceive COBRA continuation details and next steps.
AlightBenefitfocusBusinessolverADA Accommodation Request & StatusSubmit an accommodation request and check its status.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRecommend Benefits PlanGet a personalized benefits plan recommendation.
AlightBenefitfocusBusinessolverbswiftClaims & Reimbursements
Submit Expense Report / ReimbursementFile expenses with receipts and send for reimbursement.
Concur (SAP)
ExpensifyCheck Expense Reimbursement StatusTrack where your reimbursement sits in the approval flow.
Concur (SAP)ExpensifyClaim Travel ReimbursementSubmit travel-related expenses for reimbursement.
Concur (SAP)ExpensifyClarify Reimbursement DiscrepancyRaise a ticket to resolve mismatched reimbursement amounts.
Concur (SAP)ExpensifyClaim Employee BenefitSubmit a claim against an eligible employee benefit.
WorkdaySAP SuccessFactorsAlightBenefitfocusApprove Claim RequestReview and approve reimbursement claims in one click.
WorkdaySAP SuccessFactorsConcur (SAP)ExpensifyWorkers' Compensation Claim InquiryAsk about workers’ compensation eligibility and claims.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRSubmit Tuition Reimbursement / L&D RequestRequest tuition or learning-and-development reimbursement.
WorkdaySAP SuccessFactorsConcur (SAP)Employee Records & Docs
View Personal Records/InformationView your personal records and profile information.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRUpdate Personal Records/InformationUpdate your personal records and profile information.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRView my Government IDView the government ID on file for your profile.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRChange my Government IDUpdate the government ID stored on your profile.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRChange my work addressUpdate your work address on record.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRChange my work emailUpdate your work email address.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRChange my work phone numberUpdate your work phone number.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRView my work contact informationView your work contact details on file.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRUpdate payment electionsUpdate how your pay is split across bank accounts.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRAdd / Update Dependent & Beneficiary InfoAdd or edit dependents and beneficiaries on your records.
WorkdaySAP SuccessFactorsAlightBenefitfocusBusinessolverFetch Employment HistoryRetrieve a record of your roles and tenure on demand.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRView worker detailsView core worker details for an employee.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRCorrect Information / Job TitleRequest corrections to data errors or your job title.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRUpdate Emergency ContactAdd or update your emergency contact in a quick chat.
WorkdaySAP SuccessFactorsBambooHRSAP HR / SAP ECC / SAP ECPeopleSoftShare W-9 FormGet the W-9 form to review or update your tax details.
Workday
DocuSignRequest Employee DocumentsRequest HR documents and letters without a ticket queue.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRI-9 / E-Verify Status CheckCheck your I-9 and E-Verify completion status.
WorkdayDocuSign
Surepass
Sterling
CheckrGenerate Employee LettersProduce verification, visa or employment letters instantly.
WorkdaySAP SuccessFactorsDocuSignSAP HR / SAP ECC / SAP ECPeopleSoftView Job / Promotion HistoryView an employee’s job and promotion history.
WorkdaySAP SuccessFactorsUKG ProSAP HR / SAP ECC / SAP ECPeopleSoftPerformance Management
View Performance Review / Goals StatusSee your review progress and the status of your goals.
WorkdaySAP SuccessFactors
Lattice
15FiveGet Review FeedbackReceive manager feedback from your performance review.
WorkdaySAP SuccessFactorsLattice15FiveSubmit Self / Peer AssessmentsComplete self and peer assessments in the appraisal cycle.
SAP SuccessFactorsLattice15FiveSetup Alerts & ApprovalsConfigure notification triggers and approval workflows.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRTrack Appraisal TasksTrack open appraisal action items and their deadlines.
SAP SuccessFactorsLattice15FiveRequest Peer FeedbackAsk for and track peer feedback for your appraisal.
SAP SuccessFactorsLattice15FiveCascade GoalsCascade organizational goals down to teams and individuals.
WorkdaySAP SuccessFactorsLattice15FiveSubmit Connections FormSubmit a connections or networking request form.
SAP SuccessFactorsGeneral HR & Comms
Ask HR Policy QuestionsGet instant answers to HR policy and process questions.
Microsoft SharePoint
Confluence
Google Drive
ServiceNow Knowledge
Salesforce KnowledgeView Org Chart / Manager InfoLook up reporting lines and manager contact details.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRCheck Approval / Workflow StatusSee where any request sits in its approval workflow.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRequest Internal Job TransferApply for an internal move or transfer opportunity.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRReport Workplace ConflictsRaise a ticket to report a workplace issue or conflict.
WorkdaySAP SuccessFactorsReport Policy ViolationsConfidentially report a policy violation or non-compliance.
WorkdaySAP SuccessFactorsCelebrate MilestonesGet notified about birthdays, anniversaries and milestones.
WorkdaySAP SuccessFactorsUKG ProUKG ReadyBambooHRRespond to Pulse SurveyAnswer pulse surveys and share your feedback quickly.
QualtricsDelegate ApprovalsDelegate approval authority to another manager temporarily.
WorkdaySAP SuccessFactorsCreate / Update a CaseOpen or update an HR case for tracking and resolution.
ServiceNow
Jira Service Management
Workday HelpTransfer & Reporting Changes
Single Direct Report TransferTransfer one direct report to another manager.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRBulk Reassignment on Manager ExitReassign all direct reports when a manager departs.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HREmployee-Initiated Reporting Line ChangeLet an employee request a change to their reporting line.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRDotted-Line / Temporary Reporting ChangeSet up a dotted-line or temporary reporting relationship.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRInternal Mobility LateralMove an employee laterally to a new internal role.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRCross-Department TransferTransfer an employee to a different department.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRGeographic Relocation (Same Role)Relocate an employee to a new location in the same role.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRotation Program AssignmentAssign an employee to a rotational program.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRPromotions & Demotions
In-Line Promotion (Single)Promote a single employee within their current team.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRBulk In-Line Promotions (Cycle)Process in-line promotions for many employees in a cycle.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRPromotion with Comp + Title in One FlowPromote with pay and title changes in a single flow.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRVoluntary Step-DownProcess a voluntary step-down to a lower role.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRPerformance-Driven Demotion (PIP Outcome)Process a demotion resulting from a performance plan.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRExtend Contract End DateExtend the end date of a contingent worker’s contract.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRUpdate Bill Rate / Pay RateUpdate the bill rate or pay rate for a worker.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRReassign Contingent WorkerReassign a contingent worker to a new manager or project.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRSchedule & Work Arrangement
Update Vendor / Staffing AgencyUpdate the vendor or staffing agency for a contractor.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRChange Worker TypeChange an employee’s worker type or employment classification.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRFT to PT ConversionConvert an employee from full-time to part-time.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRPT to FT ConversionConvert an employee from part-time to full-time.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRShift Swap (Day / Night)Swap an employee between day and night shifts.
UKG ProUKG ReadyDayforceKronosTemporary Hour ReductionTemporarily reduce an employee’s working hours.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRSeasonal Hour AdjustmentsAdjust working hours for seasonal demand.
UKG ProUKG ReadyDayforceKronosCost Center ReassignmentReassign an employee to a different cost center.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRBusiness Unit TransferMove an employee to a different business unit.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRCompany Code ChangeUpdate the company code an employee is assigned to.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRegion / Geography ReassignmentReassign an employee to a different region.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRSupervisory Org RestructuringRestructure a supervisory org and its reporting lines.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRWork Location Changes
Remote to Office (RTO)Transition a remote employee back to office.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HROffice to Office RelocationRelocate an employee from one office to another.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRPermanent Remote ConversionConvert an employee to a permanent remote arrangement.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRInternational TransferTransfer an employee across countries.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRHybrid Schedule UpdateUpdate an employee’s hybrid in-office schedule.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HREmployee Separations
Voluntary ResignationProcess a voluntary resignation end to end.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRInvoluntary TerminationProcess an involuntary termination end to end.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRetirement ProcessingProcess an employee’s retirement end to end.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRContingent Worker End-of-ContractProcess the end of a contingent worker’s contract.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRescind TerminationReverse a termination that was previously initiated.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HROnboarding Activities
New Hire Pending TasksShow a new hire their outstanding onboarding tasks.
WorkdaySAP SuccessFactors
SAP SF OnboardingManager View of New Hire StatusShow managers the onboarding status of new hires.
WorkdaySAP SuccessFactorsSAP SF OnboardingHRBP Cohort ViewGive HRBPs a consolidated view of their employee cohort.
WorkdaySAP SuccessFactorsSAP SF OnboardingDay-1 Readiness CheckVerify a new hire is fully set up before day one.
WorkdaySAP SuccessFactors
Azure AD
OKTASAP SF OnboardingOverdue Task EscalationEscalate onboarding or HR tasks that are overdue.
WorkdaySAP SuccessFactorsSAP SF OnboardingManager Compensation Actions
Annual Merit Increase (Single)Process a single employee’s annual merit pay increase.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRBulk Merit (Comp Cycle)Apply merit increases across the workforce in a comp cycle.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HROff-Cycle Market AdjustmentApply an off-cycle pay adjustment to match the market.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRPromotion-Linked Comp ChangeApply a compensation change tied to a promotion.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRetention IncreaseApply a retention-driven pay increase.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRPay Band CorrectionCorrect an employee’s assigned pay band.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HROne-Time Payments
Spot Bonus / RecognitionIssue a spot bonus to recognize an employee.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRReferral BonusProcess an employee referral bonus payment.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRSign-On Bonus TrancheProcess a scheduled tranche of a sign-on bonus.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRProject / Milestone BonusIssue a one-time bonus for a project or milestone.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRRelocation Lump SumIssue a lump-sum relocation payment.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HRJob Requisition Management
Auto-Draft Backfill on ResignationAuto-create a backfill requisition when an employee resigns.
WorkdaySAP SuccessFactors
Workday Recruiting
Greenhouse
LeverNew Headcount RequisitionRaise a requisition for net-new headcount.
WorkdaySAP SuccessFactorsWorkday RecruitingGreenhouseLeverContingent-to-FTE Conversion RequisitionRaise a requisition to convert a contractor to full-time.
WorkdaySAP SuccessFactorsWorkday RecruitingReplacement Requisition at Modified LevelRaise a backfill requisition at a different level.
WorkdaySAP SuccessFactorsWorkday RecruitingGreenhouseLeverBulk Requisition CreationCreate multiple job requisitions in a single batch.
WorkdaySAP SuccessFactorsWorkday RecruitingGreenhouseLeverCreate / Update PositionCreate a new position or update an existing one.
WorkdaySAP SuccessFactorsSAP HR / SAP ECC / SAP ECPeopleSoftZoho HREmployee Resource Groups
Self-Service ERG EnrollmentLet employees enroll themselves in an ERG.
WorkdayMulti-ERG MembershipJoin multiple employee resource groups.
WorkdayERG Role AssignmentAssign a leadership or member role within an ERG.
WorkdayExit / Leave ERGLeave an employee resource group.
WorkdayDiscover Available ERGsBrowse employee resource groups available to join.
WorkdayLearning & Development
Self-Enroll in Course / PathLet employees self-enroll in courses or learning paths.
SAP SuccessFactors
Docebo
Cornerstone
Workday Learning
SAP SF LMSManager Assigns TrainingLet a manager assign training to direct reports.
SAP SuccessFactorsDoceboCornerstoneWorkday LearningSAP SF LMSCompliance Training AssignmentAssign mandatory compliance training to employees.
SAP SuccessFactorsDoceboCornerstoneWorkday LearningSAP SF LMSCertification RenewalTrack and renew certifications before they expire.
DoceboCornerstoneWorkday LearningSAP SF LMSBulk Cohort Training AssignmentAssign a training course to an entire cohort at once.
SAP SuccessFactorsDoceboCornerstoneWorkday LearningSAP SF LMSAI-Driven Learning RecommendationSuggests relevant courses and learning paths based on role and goals.
DoceboCornerstoneWorkday LearningView required learningsSee the learning courses required for your role.
WorkdaySearch LearningSearch the learning catalog for courses and paths.
WorkdayEnroll in a CourseEnroll yourself in a learning course.
WorkdayMy Learning AssignmentsView your assigned learning and due dates.
WorkdayManager Training-Status DashboardGive managers a dashboard of team training completion.
SAP SuccessFactorsDoceboCornerstoneWorkday LearningSAP SF LMSSmart Actions
View pending Inbox tasksSee tasks and approvals pending in your inbox.
WorkdayApprove / Reject / Sent Back pending inbox taskApprove, reject or send back a pending inbox task.
Workday
