Workday chatbot with automation

It answers questions about PTO balances, benefits elections, pay statements, and org structure, and takes action by submitting time-off requests, initiating Workday business processes, updating worker profile fields employees are permitted to change, and tracking approval status all without opening Workday.

A basic FAQ bot can explain Workday's time-off policy. Workativ's chatbot pulls the employee's live balance from Workday, submits the actual time-off request through Workday's business process framework, and confirms once the manager approves not just a static answer.

When an employee submits a request, Workativ triggers the corresponding Workday business process. The assigned approver receives a one-tap approval in Slack or Microsoft Teams. If there's no response within the defined timeframe, Workativ automatically escalates the request. Once approved, the Workday record is updated and the employee receives confirmation in the same conversation.

Deployed as a native Slack app, employees can ask questions or submit requests in plain language. The chatbot retrieves live Workday data through Workday web services, executes the relevant business process, and keeps the entire approval workflow within the same Slack conversation.

As a native Microsoft Teams app, employees can check balances, submit time-off requests, ask benefits questions, and complete approvals. Every action is reflected in Workday in real time, whether your organization uses Microsoft Teams, Slack, or both.

In addition to Workday, Workativ integrates with Azure AD, Okta, Microsoft 365, SharePoint, ServiceNow, Slack, Microsoft Teams, and more than 100 other applications. This enables organizations to automate downstream processes such as IT provisioning triggered by HR events like new hires.

Workativ includes pre-built Workday connectors for common business processes such as time off, worker data lookups, and benefits. Most organizations can deploy the chatbot within days using ready-made templates without requiring a Workday Studio integration project.

Sensitive requests such as compensation disputes, complex leave-of-absence cases, or compliance questions are automatically routed to your HR team with the full conversation history attached, so employees never need to repeat their issue.

Yes. Workativ is SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliant. It includes PII data redaction, role-based access control to ensure employees only access authorized information, and AI guardrails that define exactly which actions the chatbot can perform in Workday.