Introduction
Sana connects directly to Workday through the Self-Service Agent, giving you access to a wide range of HR, Finance, and Payroll actions without leaving the chat.
Capabilities
Capability | Description |
Personal Information & Benefits | View your compensation, benefits, and personal information |
Time & Attendance | Manage time off requests, view balances, and submit time entries |
Performance & Development | Manage performance reviews, feedback, and goals |
Team & Organization | View your org structure, team information, and coworker details |
Talent & Recruitment | Create referrals, view candidate status, and find job openings |
Payroll | View pay information, direct deposit, and tax forms |
Click here to view the full list of capabilities offered by the Self-Service Agent.
Data access is governed by Workday's internal permission system. This means:
Users can only access data they're authorized to see in Workday
Permissions mirror what the user can already do in Workday directly
No additional scope configuration is needed in Sana
Known limitations
Speed: As Sana hands the action over to Workday’s self-service agent (WSSA) to complete, the overall speed is dependent on how quickly Workday's agent processes the request, so results may arrive more slowly than for actions handled directly in Sana or via other 3rd party connectors.
FAQ
Q: How do I connect to Workday?
A: You don't need to connect to Workday - it's automatically available when you log in to Sana through SSO. No additional setup required.
Q: What permissions does Workday require in Sana?
A: Your existing Workday permissions determine what you can access in Sana. You can only see and do what you're already authorized for in Workday.