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README.md

title Workday (Declarative Agent)
parent Samples
nav_order 5

ESS Workday Scenarios — Declarative Agent (DA)

This folder contains sample Declarative Agent (DA) assets for Workday-backed Employee Self-Service scenarios. Use these as a starting point when authoring or customizing a Workday Declarative Agent in Microsoft Copilot Studio.

Looking for the Custom Engine Agent variant? See ../WorkdayCustomEngineAgent/.

Folder layout

Folder Description
Employee/ Self-service scenarios for the requesting employee (vacation balance, time-off requests, profile, contact info, education, government IDs, dependents, emergency contacts, peer feedback, etc.).
Manager/ Scenarios for managers acting on their direct reports (company code, cost center, job taxonomy, service anniversary, time in position).

Usage notes

  • Each scenario folder contains the declarative assets needed to enable that scenario in your Workday Declarative Agent.
  • Import the scenario into your Copilot Studio Declarative Agent and update any parameter bindings (employee id, manager org id, effective date, etc.) to match your runtime context.
  • Sample prompts inside each scenario folder can be reused as trigger queries for validation.

Scenarios

The DA variant covers the same employee and manager scenarios as the CEA variant. For the consolidated scenario list and sample prompts, see the table in ../WorkdayCustomEngineAgent/README.md.

Scenario Description Sample prompt(s)
EmployeeGetVacationBalance Returns the requesting user's vacation balance information from Workday. Displays available time off that can be taken. "What is my vacation balance?"
"How much time off can I take?"
"What is my workday vacation balance?"
WorkdayEmployeeRequestTimeOff Allows employees to submit time off requests for themselves through Workday. Prompts for necessary details like dates and hours. "Request 8 hours vacation on 2025-09-15"
"I want to request time off"
"Submit vacation request"
WorkdayEmployeesviewtheirjobtaxonomy Responds to requests about the requesting user's job taxonomy (job title, job function, job profile). "What is my job title?"
"What is my external title?"
WorkdayGetContactInformation Returns the requesting user's contact information (work/home phones, emails, addresses). "What is my Work Phone?"
"Show my Home Email"
WorkdayGetEducation Returns the requesting user's education history (school, degree, field of study, years attended). "Show my Education Details"
"What was my field of study?"
WorkdayGetGovernmentIDs Returns government ID information associated with the requesting user's profile (ID types, issued/expiration dates, country). "What are my Government Ids?"
WorkdayManagersdirect-CompanyCode Returns company code and company name for employees who directly report to the requesting user (manager view). Output is produced as a nested markdown list. "What are the company codes for my reports?"
WorkdayManagersdirect-CostCenter Returns cost center details for direct reports of the requesting user. Output is produced as a nested markdown list. "What is the cost center of my direct reports?"
WorkdayManagersdirect-Jobtaxanomy Returns job taxonomy (job title, business title, job profile, job family) for the manager's direct reports. Output is produced as a nested markdown list. "Show me my team's job title"
"What is the job title of [EmployeeName]?"
WorkdayManagerServiceAnniversary Returns upcoming service anniversaries for a manager's direct reports. The topic returns a markdown table with Employee Name, Hire Date, Upcoming Service Anniversary Date, Upcoming Milestone. "When are the service anniversaries of all my directs?"
"What is [EmployeeName]'s next service anniversary?"