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Workday's Sana Self-Service Agent Now Available in Microsoft 365 Copilot

In a major enhancement for organizational efficiency, Workday, Inc. has unveiled the Sana Self-Service Agent within Microsoft 365 Copilot. This integration is designed to significantly streamline how employees and managers interact with HR and finance functions directly through the familiar Microsoft 365 environment. Now, users can access crucial information and complete essential tasks without the hassle of switching between different applications, all while ensuring that organizations retain their necessary security and compliance measures.

Eliminating the Friction of Everyday Tasks

Today’s workplace often sees employees navigating a maze of emails, chat platforms, portals, and help desks just to get answers to simple HR or finance inquiries. This frequent switching between systems can create delays and increase the workload on HR and finance teams. Workday’s Sana Self-Service Agent addresses this challenge by integrating seamlessly with Microsoft 365 Copilot, empowering employees to quickly obtain answers to their questions and perform essential tasks right where they work.

For instance, employees can effortlessly check their vacation balances, submit time-off requests, review tax withholdings, and more—all using natural language queries. The Sana Self-Service Agent uses Workday's robust data and processes to function efficiently within Microsoft 365, making everyday HR and finance transactions easier and faster than ever.

Joel Hellermark, General Manager of Sana at Workday, emphasized the user-centric focus of this integration by stating, “People shouldn't have to jump between systems just to get a simple HR or finance answer. With our Self-Service Agent in Microsoft 365 Copilot, Workday quietly does the hard work in the background, so answers simply appear where people already are.”

Key Features of the Integration

Immediate Answers for Employees

The Self-Service Agent allows employees to check their time-off balances, update personal information, and view payslips within minutes. Whether it's a quick inquiry about leave balances or a detailed request for tax information, the system is designed to get users the answers they need swiftly, ensuring that important employee needs are addressed without unnecessary delays.

Managerial Efficiency

Additionally, managers can take advantage of this tool to oversee team goals, approve timesheets in bulk, initiate employee performance reviews, and manage payroll inputs—all within Microsoft 365. This means that managerial tasks can be handled more fluidly, allowing leaders to focus on strategic initiatives rather than administrative bottlenecks.

Supporting Finance Leaders

For finance leaders, the self-service capabilities extend to policy inquiries, eligibility checks for corporate cards, and guidance on appropriately submitting requests or cases. This functionality not only saves time but also ensures that all activities adhere to internal policies and governance protocols, maintaining clarity and compliance.

Simple Setup for Organizations

For organizations already utilizing Microsoft 365 Copilot, integrating the Sana Self-Service Agent is touted as a straightforward process, requiring minimal adjustments. It's available as a single application from the Microsoft Marketplace, eliminating the need for separate logins, extensive deployment projects, or additional licensing requirements. Srini Raghavan, Corporate Vice President of the Microsoft 365 Ecosystem, highlights that this integration serves to reduce friction and enhance productivity: “With Workday's Sana Self-Service Agent integrated into Microsoft 365 Copilot, employees can access HR and finance support in the tools they use every day.”

A Commitment to Security and Compliance

A significant aspect of this integration is its adherence to Workday's rigorous security and compliance standards. Workday's focus on deterministic processes ensures that every action taken via the Sana Self-Service Agent aligns with existing approval mechanisms and company policies. This guarantees that organizations maintain full visibility into their data and processes without sacrificing control.

As approaches to remote and hybrid work evolve, the need for integrated solutions that enhance employee productivity while ensuring compliance is more important than ever. Workday's Sana Self-Service Agent within Microsoft 365 Copilot represents a forward-thinking response to these challenges, demonstrating how technology can bridge gaps and create streamlined work environments.

Availability

The Sana Self-Service Agent is now generally available for qualifying Workday and Microsoft customers. Organizations looking to integrate this powerful tool can learn more about its capabilities and how it can fit into their existing frameworks by visiting Workday's official website.

About Workday

Workday is a leading enterprise AI platform specializing in people management, financial management, and agent-based functions. With a user base of over 11,500 organizations globally, Workday continues to innovate and provide solutions that empower organizations to adapt quickly and make informed decisions that drive significant outcomes.

For further inquiries or additional information, please visit workday.com.