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Chatbots are all the rage, and Workday® Assistant is no exception, blending ease-of use with killer functionality. Most companies will find use cases that make this tool a “must-have”.  

Workday® Assistant is a digital assistant chatbot designed to help you and your team conversationally complete tasks and retrieve information within Workday.

Some background:  Jagan Jami reports in a recent post that a Chatbot is “essentially a software that is powered by machine learning and artificial intelligence and can carry human-like conversations.” He makes a compelling argument of integrating chatbots with ERP systems like Workday®. Advantages include better user experience, enhanced speed, messaging personalization, and task...

We are in a state of unknown; What does this mean when the world goes back to normal?

How do I manage if my project’s go live date was missed or pushed? 

With everyone scattered, how do I keep the momentum moving and my team informed?

What happens if resource priorities are shifted once this is all over?

Here are a few tips to keep moving forward and how to manage.   

Engage the Team:

  • Set up a daily team call(s). There may not be any new information but having a standing meeting will grant some normalcy.

    • Engage the project team and bounce around ideas on how to keep the task list moving

    • Review open tasks, who is assigned and how they should proceed.

    • Think about the sequence of work and...

As a SaaS system with bi-annual releases, Workday® deserves careful attention to testing releases. Each release is awaited with bated breath - but often this enthusiasm is isolated to the latest and greatest features. Some release features are automatic, others require configuration. And some features are functionally inconsequential (Button Colors) while others have a “WOW” factor (Autocomplete Staffing Processes).

And the release features may have a big impact - even if the new optional bells and whistles are not adopted. Clients employ various testing methodology to accommodate releases. Methods vary from simple to complex, and some are specifically designed and integrated for Workday®. A How to Use What's New Reso...

February 8, 2020

Preparing for 2019 ACA reporting?

We’ve compiled a list of links with important information regarding Workday® reporting updates, filing deadlines and other helpful resources.

Looking for the latest updates on the Workday® ACA 2019 Tax Year deployment?

Stay tuned to this page for important updates regarding IRS integration status, known issues, functional enhancements and fixes.  Along with the latest and greatest Workday® ACA news, follow the comments section for questions and answers from other Workday® customers.  https://community.workday.com/articles/575390

Need help setting up the ACA Connector? Be sure to bookmark Workday’s® ACA Reporting Connector Readiness Guide. It contains everything you need to know to setup,...

February 7, 2020

Operational Excellence - two words that summarize Workday's® focus in 2020R1 for Workday® Financial Enhancements. Workday® has automated a lot of manual work as well as delivered a more efficient way to do certain tasks. We chose to highlight a few of them here, and go into detail on this first one:

1) Title – Credit Card Payments in Customer Portal

Short Description – This update provides enhancements to customer portal by enabling your customers to pay their invoices directly using credit card, providing convenience and saving time

Long Description – In 2020R1 Workday® customers will be able make customer invoice payments with credit cards through customer portal.  This enhancement will automate the payment process fo...

February 5, 2020

As a kid, I loved that song. It always made me feel happy remembering the things that made me happy. Now as a grown man, I can still appreciate rainbows and whiskers - but I also have a job. Part of that job is to make sure my organization continues to reap it's investment in its HCM system! So - here's a list of my top 6 favorite recruiting "things" about 2020R1. 

Let's start with the name: 2020R1. The name just rolls off the tongue, doesn't it? In all seriousness, Workday® did decide to change it's naming convention - and for good reason. Workday® is more than HCM these days, and it is definitely beneficial to make sure everyone is talking about the same release across products. So my first favorite thing will be: E...

February 5, 2020

Have you ever had a case of a missing new hire? One where you were sure you hired the candidate but on searching, you are getting zero results!


You find yourself hours into troubleshooting while thinking about all the pending work that is piling on, only to find after a couple of hours that you cannot see the new hire because it is not 12 AM in the tenant default time zone that was setup when you went live!

I have simply lost count of the hair I have lost troubleshooting. Workday finally seems to have a solution!

In WD33, you could choose to opt into the time zone setting so that you get more control over how you assess time zones for users not in the default time zone.

With the 2020R1, you no longe...

February 5, 2020

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Workday® Assistant is a chat bot. Today many consumer websites have chat bots, which show up in the lower right hand side of the screen and say "How may I help you?”, or something similar. Chat bots have to learn or be taught how to answer questions. This is done through two methods, through a set of rules (decision tree) that are manually created and / or through machine learning by analyzing how humans have answered similar questions (through a chat box for example) in the past. Most do a combination of both. A chat bot also tries to figure out the ‘intent’ of the question instead of a traditional keyword search.

While Workday® Assistant is going GA (General Availability), it is still being taught and learning a lot...