Accessing Workday in Microsoft Teams

Summary

Use the Workday Teams App to perform multiple common tasks in Workday

Body

Accessing Workday through Teams

You can access many common tasks that you do in Workday directly from Microsoft Teams.  This is done by launching the Workday application from the App bar in the teams client.  The app bar is located on the left side of the client.  We have created a profile and policy in Teams to assign this application to Faculty and Staff.  The Workday App may appear as shown on the app bar.

Note: The policy does not enforce pinning of the Workday app, so if you do not see it or un-pin the app by accident you can easily add it back.  You may pin and unpin applications as you like 

Adding the Workday App to Teams

To add the application manually simply click the ... Icon shown below and browse:

 

Locate and Add:

From ... start typing to locate Workday:

Right click the icon and choose pin to add to the app bar:

 

Launching the Workday App

You can click the icon to use it in line with the teams client or in a separate window by using the right click option Pop out app:

 

Getting Started with the App

Many of the simpler day to day functions you might use in Workday are available through the app. 

After launching the app you will see that the Home tab has many of every day tasks available under quick actions or view a dashboard:

Use the chatbot

Another easy way see what's available is to type "Hi" to the chat bot.

Use the chat bot to ask questions.  The bot will direct you to the location in Workday to perform the task:

Look up a coworker will pull the information directly from workday.

 

Other tasks may redirect you directly to the Workday business process within Workday.

Experiment to see which useful everyday tasks you may find more convenient for your work flow by using App in Teams.

Details

Details

Article ID: 13916
Created
Thu 5/25/23 7:24 PM
Modified
Wed 5/31/23 11:05 AM