Workday Integrates Sana Self-Service Agent Into Microsoft 365 Copilot for HR and Finance
Key Takeaways
- ▸Workday's Sana Self-Service Agent is now available in Microsoft 365 Copilot, allowing employees to handle HR and finance tasks in natural language without switching applications
- ▸The agent supports everyday tasks including checking time-off balances, updating personal information, approving timesheets, checking expense status, and accessing company policies
- ▸The integration launches as a simple configuration in the Microsoft Marketplace with no additional licensing, deployment requirements, or separate login needed
Summary
Workday announced that its Sana Self-Service Agent is now available within Microsoft 365 Copilot, enabling employees and managers to handle HR and finance tasks directly within their existing Microsoft 365 workflow. The integration allows employees to ask natural language questions about time-off balances, expenses, payroll, and company policies without leaving Microsoft 365 or switching between multiple applications, while maintaining Workday's security, compliance, and governance standards.
The integration addresses a widespread workplace inefficiency: employees and managers currently waste time jumping between email, chat, portals, and help desks to handle routine HR and finance inquiries. By embedding Workday's AI capabilities directly into Microsoft 365 Copilot, organizations can significantly reduce context-switching and the burden on HR and finance teams. Supported tasks include requesting time off, checking expense status, approving timesheets, reviewing performance goals, and accessing company policies—all completed in seconds through natural language interactions.
For organizations already using Microsoft 365 Copilot, enabling the Sana Self-Service Agent requires only a simple configuration step through the Microsoft Marketplace with no additional licensing, separate logins, new deployments, or new project staffing required. This frictionless deployment approach makes adoption straightforward for enterprises seeking to streamline HR and finance workflows.
