Workday for Microsoft Teams
Installation Guide
v2.1 January, 2021
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Workday for Microsoft Teams
Installation Guide
With Workday for Microsoft Teams, you can empower your
people to collaborate with less friction and complete
everyday HR and Finance tasks right inside Microsoft Teams.
• Manage Time Off
Quickly check your balance and book some time
off. Approve time off requests with a single click.
• Save Time on Expenses
Snap a picture of your receipt and let Workday
create a new expense item
• Recognize Great Work
Give your coworkers feedback directly from Teams
and recognize a job well done
• Get Connected
Easily lookup a person’s Workday profile and
reporting lines to communicate more effectively
and get things done
• Make your Next Hire
Quickly gather interview feedback on a job
candidate and make your next hire
Installation Steps
There are four steps required to install and configure
Workday for Microsoft Teams:
1. Set Up Natural Workspaces
2. Install Workday in Microsoft Teams
3. Connect to Workday
4. Configure Workday in Microsoft Teams
Installation Personas
Typically, there are three different personas required to
successfully install Workday for Microsoft Teams:
1. Workday Administrator
Required to configure the Workday tenant
2. Microsoft Office365 – Teams Administrator
Required to install Workday and set up the
permission policy
3. Microsoft Office365 – Global Administrator
Required to allow the Graph API permissions for
Workday
Note: Depending on your Office365 administrator roles,
the Teams Administrator and Global Administrator may be
the same person.
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Prerequisites
Persona: Workday Administrator
Instructions:
1. You must sign the Innovation Services
Addendum to use this feature. Please contact
your Customer Success Manager to request
the ISA document, or see Workday Innovation
Services on Community.
2. We highly recommend you configure Workday
Assistant in your tenant before you proceed
with the steps below. Assistant is required for
natural language processing and for specific
features in Workday for Microsoft Teams (ie
Time Off, Ask Workday). See Set Up Workday
Assistant in the Administrator Guide.
Step 1:
Set Up Natural Workspaces
Persona: Workday Administrator
Instructions: follow the steps as documented in the
Workday Admin Guide: https://bit.ly/setup-nw.
Note: ensure you Activate Pending Security Policy
Changes before proceeding.
Step 2:
Install Workday in Microsoft Teams
Persona: O365 Teams Administrator
Instructions:
2.a Go to the Microsoft Teams Admin Center
2.b Under Teams Apps, go to Permission Policies
2.c Add the Workday app to your existing Permission
Policy for Third Party Apps - or create a new custom
Policy. See Microsoft Docs: Permission Policies
2.d Under Manage Apps, click Workday to check the
App Status is set to “Allowed”
2.e Assign the Permission Policy to Users –
individually or using security groups. See Microsoft
Docs: Assign Permission Policy to Users
Note: the policy changes may take up to 24h to take
effect for all users.
Step 3:
Connect to Workday
Persona: O365 Global Administrator
Instructions:
3.a Search for Workday under Apps in Microsoft
Teams, then click Add.
3.b Navigate to the Workday App and type “Hi”
3.c Click the “Check Permissions” button and allow
Workday the requested Graph API permissions
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Persona: Workday Administrator
Instructions:
3.d Navigate to the Workday App and type “Hi”
3.e Click the “Connect to Workday” button and
enter your tenant alias. Use the same name as your
production or implementation tenant (ie globalcorp
= globalcorp, globalcorp98 = globalcorp98). If you
are using a sandbox environment, add ‘-sb’ to the
ending (ie globalcorp-sb).
Step 4:
Configure Workday in Microsoft Teams
Persona: Workday Administrator
Instructions:
4.a Go to the Workday App in Microsoft Teams and type
“Administration”
4.b Click “Configure” to enable or disable individual features
in Workday for Microsoft Teams
4.c To enable Anytime Feedback, configure your Microsoft
Teams visibility settings to match the settings in Workday.
4.d To enable Time Off, Change Job or Ask Workday
functionality, set up Workday Assistant in your tenant.
Step 5:
Pin the Workday App
Persona: O365 Teams Administrator
Instructions:
5.a Go to the Microsoft Teams Admin Center
5.b Under Teams Apps > Setup Policies, add Workday
to the list of Pinned Apps. Note: this step is optional,
but highly recommended to improve discoverability
and usage of the Workday app.
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Step 6:
Set Up Notifications
Persona: Workday Administrator
Instructions:
Go to the “Set Up Notifications for Natural
Workspaces” task in your Workday tenant.
To approve or deny time off requests in Microsoft
Teams, select 1 or multiple Request Time Off
business process definitions and select
the Initiation check box.
Appendix
A1. Change Management
Persona: Workday Administrator
Instructions:
In addition to pinning the Workday app (see Step
5), we recommend you use multiple channels to
announce availability of the Workday for Teams
app to your employees:
• Teams Announcements
• Email or newsletter
• Support article
• Intranet
• Video
Here is a message template you can use as a
starting point for your messaging on Workday
Community: Announcing Workday for Teams
A2. Microsoft Graph API Permissions
Persona: O635 Global Administrator
During the installation process, you will need to grant
Workday the following Microsoft Graph API permissions:
• Manage Teams apps for all users
• Read and write all users’ full profiles
• Sign in and read user profile
See Microsoft Docs for more information on this step:
Overview of Microsoft Graph
Example of the dialog screen:
If you have questions about this document or the
installation process, join the Natural Workspaces
User Group on Community:
https://bit.ly/naturalworkspaces
