How to Use Workday AI

Getting started with Workday AI

In this guide, you will learn how to set up Workday AI and automate key HR, finance, and planning tasks to boost your productivity. By the end, you'll be able to navigate the platform and start using its AI features effectively.

Step 1: Sign up and set up

1. Go to Workday's website.
2. Click on the “Get Started” button, usually located at the top right of the page.
3. Fill in the required information for your organisation and submit the form.
4. Once your account is created, you will receive an email to set up your password and log in to the Workday platform.

Step 2: Your first task – Automate candidate screening

1. Log in to your Workday account.
2. From the main dashboard, navigate to the “Recruiting” module.
3. Click on “Create Job Requisition” to set up a new job listing.
4. Fill in the job details, then scroll down to the “Candidate Screening” section.
5. Enable the AI screening feature by toggling the “Use AI for Screening” option.
6. Choose your preferred criteria for screening candidates (e.g., skills, experience).
7. Save your requisition and publish it. The AI will start screening applicants based on your criteria.

Step 3: Get better results

• Use the “Analytics” section to review the performance of your job postings and candidate responses.
• Adjust your screening criteria based on analytics insights to improve the quality of candidates.
• Explore the “Employee Self-Service” feature where employees can ask questions and get AI-generated responses, reducing administrative workload.

Pro tip

Set up automated notifications for when candidates meet your screening criteria. This way, you won’t have to manually check for updates, saving you time.

Common mistake to avoid

Avoid skipping the initial setup of custom criteria for AI features. Not defining specific requirements can lead to irrelevant candidate matches and wasted time on unsuitable applications.