Workday

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

1. Decision Intelligence for Adaptive

   A conversational assistant for data exploration and variance analysis that surfaces root causes, runs Monte Carlo simulations, and commits updated scenarios into Adaptive as new plan versions; approved decisions write back to systems of record with lineage.

   Kind

   Built into the platform, Agents and automated actions

   Suggests or acts

   Suggests and acts

   Who controls it

   Not stated

   Availability

   Not stated

   Control: Approval role not stated.

   3 sourcesSourcesAdaptive from Workday (overview; formerly Workday Adaptive Planning)Decision Intelligence (Workday AI agents)AI for FP&A (Adaptive from Workday)

2. Architect Agent

   Listed among Adaptive's AI capabilities; the page says users can build and update planning models in plain language.

   Kind

   Agents and automated actions

   Suggests or acts

   Not stated

   Who controls it

   Not stated

   Availability

   Not stated

   Control: Not stated.

   1 sourceSourceAI for FP&A (Adaptive from Workday)

3. Predictive Forecaster and Anomaly Detection

   Built-in algorithms that drive forecasts from internal and external data, and detection that surfaces plan issues as they emerge.

   Kind

   Established machine learning and rules

   Suggests or acts

   Suggests

   Who controls it

   Not stated

   Availability

   Not stated

   Control: Not stated.

   2 sourcesSourcesAI for FP&A (Adaptive from Workday)Workday, Inc., Annual Report on Form 10-K for the fiscal year ended January 31, 2026

4. Adaptive MCP Server

   Connects Adaptive to external LLMs, which Workday names as Claude, Gemini or ChatGPT, through an MCP server.

   Kind

   General-purpose assistant

   Suggests or acts

   Not stated

   Who controls it

   Not stated

   Availability

   Not stated

   Control: Not stated.

   Scope: Claude (Anthropic) is an outside assistant that connects to the product; it is not the vendor's own model.

   1 sourceSourceAI for FP&A (Adaptive from Workday)

Questions to ask

For this offering

• Which Adaptive AI features are included in our subscription and edition, and which require separate terms?
• When Decision Intelligence commits a scenario as a new plan version, who approves it, and what does the version history record?
• Which third-party model providers sit behind Decision Intelligence and the Architect Agent, and where is our data processed?
• Can we obtain the feature-level AI Fact Sheets Workday mentions for the features we would use?
• Does Workday's SOC 1 report cover Adaptive and its AI features, and for what period?
• What can external assistants connected through the MCP server read or change?

From the diligence question set

1. DQ-02 Which AI features depend on models, data or services from third parties, and how do you assess and monitor those providers?
2. DQ-04 Which AI features are in the modules and edition we license, or would license, and is each generally available, in preview or beta, a paid add-on, or limited by edition or region?
3. DQ-06 Does each feature suggest or act? Can it create, post, approve or change records, and where is that limit enforced?
4. DQ-07 Who can change each feature's configuration, prompts, thresholds, data connections or model: your company, our administrators or individual users? Can we restrict and log those changes?
5. DQ-08 What will change in these features through your releases, how much notice will we get, and can we test or defer a change before it reaches our production environment?
6. DQ-13 What does the system record for each AI output or action, and can we export and keep those records for as long as we need them?
7. DQ-14 Does your service auditor's report cover the AI features we would use, for what period, and which controls does it expect us to operate?
8. DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?

Build questions for this vendor

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

1. Accounting Agent

   Prepares, reconciles and certifies accounts; continuously reconciles against live transactions, prepares accruals and certifications, runs controls in the background and routes only exceptions for review.

   Kind

   Agents and automated actions

   Suggests or acts

   Suggests and acts

   Who controls it

   Customer finance team

   Availability

   Not stated

   Control: Accountants set the rules and manage exceptions.

   1 sourceSourceAccounting Agent (Workday AI agents for finance)

2. Financial Audit Agent

   Automates high-volume audit evidence collection and communication with auditors.

   Kind

   Agents and automated actions

   Suggests or acts

   Suggests and acts

   Who controls it

   Not stated

   Availability

   Not stated

   Control: Not stated.

   1 sourceSourceAccounting Agent (Workday AI agents for finance)

3. Financial Test Suite

   Builds and automates tests on financial data and controls.

   Kind

   Built into the platform

   Suggests or acts

   Not stated

   Who controls it

   Not stated

   Availability

   Not stated

   Control: Not stated.

   1 sourceSourceAccounting Agent (Workday AI agents for finance)

4. AI-powered reconciliation

   Automates reconciliation activities, surfaces exceptions and focuses teams on higher-risk items, with data lineage back to the transaction.

   Kind

   Built into the platform

   Suggests or acts

   Suggests and acts

   Who controls it

   Customer finance team

   Availability

   Not stated

   Control: Finance stays in charge of rules, exceptions, reviews and final outcomes.

   1 sourceSourceFinancial Close & Consolidation Software (Workday Financial Management)

Unclear or conflicting statements

Where the sources are unclear or disagree, both statements are shown with their links.

Questions to ask

For this offering

• When the Accounting Agent certifies an account or prepares an accrual, under whose identity is it recorded, and does approval workflow and segregation of duties apply?
• How many Flex Credits does each Accounting Agent skill consume, what happens when credits run out during the close, and are Complimentary Flex Credits enough for a pilot?
• Which third-party models do the finance agents rely on, and how are we told of changes?
• Do Workday's SOC 1 and SOC 2 reports cover the Accounting Agent, the Financial Audit Agent and the Financial Test Suite?
• Is each agent generally available in our region and tenant today, or in preview?

From the diligence question set

1. DQ-06 Does each feature suggest or act? Can it create, post, approve or change records, and where is that limit enforced?
2. DQ-13 What does the system record for each AI output or action, and can we export and keep those records for as long as we need them?
3. DQ-14 Does your service auditor's report cover the AI features we would use, for what period, and which controls does it expect us to operate?
4. DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?
5. DQ-20 What happens when use exceeds the included amount: overage charges, throttling, or a feature that stops partway through a critical process?
6. DQ-28 For journal entries: can the feature draft, create or post entries, under whose identity are they recorded, and do approval workflow and segregation of duties apply to them as they do to manual entries?

Build questions for this vendor

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

1. Conversational screening

   Screens each candidate against job requirements in a text conversation, fast-tracks qualified candidates, and can disposition a candidate who is not the right fit or suggest other jobs.

   Kind

   Agents and automated actions

   Suggests or acts

   Acts

   Who controls it

   Not stated

   Availability

   Generally available

   Control: Who sets the job requirements and screening criteria is not stated in the sources read.

   2 sourcesSourcesScreening product pageWorkday Completes Acquisition of Paradox (news release, October 1, 2025)

2. Automated self-scheduling and rescheduling

   Syncs with recruiters' and hiring managers' calendars and sends qualified candidates open interview times by SMS, WhatsApp, chat or email, scheduling them automatically.

   Kind

   Agents and automated actions

   Suggests or acts

   Acts

   Who controls it

   Not stated

   Availability

   Generally available

   Control: Not stated in the sources read.

   2 sourcesSourcesCandidate Experience Agent product pageScreening product page

3. Text-to-Apply and candidate Q&A

   Candidates apply and start screening through SMS, WhatsApp or Facebook Messenger and get instant answers to their questions around the clock.

   Kind

   Built into the platform

   Suggests or acts

   Acts

   Who controls it

   Not stated

   Availability

   Generally available

   Control: Customers can customize the assistant's voice, tone and photo; the role that does this is not named.

   2 sourcesSourcesCandidate Experience Agent product pageWorkday Completes Acquisition of Paradox (news release, October 1, 2025)

4. Offer management and automatic onboarding

   Sends template offer letters by text and, after acceptance, sends Form I-9, handbooks and onboarding forms automatically with reminders.

   Kind

   Agents and automated actions

   Suggests or acts

   Acts

   Who controls it

   Not stated

   Availability

   Generally available

   Control: Not stated in the sources read.

   1 sourceSourceCandidate Experience Agent product page

Questions to ask

For this offering

• Which screening questions or requirements can lead Olivia to disposition a candidate, who in our organization sets them, and is each automated disposition logged and reviewable by a person?
• What bias evaluations has Paradox run on its screening and disposition flows, on whose data, and will you share the results and support an audit on our applicant flow?
• Can we export screening answers, dispositions and stage changes by requisition to monitor selection rates ourselves?
• How does a candidate who cannot use text or chat, or who needs an accommodation, reach a person or an alternative process?
• What does Olivia tell candidates about AI use and automated screening, and can we edit that notice by jurisdiction?
• Which AI models and providers process candidate conversations, where, and are conversations used to train them?

From the diligence question set

1. DQ-37 Has an independent auditor tested this tool for adverse impact, on data like ours? Can we see the full results: the groups tested and excluded, the data and its dates, the thresholds used, and the auditor's relationship to you?
2. DQ-38 Can we monitor adverse impact on our own applicant flow, by job and by stage, and export the data to do it?
3. DQ-40 Which settings change who passes: weights, thresholds, knockout questions, cut scores? Who can change them, are changes logged, and does a change trigger a new audit?
4. DQ-41 What notices, explanations and alternative processes does the tool support, and can a person with authority review and change an adverse decision?
5. DQ-42 How can a candidate with a disability take the assessment in an accessible format or request an alternative, and does speed, voice, video or a timed task affect the score?
6. DQ-44 What will you commit to in the contract to support our obligations: audit cooperation, documentation of intended use and limits, notice support, records, and cooperation if a decision is challenged?

Build questions for this vendor

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

1. Candidate Grading & Insights (Spotlight)

   Grades each applicant A to D on how well the resume matches the job's basic and preferred qualifications, with a rationale; the opt-in Fit & Gap release evaluates each qualification with a large language model and explains how each result affected the grade.

   Kind

   Built into the platform, Established machine learning and rules

   Suggests or acts

   Suggests

   Who controls it

   Vendor

   Availability

   Generally available

   Control: Workday applies the LLM-based grading on a customer's request through Workday Support; grading follows employer-defined job requirements, and the customer role that sets them is not named.

   4 sourcesSourcesAI Recruiting Software (HiredScore AI for Talent; Recruiting Agent) product pageReference: Candidate Grades (Workday HiredScore documentation)HiredScore Release Notes 2026, August: Wednesday, 5th August (Spotlight Fit and Gap Enhancement with LLM)Workday Flex Credits Rate Card

2. Talent Rediscovery (Fetch)

   Surfaces relevant past applicants, CRM leads and candidates from supported external databases for open requisitions, and recommends jobs to candidates.

   Kind

   Built into the platform

   Suggests or acts

   Suggests

   Who controls it

   Not stated

   Availability

   Generally available

   Control: Not stated in the sources read.

   3 sourcesSourcesAI Recruiting Software (HiredScore AI for Talent; Recruiting Agent) product pageReference: HiredScore AI for Recruiting (Workday Feature Descriptions, Administrator Guide)Workday Flex Credits Rate Card

3. Candidate Fast Lane

   Automatically advances top-rated applicants through the hiring process to the hiring manager review phase.

   Kind

   Established machine learning and rules

   Suggests or acts

   Acts

   Who controls it

   Not stated

   Availability

   Not stated

   Control: Not stated in the sources read.

   1 sourceSourceReference: HiredScore AI for Recruiting (Workday Feature Descriptions, Administrator Guide)

4. Recruiter and hiring manager guidance

   Keeps recruiters and hiring managers updated on requisition status and next steps in existing tools such as Microsoft Teams, with an AI-generated summary of roles that need attention.

   Kind

   Built into the platform

   Suggests or acts

   Suggests

   Who controls it

   Not stated

   Availability

   Not stated

   Control: Not stated in the sources read.

   1 sourceSourceAI Recruiting Software (HiredScore AI for Talent; Recruiting Agent) product page

Unclear or conflicting statements

Where the sources are unclear or disagree, both statements are shown with their links.

Questions to ask

For this offering

• Which grading algorithm applies to each of our requisitions, legacy or the LLM-based Fit & Gap, how will we be told when it changes, and can we compare grades from both on the same applicants before switching?
• Is Candidate Fast Lane, or any other automation that advances or rejects applicants by grade, enabled in our tenant, who can switch it on, and is each automated move logged?
• Will you provide the Spotlight AI Fact Sheet and the full Secretariat analysis, and support a bias audit on our own applicant data, jobs and configuration?
• Which settings decide an A grade, including the threshold and the qualifications used, who in our organization can change them, and does a change trigger new testing?
• Can we export grades, stages and outcomes by requisition to monitor selection rates ourselves, and how long are grades and Fit & Gap explanations kept?
• What notice, explanation and accommodation route can we give candidates whose applications are graded, and how does a recruiter override a grade?

From the diligence question set

1. DQ-37 Has an independent auditor tested this tool for adverse impact, on data like ours? Can we see the full results: the groups tested and excluded, the data and its dates, the thresholds used, and the auditor's relationship to you?
2. DQ-38 Can we monitor adverse impact on our own applicant flow, by job and by stage, and export the data to do it?
3. DQ-39 What evidence shows that the tool measures something related to the job, and was it validated for the way we will use it: as a pass-or-fail screen, or to rank people?
4. DQ-40 Which settings change who passes: weights, thresholds, knockout questions, cut scores? Who can change them, are changes logged, and does a change trigger a new audit?
5. DQ-41 What notices, explanations and alternative processes does the tool support, and can a person with authority review and change an adverse decision?
6. DQ-44 What will you commit to in the contract to support our obligations: audit cooperation, documentation of intended use and limits, notice support, records, and cooperation if a decision is challenged?

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