{"id":962230,"date":"2026-05-13T10:13:22","date_gmt":"2026-05-13T14:13:22","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/workday-brings-sana-self-service-agent-for-hr-and-finance-into-microsoft-365-copilot\/"},"modified":"2026-05-13T10:13:22","modified_gmt":"2026-05-13T14:13:22","slug":"workday-brings-sana-self-service-agent-for-hr-and-finance-into-microsoft-365-copilot","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/workday-brings-sana-self-service-agent-for-hr-and-finance-into-microsoft-365-copilot\/","title":{"rendered":"Workday Brings Sana Self-Service Agent for HR and Finance Into Microsoft 365 Copilot"},"content":{"rendered":"
\n

PR Newswire<\/p>\n<\/p><\/div>\n

\n

\n Sana Self-Service Agent from Workday is Now Available in Copilot, Enabling Employees to Get Answers and Take Action Without Leaving Their Flow of Work<\/i>\n <\/p>\n

\n PLEASANTON, Calif.<\/span>, May 13, 2026<\/span> \/PRNewswire\/ — Workday, Inc.<\/a> (NASDAQ: WDAY), the enterprise AI platform for managing people<\/a>, money<\/a>, and agents<\/a>, today announced that the Sana Self-Service Agent from Workday is now available in Microsoft 365 Copilot. The new integration enables employees and managers to get answers to HR and finance questions and complete everyday tasks directly inside Microsoft 365, without switching apps, while organizations maintain the security, compliance, and control they expect from Workday.<\/p>\n

\n

\n<\/p><\/div>\n

Today, employees and managers often jump between email, chat, portals, and help desks just to handle everyday questions about pay, time off, expenses, or team changes. That kind of back\u2011and\u2011forth slows people down and pushes more work onto HR and finance teams.<\/p>\n

\n Sana from Workday<\/a>, Workday’s agentic AI platform, connects an organization’s people and money data, context, policies, and processes in Workday and puts them to work. It powers AI agents that complete tasks, improve processes, and keep humans in the loop. With the Self-Service Agent now in Microsoft 365 Copilot, employees can tap into that intelligence to take action on a wide range of everyday needs directly from Microsoft 365.<\/p>\n

Employees already working in Microsoft 365 can, for example, ask how much vacation they have left and then request time off, check the status of an expense, see what they need to do for an upcoming review, or look up company policies such as family leave, all in natural language. When a request involves Workday data or processes, Microsoft 365 Copilot securely connects to the Self-Service Agent, which completes the task in Workday using the organization’s existing approvals, policies, and business rules, then returns the results in Copilot.<\/p>\n

“People shouldn’t have to jump between systems just to get a simple HR or finance answer,” said Joel Hellermark, Sana general manager, Workday. “With our Self\u2011Service Agent in Microsoft 365 Copilot, Workday quietly does the hard work in the background, so answers simply appear where people already are.”<\/p>\n

\n Complete Everyday HR and Finance Tasks in Seconds<\/b>\n <\/p>\n

With Self-Service Agent in Microsoft 365 Copilot, every employee and manager can manage everyday HR and finance needs in seconds. For example:<\/p>\n