Workday and Tray

Workday is the system of record for people, pay, and spend. But on its own, its APIs are limited and its automations don’t extend well across external systems. Tray fills that gap with secure integrations, multi-system automations, and AI agents that answer questions and update records with Workday context. From onboarding new hires to syncing cost centers to processing expenses, Tray ensures actions flow reliably across your stack, with governance and without manual effort.


With Tray, you build
Automations
Integrations
and
Agents
that connect Workday across your business systems and teams.

Automations

Automations with Workday and Tray

Tray listens to Workday events, such as worker hired, job change, or termination, or runs scheduled checks. Those signals trigger governed flows that sync data, enforce approvals, and write results back to Workday or connected systems. Whether it’s routing onboarding steps, pushing expense approvals, or updating financials, automations keep processes consistent and auditable.

Integrations

Integrations with Workday and Tray

Tray connects Workday to the rest of your enterprise stack so HR and finance data flows into IT, payroll, ERP, and analytics systems. These integrations turn Workday from a system of record into a system of action, powering both automations and the agents your teams rely on.

Workday integration capabilities

Integrate Workday with 700+ applications, plus any system with an API using Tray’s HTTP connector. Capabilities mirror Workday’s REST API and align with how HR, payroll, and finance teams actually use Workday.

Keep employee records current across HR, IT, and finance

  • Hire and update: Create or update worker profiles with position, location, or manager
  • Job changes: Sync transfers, promotions, and terminations downstream
  • Supervisory orgs: Maintain hierarchy for reporting and approval flows
  • Worker search: Query employees by ID, email, or job profile

Agents

Build agents with Workday and Tray

Tray agents bring Workday context into conversational channels. Agents retrieve scoped HR and finance data, call governed tools, and post results back to Workday records, giving teams a safe, efficient way to request, approve, and act in Slack, Teams, or web.

Ground agents with Workday HR and finance context

  • Object scope: Index workers, jobs, pay, and financial entities you authorize
  • Field controls: Respect role-based visibility and field-level security
  • Freshness: Run live queries or set scheduled re-ingestion

Tray vs Workday AI Agents

Workday AI Agents are Workday’s native agent option. If most of your processes and data live in Workday, Workday AI Agents may fit. If you need a Workday agent that operates across the rest of your stack, Tray is the better choice.

Merlin Agent Builder

Acts across Workday and 700+ connectors with cross-system flows (IDP, ERP, CRM)

Supports your own LLMs or Tray-hosted models for flexible deployment

Enforces cross-system guardrails, RBAC, approvals, and end-to-end execution logs

Deploys in Slack, Teams, or web while writing back to Workday

Workday AI Agents

Built into Workday data and flows and optimized for HR and finance tasks

Uses Workday-embedded AI fueled by Workday data, and can also leverage vetted partners via the AI Marketplace

Manages governance and visibility within the Workday platform and Responsible AI framework

Works best for in-Workday actions and insights

Frequently Asked Questions

Yes. Tray reads Workday’s metadata and applies valid schemas, ensuring automations respect custom objects, fields, and picklists.



What comes standard with Tray

Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.

Universal connectivity

  • Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
  • Custom connectors: Build custom connectors that behave like native ones
  • Connect anywhere: Cloud or on-prem systems supported

Learn more about our connectivity options

On-premises connectivity

  • Connect securely: Access on-premises systems, whether first-party or third-party
  • Meet network requirements: Connect through approved configurations that align with enterprise security policies
  • Enterprise protocols: Support multiple on-premises security standards for safe integration

Learn more about on-premises connectivity

Authentication management

  • Secure credentials: Collect and store authentications with full encryption
  • Encrypted data: Protect all data at rest and in transit
  • Role-based control: Partition credentials by workspace and access level

Learn more about authentication management

Security and governance

  • Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAAEnd-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes

Learn more about security and governance