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 can
Build agents
 that can take action, create powerful
Automations
, and set up
Integrations
.

Build

Build agents with Tray and Workday

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

Automations

Automations with Tray and Workday

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 Tray and Workday

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

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; cross-system flows (IDP, ERP, CRM)

Bring your own LLM or choose Tray-hosted models

Cross-system guardrails, RBAC, and end-to-end logging

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

Workday AI Agents

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

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

Governance and visibility are managed within the Workday platform and Responsible AI framework

Best for in-Workday actions and insights; for cross-system processes, pair with orchestration or agents outside Workday

Frequently Asked Questions

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