Solutions by app
Workday: Connect every hire, change, and payroll run to your stack
Workday is the system of record for core HR, payroll, and financials. With Tray, every update in Workday connects to the rest of your stack: automating onboarding, payroll changes, expense updates, and financial approvals. Agents surface Workday context in Slack, Teams, or web, so requests and approvals move faster and always land on the right record.
Automations
Integrations
Agents
Use cases
Workday + Tray
Workday is where employee, organizational, and financial data is managed, from hires and job changes to approvals and payroll. But actions tied to that data rarely stop in Workday.
Tray extends Workday across your stack, connecting it to identity, ITSM, payroll, CRM, finance, and any other system you rely on. Events like hires, terminations, promotions, or organizational updates can trigger orchestrated workflows, governed automations, and agents that take action across tools, while keeping Workday as the system of record.
See how different teams use Tray to take action from Workday.
What you can do with Tray
HR
HR
If you work in HR or people operations, these are common ways teams use Tray with Workday to automate employee lifecycle workflows across systems.
- Automate onboarding workflows: Trigger account creation, equipment requests, and welcome workflows when a hire is added in Workday
- Accelerate offboarding processes: Deactivate access, notify stakeholders, and archive accounts when terminations are recorded
- Sync employee data across tools: Keep titles, managers, departments, and location data aligned across HR, IT, and collaboration systems
IT
IT
If you work in IT, these are common ways teams use Tray with Workday to govern access and keep systems aligned with workforce changes.
- Provision access from Workday events: Create or update accounts in your IdP and downstream apps when hires or job changes occur
- Deprovision access on termination: Remove access across systems immediately when an employee is terminated
- Sync organizational changes to IT systems: Update group memberships and permissions when departments or reporting lines change
Finance
Finance
If you work in finance, these are common ways teams use Tray with Workday to coordinate approvals and maintain accurate financial data.
- Route compensation approvals: Trigger structured approval workflows when salary or bonus changes are initiated
- Sync worker cost data to finance systems: Push headcount and compensation data into ERP or planning tools
- Notify stakeholders of budget-impacting changes: Alert finance teams when new roles or headcount changes affect forecasts
Business systems
Business systems
If you build and scale systems for the business, these are common ways teams use Tray with Workday to standardize lifecycle workflows across the stack.
- Standardize employee lifecycle automation: Reuse onboarding, transfer, and offboarding workflows across regions or business units
- Connect Workday to the rest of the stack: Sync workers, org structures, and cost centers with identity, CRM, ITSM, and finance systems
- Expose lifecycle workflows as agent tools: Allow governed agents to trigger approved lifecycle actions with full audit visibility
Security
Security
If you work in security or compliance, these are common ways teams use Tray with Workday to reduce access risk and maintain audit readiness.
- Enforce least-privilege access on role changes: Adjust system access automatically when roles or departments change
- Log lifecycle-driven access changes: Maintain an audit trail of provisioning and deprovisioning actions
- Alert on high-risk access events: Notify security teams when sensitive role changes occur
Revenue ops
Revenue ops
If you work in revenue operations, these are common ways teams use Tray with Workday to align headcount, territory, and system access with growth plans.
- Sync rep data to CRM: Update CRM users and territories when hires, promotions, or transfers occur
- Trigger sales enablement workflows: Provision tools and notify stakeholders when new reps are onboarded
- Align org changes with revenue systems: Keep reporting structures and manager hierarchies consistent across systems
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
Find answers to common questions about our products and services.
How does Tray authenticate with Workday?
Tray connects to Workday using OAuth 2.0. Access is controlled through Workday security groups and domain permissions, which define what the integration user can read or write.
Can Tray handle Workday’s custom fields and configurations?
Yes. Tray reads Workday’s metadata and applies valid schemas, ensuring automations respect custom objects, fields, and picklists.
What triggers are available?
Flows can start on Workday business events (hire, termination, job change) or scheduled checks. Agents can also invoke actions via Slack, Teams, or web.
Can Workday data sync bi-directionally?
Yes. Tray can both pull from Workday (e.g., worker data) and write back updates (e.g., job changes, invoices, absence requests) under governed rules.
How do we start small with Workday automation?
Pick one flow, such as onboarding, expense approvals, or supplier invoice sync. Roll out with approvals enabled, then expand to more objects and departments.
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
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
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
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAAEnd-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes