Connect Workday with Hookshot™ and your stack

Workday is a cloud-based enterprise resource planning (ERP) software that provides comprehensive solutions for human capital management, financial management, and analytics

Tools and triggers

What Agents can do in Workday

Available tools and events after Workday is connected.

  • Approve Business Process Event Step

    Approves the specified business process event step (Approval step type). Use this to move an Approval-typed step from awaiting state to approved and continue the workflow. The caller must be in the awaiting-person list…

  • Bulk Import Update Employee Review Rating

    Bulk-import employee review rating updates into Workday Performance Management as an asynchronous EIB import. Each item in `update_employee_review_rating_requests` must contain an `Update_Employee_Review_Rating_Data`…

  • Cancel Business Process Event

    Cancels an in-progress business process event. Use this to terminate a business process before it completes. The optional comment is preserved on the event record. The caller must have permission to cancel the event…

  • Close Request

    Closes a specified request with a given resolution. Security is evaluated based on the request event awaiting the processing person's action. If ``workdayObjectValue`` is provided, ensure the user has View permission…

  • Create Business Title Change

    Creates a business title change instance for a worker via the Workday Common API v1. Use when you need to initiate a business title change request for an employee, setting the proposed new business title.

  • Create Case

    Creates a single Help case in Workday. Required fields are the case type reference and the case title. Optional fields include detailed message, worker references, attachments, and questionnaire responses.

  • Create Compensation Scorecard

    Creates a new Compensation Scorecard on Workday's Compensation v3 API. Use this to introduce a new merit-and-bonus evaluation template — for example, when modeling FY-level goals or rolling out a refreshed scoring…

  • Create Custom Field Type

    Creates a new custom field type in Workday's custom object configuration store. Use this when you need to register a new field type (e.g. a list of custom values, a numeric field with bespoke validation) that custom…

  • Create Custom Field Type List Value

    Adds a single list value to a custom list field type used by custom object definitions. Use this when you need to extend the set of selectable values exposed by a custom list field (for example, a "Region" field whose…

  • Create Custom Object

    Creates (or updates) custom object instance(s) attached to a Workday business object. The same endpoint serves both single-instance custom objects (at most one instance per business object, e.g. a worker's Parking…

  • Create Custom Object Definition Condition Rule

    Adds a condition rule to an existing custom object definition. Use this when you need to attach a visibility, edit-restriction, or business-logic rule to the custom object before it is activated.

  • Create Custom Object Definition Field

    Adds a field to an existing custom object definition. Use this once a custom object definition is created and you need to populate its schema with individual data fields (text, numeric, list-of-values, etc.) prior to…

  • Create Custom Object Definition Validation

    Adds a validation to an existing custom object definition. Use this to attach data-quality / business-rule validations to a custom object before it is activated (for example, "Effective Date must be in the future" or…

  • Create Expense Entry

    Creates a Quick Expense entry in Workday Expense v1. The ``date`` (Transaction Date) and ``expenseItem`` fields are required; merchant, memo, amount and receipt attachments are optional but typically supplied. Use this…

  • Create Expense Entry Attachment

    Creates a new attachment (e.g. receipt image) on an existing expense entry in Workday Expense v1. Workday enforces a 32 MB maximum file size; the file content is sent base64-encoded in ``attachmentContent``. Use this…

  • Create Expense Report

    Creates a new expense report in Workday Expense v1. A report acts as the container for one or more expense report lines (which can in turn be backed by Quick Expenses, credit card transactions, or travel booking…

  • Create Expense Report Line

    Creates an expense report line on an existing expense report in Workday Expense v1. Lines can be created directly with date / expense item / amount, or by referencing an existing Quick Expense, credit card transaction…

  • Create Home Contact Change Address

    Creates a new address staged by the parent business process event. Use this action when integrating Workday's person v4 API and you need to post this specific resource. Secured by: Person Data: Home Address…

  • Create Home Contact Change Email Address

    Creates a new email address staged by the parent business process event. Use this action when integrating Workday's person v4 API and you need to post this specific resource. Secured by: Person Data: Home Email…

  • Create Home Contact Change Instant Messenger

    Creates a new instant messenger staged by the parent business process event. Use this action when integrating Workday's person v4 API and you need to post this specific resource. Secured by: Person Data: Home Instant…

  • Create Home Contact Change Phone Number

    Creates a new phone number staged by the parent business process event. Use this action when integrating Workday's person v4 API and you need to post this specific resource. Secured by: Person Data: Home Phone…

  • Create Home Contact Change Web Address

    Creates a new web address staged by the parent business process event. Use this action when integrating Workday's person v4 API and you need to post this specific resource. Secured by: Person Data: Home Web Address…

  • Create Job Change for Worker

    Creates a job change instance for a worker in Workday with specified data. Use when initiating organizational, supervisory, or job assignments changes for employees. The job change requires a valid effective date and…

  • Create Mentorship for Me

    Creates a mentorship for the current processing worker, who is set as the mentee. Use when a worker wants to self-create a mentorship with a chosen mentor and type.

Setup

Connect Workday in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.