Using Workday within AI Companion
The Workday app enables HR specialists and recruiters to manage job requisitions, candidate information, and employee records directly through the AI Companion panel. This integration streamlines processes and HR workflows by bringing Workday functionality into Zoom meetings.
Requirements for using Workday within AI Companion
How to set up Workday authentication
- Sign in to your Workday instance.
- Search for Register API Client.
- Select Register API Client and create a new client.
- Configure the following OAuth endpoints:
How to connect Workday with AI Companion
- Sign in to the Zoom desktop app.
- Click the Home tab or click the AI Companion icon
from your active tab. - In the Write a message or type / for more field, click the add icon
. - Click the My Apps tab then Workday.
How to disconnect the Workday app
- Sign in to the Zoom App Marketplace as an account admin or owner.
- In the top-right corner, click Manage.
- In the navigation menu, click Added apps, then Workday.
- Click Connections.
- Click the ellipsis icon
, then Disconnect.
Note: Workday app configuration data is deleted when you uninstall the app from the Zoom App Marketplace.
How to manage employee records
Search for employees
- In the AI Companion panel, enter a search query using either:
- View employee details including:
- Full name and ID
- Job title and department
- Contact information
- Location
Note: Search results only include active employees unless specifically configured to show terminated workers.
How to work with job requisitions
View job requisitions
- Access the job requisitions section.
- Filter requisitions by:
- Hiring manager
- Department
- Status (filled/unfilled)
- Recruiter
Review candidate information
- Select a specific job requisition.
- View associated candidates including:
- Candidate name and ID
- Contact information
- Application status
- Associated job profiles
Note: Candidate information is only visible to users with appropriate permissions in Workday.
How your data is used
Zoom's Workday marketplace app allows Zoom Communications Inc. access to your Workday job, people, and job candidate records. To do so, you'll need to share Workday permissions. The permissions you'll share with Zoom Communications Inc. include:
- Access Workday content: Zoom Communications Inc. will have permission to access your Workday job, people, and job candidate records.
By authorizing this connection, the Workday app maintains ongoing access to your information.