You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: EmployeeSelfServiceAgent/Workday/ManagerScenarios/WorkdayGetManagerReporteesTimeInPosition/README.md
+13-16Lines changed: 13 additions & 16 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -5,7 +5,7 @@ search_exclude: false
5
5
# Workday Get Manager Reportees Time In Position
6
6
7
7
## Overview
8
-
This scenario enables managers to view their direct reports along with how long each employee has been in their current position. It retrieves team member information from Workday HCM and calculates the time in position for each reportee.
8
+
This scenario enables managers to view their direct reports along with how long each employee has been in their current position. For each supervisory organization, it retrieves team member information from Workday HCM and calculates the time in position for each reportee. The columns displayed can be altered by updating the topic's Model Description section.
9
9
10
10
## Files
11
11
@@ -17,7 +17,7 @@ This scenario enables managers to view their direct reports along with how long
17
17
## Prerequisites
18
18
19
19
### Global Variables Required
20
-
-`Global.ESS_UserContext_ManagerOrganizationId` - The manager's organization ID in Workday (used to filter direct reports)
20
+
-`Global.Manager_Supervisory_OrgIds` - A list of all of the Workday supervisory organization IDs of a manager (used to filter direct reports)
21
21
22
22
### Workday API
23
23
-**Service**: Human_Resources
@@ -81,30 +81,27 @@ The XML template is optimized for performance by:
81
81
1.**Import the Topic**: Import `topic.yaml` into your Copilot Studio agent
82
82
2.**Add XML Template**: Upload `msdyn_GetManagerReportees.xml` to your Workday connector configuration
83
83
3.**Configure Connection**: Ensure your Workday connector connection reference is properly set in the topic
84
-
4.**Set Global Variable**: Make sure `Global.ESS_UserContext_ManagerOrganizationId` is populated (typically from user authentication context)
84
+
4.**Set Global Variable**: Make sure `Global.Manager_Supervisory_OrgIds` is populated (typically from user context setup)
85
85
86
86
## Model Instructions
87
87
88
88
The topic includes model instructions for the AI to:
89
89
- Display results as a nested markdown list
90
90
- Format Time in Position clearly
91
-
- Show Name, Job Title, Time in Position, Start Date, and Status for each reportee
91
+
- Show Name, Job Title, Time in Position and Status for each reportee
92
92
- Sort or group results based on user's question context
93
93
94
94
## Example Output
95
95
96
96
When a manager asks "Show me my team's time in position", the agent displays:
97
97
98
-
```
99
-
Here are your direct reports and their time in current position:
100
-
101
-
- **John Smith** - Senior Developer
102
-
- Time in Position: 2 years, 5 months, 12 days
103
-
- Position Start: 2022-07-15
104
-
- Status: Active
98
+
# Team roles and time in position
99
+
Here's a list of your team members and how long they've been in their positions. I pulled this from Workday, an HR platform your company uses.
Copy file name to clipboardExpand all lines: EmployeeSelfServiceAgent/Workday/ManagerScenarios/WorkdayGetManagerReporteesTimeInPosition/topic.yaml
+2-2Lines changed: 2 additions & 2 deletions
Original file line number
Diff line number
Diff line change
@@ -10,7 +10,7 @@ modelDescription: |-
10
10
For info on all direct reports time in position: Display in Table
11
11
Heading - "Team roles and time in position"
12
12
Verbatim line after heading: "Here's a list of your team members and how long they've been in their positions. I pulled this from Workday, an HR platform your company uses."
13
-
Table columns: Name, Title, Time in Position
13
+
Table columns: Name, Title, Time in Position, Status
14
14
15
15
Common Rules ALWAYS FOLLOW:
16
16
- ALWAYS add large sized heading with sentence case
@@ -43,7 +43,7 @@ beginDialog:
43
43
displayName: Redirect to Workday Get Common Execution
This scenario enables managers to view their direct reports along with Company Code or Company Name details for each of their supervisory organizations.
9
+
10
+
## Files
11
+
12
+
| File | Description |
13
+
|------|-------------|
14
+
|`topic.yaml`| Copilot Studio topic definition with trigger phrases and Power Fx logic |
15
+
|`msdyn_HRWorkdayHCMManagerDirectCompanyCode.xml`| XML template for Workday Get_Workers API call |
16
+
17
+
## Prerequisites
18
+
19
+
### Global Variables Required
20
+
-`Global.Manager_Supervisory_OrgIds` - A list of all of the Workday supervisory organization IDs of a manager (used to filter direct reports)
21
+
22
+
### Workday API
23
+
-**Service**: Human_Resources
24
+
-**Operation**: Get_Workers
25
+
-**Version**: v42.0
26
+
27
+
## Scenario Details
28
+
29
+
### What It Does
30
+
1. Retrieves all employees in all supervisory organizations for the manager (all direct reports).
31
+
2. Extracts key employee information (Name, Company Code, Company Name, etc.)
32
+
3. Presents results in a formatted table
33
+
34
+
### Trigger Phrases
35
+
- "Show me my team's time in position"
36
+
- "How long have my direct reports been in their roles"
37
+
- "Get reportees time in current position"
38
+
- "List my team members with their position tenure"
39
+
- "Who on my team has been in their role the longest"
40
+
- "Show tenure for my direct reports"
41
+
- "My reportees job tenure"
42
+
- "Time in position for my team"
43
+
44
+
## Response Group Configuration
45
+
46
+
The XML template is optimized for performance by:
47
+
-**Including**: Reference, Personal Information, Employment Information
48
+
-**Excluding**: Compensation, Benefits, Documents, Photos, and other unnecessary data
49
+
50
+
## Setup Instructions
51
+
52
+
1.**Import the Topic**: Import `topic.yaml` into your Copilot Studio agent
53
+
2.**Add XML Template**: Upload `msdyn_HRWorkdayHCMManagerDirectCompanyCode.xml` to your Workday connector configuration
54
+
3.**Configure Connection**: Ensure your Workday connector connection reference is properly set in the topic
55
+
4.**Set Global Variable**: Make sure `Global.Manager_Supervisory_OrgIds` is populated (typically from user context setup)
56
+
57
+
## Example Output
58
+
59
+
When a manager asks "Show me my team's time in position", the agent displays:
60
+
61
+
```
62
+
**Team company codes**
63
+
Below is a list of your direct reports and their company codes:
Copy file name to clipboardExpand all lines: EmployeeSelfServiceAgent/Workday/ManagerScenarios/WorkdayManagersdirect-CompanyCode/msdyn_HRWorkdayHCMManagerDirectCompanyCode.xml
0 commit comments