Use Automation Co-Pilot as Chrome extension in Workday

Automation Co-Pilot makes automation accessible for end users operating inside Workday. For example, a Human Resource admin enters an employee address and can order business assets to ship without leaving Workday.

Automation Co-Pilot

Business users can directly access authorized automation from within their favorite business applications without having to open a new interface, or learn a new app. You can invoke the widget in Workday. To make the widget accessible:
  1. Create and configure the widget in your preferred application.
  2. Assign any pre-built automation in Automation Co-Pilot required for teams to complete their daily tasks.
The widget (shown in the following image) populates assigned automation for specific roles.
Image example of extension widget.
Setup
  1. Complete the following setup process.
    1. Set up and connect Automation Co-Pilot using Chrome extension
    2. Setup iFrame widget using Automation Co-Pilot
    3. Develop a widget for Automation Co-Pilot using Chrome extension
      Note: For this example, configure the widget to trigger as a Page Load event.
    4. Provisioning Automation Co-Pilot using Chrome extension to users
  2. Two types of automation are assigned in this example and include the following details:
Tip: Sample code

You can download sample code to test this example in your own environment. See GitHub: Embedded Use Case 2

Example Summary

An HR Admin logs into the Workday application and views the new widget sidebar on the home page that has been deployed by the RPA Center of Excellence (CoE). The sidebar opens has been designed to open automatically when the user accesses the Workday application and the page has completed loading.

The HR Admin can use Embedded Automation to access and update an employee address, and then order hardware assets to deliver to that employee.

The deployed automations used in this example touch Workday and Zoho Sales Order Management (used to complete the transaction):
  • An attended bot (Employee Work Address Update) built for an HR Admin to quickly locate and update home office address details of employees, using interactive forms and local desktop automation.
  • An Automation Co-Pilot process invocation (Device Order for Employee) built for an HR Admin to order hardware assets (such as laptops and keyboards) for employees directly in Workday.

Image shows the Sidebar embedded into the Workday application.

Procedure

  1. Start the Employee Work Address Update automation used to enter the Employee ID of the person you want to update.

    Image shows the automation panel asking for Employee ID.
  2. Enter the Employee ID to search Workday for the employee.

    Image demonstrates the form rendered for the employee details.
  3. Enter the employee's address details using the provided form to update the employee data.
    This example shows a simple address update. However, you can update other employee details based on the available APIs in your Workday instance, or by using the Automation Anywhere Universal Recorder.
  4. Click Save Changes.

    Image demonstrates updating the address in the form.
    The automation updates the employee data in Workday.

The second automation (Device Order for Employee) simplifies daily tasks of the HR Admin. This adds an automated process for device ordering that is embedded directly in the Workday application using the same sidebar. Typically, this task would require navigating procurement applications to locate and order devices, and while navigating the Workday application to capture shipping address details of the employee.

By bringing the ordering process into the primary application where daily tasks are performed, the task is simplified. Similar to the previous task, when the HR admin logs into Workday, the sidebar appears with the list of available automations their CoE has deployed.

  1. Locate the New Device Order for Employee automation displayed in the sidebar and click Start.
    A new instance is created.
  2. Enter the Employee ID for a new order.
    Images displays the Employee ID panel to begin the automation.
    After submitting a valid Employee ID, the automation locates and returns the employee details within Workday.
  3. Confirm the employee details and select the hardware items to order.

    Image demonstrates the automation panel to confirm employee details.
  4. After the automation has created a new order in the company's order management system (Zoho Order Management), the automation returns the Sales Order number (SO-00012) for reference.

    Image displays the order reference details.