From a3d7ea46dd375d6aca8ecd1085726069675228d8 Mon Sep 17 00:00:00 2001 From: SRI VILLIAM SAI Date: Thu, 20 Aug 2026 11:29:15 +0530 Subject: [PATCH] Add PTO & Leave Policy agent skill example --- README.md | 79 ++++++++++---------- examples/pto-policy-agent-skill/README.md | 20 +++++ examples/pto-policy-agent-skill/SKILL.md | 46 ++++++++++++ examples/pto-policy-agent-skill/example.json | 15 ++++ 4 files changed, 119 insertions(+), 41 deletions(-) create mode 100644 examples/pto-policy-agent-skill/README.md create mode 100644 examples/pto-policy-agent-skill/SKILL.md create mode 100644 examples/pto-policy-agent-skill/example.json diff --git a/README.md b/README.md index d45249c..27353dc 100644 --- a/README.md +++ b/README.md @@ -70,41 +70,39 @@ Open the folder you want under `catalog/` or `examples/` and follow its README. Workday-built apps, maintained by Workday. Both tables below are kept in sync with each entry's `example.json` by `scripts/validate-examples.mjs`. - -| Example | Description | Type | -| ---------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------- | -| [`AWSStarterKit`](catalog/AWSStarterKit) | Jumpstart your AWS app with the AWS starter kit examples. | Extend App | -| [`capitalProjectPlanning`](catalog/capitalProjectPlanning) | This application simplifies requesting new capital projects and managing their planned capital funds, providing transparency and accountability. It allows you to track financial impact, manage funds efficiently, and make informed investment decisions. Built to complement Workday Adaptive Planning capabilities, it enhances the end-user experience and streamlines capital project request workflows, especially beneficial for Healthcare, SLED, and beyond. | Extend App | -| [`charitableDonations`](catalog/charitableDonations) | Enable employees to donate to charities with one-time and recurring payroll deductions. Features hubs and cards. | Extend App | -| [`charitableDonationsWithSentimentAnalysis`](catalog/charitableDonationsWithSentimentAnalysis) | Enable employees to donate to charities with one-time and recurring payroll deductions, with the AI Gateway's sentiment analysis API rating charity descriptions. Features hubs and cards. | Extend App | -| [`chartDictionary`](catalog/chartDictionary) | Get familiar with new chart 2.0 widgets with sections for many additional chart features. | Reference | -| [`createAWorkEvent`](catalog/createAWorkEvent) | Enable employees to propose and create work events, to register for events, and use a calendar view. | Extend App | -| [`createSpotBonus`](catalog/createSpotBonus) | Create Spot Bonuses using a single API request from Orchestrate. Powered by Workday Graph API. | Orchestration | -| [`documentIntelligenceWithTheAIGateway`](catalog/documentIntelligenceWithTheAIGateway) | Leverage Workday AI Gateway's Document Intelligence API to scan and capture text from resumes, receipts, and more. | Extend App | -| [`AWSBadgeGenerator`](catalog/AWSBadgeGenerator) | Allow employees to get a photo badge with AI-powered face detection and image generation with Amazon Web Services (AWS). Now featuring Event Bridge for logic routing. | Extend App | -| [`employeeDemographicOutbound`](catalog/employeeDemographicOutbound) | This employee demographic solution can be used as a starting point to generate a delimited file containing employee demographic information. | Integration App | -| [`employeeRecognition`](catalog/employeeRecognition) | Give feedback to your coworkers and even reward them with gift cards for their hard work. | Extend App | -| [`employeeRelationsIncidentManagement`](catalog/employeeRelationsIncidentManagement) | Enable HR to manage protected cases of HR incidents | Extend App | -| [`orchestrationToolkit`](catalog/orchestrationToolkit) | Take advantage of reusable patterns and reference orchestrations for many different Extend use cases. | Reference | -| [`generateWQL`](catalog/generateWQL) | Create WQL Statements with either UI or natural language query using the AI Gateway. | Extend App | -| [`helpCaseCreation`](catalog/helpCaseCreation) | Build a custom Workday UI to facilitate creation of Workday Help Cases. | Extend App | -| [`learningEnrollments`](catalog/learningEnrollments) | This is a sample app that demonstrates fetching the workers that meet a certain condition and enrolling them in a course. In the example case, Workers who are not enrolled in the ‘Test Content’ course are being fetched and enrolled. | Integration App | -| [`locationChangesOutbound`](catalog/locationChangesOutbound) | Post-process the output of Core Connector: Locations with Workday Orchestrate. | Integration App | -| [`multiRater`](catalog/multiRater) | This app enhances the performance review process by allowing multiple raters to provide feedback and the manager to update ratings based on this feedback. | Extend App | -| [`pmdScripting`](catalog/pmdScripting) | See some of the most common uses of PMD Scripting in action. | Reference | -| [`pmdWidgetDictionary`](catalog/pmdWidgetDictionary) | Get to know a wide variety of Presentation Components tags, all demonstrated in this app. | Reference | -| [`prismAndExtendDesignPatterns`](catalog/prismAndExtendDesignPatterns) | This app highlights the importance for designing scalable pages when interacting with large data sets. It also highlights a single threaded pattern for triggering Prism Data Change Tasks (DCT). | Extend App | -| [`requestCreditCard`](catalog/requestCreditCard) | Create a Credit Card request using Workday Orchestrate. | Extend App | -| [`supplierInvoicesInbound`](catalog/supplierInvoicesInbound) | Use Orchestrate for Integrations to import supplier invoices. | Integration App | -| [`tuitionReimbursement`](catalog/tuitionReimbursement) | Create a Tuition Reimbursement Request app using Model Components and an Orchestration to submit a One Time Payment. | Extend App | -| [`updateServiceDateBoomerang`](catalog/updateServiceDateBoomerang) | Update service date based on a certain condition | Integration App | -| [`updateWorkdayAccounts`](catalog/updateWorkdayAccounts) | Fetch workers that meet a certain condition and update their workday accounts. | Integration App | -| [`vehicleRegistration`](catalog/vehicleRegistration) | Allow employees to register their car according to their location. Includes translations, and powered by Workday Graph API and external APIs. | Extend App | -| [`workFromAlmostAnywhere`](catalog/workFromAlmostAnywhere) | Enable employees to request to work from anywhere, for a manager to approve, and use a calendar view. | Extend App | -| [`orchestrateForIntegrationsSampler`](catalog/orchestrateForIntegrationsSampler) | Take advantage of reusable patterns and reference orchestrations for many different integration use cases. | Reference | -| [`wql`](catalog/wql) | Compare organization data from the standard endpoint with the data from WQL. | Reference | -| [`workerInboundImageUpload`](catalog/workerInboundImageUpload) | Use an Integration System orchestration to retrieve and load worker photos. | Integration App | - +| Example | Description | Type | +| --- | --- | --- | +| [`AWSStarterKit`](catalog/AWSStarterKit) | Jumpstart your AWS app with the AWS starter kit examples. | Extend App | +| [`capitalProjectPlanning`](catalog/capitalProjectPlanning) | This application simplifies requesting new capital projects and managing their planned capital funds, providing transparency and accountability. It allows you to track financial impact, manage funds efficiently, and make informed investment decisions. Built to complement Workday Adaptive Planning capabilities, it enhances the end-user experience and streamlines capital project request workflows, especially beneficial for Healthcare, SLED, and beyond. | Extend App | +| [`charitableDonations`](catalog/charitableDonations) | Enable employees to donate to charities with one-time and recurring payroll deductions. Features hubs and cards. | Extend App | +| [`charitableDonationsWithSentimentAnalysis`](catalog/charitableDonationsWithSentimentAnalysis) | Enable employees to donate to charities with one-time and recurring payroll deductions, with the AI Gateway's sentiment analysis API rating charity descriptions. Features hubs and cards. | Extend App | +| [`chartDictionary`](catalog/chartDictionary) | Get familiar with new chart 2.0 widgets with sections for many additional chart features. | Reference | +| [`createAWorkEvent`](catalog/createAWorkEvent) | Enable employees to propose and create work events, to register for events, and use a calendar view. | Extend App | +| [`createSpotBonus`](catalog/createSpotBonus) | Create Spot Bonuses using a single API request from Orchestrate. Powered by Workday Graph API. | Orchestration | +| [`documentIntelligenceWithTheAIGateway`](catalog/documentIntelligenceWithTheAIGateway) | Leverage Workday AI Gateway's Document Intelligence API to scan and capture text from resumes, receipts, and more. | Extend App | +| [`AWSBadgeGenerator`](catalog/AWSBadgeGenerator) | Allow employees to get a photo badge with AI-powered face detection and image generation with Amazon Web Services (AWS). Now featuring Event Bridge for logic routing. | Extend App | +| [`employeeDemographicOutbound`](catalog/employeeDemographicOutbound) | This employee demographic solution can be used as a starting point to generate a delimited file containing employee demographic information. | Integration App | +| [`employeeRecognition`](catalog/employeeRecognition) | Give feedback to your coworkers and even reward them with gift cards for their hard work. | Extend App | +| [`employeeRelationsIncidentManagement`](catalog/employeeRelationsIncidentManagement) | Enable HR to manage protected cases of HR incidents | Extend App | +| [`orchestrationToolkit`](catalog/orchestrationToolkit) | Take advantage of reusable patterns and reference orchestrations for many different Extend use cases. | Reference | +| [`generateWQL`](catalog/generateWQL) | Create WQL Statements with either UI or natural language query using the AI Gateway. | Extend App | +| [`helpCaseCreation`](catalog/helpCaseCreation) | Build a custom Workday UI to facilitate creation of Workday Help Cases. | Extend App | +| [`learningEnrollments`](catalog/learningEnrollments) | This is a sample app that demonstrates fetching the workers that meet a certain condition and enrolling them in a course. In the example case, Workers who are not enrolled in the ‘Test Content’ course are being fetched and enrolled. | Integration App | +| [`locationChangesOutbound`](catalog/locationChangesOutbound) | Post-process the output of Core Connector: Locations with Workday Orchestrate. | Integration App | +| [`multiRater`](catalog/multiRater) | This app enhances the performance review process by allowing multiple raters to provide feedback and the manager to update ratings based on this feedback. | Extend App | +| [`pmdScripting`](catalog/pmdScripting) | See some of the most common uses of PMD Scripting in action. | Reference | +| [`pmdWidgetDictionary`](catalog/pmdWidgetDictionary) | Get to know a wide variety of Presentation Components tags, all demonstrated in this app. | Reference | +| [`prismAndExtendDesignPatterns`](catalog/prismAndExtendDesignPatterns) | This app highlights the importance for designing scalable pages when interacting with large data sets. It also highlights a single threaded pattern for triggering Prism Data Change Tasks (DCT). | Extend App | +| [`requestCreditCard`](catalog/requestCreditCard) | Create a Credit Card request using Workday Orchestrate. | Extend App | +| [`supplierInvoicesInbound`](catalog/supplierInvoicesInbound) | Use Orchestrate for Integrations to import supplier invoices. | Integration App | +| [`tuitionReimbursement`](catalog/tuitionReimbursement) | Create a Tuition Reimbursement Request app using Model Components and an Orchestration to submit a One Time Payment. | Extend App | +| [`updateServiceDateBoomerang`](catalog/updateServiceDateBoomerang) | Update service date based on a certain condition | Integration App | +| [`updateWorkdayAccounts`](catalog/updateWorkdayAccounts) | Fetch workers that meet a certain condition and update their workday accounts. | Integration App | +| [`vehicleRegistration`](catalog/vehicleRegistration) | Allow employees to register their car according to their location. Includes translations, and powered by Workday Graph API and external APIs. | Extend App | +| [`workFromAlmostAnywhere`](catalog/workFromAlmostAnywhere) | Enable employees to request to work from anywhere, for a manager to approve, and use a calendar view. | Extend App | +| [`orchestrateForIntegrationsSampler`](catalog/orchestrateForIntegrationsSampler) | Take advantage of reusable patterns and reference orchestrations for many different integration use cases. | Reference | +| [`wql`](catalog/wql) | Compare organization data from the standard endpoint with the data from WQL. | Reference | +| [`workerInboundImageUpload`](catalog/workerInboundImageUpload) | Use an Integration System orchestration to retrieve and load worker photos. | Integration App | ## Examples @@ -112,13 +110,12 @@ Workday-built apps, maintained by Workday. Both tables below are kept in sync wi Community examples, open to everyone. This is the section external contributions land in. - -| Example | Description | Type | -| --------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ | ------------- | -| [`expense-policy-agent-skill`](examples/expense-policy-agent-skill) | A markdown skill that teaches an agent to answer expense policy questions and escalate anything it cannot verify. | Agent Skill | +| Example | Description | Type | +| --- | --- | --- | +| [`expense-policy-agent-skill`](examples/expense-policy-agent-skill) | A markdown skill that teaches an agent to answer expense policy questions and escalate anything it cannot verify. | Agent Skill | | [`employee-data-orchestration`](examples/employee-data-orchestration) | An orchestration that reads worker data from one tenant and creates matching records through the Workday REST API. | Orchestration | -| [`stock-notifications`](examples/stock-notifications) | An Extend app that fetches Workday's current stock price from an external API and displays it on a home page card. | Extend App | - +| [`pto-policy-agent-skill`](examples/pto-policy-agent-skill) | A markdown skill that teaches an agent to answer employee questions about PTO, leave accrual, rollover, and sick leave policy with clear escalation rules. | Agent Skill | +| [`stock-notifications`](examples/stock-notifications) | An Extend app that fetches Workday's current stock price from an external API and displays it on a home page card. | Extend App | ## Contributing diff --git a/examples/pto-policy-agent-skill/README.md b/examples/pto-policy-agent-skill/README.md new file mode 100644 index 0000000..934d2b0 --- /dev/null +++ b/examples/pto-policy-agent-skill/README.md @@ -0,0 +1,20 @@ +# PTO & Leave Policy Agent Skill + +## What it is + +A markdown skill that teaches an AI agent how to answer employee questions about Paid Time Off (PTO), annual accrual rates, rollover limits, and sick leave, with built-in escalation workflows. It shows how to encode leave policies and Workday navigation steps into a self-service agent instruction file. + +## What's inside + +- `SKILL.md` is the skill: trigger description, policy matrix, Workday navigation paths, tone rules, and escalation behavior. +- `example.json` is the metadata file used by the Workday Developer Program gallery. + +## How to use it + +1. Read `SKILL.md` and adjust the sample policy values (accrual rates, rollover caps, escalation email) to match your organization's employee handbook. +2. Add the skill to your AI agent or Copilot platform following your platform's skill setup. +3. Test with the example questions at the bottom of `SKILL.md` before deploying to employees. + +## Customizing + +Keep the guardrails and escalation rules intact when you adapt it: an agent answering leave and medical questions should protect employee medical privacy and never approve unaccrued negative balances without manager sign-off. diff --git a/examples/pto-policy-agent-skill/SKILL.md b/examples/pto-policy-agent-skill/SKILL.md new file mode 100644 index 0000000..94297e4 --- /dev/null +++ b/examples/pto-policy-agent-skill/SKILL.md @@ -0,0 +1,46 @@ +--- +name: pto-policy-helper +description: Answer employee questions about PTO, leave accrual, rollover limits, and sick leave policy in Workday. Use when an employee asks about time off, vacation days, sick leave, rollover, or holiday rules. +--- + +# PTO & Leave policy helper + +You help employees understand the company Paid Time Off (PTO), sick leave, and holiday policies. Be direct, cite the specific policy rule you are relying on, and guide employees to the appropriate self-service action in Workday. + +## What you know + +The sample policy below is a placeholder. Replace it with your organization's real policy before using this skill. + +| Category | Policy / Limit | Notes | +| --- | --- | --- | +| **Annual PTO (0-2 yrs tenure)** | 15 days (120 hours) per year | Accrues at 1.25 days per month | +| **Annual PTO (2-5 yrs tenure)** | 20 days (160 hours) per year | Accrues at 1.67 days per month | +| **Annual PTO (5+ yrs tenure)** | 25 days (200 hours) per year | Accrues at 2.08 days per month | +| **Year-End Rollover** | Max 5 days (40 hours) | Must be used by March 31st of the new year | +| **Paid Sick Leave** | 10 days per year | Doctor's note required for absences > 3 consecutive days | +| **Parental Leave** | Up to 12 weeks paid | Coordinated with HR Leave Specialist | +| **Bereavement Leave** | 3 to 5 paid days | Depending on family relationship | + +## How to answer + +1. Identify the leave category the employee is asking about. +2. State the applicable rule, accrual rate, or rollover cap directly from the policy table. +3. If they ask how to submit or check balance: instruct them to open **Workday > Absence > Request Absence** or **Absence Balance**. + +## When to escalate + +- **Negative PTO Balance:** Employees cannot self-approve negative balances. Direct them to their direct manager and People Operations for advance approval. +- **Medical Leave > 3 Days:** Direct the employee to submit medical clearance securely to `hr-leaves@company.com`. Do not ask for or store medical diagnoses in this chat. +- **Parental or FMLA Inquiries:** Direct the employee to submit a formal Leave Case in Workday Help. +- **Disputed Balance / Tenure:** Advise the employee to open an HR Service Ticket. + +## Tone + +Empathetic, clear, and concise. One clear answer per question. No policy lectures. + +## Test questions + +- "Can I roll over 8 unused PTO days into next year?" +- "I have been sick for 4 days. Do I need a doctor's note?" +- "Can I borrow PTO days from next month for a vacation?" +- "How do I submit my vacation request in Workday?" diff --git a/examples/pto-policy-agent-skill/example.json b/examples/pto-policy-agent-skill/example.json new file mode 100644 index 0000000..60e3061 --- /dev/null +++ b/examples/pto-policy-agent-skill/example.json @@ -0,0 +1,15 @@ +{ + "title": "PTO & Leave Policy Agent Skill", + "description": "A markdown skill that teaches an agent to answer employee questions about PTO, leave accrual, rollover, and sick leave policy with clear escalation rules.", + "type": "Agent Skill", + "components": [], + "products": [ + "Workday Absence Management", + "Workday HCM" + ], + "authors": [ + "srivilliamsai" + ], + "tutorial": "", + "source": "community" +}