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How to Use Workday AI for Small Businesses

Keeping up with the constantly changing AI landscape is challenging for small businesses and medium enterprises. As HCM platforms roll out new capabilities and features, how do you know which ones add unnecessary complexity and which ones add measurable value?

At Three Link Solutions, we’ve heard from many HR, finance, and business leaders that they’re hesitant to dive into AI usage due to concerns about:

  • Costs and pricing structure
  • Compliance and accuracy issues
  • Change management to redesign processes
  • Whether it will actually create measurable improvement

That’s why we recommend taking a practical approach that starts with a real business challenge, rather than chasing new features.

With Workday GO activation and Workday AI guidance, our experts partner with you on a focused scope to:

  • Give employees time back
  • Reduce repetitive work
  • Surface insights efficiently
  • Leverage your talent for meaningful growth initiatives

Let’s address some common questions on how to gain value from AI capabilities for HR, payroll, and finance—without adding unnecessary risk or complexity.

What’s the best way to start using Workday AI and Workday agents?

If you already have Workday but aren’t sure how to incorporate AI capabilities, the best place to start is by looking at your teams, not your technology.

Keep your scope clear, measurable, and sustainable by following these guidelines.

  1. Identify a HR or payroll task that is recurring, rules-based, and consumes meaningful employee time.
  2. Set a specific objective, such as saving a set number of hours on delivering reports or reducing the number of manual steps in a recurring process.
  3. Evaluate the existing process before building in AI. Are each of these steps necessary? Which can be handed over to AI in a way that supports the objective?
  4. Involve employees closest to the task or process, as well as other stakeholders, to ensure your AI test is focused on the objective and solves it in a realistic way.
  5. Assign a clear owner to review AI-assisted outputs before they are used. AI should not replace your team’s accountability or be the final say on business context.
  6. Measure and draw insights from the AI use case after it’s launched. Use those findings to refine the process before expanding AI to other areas.

How do I start building skills and best practices for Workday AI?

Taking a strategic, data-driven approach to implementing Workday AI (as outlined above) is a critical first step in extracting value from HCM technology. It trains both business leaders and their teams to focus on identifying a problem and proving the results, rather than being distracted by “bells and whistles”.

Learning best practices for prompting AI is another important skill to develop. How the Workday AI or agent performs is highly influenced by how you prompt it.

  • Clear, descriptive instructions will produce the desired results in fewer prompts, which is more time- and cost-effective.
  • For more complex tasks, consider breaking things down into a series of logical prompts written out ahead of time, rather than trying to accomplish everything in one.

Who provides the best support for implementing Workday AI capabilities?

Three Link Solutions is a certified Workday Innovation and Services Partner that delivers flexible support for leveraging Workday and its AI features.

We help businesses capture measurable value with:

  • Expert-led Workday GO activation to get started in a unified, AI-assisted platform
  • Strategic roadmapping and practical prioritization with our Workday Whisperer
  • AMS and staffing to take work off your team’s plate while improving functionality
  • Webinars and services to build your internal Workday capabilities

Want focused guidance for better results?

Get Practical Workday AI Support

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