Sana Self-Service Agent from Workday is Now Available in Copilot, Enabling Employees to Get Answers and Take Action Without Leaving Their Flow of Work
HONG KONG – May 28, 2026 — Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, today underscored its commitment to supporting Hong Kong’s midsize enterprises as they navigate AI-driven transformation and increasingly complex regional and international operations.
As midsize enterprises across Hong Kong and the Greater Bay Area continue to modernise, many are facing growing complexity across workforce management, finance, planning, compliance, and cross-market operations. At the same time, organisations are increasingly looking to move beyond fragmented systems, spreadsheets, and standalone AI tools toward more connected, AI-enabled platforms that can support faster decision-making, operational agility, and long-term growth.
Workday GO for Hong Kong’s Growing Midsize Enterprises
Workday solutions for midsize enterprises enable rapidly expanding organisations to simplify HR, finance, and planning operations on a unified AI-powered platform built for long-term growth. Through Workday GO, organisations can benefit from faster implementation timelines, predictable costs, and enterprise-grade capabilities that help businesses improve efficiency, strengthen operational visibility, and scale with greater confidence.
Workday data also highlights the importance organisations are placing on speed, simplicity, and long-term value. Workday reports 42% faster time-to-value through its preconfigured approach and customer satisfaction ratings of nearly 90% over the past 10 years.
“Many midsize enterprises want to adopt AI more meaningfully, but are also balancing growth ambitions with increasingly complex operations and systems that may no longer support the next phase of expansion,” said Daniel Cham, general manager for Workday Greater China. “As organisations across Hong Kong and the Greater Bay Area continue to grow internationally, they increasingly need technology that can simplify HR and finance operations, improve visibility, and support long-term growth without adding unnecessary complexity.”
Workday Brings Sana Self-Service Agent for HR and Finance Into Microsoft 365 Copilot
As part of this broader vision, Workday also announced that the Sana Self-Service Agent from Workday is now available in Microsoft 365 Copilot for eligible Workday and Microsoft customers. The integration enables employees and managers to get answers to HR and finance questions and complete everyday tasks directly within Microsoft 365, without switching apps, while organisations maintain the security, compliance, and control they expect from Workday.
Sana from Workday, Workday's agentic AI platform, connects an organisation's people and financial data, context, policies, and processes in Workday and puts them to work. It powers AI agents that complete tasks, improve processes, and keep humans in the loop. With the Self-Service Agent now in Microsoft 365 Copilot, employees can tap into that intelligence to take action on a wide range of everyday needs directly from Microsoft 365.
Complete Everyday HR and Finance Tasks in Seconds
With Self-Service Agent in Microsoft 365 Copilot, every employee and manager can manage everyday HR and finance needs in seconds. For example:
- Employees can check time-off balances, update personal information, view payslips, review tax withholding information, or request leave.
- Managers can review team goals, approve timesheets in bulk, start a performance review for an employee, or submit payroll input.
- Finance leaders or users can ask about expense and travel policies, check eligibility for items like corporate cards, and be guided to create the appropriate request or case when action is needed.
For organisations already using Microsoft 365 Copilot, turning on the Self-Service Agent is a simple configuration step, not a new project the team has to staff. The Self-Service Agent is available as a single app in the Microsoft Marketplace. There's no separate login, no new deployment, and no additional licensing requirement.
"Microsoft 365 Copilot is designed to help people stay in the flow of work while getting more done with less friction," said Srini Raghavan, Corporate Vice President, Microsoft 365 Ecosystem at Microsoft. "With Workday's Sana Self-Service Agent integrated into Microsoft 365 Copilot, employees can access HR and finance support in the tools they use every day, while organisations retain the same policies, controls, and governance they already rely on with Workday."
Availability
Sana Self-Service Agent in Microsoft 365 Copilot is generally available today for eligible Workday and Microsoft customers.
For more information
Learn more about how Workday built Sana Self-Service Agent in Microsoft 365 Copilot here.
About Workday
Workday operates at the heart of the enterprise – HR, finance, and IT – where the margin for error is effectively zero. By tightly coupling AI with the context, guardrails, and trusted processes that run the business, Workday goes beyond AI that assists with work to agents that are capable of driving measurable outcomes. More than 11,500 organisations worldwide, including more than 65% of the Fortune 500, trust Workday to deliver. For more information about Workday, visit workday.com/en-hk/.
© 2026 Workday, Inc. All rights reserved. Workday and the Workday logo are trademarks of Workday, Inc. All other brand and product names are trademarks or registered trademarks of their respective holders.
Forward-Looking Statements
This press release contains forward-looking statements including, among other things, statements regarding Workday's plans, beliefs, and expectations. These forward-looking statements are based only on currently available information and our current beliefs, expectations, and assumptions. Because forward-looking statements relate to the future, they are subject to inherent risks, uncertainties, assumptions, and changes in circumstances that are difficult to predict and many of which are outside of our control. If the risks materialize, assumptions prove incorrect, or we experience unexpected changes in circumstances, actual results could differ materially from the results implied by these forward-looking statements, and therefore you should not rely on any forward-looking statements. Risks include, but are not limited to, risks described in our filings with the Securities and Exchange Commission ("SEC"), including our most recent report on Form 10-Q or Form 10-K and other reports that we have filed and will file with the SEC from time to time, which could cause actual results to vary from expectations. Workday assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this release, except as required by law.
Any unreleased services, features, or functions referenced in this document, our website, or other press releases or public statements that are not currently available are subject to change at Workday's discretion and may not be delivered as planned or at all. Customers who purchase Workday services should make their purchase decisions based upon services, features, and functions that are currently available.
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Workday為本港中型企業引入企業級AI及超級智能
Workday Sana 自助代理現已登陸 Copilot，員工毋須中斷工作流程，即可獲取資訊並完成操作
香港，2026年5月28日 – 企業人力資源、財務及資訊科技人工智能管理平台Workday（NASDAQ：WDAY）今日宣佈將支援本港中型企業應對人工智能（AI）驅動轉型，並在日益複雜的區內及國際營運環境中不斷前進。
隨著香港及大灣區的中型企業持續推動現代化，企業正面臨員工管理、財務、規劃、合規及跨市場營運上日益增加的複雜性。同時，企業愈來愈希望擺脫分散的系統、試算表及單一的AI工具，轉向更互聯的AI平台，以支援更快速的決策、更靈活的營運模式，以及長遠業務增長。
Workday GO助本港中型企業擴展業務
Workday 為中型企業提供解決方案，助快速擴展的企業透過統一的AI平台，簡化人力資源、財務及規劃營運，支援長遠業務增長。透過 Workday GO，企業可受惠於更快速的部署時程、可預測的成本，以及企業級功能，進一步提升效率、加強業務可視度，在擴展業務時更有把握。
Workday 數據亦反映，企業重視部署速度、操作簡易性及長遠價值。Workday 表示，透過其預先配置的解決方案，價值實現時間加快42%，並在過去十年中保持近九成客戶滿意度。
Workday 大中華區總經理湛致遠表示：「許多中型企業希望更有策略地推動AI應用，但同時亦正面對業務增長與營運日益複雜之間的平衡挑戰，而現有系統未必足以支援下一階段的業務擴展。隨著香港及大灣區企業持續拓展海外市場，他們愈來愈需要能簡化人力資源及財務營運、提升營運可視度，並在不增加額外複雜性的情況下支持長遠增長的技術方案。」
Workday 將人力資源與財務工具 Sana 自助代理引入 Microsoft 365 Copilot
作為其願景一部分，Workday亦宣佈已將Workday 的Sana 自助代理（Sana Self-Service Agent from Workday）引入Microsoft 365 Copilot，供符合條件的Workday及Microsoft客戶使用。該整合方案讓員工及管理層毋須切換應用程式，即可直接於 Microsoft 365 內獲取人力資源及財務相關資訊，並完成日常工作流程，同時維持 Workday 系統一貫的安全性、合規性及管控。
Sana from Workday 是 Workday 的代理型 AI 平台，可整合企業於 Workday 中的人力及財務數據、業務情境、政策及流程，並透過AI代理協助完成任務、優化流程，同時保留人員參與及監管。隨著 Sana 自助代理登陸Microsoft 365 Copilot，員工可直接於 Microsoft 內處理各類日常工作需求，進一步提升工作效率及體驗。
數秒內完成日常人力資源及財務工作
藉助 Microsoft 365 Copilot 中的自助代理，員工及管理層可在數秒內處理日常人力資源及財務需求，例如：
- 員工可查詢假期餘額、更新個人資料、查看薪酬記錄、核對扣稅資訊或申請假期。
- 管理層可檢視團隊目標、批量審批工時表、對員工進行績效評核或提交薪酬發放資料。
- 財務主管或相關員工可查詢報銷及出差政策、核對公司信用卡申請資格，並在需要時建立相關申請或案例。
現已使用 Microsoft 365 Copilot 的企業只需簡單設定就能啟用自助代理，毋須啟動新項目或額外人手。自助代理可透過 Microsoft Marketplace 以單一應用程式形式使用，毋須額外登入、部署，亦無額外授權要求。
Microsoft 365 生態系統企業副總裁 Srini Raghavan 表示：「Microsoft 365 Copilot 旨在協助員工保持工作流暢，減少阻礙並高效完成工作。透過將 Workday 的 Sana 自助代理整合至 Microsoft 365 Copilot，員工可直接透過日常使用的工具獲取人力資源及財務支援，而企業則能夠繼續沿用他們一直信賴的Workday政策、管控及治理。」
推出市面日期
適用於 Microsoft 365 Copilot 中的 Sana 自助代理現已向符合條件的 Workday 及 Microsoft 客戶正式推出。
補充資料
按此了解Workday如何構建 Microsoft 365 Copilot 中的Sana 自助代理。
關於 Workday
Workday平台以人力資源、財務及資訊科技為核心，而這些業務範疇對準確性及管治均有極高要求。透過將人工智能與企業營運所依賴的業務情境、管控機制及可信流程緊密結合，Workday不僅將人工智能應用於協助工作流程，更進一步推動人工智能代理實現可衡量的業務成果。全球已有逾11,500間企業使用Workday，包括超過 65%的 Fortune 500 強的企業機構。如欲了解更多有關 Workday 的資訊，請瀏覽 workday.com/en-hk/。
© 2026 Workday, Inc.保留所有權利。 Workday 及Workday 徽標是 Workday, Inc.的註冊商標。 所有其他品牌和產品名稱都是其各自所有者的商標或註冊商標。
前瞻性陳述
本新聞稿包含前瞻性陳述，其中包括但不限於有關 Workday 的計劃、信念和期望的陳述。這些前瞻性陳述僅基於當前可用的信息以及我們當前的信念、預期和假設。由於前瞻性陳述與未來有關，它們會受到內在風險、不確定性、假設和環境變化的影響，這些風險、不確定因素、假設和環境變化很難預測，其中許多不在我們的控制範圍之內。如果風險成為現實，假設被證明是不正確的，或者我們經歷了環境中意想不到的變化，實際結果可能與這些前瞻性陳述所暗示的結果大不相同， 因此您不應該依賴任何前瞻性陳述。風險包括但不限於我們提交給美國證券交易委員會（SEC）的文件中描述的風險， 包括我們最新提交給美國證券交易委員會（SEC）的 10-Q 表格或 10-K 表格的報告，以及我們可能不時向 SEC 提交的未來報告，這可能會導致實際結果與預期有所不同。除法律要求外，Workday 沒有義務，目前也不打算在本新聞稿發布之日之後更新任何此類 前瞻性陳述。
本文檔、我們的網站或其他新聞稿或公開聲明中引用的當前不可用的任何未發布的服務、特性或 功能可能會由 Workday 酌情更改，可能不會按計劃交付或根本無法交付。購買 Workday 服務的 客戶應根據當前可用的服務、特性和功能做出購買決定。
傳媒查詢
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