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Jason_Lamon
Employee
Employee

Workday excels at managing records and data, but what happens when your HR and finance teams need to access documents, contracts, and other content? Users are forced to leave their core workflows, creating inefficiencies and disrupting productivity.

Hyland for Workday changes that dynamic entirely. This unified integration embeds intelligent content services directly into Workday HCM and Finance, delivering seamless access to documents without ever leaving familiar Workday screens.

As an approved Built on Workday application, this solution transforms how organizations manage content across their most critical business processes - from employee onboarding to invoice processing.

Revolutionary Integration Architecture

Hyland for Workday represents a breakthrough in enterprise content management. Unlike traditional point solutions that require custom connectors or middleware, this unified integration supports both Hyland OnBase and Content Innovation Cloud through a single API.

The architecture delivers in-context access to documents directly within Workday screens. HR professionals can view employee records, contracts, and credentials without switching systems. Finance teams can process invoices, purchase orders, and supplier documents while staying within their familiar Workday environment.

What makes this integration truly revolutionary is its AI-ready repository structure. Documents are automatically organized and indexed for intelligent search, automated governance, and contextual insights across Workday business objects.

Transformative Benefits for HR and Finance Teams

Enhanced Employee Experience

HR teams gain intuitive access to content throughout the entire employee lifecycle. During onboarding, new hire documents are instantly accessible within employee profiles. Performance reviews, training certificates, and compliance documents are linked directly to individual records, creating a comprehensive view of each employee's journey.

Offboarding becomes equally streamlined, with automated retention policies ensuring proper document management and compliance with organizational policies.

Hyland_for_workday_hcm_screen.png

Streamlined Financial Operations

Finance departments can process supplier invoices directly within Workday Finance screens. Purchase orders, contracts, and receipts are immediately available in context, eliminating the need to search separate systems or rely on manual processes.

The solution supports ad-hoc supplier management, enabling finance teams to quickly access vendor documentation and maintain comprehensive audit trails for compliance purposes.

Hyland_for_Workday_finance_screen.jpg

Key Features That Drive Efficiency

Consistent User Experience: Teams stay within Workday to access and manage documents, eliminating system switching and reducing training requirements.

Easy Document Capture: Upload and index documents with minimal clicks while automatically applying metadata for fast, flexible retrieval.

Mobile Access: Support hybrid work environments with cloud-based document access from anywhere through Workday's platform.

Advanced Governance: Apply retention policies, manage document versioning, and enforce legal holds within Hyland's secure repository.

Multi-Tenant Scalability: Benefit from cost advantages and operational efficiency through cloud-based, multi-tenant hosting capabilities.

AI-Ready Foundation for Future Innovation

Hyland for Workday prepares organizations for the next generation of intelligent automation. The structured document repository enables advanced AI capabilities including:

  • Intelligent search across employee and financial documents
  • Automated governance based on document types and business rules
  • Contextual insights surfaced directly within Workday interfaces
  • Foundation for agentic workflows and knowledge discovery solutions

This AI-ready architecture ensures your investment continues delivering value as artificial intelligence capabilities evolve.

Proven Success in the Market

The solution addresses critical pain points experienced by 80-90% of enterprises whose unstructured data remains an untapped opportunity.

Organizations report significant improvements in:

  • Process efficiency through elimination of manual steps
  • User satisfaction with streamlined workflows
  • Compliance adherence through automated governance
  • Operational costs through reduced system complexity

Implementation and Deployment Advantages

The solution leverages modern SaaS architecture for rapid deployment and seamless upgrades. Organizations benefit from:

Low-Code Configuration: Minimal technical resources required for setup and customization

Unified API Integration: Single integration supports both cloud-native and on-premises deployments

Flexible Pricing: User-based pricing model scales with organizational needs

Quarterly Enhancements: Continuous feature updates without disruption to workflows

Transform Your Workday Experience

Hyland for Workday  eliminates document silos that limit organizational productivity. By embedding content management capabilities directly within Workday HCM and Finance, teams gain the comprehensive view they need to make faster, smarter decisions.

Whether your organization operates on-premises with OnBase, embraces the cloud with Content Innovation Cloud, or maintains a hybrid environment, this unified integration adapts to your infrastructure strategy without disrupting established workflows.

Ready to unlock Workday's full potential? Discover how Hyland for Workday can transform your content management experience and drive operational excellence across your organization.

Additional Resources

For detailed release notes, product documentation and other solution resources, visit the Hyland for Workday Product Guide page on Community.