As a proud sponsor of Workday Elevate Sydney, we had a great time connecting with the Workday community, sharing insights, and showcasing how Intecrowd helps customers get the most out of their Workday investment. Thanks to everyone who stopped by our booth — we loved seeing both new and familiar faces! Here are a few highlights from the event!
We spent a nice June evening in Des Moines at the Iowa Cubs game with Workday customers and colleagues! Thanks to Workday for co-hosting with us, and thanks to all who joined us!
We had a great evening meeting with Orlando area Workday Customers in a co-sponsored event with Workday at the Harry P. Leu Botanical Gardens. Customers were able to explore the gardens, network over food and beverages, and share ideas together after hearing a bit from Workday and Intecrowd professionals on hot topics.
Intecrowd was proud to be a gold sponsor yet again at the Workday DevCon + Hackathon! It was an eventful week with exciting presentations and demos by some of our Intecrowd experts. To end things off on a high note, one of our Hackathon teams placed top 10! We’re already looking forward to next year!
May was an exciting month of Workday QBR meetings! It was a pleasure collaborating with our Workday colleagues to explore new ways we can partner to support Workday customers. We always enjoy reviewing the past and planning for a successful future together.
We had a great evening in Sioux Falls hosting a Workday customer appreciation night at the Canaries Game! This fun and casual evening brought together local customers to enjoy great company, conversation, and America’s favorite pastime. Events like these are part of our ongoing commitment to building strong relationships and creating meaningful moments beyond the workplace.
What a great evening connecting with fellow Workday partners in Washington, D.C.! We enjoyed great food, even better conversations, and a fantastic group of leaders coming together to connect and collaborate. Grateful for the opportunity to come together and continue building momentum.
Workday Help isn’t just a ticketing system—it’s a strategic tool to centralize employee support, streamline HR operations, and automate everyday service requests.
Many organizations use the standard case submission features, but Workday Help also includes powerful, underused capabilities like business process case creation, email ingestion, and message templates. These tools enable faster resolution times, improved service team efficiency, and a more seamless experience for employees, all within Workday.
Workday Help falls under the People Experience (PE) umbrella, which also includes features like Workday Home, Assistant, and Everywhere. These are included in your core Workday subscription, while tools like Workday Journeys and Workday Help are sold separately.
Within Workday Help, there are two key components:
Together, these features reduce reliance on email, improve visibility, and ensure consistent support experiences.
Before an employee even submits a case, Workday Help uses machine learning to surface relevant knowledge articles in real time. These suggested articles appear as soon as a user begins typing a case title, helping to deflect tickets and promote self-service.
Employees still needing help can fill out a structured form, ensuring the HR team receives complete, actionable information to begin resolution immediately.
One of the most effective yet underutilized capabilities in Workday Help is the ability to create cases automatically from any business process (BP). By inserting a “Create Case” service step into a BP, organizations can generate a help case based on a specific event or condition.
How It Works:
Use Case Example: Leave of Absence
When an employee’s leave request is approved by HR, Workday can:
This streamlines communication and ensures key follow-up tasks are tracked within Workday.
Other Use Cases:
If you’re still managing follow-ups manually or outside the system, this functionality can significantly improve visibility and accountability.
Another practical way to enhance Workday Help is through email ingestion, which allows employees—or even external users—to create and respond to cases via email.
Key Benefits:
You can configure separate domains for:
Workday also provides a pre-built report that logs email ingestions, including successes, failures, and sender details, helping teams monitor usage and catch any issues.
Security Considerations:
You can control who can create cases via email, such as limiting it to employees and contingent workers, and even filter email traffic before it reaches Workday using an external triage inbox.
While not a method of case creation, Help Case Message Templates are another valuable tool for standardizing responses and speeding up resolution.
These templates allow case solvers to insert pre-written responses into a case with one click. Templates can include:
For example, a template for employee exits might read:
“We’re sorry to hear you’re leaving. Attached is our FAQ outlining next steps.”
Only specific service teams can access each template, helping prevent mix-ups, like the payroll team sending benefits documents. This structure ensures messaging stays clear, accurate, and compliant.
Workday Help has capabilities that many organizations have yet to leverage fully. By taking advantage of:
…you can streamline service operations and deliver a better support experience to your workforce.
If you’re currently managing follow-up tasks through email or off-platform systems, these features offer a direct path to improvement, with minimal effort and maximum ROI.
Want to learn how to implement these strategies in your own Workday tenant?
Reach out to your Intecrowd ACC or contact success@intecrowd.com.
Intecrowd hosted its first Customer Forum in Atlanta, bringing together an amazing group of customers for an afternoon of collaboration and conversations around all things Workday.
From diving into Extend and Built on Workday, to exploring Illuminate AI and sharing strategy insights, we covered a lot of ground and had some fun along the way.
Intecrowd, a leading Workday Services partner, has introduced the Journal Line Reclassification App, now available on the Workday Marketplace. This innovative solution is designed to streamline financial processes by enabling seamless journal line corrections and reclassifications directly within Workday.
Managing and adjusting journal entries can be time-consuming and prone to errors. Intecrowd’s Journal Line Reclassification App simplifies this process by allowing bulk updates, automated adjustments, and intelligent search capabilities. Organizations can now ensure financial records remain accurate and aligned while reducing manual efforts and administrative workload.
Key Features & Benefits:
Early adopters of the Journal Line Reclassification App have experienced significant operational improvements. One customer reported saving $1 million annually while reducing support tickets by 75% within 75 days of implementation.
“Intecrowd’s Journal Line Reclassification App is a game-changer for finance teams looking to optimize efficiency and accuracy in Workday, said Don McDougal, CEO at Intecrowd. “By automating journal reclassification, businesses can shift their focus from administrative tasks to strategic financial planning.”
The Journal Line Reclassification app is now available in the Workday Marketplace.
Contact us to learn more or request a demo.