Design Changes for Workday Topics - Get Full Profile & Direct Reportees

EmployeeSelfServiceAgent/Workday/EmployeeScenarios/WorkdayEmployeeRequestTimeOff/README.md

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+# Request Time Off
+
+This scenario allows employees to submit time off requests to Workday, supporting single-day or multi-day date ranges with automatic balance display.
+
+## Overview
+
+The `WorkdayEmployeeRequestTimeOff` topic allows employees to:
+1. **View** their current leave balances (vacation, sick, floating holiday)
+2. **Submit** time off requests for a date range
+3. **Choose** the type of leave and hours per day
+
+## Flow
+
+```
+┌─────────────────────────────────────┐
+│   User triggers topic               │
+│   "Request time off"                │
+└──────────────┬──────────────────────┘
+               │
+               ▼
+┌─────────────────────────────────────┐
+│   Fetch current leave balances      │
+│   (msdyn_HRWorkdayHCMEmployee       │
+│    GetVacationBalance)              │
+└──────────────┬──────────────────────┘
+               │
+               ▼
+┌─────────────────────────────────────┐
+│   Display Adaptive Card Form        │
+│   - Shows available balances        │
+│   - Time off type dropdown          │
+│   - Start date / End date           │
+│   - Hours per day                   │
+└──────────────┬──────────────────────┘
+               │
+               ▼
+        ┌──────┴──────┐
+        │  User       │
+        │  Action?    │
+        └──────┬──────┘
+               │
+       ┌───────┼───────┐
+       │       │       │
+       ▼       ▼       ▼
+┌──────────┐ ┌──────────┐ ┌──────────────┐
+│ Cancel   │ │ Type Not │ │ Submit       │
+│          │ │ Listed   │ │              │
+└────┬─────┘ └────┬─────┘ └──────┬───────┘
+     │            │              │
+     ▼            ▼              ▼
+┌──────────┐ ┌──────────┐ ┌──────────────┐
+│ End      │ │ Redirect │ │ Validate     │
+│ Dialog   │ │ to       │ │ Dates        │
+└──────────┘ │ Workday  │ └──────┬───────┘
+             └──────────┘        │
+                                 ▼
+                    ┌────────────────────────┐
+                    │ Build date list        │
+                    │ (loop: start → end)    │
+                    └────────────┬───────────┘
+                                 │
+                                 ▼
+                    ┌────────────────────────┐
+                    │ Submit to Workday      │
+                    │ (msdyn_HRWorkday       │
+                    │  AbsenceEnterTimeOff   │
+                    │  _MultiDay)            │
+                    └────────────┬───────────┘
+                                 │
+                         ┌───────┴───────┐
+                         │               │
+                         ▼               ▼
+                    ┌──────────┐   ┌──────────────┐
+                    │ Success  │   │ Error        │
+                    │ Card     │   │ (AI-friendly │
+                    │          │   │  message)    │
+                    └──────────┘   └──────────────┘
+```
+
+## API Scenarios Used
+
+| Scenario | API | Purpose |
+|----------|-----|---------|
+| `msdyn_HRWorkdayHCMEmployeeGetVacationBalance` | Human_Resources | Fetch current leave balances |
+| `msdyn_HRWorkdayAbsenceEnterTimeOff_MultiDay` | Absence_Management v42.0 | Submit time off request |
+
+## Features
+
+### Intelligent Leave Type Mapping
+User input is automatically mapped to leave types using configurable keywords:
+
+| User Says | Maps To |
+|-----------|---------|
+| "vacation", "annual", "pto", "holiday pay" | Vacation_Hours |
+| "floating", "floater", "float day" | Floating_Holiday_Hours |
+| "sick", "illness", "medical", "unwell" | Sick_Hours |
+
+## Form Fields
+
+| Field | Type | Required | Default | Description |
+|-------|------|----------|---------|-------------|
+| Type of time off | Dropdown | Yes | Auto-mapped | Vacation, Floating holiday, Sick leave |
+| Start date | Date Input | Yes | From user query | First day of time off |
+| End date | Date Input | Yes | From user query | Last day of time off |
+| Hours per day | Number Input | Yes | 8 | Hours to deduct per day |
+
+## Input Parameters
+
+| Parameter | Type | Description |
+|-----------|------|-------------|
+| `InputStartDate` | DateTime | Pre-fill start date from user query |
+| `InputEndDate` | DateTime | Pre-fill end date from user query |
+| `InputHoursPerDay` | Number | Pre-fill hours per day |
+| `InputTimeOffType` | String | Natural language leave type (e.g., "vacation", "sick") |
+
+## XML Template Parameters
+
+| Parameter | Description | Example |
+|-----------|-------------|---------|
+| `{Employee_ID}` | Employee's Workday ID | `21514` |
+| `{timeoff_Dates}` | Comma-separated list of dates | `2025-09-15,2025-09-16,2025-09-17` |
+| `{timeoff_Time_Off_Type}` | Time off type ID | `Vacation_Hours` |
+| `{timeoff_Hours_Per_Day}` | Hours per day | `8` |
+| `{timeoff_Comment}` | Comment for the request | `ess generated time off request` |
+
+## Configuration
+
+### Leave Type Configuration
+Edit the `LeaveTypeConfig` variable to customize keyword-to-leave-type mappings:
+
+```yaml
+- kind: SetVariable
+  id: set_leave_type_config
+  variable: Topic.LeaveTypeConfig
+  value: |-
+    =Table(
+      {Keywords: "vacation,annual,pto,holiday pay", LeaveTypeValue: "Vacation_Hours"},
+      {Keywords: "floating,floater,float day", LeaveTypeValue: "Floating_Holiday_Hours"},
+      {Keywords: "sick,illness,medical,unwell,not feeling well", LeaveTypeValue: "Sick_Hours"}
+    )
+```
+
+### Plan Balance Configuration
+Edit the `PlanConfig` variable to map Workday Plan IDs to display names:
+
+```yaml
+- kind: SetVariable
+  id: set_plan_config
+  variable: Topic.PlanConfig
+  value: |-
+    =Table(
+      {PlanID: "PTO_USA", DisplayName: "Paid time off"},
+      {PlanID: "FH_USA", DisplayName: "Floating holiday"},
+      {PlanID: "ABSENCE_PLAN-6-159", DisplayName: "Sick leave"},
+      {PlanID: "ABSENCE_PLAN-6-158", DisplayName: "Vacation"}
+    )
+```
+
+### Workday URL Configuration
+Update the `WorkdayUrl` variable to point to your Workday tenant:
+
+```yaml
+- kind: SetVariable
+  id: set_workday_url
+  variable: Topic.WorkdayUrl
+  value: https://impl.workday.com/<TENANT_NAME>/home.htmld
+```
+
+## Example Triggers
+
+**Valid requests:**
+- "Request time off"
+- "I need to submit time off"
+- "Please request vacation from January 5th to January 10th"
+- "Request sick leave for next week"
+- "I need time off from 2025-09-15 to 2025-09-20 for a family event"
+- "Book 4 hours of PTO tomorrow"

EmployeeSelfServiceAgent/Workday/EmployeeScenarios/WorkdayEmployeeRequestTimeOff/msdyn_HRWorkdayAbsenceEnterTimeOff_MultiDay.xml

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+<workdayEntityConfigurationTemplate>
+    <scenario name="EmployeeEnterTimeOff">
+        <apiRequests>
+            <apiRequest>
+                <authType>User</authType>
+                <endpoint>
+                    <request>msdyn_HRWorkdayAbsenceEnterTimeOff_MultiDay</request>
+                    <serviceName>Absence_Management</serviceName>
+                    <version>v42.0</version>
+                </endpoint>
+                <requestParameters/>
+                <responseProperties>
+                    <property>
+                        <extractPath>//*[local-name()='Time_Off_Event_Reference']/*[local-name()='ID' and @*[local-name()='type']='WID']</extractPath>
+                        <key>Event_WID</key>
+                    </property>
+                    <property>
+                        <extractPath>//*[local-name()='Time_Off_Entry_Reference']</extractPath>
+                        <key>Entry_References</key>
+                    </property>
+                </responseProperties>
+            </apiRequest>
+        </apiRequests>
+    </scenario>
+    <requestTemplates>
+        <requestTemplate name="msdyn_HRWorkdayAbsenceEnterTimeOff_MultiDay">
+            <wd:Enter_Time_Off_Request xmlns:wd="urn:com.workday/bsvc" wd:version="v42.0">
+                <wd:Business_Process_Parameters>
+                    <wd:Auto_Complete>false</wd:Auto_Complete>
+                    <wd:Run_Now>true</wd:Run_Now>
+                    <wd:Discard_On_Exit_Validation_Error>true</wd:Discard_On_Exit_Validation_Error>
+                    <wd:Comment_Data>
+                        <wd:Comment>{timeoff_Comment}</wd:Comment>
+                    </wd:Comment_Data>
+                </wd:Business_Process_Parameters>
+                <wd:Enter_Time_Off_Data>
+                    <wd:Worker_Reference>
+                        <wd:ID wd:type="Employee_ID">{Employee_ID}</wd:ID>
+                    </wd:Worker_Reference>
+                    <!-- REPEATABLE SECTION: Will be duplicated for each date in {timeoff_Dates} -->
+
+                    <wd:Enter_Time_Off_Entry_Data wd:repeat-for="{timeoff_Dates}" wd:repeat-item="{timeoff_Date}">
+                        <wd:Date>{timeoff_Date}</wd:Date>
+                        <wd:Requested>{timeoff_Hours_Per_Day}</wd:Requested>
+                        <wd:Time_Off_Type_Reference wd:Descriptor="?">
+                            <wd:ID wd:type="Time_Off_Type_ID">{timeoff_Time_Off_Type}</wd:ID>
+                        </wd:Time_Off_Type_Reference>
+                        <wd:Comment>{timeoff_Comment}</wd:Comment>
+                    </wd:Enter_Time_Off_Entry_Data>
+
+                </wd:Enter_Time_Off_Data>
+            </wd:Enter_Time_Off_Request>
+        </requestTemplate>
+    </requestTemplates>
+</workdayEntityConfigurationTemplate>