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6 changes: 6 additions & 0 deletions plugins/workday-view-bonuses/.codeblocks/block_0.sh
Original file line number Diff line number Diff line change
@@ -0,0 +1,6 @@
curl --location 'https://<API_SERVER_DOMAIN>/ccx/api/wql/v1/<TENANT>/data' \
--header 'Authorization: Bearer <ACCESS_TOKEN>' \
--header 'Content-Type: application/json' \
--data '{
"query": "SELECT workdayID, fullName, businessTitle, email_PrimaryWorkOrPrimaryHome as email, employeeID FROM allWorkers WHERE email_PrimaryWorkOrPrimaryHome = %27{{email}}%27"
}'
6 changes: 6 additions & 0 deletions plugins/workday-view-bonuses/.codeblocks/block_1.sh
Original file line number Diff line number Diff line change
@@ -0,0 +1,6 @@
curl --location --request POST 'https://<API_SERVER_DOMAIN>/ccx/api/wql/v1/<TENANT>/data' \
--header 'Authorization: Bearer <ACCESS_TOKEN>' \
--header 'Content-Type: application/json' \
--data '{
"query": "SELECT one_TimePaymentEventReason as Reason, positionForOneTimePayment, scheduledPaymentDate, completedOn, actualBonus_Amount as Amount, plan, compensationElement, employee{employee, employeeID, supervisoryOrganization} as employee FROM bonusAndOne_TimePayments WHERE employee = \"{{worker_id}}\" ORDER BY scheduledPaymentDate DESC LIMIT 10"
}'
63 changes: 62 additions & 1 deletion plugins/workday-view-bonuses/README.md
Original file line number Diff line number Diff line change
@@ -1,6 +1,8 @@
---
fidelity: IDEA
fidelity: GUIDE
name: View Bonuses
difficulty_level: INTERMEDIATE
time_in_minutes: 20
purple_chat_link: https://developer.moveworks.com/creator-studio/developer-tools/purple-chat-builder/?workspace=%7B%22title%22%3A%22My+Workspace%22%2C%22botSettings%22%3A%7B%7D%2C%22mocks%22%3A%5B%7B%22id%22%3A157%2C%22title%22%3A%22Mock+1%22%2C%22transcript%22%3A%7B%22settings%22%3A%7B%22colorStyle%22%3A%22LIGHT%22%2C%22startTime%22%3A%2211%3A43+AM%22%2C%22defaultPerson%22%3A%22PAUL%22%2C%22editable%22%3Atrue%7D%2C%22messages%22%3A%5B%7B%22from%22%3A%22USER%22%2C%22text%22%3A%22Can+I+see+my+bonus+history%3F%22%7D%2C%7B%22from%22%3A%22BOT%22%2C%22text%22%3A%22%E2%9C%85+Authenticate+the+user%5Cn%E2%9C%85+Retrieve+bonus+payment+records%5Cn%F0%9F%94%81+Presenting+your+bonus+history%22%7D%2C%7B%22from%22%3A%22BOT%22%2C%22text%22%3A%22Sure%2C+here%27s+a+summary+of+your+bonus+payments+over+the+years+%F0%9F%91%87%22%2C%22cards%22%3A%5B%7B%22title%22%3A%22Bonus+History%22%2C%22text%22%3A%22Your+bonus+payments+are+as+follows%3A%3Cbr%3E%3Cb%3E2023%3A%3C%2Fb%3E+%245%2C000%3Cbr%3E%3Cb%3E2022%3A%3C%2Fb%3E+%244%2C500%3Cbr%3E%3Cb%3E2021%3A%3C%2Fb%3E+%244%2C000%3Cbr%3EFor+detailed+information+and+bonus+criteria%2C+you+can+click+below.%22%2C%22buttons%22%3A%5B%7B%22style%22%3A%22PRIMARY%22%2C%22text%22%3A%22View+Detailed+Bonus+History%22%7D%2C%7B%22text%22%3A%22Learn+About+Bonus+Criteria%22%7D%5D%7D%5D%7D%5D%7D%7D%5D%7D
solution_tags:
- Finance
Expand All @@ -10,3 +12,62 @@ systems:
- workday

---
## Introduction

The **“View Bonuses”** plugin allows employees to access their bonus details for a specific period using **Workday**, all through the Moveworks AI Assistant. This ensures users have quick and easy visibility into their compensation without needing to navigate Workday manually.

This guide will walk you through installing and configuring the plugin in **Agent Studio** in just a few minutes. Let’s get started!

## **Prerequisites**

- Access to Agent Studio

## **What are we building?**

### Agent Design

This [purple chat](https://developer.moveworks.com/creator-studio/developer-tools/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43+AM%22%2C%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Can+I+see+my+bonus+history%3F%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%E2%9C%85+Authenticate+the+user%5Cn%E2%9C%85+Retrieve+bonus+payment+records%5Cn%F0%9F%94%81+Presenting+your+bonus+history%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Sure%2C+here%27s+a+summary+of+your+bonus+payments+over+the+years+%F0%9F%91%87%22%7D%2C%7B%22richText%22%3A%22%3Cb%3EBonus+History%3C%2Fb%3E%3Cbr%3EYour+bonus+payments+are+as+follows%3A%3Cbr%3E%3Cb%3E2023%3A%3C%2Fb%3E+%245%2C000%3Cbr%3E%3Cb%3E2022%3A%3C%2Fb%3E+%244%2C500%3Cbr%3E%3Cb%3E2021%3A%3C%2Fb%3E+%244%2C000%3Cbr%3EFor+detailed+information+and+bonus+criteria%2C+you+can+click+below.%22%7D%2C%7B%22buttons%22%3A%5B%7B%22style%22%3A%22filled%22%2C%22buttonText%22%3A%22View+Detailed+Bonus+History%22%7D%2C%7B%22style%22%3A%22outlined%22%2C%22buttonText%22%3A%22Learn+About+Bonus+Criteria%22%7D%5D%7D%5D%7D%5D%7D) shows the experience we are going to build.

## Installation Steps

While you can create a connector during plugin installation, we recommend setting up the connector in **Agent Studio** beforehand to simplify the process. Please follow our [**Workday Connector Guide**](https://developer.moveworks.com/marketplace/package/?id=workday&hist=home%2Cbrws#how-to-implement) for detailed instructions. Once completed, proceed to install the plugin and complete the setup efficiently.

For this plugin, ensure the Workday integration system user has the following permissions:

**Required Permissions:**

- `View access` to Bonus Details

After configuring the connector, refer to our [plugin installation documentation](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for more details on completing the setup

## **Appendix**

### **API#1: Get Worker Details by Email**

```bash
curl --location 'https://<API_SERVER_DOMAIN>/ccx/api/wql/v1/<TENANT>/data' \
--header 'Authorization: Bearer <ACCESS_TOKEN>' \
--header 'Content-Type: application/json' \
--data '{
"query": "SELECT workdayID, fullName, businessTitle, email_PrimaryWorkOrPrimaryHome as email, employeeID FROM allWorkers WHERE email_PrimaryWorkOrPrimaryHome = %27{{email}}%27"
}'
```

**Request Body Parameters:**

- `email` (string) – The primary home email address of the worker used to look up their Workday ID

### **API #2: Retrieve Worker Bonus History**

```bash
curl --location --request POST 'https://<API_SERVER_DOMAIN>/ccx/api/wql/v1/<TENANT>/data' \
--header 'Authorization: Bearer <ACCESS_TOKEN>' \
--header 'Content-Type: application/json' \
--data '{
"query": "SELECT one_TimePaymentEventReason as Reason, positionForOneTimePayment, scheduledPaymentDate, completedOn, actualBonus_Amount as Amount, plan, compensationElement, employee{employee, employeeID, supervisoryOrganization} as employee FROM bonusAndOne_TimePayments WHERE employee = \"{{worker_id}}\" ORDER BY scheduledPaymentDate DESC LIMIT 10"
}'
```

**Query Parameters:**

- `WORKER_ID` (string) – Filter bonuses for a specific worker ID