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Agentforce HR Service Actions

Get to know the actions included in the Agentforce HR Service Agent template. To get started, identify whether your implementation uses the MuleSoft for Flow: Integration connectors model or a custom integration.

Required Editions

View supported editions.

Flow Connector Actions

These actions are the recommended path for new implementations. They use native, no-code MuleSoft Flow Connectors to connect directly to HCMs, providing native functionality that eliminates the need for third-party integration maintenance.

Custom Integration Actions

These actions require a third-party system integration with Workday or SAP SuccessFactors via a custom Mule application.

Actions Available in Agentforce Studio

The following actions from the custom library can be managed within the new Agentforce Studio workspace.

Requires Mule App Integration:

Leave Management:

Expense Management:

Direct Deposit Management:

Standalone (No Mule App Required):

  • Get Enablement Program Action

    Employees use this tool to fetch the employee enablement programs that they are enrolled in, as well as those their direct reportees are enrolled in. You need to provide the full username (first name and last name) for this tool to work. If a manager has more than 2 reportees with the same first and last name, the tool will not work and may bring data for any one of them.

  • Get Employee Profile Action

    Employees use this tool to get their profile information.

  • Create Confidential Case Action

    Initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists.

Actions Available in Standard Setup

The following actions must currently be configured using the standard Agentforce setup:

Requires Mule App Integration:

Leave Management:

Expense Management:

Direct Deposit Management:

Profile Management:

  • Update Employee Profile Action

    Employees use this tool to update their profile information, such as first name, last name, mobile number, address, city, country, email address, province or state, postal or zip code, and pronouns.

Case Management:

Standalone (No Mule App Required):

  • Get Enablement Program Action

    Employees use this tool to fetch the employee enablement programs that they are enrolled in, as well as those their direct reportees are enrolled in. You need to provide the full username (first name and last name) for this tool to work. If a manager has more than 2 reportees with the same first and last name, the tool will not work and may bring data for any one of them.

  • Get User Profile Details Action

    Employees use this tool to get their profile information.

  • Create Confidential Complaint Action

    Initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists.

  • Submit Resignation Action: Employees use this tool to formally submit their resignation through the HR service agent.
  • Change Job Location Action: Employees use this tool to request a change in their work location through the HR service agent.
  • Request Workplace Accommodation Action: Employees use this tool to request workplace accommodations (for example, ergonomic furniture or specialized equipment) through the HR service agent.
  • Apply For Leave Action
    Submit an employee's leave request, including the leave start date, end date, type, duration, and comment.
  • Change Direct Deposit Allocation Action
    Changes the value or payment type of an employee's existing direct deposit record in Paychex.
  • Change Job Location Action
    Employees use this action to request a change in their work location through the HR service agent.
  • Close Employee Case Action
    Closes one of the logged-in employee's own cases, identified by its case number.
  • Correct Missed Punch Action
    Files a missed punch or timesheet anomaly correction as a case through Unified Catalog. Use when the employee wants to correct a missed punch, late arrival, early departure, or missed meal break, or to log a new entry they forgot to punch.
  • Create Case Comment Action
    Adds a comment to one of the logged-in employee's own cases, identified by case number.
  • Create Confidential Case Action
    Initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists.
  • Create Employee Case Action
    Creates a new support case for the logged-in employee. The running user is the contact and owner of the case.
  • Create Employee Goals Action
    Employees and managers use this action to create new performance goals in the connected external HR system.
  • Create Self Appraisal Action
    Drafts a rich-text self-appraisal based on performance goals and employee instructions.
  • Delete Employee Goals Action
    Employees and managers use this action to remove performance goals that are no longer relevant or were created in error.
  • Get All Onboarding Wizards Action
    Retrieves a summary of all onboarding wizards available in HiBob, including wizard name, ID, and description.
  • Get Direct Deposit Details Action
    Employees use this action to fetch their direct deposit details.
  • Get Employee Case By ID Action
    Retrieves details of one of the logged-in employee's own cases by its case number, including subject, description, status, priority, and origin.
  • Get Employee Cases Action
    Retrieves the list of cases belonging to the logged-in employee. Returns the employee's own cases as a JSON list along with a count of how many cases were found.
  • Get Employee Goals Action
    Employees and managers use this action to retrieve and view current performance goals.
  • Get Employee Profile Action
    Employees use this action to get their profile information.
  • Get Employees For Shift Swap Action
    Gets eligible employees for shift swapping by retrieving roster records from Deputy for other employees who are scheduled on a specific shift date. Use when the user wants to swap shifts or see who is available to swap shifts.
  • Get Enablement Program Action
    Employees use this action to fetch the employee enablement programs that they are enrolled in, as well as those their direct reportees are enrolled in. You need to provide the full username (first name and last name) for this action to work. If a manager has more than 2 reportees with the same first and last name, the action will not work and may bring data for any one of them.
  • Get Expense Items Action
    Employees use this action to get the expense report items for various expense categories. For example, the Travel category can include airfare and transport.
  • Get Leave Balance Action
    Employees use this action to get their leave balance.
  • Get Open Tasks For Employee Action
    Retrieves the list of open tasks from HiBob for the current user. Returns task details such as title, description, status, and due date for tasks that are not yet complete.
  • Get Past Expense Reports Action
    Employees use this action to get past expense reports.
  • Get Pay Period Action
    Gets the pay period schedule for an employee's organization.
  • Get Payroll Discrepancy Action
    Gets the employee's paychecks for two pay periods so the agent can compare them and explain pay variances.
  • Get Performance Summary Action
    Retrieves a performance summary from BambooHR for the current user. This includes all of their performance goals including title, status, percent complete, due date, and description for each goal.
  • Get Picklist Items Action
    Retrieves standardized categories to gather specific data during the conversation before a confidential case is created.
  • Get Worker Direct Deposits Action
    Retrieves all direct deposit account details from Paychex for the current employee, such as account number, account type, routing number, payment type, value, priority, and start date for each deposit.
  • Get Worker Paychecks Action
    Gets all paycheck records for the current employee from Paychex for a given pay period. Each record includes the check date and its earnings, deductions, taxes, and informational items.
  • Mark Task As Complete Action
    Marks an employee task as complete in HiBob and creates a case to track the request.
  • Report Payroll Discrepancy Action
    Submits a payroll discrepancy report for an employee by creating a service request and a related case. Use it when a user directly reports a payroll issue, or as a follow-up to the Get Payroll Discrepancy action to file a case for the affected pay period.
  • Request Workplace Accommodation Action
    Employees use this action to request workplace accommodations (for example, ergonomic furniture or specialized equipment) through the HR service agent.
  • Submit Direct Deposit Details Action
    Submit an employee's request to update their direct deposit details, such as bank account number, routing number, deposit type, and payment order.
  • Submit Expense Report Action
    Employees use this action to submit expense reports.
  • Submit Resignation Action
    Employees use this action to formally submit their resignation through the HR service agent.
  • Swap Shifts Action
    Sends a shift swap request to other employees for swapping shifts. The employee can specify the shifts they want to swap and the employees they want to swap with. Call this action after GetEmpForShiftSwap to get the required employee IDs and shift IDs.
  • Update Employee Goals Action
    Employees and managers use this action to modify details, dates, or the status of existing performance goals.
  • Update Employee Profile Action
    Employees use this action to update their profile information, such as first name, last name, mobile number, address, city, country, email address, province or state, postal or zip code, and pronouns.
  • Verify Pay Adjustments Action
    Verifies whether a specific pay adjustment (earning or deduction) was applied to the current employee's recent paychecks in Paychex.
  • View Salary And Total Rewards Action
    Retrieves the logged-in employee's total rewards breakdown, including base annual salary and bonus pay component details, from the connected HCM (Paychex). This action only returns the logged-in employee's own compensation.