Cloverleaf’s Workday integration is designed to move through enterprise IT and security review without delays. Deployment is lightweight, data access is tightly scoped, and the architecture is built on infrastructure that enterprise security teams already know.
Workday AI Coaching Integration
Turn Employee Transactions Into Leadership Readiness Moments
Cloverleaf connects to Workday to deliver AI coaching when it matters most—during promotions, manager transitions, and performance milestones. Not after someone remembers to log in.
The only AI Coach that unifies assessments and talent data in Workday
Seamless coaching management powered by Workday
When employees join, leave, get promoted, or move to new teams, Cloverleaf reflects those changes automatically. Reporting structures, team compositions, and manager relationships stay accurate without requiring HR or Talent Development teams to manage them in a separate platform.
Turn talent data into daily coaching directly in Workday
Performance reviews, succession planning, and engagement surveys surface critical development insights, but their impact depends on employee follow-through. Cloverleaf closes the gap by turning these insights into personalized coaching directly in Workday, driving real behavior change in the flow of daily work.
Manage assessments and coaching in Workday
Cloverleaf enables HR leaders to assign behavioral assessments, manage results, and deliver personalized coaching to employees directly within Workday. By bringing assessments and talent data together in one platform, HR teams can streamline administration while ensuring employees receive AI-powered coaching based on their results, delivered seamlessly in the flow of work.
How Cloverleaf's Workday integration works
Activates from Workday events
When Workday detects a promotion, manager change, performance review, or team restructuring, Cloverleaf automatically delivers coaching to the people affected. No dashboard to check. No separate login. No waiting for someone to remember coaching exists. It’s about making sure employees get support exactly when and where they need it.
For the individual and the moment
Different people and different moments require different coaching. When a Workday event triggers coaching, that coaching reflects 3 things simultaneously:
Who the person is.
Cloverleaf personalizes coaching using behavioral assessment data from validated assessments including DISC, Insights Discovery, CliftonStrengths, and others to understand how each person communicates, processes feedback, handles stress, and collaborates.
What just changed in their work.
The type of event, the timing, and what it signals about someone’s current situation determines what coaching addresses. The event provides context that makes coaching specific to what this person is navigating right now, not general guidance that could apply to anyone.
What your organization expects from its leaders.
Cloverleaf coaching reflects your leadership model, feedback frameworks, and organizational priorities. Talent Development teams configure guardrails so coaching reinforces the same expectations your programs are designed to build.
Delivered directly in the flow of work
Cloverleaf meets employees and managers where they work without a need to login to a separate platform. If coaching lives in a separate app, it competes for attention. But if it shows up in Workday and other workplace tools it becomes part of the routine. The difference between a program people ignore and infrastructure people rely on is where it lives.
Reinforces insights to create change
Leadership readiness doesn’t happen after a single coaching nudge. Cloverleaf reinforces the same insight across multiple moments until it becomes behavior. Cloverleaf tracks which behaviors need reinforcement and delivers coaching repeatedly in different contexts until the behavior becomes consistent.
How Cloverleaf's Workday Integration Works
AI Coaching aligned to what matters most
Support the entire arc of employee growth, for every person. From everyday communication to major growth milestones.
Set a coaching focus
Employees or managers choose a skill, challenge, or team dynamic to focus on improving. A coaching focus is generated with timelines, milestones, and success metrics.
Coaching moments delivered
Proactive nudges arrive in the flow of work, at the right moment. Each insight is individualized based on validated assessments, team dynamics, and context.
Transform the employee lifecycle
From performance reviews to leadership development, AI Coaching offers role-play, 360's and so much more to give every employee unprecedented support.
Enterprise-Ready Workday Integration for AI Coaching
How the integration is built
Cloverleaf connects to Workday through Merge, a unified API provider used by enterprise HR and IT teams. Merge handles authentication, data normalization, and daily sync—detecting field-level changes in Workday so coaching can respond automatically.
Implementation timeline
Setup typically takes one configuration session, followed by a few days of data validation. Your Workday administrator does not need to build custom integrations. Implementation focuses on configuration, not custom development.
What data is accessed
Cloverleaf accesses only the organizational data required for accurate coaching: employee names, roles, job titles, employment status, manager relationships, reporting hierarchy, and work location.
Never accessed: Compensation, payroll, benefits, or personal data (date of birth, ethnicity, gender, home address).
Security, privacy, and compliance standards
Cloverleaf is SOC 2 Type II and ISO 27001 certified, and GDPR aligned. Because Merge sits in the data path, enterprises should review both; security documentation is available upon request.
✅ SOC 2 Type II Compliant
✅ ISO/IEC 27001 Certified
✅ GDPR-Aligned
Frequently asked questions
How long does it take to deploy Cloverleaf’s Workday integration?
Active setup typically takes about one hour, followed by a few days of data validation and QA before full rollout. Total time from kickoff to go-live depends primarily on your internal security review process, not the technical configuration.
What does the Workday and Cloverleaf integration process look like?
Implementation runs through Merge’s guided setup flow, designed to minimize lift for HR, IT, and Workday administrators. The sequence typically follows five steps: align on goals and which integrations to enable; connect Workday through Merge’s authentication flow; confirm which organizational data fields are shared and who receives coaching; complete security review and validation; launch and refine delivery based on adoption and feedback. Because the connection runs through Merge’s standardized flow, implementation focuses on configuration rather than custom development.
How does Cloverleaf integrate with Workday?
Cloverleaf connects to Workday through Merge, a unified API provider that standardizes HRIS integrations across platforms. Merge handles authentication and daily data sync between Workday and Cloverleaf, normalizing organizational data so coaching stays aligned with your HR system without requiring custom development. Cloverleaf reads organizational data from Workday through Merge. It does not write back to Workday or modify any records.
How does Cloverleaf keep AI coaching HR-safe and employee-friendly?
Cloverleaf is built with privacy, equity, and accessibility as core requirements. Employees choose how they receive coaching and what data is shared, and your organization owns all employee data — Cloverleaf does not sell it. Coaching content is reviewed using validated assessments and bias detection processes before approval, and the platform aligns with W3C accessibility standards with a VPAT available upon request. This consent-driven model ensures coaching remains ethical, transparent, and aligned with internal policies.
What security and compliance standards does Cloverleaf meet?
Cloverleaf is SOC 2 Type II certified across all five Trust Service Criteria, ISO 27001:2022 certified, and GDPR aligned, with encryption across all storage and API connections. Because data flows through Merge as the integration intermediary, enterprise security teams should evaluate both — Merge holds SOC 2 Type II, ISO 27001, HIPAA, and GDPR certifications.
Security documentation and resources:
- Cloverleaf Trust & Security Center — Full security certifications, compliance documentation, and vendor assessment resources
- Privacy Policy — Data collection, usage, and retention policies
- Cloverleaf’s Stance on AI — How AI is used, data governance, and ethical AI principles
- Integrations & Security — Technical integration details and security architecture
Security documentation for both Cloverleaf and Merge is available as part of standard procurement and review processes.
Does Cloverleaf use employee data to train AI models?
No. Cloverleaf does not use customer data to train external AI models.
AI at Cloverleaf is designed to support people, not replace judgment. The platform does not make automated decisions about employees, and AI interactions are logged, monitored, and auditable. Organizations can also limit or disable AI features they are not ready to use.
Who controls what data is shared and who receives coaching?
Your organization controls which integrations are enabled, what data is shared, which employees or teams receive coaching, and how frequently coaching is delivered. Administrative settings ensure coaching aligns with your governance requirements, privacy expectations, and rollout strategy.
Who should be involved to get started?
Most organizations involve a small cross-functional group: HR or Talent Development leaders to define goals and scope, a Workday or HRIS administrator to connect Workday through Merge’s setup flow, and an IT or Security partner to complete authentication and vendor review. Cloverleaf supports this process with documentation and guidance to make internal alignment easier.
Does Cloverleaf coaching respond to what’s happening in Workday, or just sync employee data?
Many tools integrate with Workday primarily to keep employee records and org charts current. Coaching may be available, but it isn’t connected to what’s actually changing in someone’s role, team, or responsibilities. Cloverleaf’s integration detects field-level changes during daily sync — promotions, manager reassignments, review completions — and delivers coaching based on those changes, typically within 24 hours. Development support stays relevant as roles and responsibilities evolve, without anyone having to seek it out. When evaluating any Workday integration, it’s worth confirming whether coaching activates in response to organizational changes or simply remains available for employees to find on their own. If leaders have to remember coaching exists, adoption will reflect that.