The Workday integration is a read-only, nightly sync of your employee directory information into Together Platform. We do not push back any data into Workday.
Create the user
In Workday, Search: "create integration system user" and select the resulting task
-
Specify a User Name and a strong password
-
Select OK, then Done
Create a Security Group
-
Search: "create security group" and select the resulting task
-
For Type of Tenanted Security Group, select Integration System Security Group (Unconstrained)
-
Specify a name for the group, select OK
-
Next, for Integration System Users, add the user created in the prior step, select OK, then Done
Configuring domain security policy permissions
In this step, you'll grant "domain security" policy permissions for the worker data to the security group.
-
Search: “Security Group Membership and Access” and click on the report link.
-
Search and select the security group created in the previous step.
-
Click on the ellipsis (...) next to the group name and from the menu, select Security Group > Maintain Domain Permissions for Security Group
-
Under Integration Permissions, add the following domains to the list Domain Security Policies permitting Get access
|
Domain |
|
Workday Accounts |
|
Worker Data Public Worker Reports |
|
Person Data Work Contact Information |
|
Worker Data Current Staffing Information |
|
Worker Data Business Title on Worker Profile |
|
Person Data: Personal Photo |
Activating security policy changes
-
Search: “activate”, and then click on the link Activate Pending Security Policy Changes.
-
Begin the Activate Pending Security Policy Changes task by entering a comment for auditing purposes, and then click OK.
-
Complete the task on the next screen by checking the checkbox Confirm, and then click OK.
Create Custom Report
-
Search: "create custom report" and select the result
-
Specify Report Name
-
For Report Type, choose Advanced
-
Data Source - This will depend on the manner Workday is organized, All Active and Terminated Employees is used here, your data source may vary
-
Check Enable As Web Service and select OK
-
Edit Custom Report: Add the following attributes in the Columns tab of the custom report. The Business Object 'Worker' is used for the following fields:
|
Field (Your field source may vary) |
Column Heading Override XML Alias |
|
Employee ID |
employeeId |
|
Email - Primary Work |
|
|
First Name |
firstName |
|
Last Name |
lastName |
|
Preferred First Name |
preferredName |
|
Hire Date |
lastHireDate |
|
Original Hire Date |
originalHireDate |
|
Termination Date |
dateOfTermination |
|
Location |
officeAddress |
|
Cost Center - Name |
departmentName |
|
Business Title |
title |
|
Active Status |
employeeStatusCode |
|
Worker's Manager: Employee ID |
supervisorId |
|
Time Type |
employeeTypeCode |
-
Share the report with the integration system user :Select the Share tab, then Share with all authorized groups and users.
-
Get the report URL after completing the new report by selecting the (...) next to the report name; under Actions, select Web Service > View URLs
Create Custom Report for Photos
-
Create another custom report following the same instructions as before
-
Edit Custom Report: Add the following attributes in the Columns tab of the custom report.
|
Business Object |
Field |
Column Heading Override XML Alias |
|
Worker |
Employee ID |
employeeId |
|
Photo |
Base64 Image Data |
photoBase64 |
|
Photo |
Mime Type |
mimeType |
-
Under the Filter tab, set up your filter as shown below:
|
And/Or |
Field |
Operator |
Comparison Type |
Comparison Value |
|
And |
Employee ID |
contains |
Prompt the user for the value |
Default Prompt |
-
Under the Prompts tab, specify the prompt default values as shown below:
|
Field |
Prompt Qualifier |
Label for Prompt |
Label for Prompt XML Alias |
Default Type |
|
Employee ID |
Default Prompt |
employeeId |
employeeId |
No default value |
-
Send us the JSON URL for both reports and the credentials for the Integration System User created in the steps above.
Comments (0 comments)