A Workday integration can be accomplished via the General Profile Source option above; however, Interact also has a more direct implementation with Workday. To accomplish this integration, the following needs to be setup:
- A Workday account with a standard login and password will be created for Interact. MFA cannot be enabled.
- This account will need access to a custom report that contains the necessary information for the daily feed (more details below).
Here is a sample custom report with one entry:
Once these items are setup, you can create a Technical Support request to start the process. You will need to provide the URL to the custom report along with the login and password for Workday. Our TS team will start by verifying connectivity to Workday and custom report report. Once we download the report and verify the file layout, then we will work with you to map the fields from Workday to Interact. We will need your guidance in order to ensure that all data is placed in the proper fields. Once this is complete, we will perform some test runs of the integration which you will need to spot-check within "Manage Profiles". Once this is complete, the process will be scheduled to run once per day every Monday-Friday and Sunday. Feeds are not run on Saturday as Workday has a Service Outage window on this day.
The Workday custom report can be created with additional fields besides those listed above in the sample file. At a minimum, you need an email address, first name and last name for each person. Also, if you add manager information to the feed, like the General Profile source, the manager information cannot be added unless the manager's user record is either already in Interact or part of the same Workday custom report.
You may be required to create Additional Fields within Interact if you need to store information from the Workday custom report that cannot be stored within the Interact core fields. To do this, go to Application Settings | Manage People | Manage Additional Information and add those fields. Then, these additional fields can be used by the mapper process.
When you setup the Workday account, it is recommended that the service account be setup with a password that doesn't expire.
You DO NOT want pictures included on your profile load. This will make the file too unwieldy and we cannot handle pictures in the same load.
Updated 5 months ago