Workday Connector

A Workday Profile Image Connector can be accomplished via the General Profile Sources; to begin the process of configuration please contact your Onboarding Manager.

Prerequisites

  1. A Workday account with a standard login and password will be created for Interact. MFA cannot be enabled.
  2. This account will need access to a custom report that contains the necessary information for the daily feed (more details below).

Profile Picture Sync Example

Below is a representative snippet of a custom report entry:

<?xml version='1.0' encoding='UTF-8'?>
<wd:Report_Data xmlns:wd="urn:com.workday.report/Intranet_Export">  
   <wd:Report_Entry>  
      <wd:User_Name>[[email protected]](mailto:[email protected])</wd:User_Name>
      <wd:Employee_ID>100001</wd:Employee_ID>
      <wd:Employee_Email>[email protected]</wd:Employee_Email>
      <wd:workerPhotos>Employee's Photo (Kevin Smith)</wd:workerPhotos>
      <wd:Class_of_Instance>Image</wd:Class_of_Instance>
      <wd:Reference_ID_Value>IMAGE-369</wd:Reference_ID_Value>
      <wd:fileName>100001.jpg</wd:fileName>
      <wd:contentType>image/jpeg</wd:contentType>
      <wd:Reference_ID_Type_XML_Name>Image_ID</wd:Reference_ID_Type_XML_Name>
      <!--[ Base64_Print_Data] Field Data Reduced for Brevity -->
      <wd:Base64_Print_Data>/9j/4AAQSkZJRgABAQEASABIAAD/4RHERXhpZgAATU0AKgAAAAgABgEPAAIAAAAJAAAIYgEQAAIAAAAOAAAIbAExAAIAAAARAAAIegITAAMAAAABAAEAAIdpAAQAAAABAAAIjOocAAcAAAgMAAAAVgAAAAAc6gAAAAgAAAmwoBj5QP0rwz9my3im8YzySLlo4/lPpXvupgCKMDgYrto7XPnswnerY5e/iEFxjcAH6E9KSMgrUXxIGzw3JcISskTgqR2rE8LajdXEIErKw+ldcYO10zy5PU6JenWimKxxRUajP/9k=</wd:Base64_Print_Data>
      <wd:Current_OMS_Version>2020.19</wd:Current_OMS_Version>
   </wd:Report_Entry>  
</wd:Report_Data>

Once these prerequisites are in place, initiate the process by submitting a Technical Support request. Share the custom report's URL and Workday login credentials. The Technical Support team will commence by validating connectivity to Workday and the specific report. After successfully downloading and verifying the report structure, collaborative efforts with your team are necessary to map Workday fields onto Interact's schema accurately.

Upon completion of mapping, a series of integration test runs will be conducted, which you should review within the "Manage Profiles" interface. After successful testing, the integration will be scheduled for weekly execution. Please note that integration runs are avoided on Saturdays due to Workday's Service Outage window.

The Workday custom report must, at a minimum, encompass values corresponding to Interact's UID field (typically email address or another unique identifier), along with first and last names for each individual.

Single Entity Example


Here is an illustrative instance of a custom report with a single entry:

<?xml version='1.0' encoding='UTF-8'?>

<wd:Report_Data xmlns:wd="urn:com.workday.report/Intranet_Export">  
   <wd:Report_Entry>  
      <wd:User_Name>[[email protected]](mailto:[email protected])\</wd:User_Name>  
      <wd:Employee_ID>100000\</wd:Employee_ID>  
      <wd:User_Name1>[[email protected]](mailto:[email protected])\</wd:User_Name1>  
      <wd:Preferred_Name>Ruth James\</wd:Preferred_Name>  
      <wd:firstName>Ruth\</wd:firstName>  
      <wd:lastName>James\</wd:lastName>  
      <wd:primaryWorkEmail>[[email protected]](mailto:[email protected])\</wd:primaryWorkEmail>  
      <wd:primaryWorkPhone>+12125551212\</wd:primaryWorkPhone>  
      <wd:Public_Work_Mobile_Phones>+19175551212\</wd:Public_Work_Mobile_Phones>  
      <wd:Cost_Center>Client Services\</wd:Cost_Center>  
      <wd:location>New York\</wd:location>  
      <wd:Company>TEST 1\</wd:Company>  
      <wd:Position>National Accounts\</wd:Position>  
      <wd:businessTitle>Managing Director\</wd:businessTitle>  
      <wd:workerManagers>Bob Smith\</wd:workerManagers>  
      <wd:Manager_ID>100001\</wd:Manager_ID>  
   </wd:Report_Entry>  
</wd:Report_Data>

Once these prerequisites are in place, initiating the process involves raising a Technical Support request. This request should include the URL to the custom report, along with the Workday account credentials. The Technical Support team will start by validating connectivity to Workday and the custom report. Once the report is downloaded and its format confirmed, collaboration with you will be necessary to map fields from Workday to Interact accurately. Your guidance is pivotal to ensure precise placement of all data.

Subsequent to this mapping, test runs of the integration will be conducted, which you should review within the "Manage Profiles" section. Upon successful testing, the integration will be scheduled to run daily on weekdays and Sundays. Notably, no runs occur on Saturdays due to Workday's Service Outage window.

The Workday custom report can accommodate additional fields beyond those outlined in the provided sample. At the very least, each person's email address, first name, and last name are essential. If you intend to incorporate manager information into the feed, similar to the General Profile source, it's important to note that manager data cannot be integrated unless the manager's user record is already present in Interact or is part of the same Workday custom report.

In cases where data from the Workday custom report needs to be stored beyond the capabilities of Interact's core fields, Additional Fields may need to be created. To do so, navigate to Application Settings > Manage People > Manage Additional Information and define the required fields. These additional fields can subsequently be integrated using the mapper process.

Additional Notes:

  • When you setup the Workday account, it is recommended that the service account be setup with a password that doesn't expire.
  • Please note that integration runs are avoided on Saturdays due to Workday's Service Outage window.