Workday connector
Before you start
- Contact your Technical Onboarding Manager to begin the configuration of either connector.
- A Workday account with a standard login and password is created for Interact. MFA cannot be enabled on this account.
- The account needs access to a custom report that contains the information for the daily feed.
Tip: Set up the Workday service account with a password that does not expire.
Overview
You can configure a Workday connector for two purposes:
- Profile image processing — synchronise profile pictures, configured via General Profile Sources.
- Profile provisioning — synchronise profile data, configured via SCIM sources.
The Workday custom report must, at a minimum, include values for Interact's UID field (typically an email address or another unique identifier), along with first and last names for each person.
Important: Integration runs are avoided on Saturdays due to Workday's service outage window.
Workday profile image connector
The Workday profile image connector is configured via General Profile Sources. Contact your Technical Onboarding Manager to begin.
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>ruth@test.com</wd:User_Name>
<wd:Employee_ID>100001</wd:Employee_ID>
<wd:Employee_Email>kevin.smith@test.com</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 the prerequisites are in place, submit a Technical Support request that shares the custom report's URL and the Workday login credentials. The Technical Support team validates connectivity to Workday and the specific report. After successfully downloading and verifying the report structure, they work with your team to map Workday fields onto Interact's schema.
Once mapping is complete, a series of integration test runs is conducted, which you should review in the Manage Profiles interface. After successful testing, the integration is scheduled for weekly execution.
Workday profile connector
The Workday profile connector is configured via SCIM sources. Contact your Technical Onboarding Manager to begin.
Single entity example
Here is an example 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>ruth@test.com</wd:User_Name>
<wd:Employee_ID>100000</wd:Employee_ID>
<wd:User_Name1>ruth@test.com</wd:User_Name1>
<wd:Preferred_Name>Ruth James</wd:Preferred_Name>
<wd:firstName>Ruth</wd:firstName>
<wd:lastName>James</wd:lastName>
<wd:primaryWorkEmail>rjones@test.com</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 the prerequisites are in place, raise a Technical Support request that includes the URL to the custom report and the Workday account credentials. The Technical Support team validates connectivity to Workday and the custom report. Once the report is downloaded and its format confirmed, they work with you to map fields from Workday to Interact. Your guidance ensures precise placement of all data.
After mapping, test runs of the integration are conducted, which you should review with the Technical Onboarding Manager. Upon successful testing, the integration is scheduled to run daily on weekdays and Sundays. No runs occur on Saturdays due to Workday's service outage window.
The Workday custom report can include additional fields beyond those in the sample. At a minimum, each person's email address, first name and last name are essential.
Important: If you include manager information in the feed, as with the General Profile source, 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.
If data from the Workday custom report needs to be stored beyond the capabilities of Interact's core fields, you may need to create additional fields. To do so, go to Control Panel > Additional Fields and define the required fields. You can then integrate these additional fields using the mapper process.