Workday Integration Documentation
Introduction This document outlines the design and configuration steps for Workday and 7Geese customers to implement an integration.
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[email protected] Architecture Overview Worker Profile Data flows one-way from Workday to 7Geese. New user accounts are created, updated, and deactivated on a daily basis.
Design Considerations Workday customers have some degree of flexibility with how to configure the custom reports found in the integration setup:
> You can include or exclude any specific worker populations by adjusting the logic in the report filter. Suggested configurations are provided in this document.
> Depending on your requirements, you may adjust these configurations according to your Workday tenant as long as all field names are outputted with the expected 7Geese Alias.
Workday Configuration Expectations Customers are expected to make the following configuration changes in your workday tenant (detailed steps are documented in the Appendices to this document): 1.
Create an integration system user and assign appropriate security permissions
2.
Configure two calculated fields
3.
Create three custom reports and expose them as a web service
4.
Provide 7Geese with a web service URL for each of the reports
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[email protected] Architecture Detail The integration consists of up to three separate custom reports exposed as a web service. 7Geese accesses the data found in these reports via an integration system user. The basic integration requires only the first report while customers choosing to sync worker photos will need the additional two reports.
#
Report Name
Purpose
Data Source Filtering
1
7Geese Worker Sync Integration
- Initial sync of worker profile data
All Active & Terminated Workers
All Active Employees (hired as of today or earlier) plus terminated workers (terminated since 12 months ago)
All Active & Terminated Workers
All Active Employees; terminated workers are not returned
Business Process Transactions
Photo Change events completed on or after 12am Pacific yesterday.
- Daily sync of new hires and terminations
2
3
7Geese Worker Sync Photos
- Daily sync of worker profile data - Initial sync of worker photos
7Geese Photo Changes
-Periodic syncs of worker photos as needed - Daily sync of worker photos
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[email protected] Appendix A Security Configuration Follow these steps, or equivalent, to achieve the required security configuration.
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[email protected] Step 1 Access the Create Integration System User task (you must have modify security in the Integration Security domain): 1. Assign a User Name 2. Assign a strong password 3. Re-enter the password 4. Leave the Require New Password at Next Sign In unchecked 5. Leave Session Timeout Minutes at 0 6. OK
Step 2 Access the Create Security Group task (you must have modify security in the Security Configuration domain): 1. Select Integration System Security Group (Unconstrained) 2. Name the security group 7Geese Integration System Security Group 3. OK
4. Assign the integration system user ISU_7Geese 5. OK
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[email protected] Step 3 Modify the domain security policies shown below so that the security group 7Geese Integration System Security Group has Get Only access (you must have modify security in the Security Configuration domain):
Example steps for editing the Business Process Reporting domain security policy. You must repeat these steps for all domain security policies listed above: 1. Access the View Domain task 2. Search for the domain, in this example it is Business Process Reporting 3. OK
4. Click on the related action to the Domain Security Policy 5. Click on the Domain Security Policy menu 6. Click on Edit Permissions
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[email protected] Step 3 (con’t)
1. Add a row on the Integration Permissions section for the security group 7Geese Integration System Security Group 2. Ensure the Get permission is checked 3. OK
Reminder: the steps above described how to change security for one domain security policies. You will need to repeat these steps for all domain security policies listed at the beginning of Step 3.
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[email protected] Step 4 Modify the business process security policies shown below so that the security group 7Geese Integration System Security Group has View All access (you must have modify security in the Security Configuration domain):
1. Use the bp search prefix to find the Photo Change business process definition by typing bp:photo change into the search bar 2. Click on the related action to the Photo Change business process definition 3. Access the Business Process Policy menu
5. Scroll through the Edit Business Process Security Policy screen to get to the Who Can Do Actions on Entire Business Process section 6. For the View All action assign the security group 7Geese Integration System Security Group 7. OK
Step 5 Access the Activate Pending Security Policy Changes task.
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[email protected] Appendix B Calculated Field Configuration
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[email protected] The integration setup requires you to create two new calculated fields in your tenant which you will use in your report configuration. The steps below describe how to create these as tenant-wide Calculated Fields; however, you may choose to create these fields as a Calculated Field for Report (if that’s the case move on to creating the reports and refer back to this section when adding the calculated fields into the report). Business Object
Field Name
Calculated Field Type
Worker
Termination Date (blank if Worker Active)
Evaluate Expression
Action Event
Worker Photo
Lookup Related Value
Steps to Create the calculated field Termination Date (blank if Worker Active) 1. Access the Create Calculated Field task 2. Name the field Termination Date (blank if Worker Active) or any other desired name (you will define an XML alias which is important for the integration later on) 3. Select the Business Object Worker 4. Select the Function Evaluate Expression 5. OK
6. Select Date as the Field Type 7. Assign a Default Value of the Workdaydelivered field Termination Date 8. Add one row 9. Assign the Workday-delivered field Worker Active as the Condition field 10. Assign the Workday-delivered field Blank Date as the Return Value If Condition is True field 11. OK page 11 Get help
[email protected] Steps to Create the calculated field Worker Photo 1. Access the Create Calculated Field task 2. Name the field Worker Photo or any other desired name (you will define an XML alias which is important for the integration later on) 3. Select the Business Object Action Event 4. Select the Function Lookup Related Value
5. Assign the Workdaydelivered field Worker as the Lookup Field 6. Assign the Workdaydelivered field Photo as the Return Value field 7. OK
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[email protected] Appendix C Configuration of Custom Report 1
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[email protected] Follow these steps to configure the custom report 7Geese Worker Sync Integration: 1. Access the Create Custom Report task 2. Name the report 7Geese Worker Sync Integration or any other desired name 3. Select the Advanced Report Type 4. Select the All Active and Terminated Workers Data Source 5. Check the Web Service Enable box 6. OK
7. Configure the report Columns, paying special attention to each area:
a. Business Object
b. Field
c. Column Heading Override XML Alias. Note that the Column Heading Override XML Alias is critical to the integration functioning correctly.
d. The Column Heading Override (though this is not critical to the integration)
e. The Group Column Heading XML Alias (though this is not critical to the integration)
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[email protected] 10. Configure the report Share tab:
a. Share with specific authorized groups and users
b. Assign 7Geese Integration System Security Group as an Authorized Group
11. Configure the report Advanced tab:
a. Ensure that Enable as Web Service is checked
b. Note the default Web Service API Version and inform your 7Geese contact
c. Note the default Namespace and inform your 7Geese contact
1. When you have finished configuring the report, click on the related action to the custom report 2. Click on the Web Service menu 3. Click on View URLs
4. Right click on the JSON hyperlink 5. Click Copy URL 6. Note the JSON URL and provide to your 7Geese contact
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[email protected] Please use this table to obtain the exact names of the fields used in the Column Heading Override XML Alias:
Design Tip: for the Cost Center / Department field mapping, you can configure any single or multi-instance field that you would like mapped to the Department field in 7Geese as long as you keep the label Department as the Column Heading Override XML Alias. The configuration shown here is for Cost Center to map to Department.
8. Configure the report Filter, paying special attention to all highlighted areas. Note that the field Termination Date (blank if Worker Active) is a tenanted Calculated Field you will need to create if you didn’t already create in Appendix B)
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[email protected] Appendix D Configuration of Custom Report 2
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[email protected] Follow these steps to configure the custom report 7Geese Worker Sync Photos: 1. Access the Create Custom Report task 2. Name the report 7Geese Worker Sync Photos or any other desired name 3. Select the Advanced Report Type 4. Select the All Active and Terminated Workers Data Source 5. Check the Web Service Enable box 6. OK
7. Configure the report Columns, paying special attention to each area:
a. Business Object
b. Field
c. Column Heading Override XML Alias. Note that the Column Heading Override XML Alias is critical to the integration functioning correctly.
d. The Column Heading Override (though this is not critical to the integration)
e. The Group Column Heading XML Alias (though this is not critical to the integration)
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[email protected] Please use this table to obtain the exact names of the fields used in the Column Heading Override XML Alias:
8. Configure the report Filter, paying special attention to all highlighted areas.
9. Configure the report Share tab:
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[email protected] a. Share with specific authorized groups and users
b. Assign 7Geese Integration System Security Group as an Authorized Group
10. Configure the report Advanced tab:
a. Ensure that Enable as Web Service is checked
b. Note the default Web Service API Version and inform your 7Geese contact
c. Note the default Namespace and inform your 7Geese contact
11. When you have finished configuring the report, click on the related action to the custom report 12. Click on the Web Service menu 13. Click on View URLs
14. Right click on the JSON hyperlink 15. Click Copy URL 16. Note the JSON URL and provide to your 7Geese contact
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[email protected] Appendix E Configuration of Custom Report 3
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[email protected] Follow these steps to configure the custom report 7Geese Photo Changes: 1. Access the Create Custom Report task 2. Name the report 7Geese Photo Changes or any other desired name 3. Select the Advanced Report Type 4. Select the Business Process Transactions Data Source 5. Check the Web Service Enable box 6. OK
7. Configure the report Columns, paying special attention to each area:
a. Business Object
b. Field
c. Column Heading Override XML Alias. Note that the Column Heading Override XML Alias is critical to the integration functioning correctly.
d. The Column Heading Override (though this is not critical to the integration)
e. The Group Column Heading XML Alias (though this is not critical to the integration)
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[email protected] Please use this table to obtain the exact names of the fields used in the Column Heading Override XML Alias:
8. Configure the report with no Filter. You will apply filtering on the build-in-Prompts for the Business Process Transactions data source instead. Go to the next step.
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[email protected] 9. Configure the report Prompts tab. You can pre-populate all of the prompt fields by clicking on the check box Populate undefined Prompt Defaults. Pay close attention to the areas highlighted. A text version of the screenshot is shown below:
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[email protected] 10. Configure the report Share tab:
a. Share with specific authorized groups and users
b. Assign 7Geese Integration System Security Group as an Authorized Group
11. Configure the report Advanced tab:
a. Ensure that Enable as Web Service is checked
b. Note the default Web Service API Version and inform your 7Geese contact
c. Note the default Namespace and inform your 7Geese contact
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[email protected] 12. When you have finished configuring the report, click on the related action to the custom report 13. Click on the Web Service menu 14. Click on View URLs
15. Right click on the JSON hyperlink 16. Click Copy URL 17. Note the JSON URL and provide to your 7Geese contact
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[email protected] Appendix F Configuration Checklist After completing all configuration changes, review the checklist below to ensure you have completed the required configuration.
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[email protected] you can’t make a stellar meal without prep work achievement is no different Thank you so much again for choosing 7Geese as your OKR and Performance Management platform! Feel free to reach out to us at
[email protected] for any questions you may have.
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