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Configure the Workday integration

Jesse
  • Updated

Prerequisites:

To connect Workday to Lattice, you will need:

  1. To configure the reports as Advanced type reports to enable web service access
  2. You must be a Lattice super or IT admin

Once you activate the integration, the information automatically syncs from Workday to Lattice daily.

Integration Steps

Step 1: Create a new user

  1. Log in to your Workday account.
  2. Create a new Integration System User to download reports. Lattice uses the Integration System User to access Custom Reports.

Step 2: Create security group

  1. In the Create Security Group window, set the Type of Tenanted Security Group to Integration System Security Group (Unconstrained).
  2. Enter a Security Group Name and click OK.
  3. In the Edit Integration System Security Group (Unconstrained) window, add the integration system user you created in Step 1 in the Integration System Users field.
  4. Click OK.

Step 3: Add domain security policies

  1. Navigate to Security Group Settings > Maintain Domain Permissions for Security Group.

  2. In the Integration Permissions window, permit the domain security policies to have Get access. For example, you must permit the following for the Workers business object:

    • Person Data: Name
    • Person Data: Personal Data
    • Person Data: Work Contact Information
    • Worker Data: Workers
    • Worker Data: All Positions
    • Worker Data: Current Staffing Information
    • Worker Data: Public Worker Reports
    • Worker Data: Employment Data
    • Worker Data: Organization Information
  3. TIP: You will see an alert. You must activate the security policy changes.
  4. Click OK and then click Done.

Step 4: Activate security policy changes

  1. Navigate to the Activate Pending Security Policy Changes page and click OK.
  2. Click Confirm to activate.

Step 5: Create custom report

  1. On the Create Custom Report page, enter the Report Name.
  2. In the Report Type drop-down menu, select Advanced.
  3. Select the Enable as Web Service option.
  4. Add Data Source. Add the fields you want to sync. The following are required fields for the integration:
Object Field Column Heading Override XML Alias
Worker Employee ID Employee_ID
Worker Preferred Name - First Name First_Name
Worker Preferred Name - Last Name Last_Name
Worker Hire Date Start_Date
Worker Business Title Title
Worker Supervisory Organization Department
Worker Manager ID Manager_ID
Worker Email - Primary Work Email
Worker Worker Status Status

Custom fields can also be synced over. The following is required when pulling in custom fields: 

  • Ensure this field already exists within Workday. The name of the field in Lattice should match the name of the field in Workday exactly.
  • The fields you can pull into Lattice from Workday must correspond to the types of user fields that Lattice currently supports.
    • Lattice offers multiple-choice, relationship, and numeric ranges as fields. The fields pulled in from Workday will be limited to these specific fields in Lattice. These fields may be named differently within Workday.

Step 6: Add authorized user to report

In the custom report's Share tab, add the user you created in Step 1 in the Authorized Users field.

Step 7: Finish custom report configuration

  1. In the custom report’s Advanced tab, share each report to Report-as-a-WebService. Image of Workday showing header Web Services Options and the text 'Enable As Web Service' 'Yes'
  2. For the custom report, navigate to Actions > Web Service -> View URLs. 
  3. Make a note of the REST URL: right click and copy the URL for the Workday XML REST type

Image of Workday XML. Hovering over REST Workday XML shows a dropdown menu. The mouse highlights the Copy URL option

Step 8: Enter data into Lattice 

  1. Log into your Lattice account.
  2. Navigate to Admin > Settings > Platform > Integrations.
  3. Click on the Workday Integration option.
  4. Enter the Username and Password you created in Step 1 
  5. Enter the Report URL you found in Step 7.
  6. Click Connect.

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