Configure the Workday integration

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 column headings are required for successful integration. The values in the Field column are the recommended Workday fields to be mapped over, but can be customized:

* Optional fields not required for integration 

Exclude the CEO from the report, as Workday assigns the CEO as their own manager, which is not a supported configuration in Lattice.

In order to properly handle access provisioning and deprovisioning, ensure that terminated users are included in the Workday report.

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

• The custom field must already exist in Workday. In Lattice, the field name must exactly match the corresponding field name in the Workday report, specifically the Column Heading Override XML Alias.
• 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.
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

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.