Configure outbound integration for Workday

Pushing data to the Workday service requires verification and/or configuration of the HR integration outbound services, web services, service mapping, and outbound schema mapping.

  1. Verify base outbound integration for Workday.
  2. If needed, create or modify HR integration outbound services.
  3. If needed, create or modify HR web services for outbound.
  4. If needed, create or modify HR service mapping for outbound.
  5. If needed, create or modify HR outbound schema mapping.

Verify base outbound integration for Workday

The base outbound integration for Workday is configured for version 24.1 or 28.2 and allows you to push employee profile (change legal name and maintain contact information) and leave of absence data to the Workday service. You can verify the base settings and determine whether they meet your needs or if further customization is required.

Before you begin

Role required: sn_hr_integrations.admin

Procedure

  1. Verify the base HR integration outbound services.
    1. Navigate to HR Integrations > HR Integration Outbound Service.
    2. In the HR Integrations Outbound Services list, verify that the base HR integration outbound services for Workday are correctly mapped to their source tables.
      Table 1. HR integration outbound services and source tables
      HR integration outbound service Source table
      Change Legal Name sn_hr_core_profile
      Maintain Contact Information sn_hr_core_profile
  2. Verify the base HR web services.
    1. Navigate to HR Integrations > HR Web Services > HR SOAP Services.
    2. In the SOAP Messages list, verify that the base SOAP messages and functions for Workday are correctly configured.
  3. Verify the base HR service mapping.
    1. Navigate to HR Integrations > HR Service Mapping.
    2. Right-click the HR external source column and select Group By HR external source.
    3. For the Workday group, click the arrow to expand the list. Verify that the service mapping for each Workday record for the outbound integration is correct. Hover over the information icon next to each record.
      • Workday - Leave of Absence
      • Workday - Change Legal Name
      • Workday - Maintain Contact Information
  4. Verify the base HR outbound schema mapping.
    1. Navigate to HR Integrations > HR Outbound Schema Mapping.
    2. In the HR Integrations Outbound Schema Mapping list, verify that the outbound schema mapping for each Workday record is correct. Hover over the information icon for each record.

What to do next

If you need to further customize the outbound integration, create or modify the appropriate settings. Otherwise, configure the integrations job.

Create or modify HR integration outbound services for Workday

If you need to create or modify any HR integration outbound services, you can define the outbound service and map it to the appropriate source table that data will be pushed from.

Before you begin

Role required: sn_hr_integrations.admin

Procedure

  1. Navigate to HR Integrations > HR Integration Outbound Service.
  2. Click New or open a record.
  3. Fill in the fields on the form.
    Table 2. HR Integrations Outbound Service form
    Field Description
    Active Check box to activate the HR integration outbound service. Only active HR integration outbound services are available to use.
    Name Name of the HR integration outbound service.
    Source Table Name of the source table that data will be pushed from.
  4. Click Submit or Update.

What to do next

If you need to further customize the outbound integration, create or modify the appropriate settings. Otherwise, configure the integrations job.

Create or modify outbound HR web services for Workday

If you need to create or modify any HR web services for the outbound integration, you can define the SOAP message and/or functions.

Before you begin

Role required: sn_hr_integrations.admin

Procedure

  1. Navigate to HR Integrations > HR Web Services > HR SOAP Services.
  2. Click New or open a record.
  3. Fill in the fields on the form.
    Table 3. SOAP Message form
    Field Description
    Name Name of the HR web service.
    WSDL URL for the Web Service Description Language (WSDL) that describes the table schema and available operations.
    Download WSDL Check box to indicate that the WSDL can be downloaded. If checked, provide the URL in the WSDL field. If unchecked, provide the XML in the WSDL XML field.
    Use mutual authentication Check box to indicate that mutual authentication is being used. If checked, select a protocol profile.
    Application Name of the application using the HR web service.
    Accessible from Scope the application is accessible from.
    Authentication type Type of authentication: none or basic. If basic, provide a basic auth profile.
    Description Description of the HR web service.
    WSDL XML XML for the Web Service Description Language (WSDL) that describes the table schema and available operations.
  4. Click Submit or Update.

What to do next

If you need to further customize the outbound integration, create or modify the appropriate settings. Otherwise, configure the integrations job.

Create or modify outbound HR service mapping for Workday

If you need to create or modify any HR service mappings for the outbound integration, you can define the service mapping to map the HR integration outbound service or HR service to the appropriate web service (SOAP message and function).

Before you begin

Role required: sn_hr_integrations.admin

Procedure

  1. Navigate to HR Integrations > HR Service Mapping.
  2. Click New or open a record.
  3. Fill in the fields on the form.
    Table 4. HR Integrations Service Mapping form
    Field Description
    Name Name of the HR service mapping.
    Response content type Type of response content: XML or JSON.
    HR external source Name of the third-party HR service.
    HR service Name of the HR service (if applicable).
    HR integration service Name of the HR integration service (if applicable).
    HR integration outbound service Name of the HR integration outbound service (if applicable).
    Active Check box to activate the HR integrations service mapping. Only active service mappings are available to use.
    Outbound request type Type of outbound request: SOAP or REST. If REST, provide the authentication type.
    SOAP or REST outbound service Name of the web service, e.g., the SOAP or REST message service used for end-user connection.
    SOAP or REST outbound service function Name of the web service function, e.g., the SOAP or REST message function defining what information should be pulled from or pushed to the third-party HR service.
    SOAP or REST outbound service function all Name of the web service function, e.g., the SOAP or REST message function defining what information should be pulled from or pushed to the third-party HR service (if applicable).
    Authentication type If REST outbound request type, the authentication type: no authentication, basic, basic (simple), or OAuth 2.0.
    Response root key
    Response total results key
    Response total pages key
    Response page results key
    Response current page key
  4. Click Submit or Update.

What to do next

If you need to further customize the outbound integration, create or modify the appropriate settings. Otherwise, configure the integrations job.

Create or modify HR outbound schema mapping for Workday

If you need to create or modify any HR schema mappings for the outbound integration, you can define the outbound schema mapping to map data from the source tables to the appropriate target fields in the Workday service.

Before you begin

Role required: sn_hr_integrations.admin

Procedure

  1. Navigate to HR Integrations > HR Outbound Schema Mapping.
  2. Click New or open a record.
  3. Fill in the fields on the form.
    Table 5. HR Integrations Outbound Schema Mapping form
    Field Description
    Service mapping Name of the HR service mapping.
    Source table Name of the source table that data is pushed from.
    Source table column Name of the column in the source table that data is pushed from.
    Target column Name of the target column in the third-party HR service.
    Mandatory Check box to indicate that the data is mandatory for integration.
    Use source script Check box to indicate that source script is being used. If checked, provide the source script.
  4. Click Submit or Update.

What to do next

If you need to further customize the outbound integration, create or modify the appropriate settings. Otherwise, configure the integrations job.