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Workday (Enterprise) operation

Use the Workday (Enterprise) connector to connect to Workday Financial Management and Human Capital Management applications with advanced reporting, high-volume data retrieval, and complex querying capabilities via Report as a Service (RaaS) and Workday Query Language (WQL).

When importing profiles, date and dateTime fields should be written in one of two supported formats: date yyyy-MM-ddZZ and dateTime yyyy-MM-dd'T'HH:mm:ss.SSSZZ.

If you choose to filter by Workday (Enterprise) operation during import, any filters must be entered exactly as they appear in Workday.

The Workday (Enterprise) connector operation supports the following actions:

  • Advanced WQL
  • Download Report (RaaS)
  • Execute

You must create a separate operation component for each object required for your integration.

Options tab

When you want to create a new operation, perform a different action, or change the service specified, use the Options tab.

Click Import Operation to use the Import wizard and select the object you want to integrate.

An import is always required to change the Connector Action, Service Name, Custom Service Name, and to re-import objects. Otherwise, the component XML is not updated.

The following fields appear on the Options tab:

Connector Action - The Connector Action dropdown box allows you to select an action. You can choose between Advanced WQL, Download Report (RaaS), and Execute.

Object - Displays the object type that you selected in the Import Operation wizard.

Tracking Direction - Select the document tracking direction for the operation, either Input Documents or Output Documents. This setting enables you to choose which document appears in Process Reporting. Start steps always track output documents regardless of your selection.

note

If the tracking direction is read-only, the feature to change the direction is either unavailable or the developer set the configuration to read-only. The default value you see shows you which document appears in Process Reporting.

Return Application Error Responses - This setting controls whether an application error prevents an operation from completing:

  • If you clear the setting, the process stops and reports the error on the Process Reporting page.
  • If you select the setting, processing continues and passes the error response to the next component processed as the connection output.

Advanced WQL

The Advanced WQL action allows you to perform complex queries for a Workday service using Workday Query Language (WQL).

Custom Query - Provide a complete WQL sentence.

Maximum number of results - Enter a value to limit the amount of output documents. If no value is provided, the operation returns all available results. The operation will paginate until Maximum number of results is met or up to 10000 results.

Download Report (RaaS)

The Download Report (RaaS) action supports the Reports as a Service (RaaS) REST API. Use this operation to retrieve data from a Workday report.

Report URL - The Workday XML URL for the Reports as a Service (RaaS) report.

To access this URL in Workday, go to the related actions menu of the report definition and navigate to Web Service > View URLs > REST. Then, right-click the Workday XML link and Copy URL.

  • Report URL example https:<tenant-DNS-name>/ccx/service/customreport2/<tenant>/<username>/<report-name>?<prompt1>= <prompt1-value>&=<prompt2-value>

  • System report example https:<tenant-DNS-name>/ccx/service/systemreport2/<tenant>/<report-name>?<prompt1>= <prompt1-value>&=<prompt2-value>

If your report includes defined prompts, they will be displayed as overridable operation properties.

  • Boolean prompts appear as checkboxes that you can check if the condition should be met.

  • Workday ID (WID) prompts appear as text fields you can enter the Workday ID {WID type} representing your instance. Use ! as separator to provide multiple instances.

  • Other prompts (strings, numbers, dates, etc) are exposed as text fields that you can enter a value of type {prompt type} for the report prompt.

Report Type - Choose between using a Custom or System report.

Report Output Format - Use this dropdown box to select the format for your report output.

An output profile is generated for Workday XML. For Simple XML, the profile is only generated provided the report type is Custom Report. The response is unstructured for JSON, CSV, GDATA.

Filter - You can reduce the number of returned objects in your query by using filters with wildcard characters (* or ?).

Execute Action

The Execute action allows you to interact with Workday services.

Return All Pages - If selected, the connector makes repeated calls to the endpoint so that all pages are returned as separate documents.

If cleared, the maximum number of documents returned is the default of 100.

Paging works only when Response\_Filter is present in the request and Response\_Results is present in the response.

Service Name - The name of the Workday service you want to interact with. For new operations or to change the service, click Import and select the Workday service you want to use.

You can use Custom to specify a Workday service that is available to your account, but not displayed in the drop-down list. The Service Name field always takes precedence over Custom Service Name.

The Workday Enterprise connector supports the following services:

  • Custom

  • Absence Management

  • Academic Advising

  • Academic Foundation

  • Admissions

  • Benefits Administration

  • Campus Engagement

  • Cash Management

  • Compensation

  • Compensation Review

  • Delegated Authentication

  • Dynamic Document Generation

  • External Integrations

  • Financial Aid

  • Financial Management

  • Human Resources

  • Identity Management

  • Integrations

  • Inventory

  • Notification

  • Payroll

  • Payroll CAN

  • Payroll FRA

  • Payroll GBR

  • Payroll Interface

  • Performance Management

  • Professional Services Automation

  • Recruiting

  • Resource Management

  • Revenue Management

  • Settlement Services

  • Staffing

  • Student Finance

  • Student Records

  • Student Recruiting

  • Talent

  • Tenant Data Translation

  • Time Tracking

  • Workday Connect

  • Workday Planning

Custom Service Name - The name of the custom Workday service you want to interact with. Use this field to specify a Workday service that is not included in Service Name. For new operations or to change the service, click Import, set the Service Name to Custom, and enter a valid Workday service. The Workday service should match exactly how it appears in Workday (name and format). Your processes using a custom Workday service are still supported even if that service is added to the Service Name drop-down list.

Archiving tab

See the topic Connector operation’s Archiving tab for more information.

Tracking tab

See the topic Connector operation’s Tracking tab for more information.

Caching tab

See the topic Connector operation’s Caching tab for more information.

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