This article reviews the steps for mapping locations for a Workday integration. Jobs and employees will only be synced for Workday locations mapped to R365 locations.
When mapping location records, the mapping list can be switched between viewing Workday records or R365 records. Typically, viewing the source record list (Workday records) is the most efficient way to complete mappings.
Security
Only users with the following permission can map locations for a Workday integration:
Administration → Integrations → 3rd Party HR Admin
Map An Unmapped Workday Location
Follow these steps to map an unmapped Workday location:
Click steps to expand for additional information and images.
1) Navigate to the Workday Connection page.
The Workday Connection page is opened by clicking Edit for the Workday integration on the Integrations page.
2) Click Edit Account Mapping to open the Workday Integration Mapping page.
3) Confirm that locations from Workday are displayed. If not, click ‘R365’ in the upper right corner to switch the view.
4) Confirm that the Locations tab is selected.
5) Click the Unmapped filter to display unmapped locations.
6) Open the Link Location dropdown menu. Available R365 locations will be listed.
7) Select the desired R365 locations.
Each Workday location can be mapped to multiple R365 locations. Only locations that the user has access to will be listed.
8) Save.
Change Location Mapping
Job and employee mapping is tied to location mapping. Changing a mapped location will clear existing job and employee mapping.
Follow these steps to change the mapping for a Workday location:
Click steps to expand for additional information and images.
1) Navigate to the Workday Connection page.
The Workday Connection page is opened by clicking Edit for the Workday integration on the Integrations page.
2) Click Edit Account Mapping to open the Workday Integration Mapping page.
3) Confirm that locations from Workday are displayed. If not, click ‘R365’ in the upper right corner to switch the view.
4) Confirm that the Locations tab is selected.
5) Locate the desired location, then click the linked location.
6) Select the desired R365 locations.
Each Workday location can be mapped to multiple R365 locations. Only locations that the user has access to will be listed.
Uncheck all locations, or click the X button in the dropdown menu to clear the mapping completely.
7) Save.
8) Review and update job and employee mapping for the changed location.
Job and employee mapping is tied to location mapping. Changing a mapped location will clear existing job and employee mapping.
If automatic sync is on, jobs and employees will be automatically mapped for the new location. It is recommended to review automatically mapped jobs and employees when changing location mapping.
Learn more about mapping jobs.
Learn more about mapping employees.