Workday Connection Page

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The Workday Connection page contains connection settings for a Workday integration.

From this page, users can perform the following actions:

In Beta
This feature is in beta. Contact your CSM to learn more.

Security

Users with the following permission can view and edit Workday mappings:

  • Administration → Integrations → 3rd Party HR Admin


Navigation

  1. Open the Integrations page.

  2. Locate the Workday integration, then click Connect or Edit.


Workday Connection Page

Button/Field

Description

1

Connection Admin

User who can map synced data and who will receive alerts related to the integration.

Only users with the following permission can be assigned as a connection admin:

  • Administration → Integrations → 3rd Party HR Admin

2

Auto Create

Method that will be used to sync data and create new job and employee record in R365:

  • Manual - Data sync is manually initiated. New job and employee records are manually created and mapped.

  • Automatic - Data is synced automatically. New job and employee records are automatically created and mapped.

3

Frequency

Frequency that data is synced:

  • Daily - Data is synced once per day at the time set in the Time setting (#4).

  • Hourly - Data is synced once per hour.

This field is disabled when the Auto Create setting (#2) is set to ‘Manual’.

4

Time

Determines the specific time of day when a daily data sync occurs, based on the configured sync frequency (#3).

This field is disabled when the Auto Create setting (#2) is set to ‘Manual’.

5

Time Zone

Time zone associated with the Time setting (#4).

This field is disabled when the Auto Create setting (#2) is set to ‘Manual’.

6

Apply Button

Saves changes to configuration settings.

7

Edit Account Mapping

Opens the Workday Mapping page where locations, jobs, and employees can be mapped.

This only appears when the Workday integration is connected.

8

Disconnect From Workday Button

Disconnects the Workday integration.

This only appears when the Workday integration is connected.

Once disconnected, data will no longer be synced and new records will not be created. All existing mappings are retained.