Workday Integration Mapping Page

The Workday Mapping page contains the mapping settings for locations, jobs, and employees for the Workday integration.

When mapping 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. Switching the source record being viewed on one tab will change the view for all tabs.

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

Open the Integrations page.
Locate the Workday integration, then click Edit.
Click Edit Account Mapping.

The Edit Account Mapping button is only displayed when the Workday integration has been connected.

Header

	Button/Field	Description
1	Save Button	Saves mappings on all tabs.
2	? Help Button	Opens the help menu.
3	Expand/Collapse Button	Expands the sidesheet to full page, or collapses it if it is already expanded.
4	Close Button	Closes the Mapping page without saving changes.
5	Locations Tab	Displays the mappings for locations. Here, location mappings can be viewed and edited.
6	Jobs Tab	Displays the mappings for jobs. Here, job mappings can be viewed and edited, and new R365 job records can be created.
7	Employees Tab	Displays the mappings for employees. Here, employee mappings can be viewed and edited, and new R365 employee records can be created.

Locations Tab

	Button/Field	Description
1	View Locations From ___ Button	Indicates the record source for displayed locations: Workday - Locations from Workday are displayed. Linked locations are R365 locations. R365 - Locations from R365 are displayed. Linked locations are Workday locations. Click to switch the record source.
2	Search	Filters the grid for the entered text.
3	Filter	Opens the Filter Columns window where users can create and apply filters to the table.
4	Quick Filters	Filters the displayed records based on if they are mapped: All - All locations are displayed. Mapped - Only mapped locations are displayed. Unmapped - Only unmapped locations are displayed.
5	Location Row	Location details and mapping.
6	Unmapped Location	Linked location as it appears when unmapped. When R365 records are displayed, the dropdown menu contains Workday locations. When Workday records are displayed, the dropdown menu contains R365 locations. Click to map the associated location.
7	Mapped Location	Linked location as it appears when mapped. When R365 records are displayed, indicates the mapped Workday location. When Workday records are displayed, indicates the mapped R365 location. Click to change the associated location mapping.
8	Bulk Edit Selector	Selects the location for bulk editing. When one or more locations are selected, the bulk edit button is displayed in the lower right.

Location Columns

The Locations grid has the following columns:

Column	Description
Location Name	Name of the location as it appears in the source record.
Location Code	Location code as it appears in the source record.
Location City	Location city as it appears in the source record. Workday locations do not provide the location city.
Location State	Location state as it appears in the source record. Workday locations do not provide the location state.
Location ZipCode	Location Zipcode as it appears in the source record. Workday locations do not provide the location Zipcode.
Link Location	Location mapped to the source record. When R365 records are displayed, indicates the mapped Workday location. When Workday records are displayed, indicates the mapped R365 locations. Click to change the associated location mapping.

Jobs Tab

	Button/Field	Description
1	View Jobs From ___ Button	Indicates the record source for displayed jobs: Workday - Jobs from Workday are displayed. Linked jobs are R365 jobs. R365 - Jobs from R365 are displayed. Linked jobs are Workday jobs. Click to switch the record source.
2	Search	Filters the grid for the entered text.
3	+Add R365 Job	Opens a blank R365 job record in a sidesheet. Only R365 job records can be created.
4	Filter	Opens the Filter Columns window where users can create and apply filters to the table.
5	Quick Filters	Filters the displayed records based on if they are mapped: All - All locations are displayed. Mapped - Only mapped jobs are displayed. Unmapped - Only unmapped jobs are displayed. Automatched - Only jobs that have been automatically matched as part of the data sync are displayed. This button only appears when records have been automatically matched.
6	Location Selector	Indicates the location associated with the displayed jobs. A location must be selected to display jobs.
7	Job Row	Job details and mapping.
8	Unmapped Job	Linked job as it appears when unmapped. When R365 records are displayed, the dropdown menu contains Workday jobs. When Workday records are displayed, the dropdown menu contains R365 jobs. Click to map the associated job.
9	Mapped Job	Linked job as it appears when mapped. When R365 records are displayed, indicates the mapped Workday job. When Workday records are displayed, indicates the mapped R365 job. Click to change the associated job mapping.
10	Bulk Edit Selector	Selects the job for bulk editing. When one or more jobs are selected, the bulk edit button is displayed in the lower right.

Job Columns

Column	Description
Job Name	Name of the job as it appears in the source record.
Job Code	Job code as it appears in the source record.
Location	Source location associated with the source record.
Link Job	Job mapped to the source record. When R365 records are displayed, indicates the mapped Workday job. When Workday records are displayed, indicates the mapped R365 job. Click to change the associated job mapping. Jobs that have been automatically matched are prefaced with ‘Auto-’.

Employees Tab

	Button/Field	Description
1	View Location From ___ Button	Indicates the record source for displayed employees: Workday - Employees from Workday are displayed. Linked employees are R365 employees. R365 - Employees from R365 are displayed. Linked employees are Workday employees. Click to switch the record source.
2	Search	Filters the grid for the entered text.
3	+Add (R365) Employee	Opens a blank R365 employee record in a sidesheet. Learn more about creating employee records. Only R365 employee records can be created.
4	Filter	Opens the Filter Columns window where users can create and apply filters to the table.
5	Quick Filters	Filters the displayed records based on if they are mapped: All - All employees are displayed. Mapped - Only mapped employees are displayed. Unmapped - Only unmapped employees are displayed.
6	Location Selector	Indicates the location associated with the displayed employees. A location must be selected to display employees.
7	Employee Row	Employee details and mapping.
8	Unmapped Employee	Linked employee as it appears when unmapped. When R365 records are displayed, the dropdown menu contains Workday employees. When Workday records are displayed, the dropdown menu contains R365 employees. Click to map the associated employee.
8	Mapped Employee	Linked employee as it appears when mapped. When R365 records are displayed, indicates the mapped Workday employee. When Workday records are displayed, indicates the mapped R365 employee. Click to change the associated employee mapping.
9	Employee Record Button	Opens the mapped R365 employee record in a new tab.
10	Mapped Employee	Linked employee as it appears when mapped. When R365 records are displayed, indicates the mapped Workday employee. When Workday records are displayed, indicates the mapped R365 employee. Click to change the associated employee mapping.
11	Bulk Edit Selector	Selects the employee for bulk editing. When one or more employees are selected, the bulk edit button is displayed in the lower right.

Employees Columns

Column	Description
First Name	Employee’s first name as it appears in the source record.
Last Name	Employee’s last name as it appears in the source record.
Payroll ID	Employee’s Workday employee ID.
Hire Date	Hire date as it appears in R365.
Status	Active status for the employee as it appears in the source record.
ID	The employee’s unique id for the source record. When Workday records are displayed, this is the Workday employee ID. When R365 records are displayed, this is the R365 GUID.
Link Employee	Employees mapped to the source record. When R365 records are displayed, indicates the mapped Workday employee. When Workday records are displayed, indicates the mapped R365 employee. Click to change the associated employee mapping. Employees that have been automatically matched are prefaced with ‘Auto-’.