Admin-Guide-Integrations 1.pdf

Integrations Product Summary August 8, 2024 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential ...

Integrations Product Summary August 8, 2024 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | ii Contents Setup Considerations: Integrations.........................................................20 Launch and Manage Integrations............................................................ 26 Launch an Integration....................................................................................................................... 26 Cancel an In-Progress Integration.................................................................................................... 27 Relaunch an Integration.................................................................................................................... 28 Rerun Integration Document Delivery............................................................................................... 28 View Integration Events.................................................................................................................... 29 Audit Integration Events.................................................................................................................... 31 Concept: Mass Actions on Integration Events.................................................................................. 31 Create Integration Notifications......................................................................................................... 32 Delete Integrations and EIBs............................................................................................................ 35 Concept: Integration Schedules and Weekly Service Updates.........................................................35 Reference: Integration Message Components and Error Handling.................................................. 36 Reference: Integration Event Statuses............................................................................................. 38 Example: Schedule Integration for Last Day of Each Calendar Quarter.......................................... 38 Enterprise Interface Builder (EIB)............................................................40 Setup Considerations: Enterprise Interface Builder.......................................................................... 40 Concept: Enterprise Interface Builder............................................................................................... 44 Inbound EIBs..................................................................................................................................... 45 Steps: Set Up EIBs Using Templates from Web Service Operations.................................... 45 Set Up Inbound EIB............................................................................................................... 45 Customize EIB Spreadsheet Template.................................................................................. 49 Generate EIB Spreadsheet Template.................................................................................... 50 Set Up EIB Spreadsheet........................................................................................................ 51 Set Up Business Process Security for EIB Upload................................................................53 Launch EIB Spreadsheet Upload........................................................................................... 53 Concept: EIB Template Models and Spreadsheet Templates............................................... 55 Concept: EIB Spreadsheet Data Entry Guidelines.................................................................56 Concept: Guidelines for Spreadsheets That Launch a Business Process............................. 59 Reference: Inbound Transport Protocol Types for EIBs........................................................ 61 Reference: Inbound Integration Transformations for EIBs..................................................... 62 Reference: Inbound Integration Data Sources....................................................................... 62 Reference: EIB Upload Reports............................................................................................. 63 Example: Generate EIB Spreadsheet Template with Data.................................................... 64 FAQ: EIB Spreadsheet Templates......................................................................................... 65 Outbound EIBs.................................................................................................................................. 66 Steps: Set Up Outbound EIB................................................................................................. 66 Set Up Outbound EIB............................................................................................................ 66 Create Web Service Data Source..........................................................................................72 Create Security Proxy to Grant Report Access..................................................................... 72 Set Up Launch Parameters for Web Service Data Source....................................................73 Create HTTPS Transport Protocol......................................................................................... 76 Create Integration Transformation..........................................................................................77 Manage Outbound EIBs with Custom XSLTs........................................................................ 78 Set Up Custom Report Transformation..................................................................................79 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | iii Set Up Dynamic Filename Definition..................................................................................... 80 Reference: Outbound Transport Protocol Types for EIBs......................................................81 Reference: Outbound Integration Transformations................................................................ 82 Reference: Outbound Integration Data Sources.................................................................... 82 EIB General Errors and Guidelines.................................................................................................. 83 View Error Messages for an EIB........................................................................................... 83 Troubleshooting: Enterprise Interface Builder........................................................................ 84 Inbound EIB Template Guidelines and Troubleshooting.................................................................. 87 Concept: Inbound EIB Template Guidelines.......................................................................... 87 Absence Management EIBs................................................................................................... 88 Benefits Administration EIBs................................................................................................ 110 Cash Management EIBs.......................................................................................................129 Compensation EIBs.............................................................................................................. 132 Compensation Review EIBs................................................................................................. 151 Custom Objects EIBs........................................................................................................... 156 Financial Management EIBs.................................................................................................159 Human Resources EIBs....................................................................................................... 179 Integrations EIBs.................................................................................................................. 251 Learning EIBs....................................................................................................................... 264 Payroll EIBs.......................................................................................................................... 289 Performance Management EIBs.......................................................................................... 328 Recruiting EIBs..................................................................................................................... 347 Resource Management EIBs................................................................................................378 Staffing EIBs......................................................................................................................... 406 Student Finance EIBs...........................................................................................................440 Talent EIBs........................................................................................................................... 443 Tenant Data Translation EIBs.............................................................................................. 452 Time Tracking EIBs.............................................................................................................. 456 Workday Connect EIBs........................................................................................................ 470 Getting Started with Workday Connectors........................................... 474 Browse Connector Templates......................................................................................................... 474 Concept: Workday Connectors....................................................................................................... 474 Reference: Benefits Connectors Catalog........................................................................................475 Reference: Financials Connectors Catalog.....................................................................................475 Reference: HCM Connectors Catalog.............................................................................................477 Reference: Student Connectors Catalog........................................................................................ 480 Reference: Third-Party Payroll Connectors Catalog....................................................................... 481 Reference: Workday Payroll Connectors Catalog...........................................................................481 Benefits Connectors................................................................................483 Setup Considerations: Cloud Connect for Benefits........................................................................ 483 Getting Started with Cloud Connect for Benefits............................................................................ 486 Concept: Cloud Connect for Benefits...................................................................................486 Concept: Planning a Benefit Provider Integration................................................................ 488 Concept: Cloud Connect for Benefits Integration Templates............................................... 489 Concept: Cloud Connect for Benefits Field Overrides......................................................... 489 Concept: Inbound Cloud Connect for Benefits Integrations................................................. 489 Create Benefit Provider Integration.................................................................................................490 Steps: Set Up Benefit Provider Integration.......................................................................... 490 Set Up Attributes and Maps in Benefits Integration............................................................. 491 Set Up Field Overrides in Benefits Integration.....................................................................493 Test and Manage Benefit Provider Integration............................................................................... 494 Set Up Test Environment for Benefits Integration................................................................494 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | iv Include Payroll Balances in Benefits Integration.................................................................. 495 Change Benefit Provider Integration Maps.......................................................................... 496 Launch and Troubleshoot Benefit Provider Integration...................................................................496 Steps: Schedule, Launch, and Troubleshoot Benefit Provider Integration........................... 496 Concept: Benefits Integration Launch Parameters...............................................................497 Concept: Benefit Integration Error Reporting....................................................................... 502 Reference: Integration Status Reports................................................................................. 503 FAQ: Benefit Provider Integration Common Issues............................................................. 504 Open Enrollment Integration Tasks.................................................................................................506 Concept: Open Enrollment Integration Checklist................................................................. 506 Link Benefit Plans to Integration Systems........................................................................... 508 COBRA Integration.......................................................................................................................... 509 Set Up Event-Based Change Files...................................................................................... 509 Concept: COBRA Integration............................................................................................... 509 Ended Coverage Reporting.............................................................................................................511 Steps: Report Ended Coverage Once..................................................................................511 Concept: Ended Coverage Options......................................................................................512 Workday Benefits Connector...........................................................................................................515 Steps: Set Up Benefits Connector Integration..................................................................... 515 Set Up Benefits Connector Integration Services..................................................................516 Set Up Benefits Connector Attributes and Maps................................................................. 518 Concept: Workday Benefits Connector................................................................................ 520 Concept: Benefits Connector Workflow................................................................................522 Concept: Benefits Connector Change Detection..................................................................523 Concept: Benefits Data Validation and Error Handling........................................................ 524 Reference: Benefits Connector Data Sections.....................................................................525 Reference: Benefits Connector Audit Files.......................................................................... 530 FAQ: Benefits Connector......................................................................................................531 Data Initialization Service (DIS) Integration.......................................... 532 Concept: Data Initialization Service (DIS).......................................................................................532 Steps: Set Up Data Initialization Service (DIS) Integration.............................................................532 Set Up Integration Data Initialization Service................................................................................. 533 Set Up Sub-Document for Data Initialization Service (DIS)............................................................538 Document Transformation Connector...................................................540 Steps: Set Up Document Transformation Connector......................................................................540 Reference: Arithmetic Attributes for Document Transformation......................................................542 Reference: Comma-Separated Value (CSV) Attributes for Document Transformation...................545 Reference: Date/Time Attributes for Document Transformation..................................................... 547 Reference: Fixed-Length Formatting Attributes for Document Transformation...............................549 Reference: Grouped Attributes for Document Transformation........................................................550 Reference: Integration Value Attributes for Document Transformation.......................................... 551 Reference: Number Formatting Attributes for Document Transformation.......................................557 Reference: Text Insertion and Removal Attributes for Document Transformation.......................... 558 Reference: Truncation Attributes for Document Transformation.....................................................560 Reference: Validation Attributes for Document Transformation......................................................562 Reference: Document Transformation Sample Use Case.............................................................. 567 Concept: Document Transformation Connector..............................................................................569 Concept: Document Transformation and Validation....................................................................... 570 Financials Connectors............................................................................ 572 Accounting Journal Connector........................................................................................................ 572 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | v Steps: Set Up Accounting Journal Connector......................................................................572 Concept: Accounting Journal Connector..............................................................................573 Reference: Accounting Journal Connector CSV File Format............................................... 575 Reference: Accounting Journal Connector XML Schema.................................................... 591 Ad Hoc Bank Transaction Connector............................................................................................. 632 Steps: Set Up Ad Hoc Bank Transaction Connector........................................................... 632 Concept: Ad Hoc Bank Transaction Connector................................................................... 633 Reference: Ad Hoc Bank Transaction Connector XML Schema..........................................634 Reference: Ad Hoc Bank Transaction Connector CSV File Format.....................................660 Bank Fee Analysis Connectors.......................................................................................................667 Steps: Set Up Bank Fee Statement Connectors................................................................. 667 Concept: Bank Fee Statement Connectors..........................................................................668 Reference: Bank Fee Statement Connectors XML Schema................................................ 669 Bank Statement Import Integrations................................................................................................672 Steps: Set Up Bank Statement Load Integration................................................................. 672 Concept: Bank Statement Load Integrations....................................................................... 673 Reference: Bank Statements Connector XML Schema....................................................... 674 Credit Card Integrations.................................................................................................................. 679 Steps: Set Up Integration for Credit Cards and Transactions..............................................679 Steps: Set Up Custom Outbound Remittance with Secure Credit Card Environment.......... 681 Concept: Credit Card and Card Transaction Integrations.................................................... 682 Reference: Credit Card Formats Supported for Expense Integrations.................................684 Currency Exchange Rate Connector.............................................................................................. 684 Steps: Set Up Integration to Import Currency Exchange Rates into Workday..................... 684 Concept: Currency Exchange Rate Connector.................................................................... 685 Reference: Currency Exchange Rate Connector File Schema............................................ 686 Customer Lockbox Integration........................................................................................................ 689 Steps: Set Up Customer Payment Lockbox Integration.......................................................689 Concept: Customer Payment Lockbox Integration...............................................................690 Reference: Customer Payment Lockbox Integration File Format........................................ 692 DAS2 Integration............................................................................................................................. 698 Steps: Set Up DAS2 Integration.......................................................................................... 698 Concept: DAS2 Integration...................................................................................................699 EBICS Integrations.......................................................................................................................... 700 Steps: Set Up EBICS........................................................................................................... 700 Create EBICS Contract........................................................................................................ 702 EDI Supplier Integrations................................................................................................................ 703 Steps: Set Up Integration to Import EDI 810 Supplier Invoices........................................... 703 Steps: Set Up Integration to Export EDI 850 Purchase Orders........................................... 705 Steps: Set Up Integration to Import EDI 855 Purchase Order Acknowledgments................ 709 Steps: Set Up Integration to Import EDI 856 Advance Ship Notices....................................711 Steps: Configure the Procure-to-Pay Integrations Work Area..............................................713 Concept: EDI Supplier Integrations...................................................................................... 714 Concept: EDI Connector Pre and Postprocessor Common Use Cases...............................715 Reference: EDI Connector Pre and Postprocessor Common Use Cases............................715 Reference: Valid Element Codes for Inbound EDI 810 Files............................................... 717 Reference: Valid Element Codes for Outbound EDI 850 Files............................................ 722 Reference: Valid Element Codes for EDI 855 Purchase Order Acknowledgment Files....... 731 Reference: Valid Element Codes for Inbound EDI 856 Files............................................... 735 Troubleshooting: EDI Integrations Complete with Warnings or Errors................................. 741 Electronic Invoice Connector...........................................................................................................743 Steps: Set Up Electronic Invoice Connector........................................................................ 743 Configure UBL Version 2.1 Electronic Customer Invoice Integration Service Map.............. 744 Concept: Electronic Invoice Connector................................................................................ 747 Reference: Electronic Invoice Connector XML Schema...................................................... 751 Electronic Payment Integrations......................................................................................................763 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | vi Steps: Set Up Bank Integrations for Settlement Processing................................................763 Steps: Set Up Electronic Filing 1099 Integration................................................................. 765 Steps: Set Up 1099 Electronic Filing Run Event Business Process.................................... 766 Convert Payment Integrations.............................................................................................. 766 Concept: Electronic Payments............................................................................................. 767 ELSTER Integrations....................................................................................................................... 768 Steps: Generate ELSTER Tax Declaration XML................................................................. 768 Reference: Default Mappings for German ELSTER Periodic VAT Return Integrations........769 FEC Integration............................................................................................................................... 772 Steps: Set Up FEC Integration.............................................................................................772 Concept: FEC Integration..................................................................................................... 773 Financial Journal Lines Outbound Connector.................................................................................773 Steps: Set Up Financial Journal Lines Outbound Connector...............................................773 Reference: Financial Journal Lines Outbound Connector XML Schema............................. 775 Financial Management Connector for Salesforce........................................................................... 782 Steps: Set Up Financial Management Connector for Salesforce......................................... 782 Set Up Salesforce Tenant for Financial Management Connector for Salesforce................. 784 Concept: Financial Management Connector for Salesforce................................................. 785 GoBD Integration.............................................................................................................................786 Steps: Set Up GoBD Integration.......................................................................................... 786 Concept: GoBD Integration.................................................................................................. 787 Inventory Label Data Integrations................................................................................................... 788 Steps: Set Up Integrations for Inventory Label Data........................................................... 788 Concept: Inventory Label Data Integrations.........................................................................790 Reference: Inventory Label Data Integration Data Sections................................................ 791 Payment Connector......................................................................................................................... 796 Steps: Set Up Payment Connector Integration.................................................................... 796 Concept: Payment Connector.............................................................................................. 797 Reference: Payment Connector Integration Data Sections..................................................798 Payments Inbound Integrations.......................................................................................................803 Steps: Set Up Integration to Import Payment Status Reports..............................................803 Steps: Set Up Credit Card Payment Integrations................................................................ 804 Payroll Journal Line Export Connector........................................................................................... 806 Steps: Set Up Payroll Journal Outbound Connector............................................................806 Concept: Payroll Journal Outbound Connector....................................................................807 Reference: Payroll Journal Outbound Connector XML Schema.......................................... 808 PSA Inbound Connector..................................................................................................................810 Steps: Set Up PSA Inbound Connector Integration............................................................. 810 Set Up PSA Inbound Connector Integration Attributes........................................................ 811 Concept: PSA Inbound Connector....................................................................................... 812 Reference: PSA Inbound Connector File Schema...............................................................814 Punchout Integrations......................................................................................................................845 Setup Considerations: Supplier Punchout Integration..........................................................845 Steps: Set Up Punchout Catalog Integration....................................................................... 850 Steps: Set Up Punchout Purchase Order Integration.......................................................... 852 Steps: Set Up Supplier Invoicing Integration....................................................................... 854 SAF-T Integrations.......................................................................................................................... 855 Steps: Set Up SAF-T Integration......................................................................................... 855 Concept: SAF-T Integrations................................................................................................ 857 Supplier Accounts Integrations........................................................................................................858 Set Up Electronic Invoice Inbound Connector for Supplier Accounts.................................. 858 Reference: Electronic Invoice Connector XML Schema for Supplier Accounts....................859 Third-Party Payments Integration....................................................................................................919 Steps: Set Up Third-Party Payments Integration................................................................. 919 Concept: Third-Party Payments Integration......................................................................... 920 Travel Booking Inbound Connector.................................................................................................921 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | vii Steps: Set Up Travel Booking Inbound Connector.............................................................. 921 Map Travel Booking Inbound Connector Integration Data................................................... 923 Concept: Travel Booking Inbound Connector...................................................................... 923 Reference: Travel Booking Inbound Connector File Schema.............................................. 924 Tax ID Validation Integrations.........................................................................................................927 Steps: Set Up Tax ID Validation Integration........................................................................ 927 Reference: European VAT Information Exchange System Tax ID Types............................ 929 Example: Set Up Data Initialization Service for Tax ID Validation....................................... 930 Workday Bank Connectivity............................................................................................................ 932 Concept: Workday Bank Connectivity Integration................................................................ 932 Steps: Manage Workday Bank Connectivity........................................................................ 933 Steps: Set Up Bank Connectivity - Payments Initiation Integration......................................937 Steps: Set Up Bank Connectivity - Import Payment Status Integration................................939 Steps: Set Up Bank Connectivity - Import Bank Statements Integration..............................940 Reference: Import Payment Status Files and Statuses....................................................... 942 FAQ: Workday Bank Connectivity Integration...................................................................... 943 HCM Connectors......................................................................................944 Absence Third-Party Calendar Integration......................................................................................944 Steps: Set Up Absence Third-Party Calendar Integration....................................................944 Configure the Absence Third-Party Calendar Integration.................................................... 945 Steps: Register Your Client-Side Service Account for Google.............................................947 Steps: Register Your Client-Side Application for Microsoft Outlook.....................................948 Steps: Create an External Client CredStore for Google Calendar....................................... 949 Create a Third-Party X.509 Key Pair for Google Calendar.................................................. 950 Create an X.509 Private Key Pair for Google Calendar...................................................... 951 Create an External Client CredStore for Microsoft Outlook................................................. 951 Reference: Absence Third-Party Calendar Integration Output Files.................................... 952 FAQ: Absence Third-Party Calendar Integration..................................................................952 Troubleshooting: Absence Third-Party Calendar Integration............................................... 956 Account Provisioning....................................................................................................................... 959 Steps: Set Up Account Provisioning Integration.................................................................. 959 Set Up Account Provisioning Integration Fields................................................................... 960 Concept: Account Provisioning Integration.......................................................................... 961 Account Provisioning Connector..................................................................................................... 962 Steps: Set Up Account Provisioning Connector Integration................................................. 962 Concept: Account Provisioning Connector........................................................................... 963 Affordable Care Act (ACA) Connector............................................................................................ 964 Steps: Set Up ACA Information Returns Connector............................................................ 964 Steps: Set Up ACA Mailing Connector................................................................................ 965 Concept: Affordable Care Act (ACA) Connectors................................................................ 965 Troubleshoot: Affordable Care Act (ACA) Connectors.........................................................967 AngelPoints...................................................................................................................................... 968 Steps: Set Up AngelPoints Integration.................................................................................968 Steps: Set Up Worklets for SSO-Based Access to AngelPoints.......................................... 971 Concept: AngelPoints Integration......................................................................................... 973 Assign Organizations Inbound Connector.......................................................................................974 Steps: Set Up Assign Organizations Inbound Connector Integration...................................974 Set Up Assign Organizations Inbound Connector Attributes................................................975 View Assign Organizations Inbound Connector Integration Audits...................................... 975 Concept: Assign Organizations Inbound Connector............................................................ 976 Reference: Assign Organizations Inbound Connector File Schema.................................... 977 Core Connector: Background Check Order.................................................................................... 979 Steps: Set Up Core Connector: Background Check Order Integrations...............................979 Add Integration Steps to Background Check Business Process..........................................981 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | viii Concept: Core Connector: Background Check Order.......................................................... 982 Reference: File Schema for Core Connector: Background Check Order Outbound............ 983 Reference: File Schema for Core Connector: Background Check Inbound......................... 987 Core Connector: Candidate Outbound............................................................................................990 Steps: Set Up Core Connector: Candidate Outbound Integration........................................990 Core Connector: Competency Model..............................................................................................991 Steps: Set Up Core Connector: Competency Model Integration..........................................991 Concept: Core Connector: Competency Model....................................................................992 Reference: Core Connector: Competency Model Integration Data Sections....................... 992 Core Connector: Global Worker......................................................................................................993 Steps: Set Up Core Connector: Global Worker................................................................... 993 Concept: Core Connector: Global Worker........................................................................... 994 Core Connector: Job Postings........................................................................................................ 997 Steps: Set Up Core Connector: Job Postings......................................................................997 Concept: Core Connector: Job Postings..............................................................................998 Reference: Core Connector: Job Postings XML Schema.................................................... 999 Core Connector: Job Profile and Job Family................................................................................1000 Steps: Set Up Core Connector: Job Profile and Job Family Integration............................ 1000 Concept: Core Connector: Job Profile and Job Family......................................................1001 Reference: Core Connector: Job Profile and Job Family Data Sections............................1002 Core Connector: Job Requisitions................................................................................................ 1005 Steps: Set Up Core Connector: Job Requisitions Integration............................................ 1005 Set Up Core Connector: Job Requisitions Integration Attributes and Maps....................... 1006 Concept: Core Connector: Job Requisitions...................................................................... 1006 Reference: Core Connector: Job Requisitions Integration Data Sections.......................... 1008 Core Connector: LMS Outbound.................................................................................................. 1011 Steps: Set Up Core Connector: Worker for LMS Outbound Integration............................. 1011 Create Core Connector: Worker for LMS Outbound Worker Selection Criteria..................1015 Concept: Core Connector: Worker for LMS Outbound Integration.....................................1016 Reference: Core Connector: Worker for LMS Outbound Integration Data Sections...........1019 Core Connector: Location............................................................................................................. 1029 Steps: Set Up Core Connector: Location Integration......................................................... 1029 Add Custom Fields to Core Connector: Location Integration.............................................1029 Concept: Core Connector: Location................................................................................... 1030 Reference: Core Connector: Location Data Sections........................................................ 1032 Core Connector: Organization.......................................................................................................1033 Steps: Set Up Core Connector: Organization Integration.................................................. 1033 Concept: Core Connector: Organization............................................................................ 1034 Reference: Core Connector: Organization Data Sections..................................................1036 Core Connector: Positions............................................................................................................ 1036 Steps: Set Up Core Connector: Positions Integration........................................................ 1036 Add Custom Fields to Core Connector: Positions Integration............................................1037 Concept: Core Connector: Positions.................................................................................. 1039 Reference: Core Connector: Positions Integration Data Sections......................................1041 Core Connector: Worker............................................................................................................... 1043 Setup Considerations: Core Connector: Worker................................................................ 1043 Steps: Set Up Core Connector: Worker Integration...........................................................1047 Configure Core Connector: Worker Integration Attributes..................................................1051 Select Workers to Include in a Core Connector: Worker Integration..................................1055 Map Core Connector: Worker Integration Data..................................................................1056 View Core Connector: Worker Integration Audits.............................................................. 1057 Concept: Core Connector: Worker..................................................................................... 1058 Concept: Core Connector: Worker Integration Data Mapping............................................1061 Concept: Core Connector: Worker Integration Launch Parameters...................................1062 Reference: Core Connector: Worker Integration Data Sections........................................ 1064 Directory Service........................................................................................................................... 1072 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | ix Steps: Set Up Directory Service Integration...................................................................... 1072 Map Directory Service Integration Data............................................................................. 1073 Select Workers to Include in a Directory Service Integration............................................. 1074 View Directory Service Integration Audits.......................................................................... 1075 Concept: Directory Service Integration...............................................................................1076 Concept: Directory Service Integration Data Mapping....................................................... 1078 FAQ: Directory Service Integration.....................................................................................1078 E-Verify.......................................................................................................................................... 1079 Concept: E-Verify Integration............................................................................................. 1079 Steps: Set Up E-Verify Integration..................................................................................... 1081 Setup Considerations: E-Verify Integration........................................................................ 1083 Complete Set Up and Upgrade Prerequisites for E-Verify Integration............................... 1086 Launch E-Verify Integration Manually................................................................................ 1087 Change E-Verify Account Password.................................................................................. 1089 Concept: Mass Resubmit Forms I-9 to E-Verify.................................................................1090 Image Upload................................................................................................................................ 1091 Steps: Set Up Integration to Load Worker Photos in Bulk................................................. 1091 Concept: Worker Photo Recommendations....................................................................... 1091 Inline Assessments........................................................................................................................1092 Steps: Set Up Inline Assessments Integration................................................................... 1092 Concept: Inline Assessments Integration........................................................................... 1093 Reference: Inline Assessments Integration XML Schema................................................. 1093 Kenexa Connectors....................................................................................................................... 1094 Steps: Set Up Kenexa Foundation Data Integration.......................................................... 1094 Steps: Set Up Kenexa User Provisioning Connector......................................................... 1095 Steps: Set Up Kenexa Hire Inbound Integration................................................................ 1095 Concept: Kenexa Connector.............................................................................................. 1096 Reference: Kenexa User Provisioning Attributes............................................................... 1098 Reference: Kenexa Hire Inbound Attributes.......................................................................1099 Kronos Workforce Timekeeper Outbound.....................................................................................1112 Steps: Set Up Integration for Kronos Employee Extract.................................................... 1112 Concept: Kronos Workforce Timekeeper Integration......................................................... 1113 Concept: Kronos Integration Data Mapping....................................................................... 1113 FAQ: Kronos Outbound Integration....................................................................................1114 LinkedIn Recruiter System Connect..............................................................................................1115 Steps: Set Up LinkedIn Recruiter System Connect Integration..........................................1115 Steps: Set Up LinkedIn Recruiter System Connect........................................................... 1115 Steps: Set Up Integration System for LinkedIn One-Click Export...................................... 1116 Steps: Set Up Outbound LinkedIn Recruiter System Connect...........................................1117 Steps: Set Up Inbound LinkedIn Recruiter System Connect Integration............................1118 Concept: LinkedIn Recruiter System Connect................................................................... 1119 Troubleshooting: LinkedIn Recruiter System Connect Integration..................................... 1120 Medicare Integrations.................................................................................................................... 1122 Steps: Set Up Medicare Integrations................................................................................. 1122 Concept: Medicare Integrations..........................................................................................1123 Okta............................................................................................................................................... 1123 Steps: Set Up Okta Integration.......................................................................................... 1123 Concept: Okta Integration...................................................................................................1124 Reference: Okta Integration Output Fields.........................................................................1127 Organization Inbound Connector.................................................................................................. 1127 Steps: Set Up Organization Inbound Connector................................................................ 1127 Concept: Organization Inbound Connector........................................................................ 1128 View Organization Inbound Connector Integration Audits..................................................1129 Reference: Organization Inbound Connector File Schema................................................ 1129 Salesforce.com Chatter................................................................................................................. 1134 Steps: Set Up Salesforce.com Chatter Integration............................................................ 1134 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | x Create Custom Report for Salesforce.com Chatter Integration..........................................1135 Concept: Salesforce.com Chatter Integration.....................................................................1136 Salesforce.com Worker Sync........................................................................................................ 1137 Steps: Set Up Salesforce.com Worker Sync Integration....................................................1137 Concept: Salesforce.com Worker Sync Integration............................................................1139 Reference: Salesforce.com Worker Sync Integration Fields.............................................. 1140 Skillsoft Integration........................................................................................................................ 1141 Steps: Set Up Skillsoft Integration..................................................................................... 1141 Concept: Skillsoft Integration..............................................................................................1142 Troubleshooting: Error When Syncing Course Data with Skillsoft Integration....................1143 Social Security Number Verification Service.................................................................................1144 Steps: Set Up Social Security Number Verification Service Integration............................. 1144 Concept: Social Security Number Verification Service Integration.....................................1144 Talent Profile Inbound Connector................................................................................................. 1145 Steps: Set Up Talent Profile Inbound Connector............................................................... 1145 Concept: Talent Profile Inbound Connector....................................................................... 1146 Reference: Talent Profile Inbound Connector File Schema............................................... 1146 Unistaff Connectors....................................................................................................................... 1152 Steps: Set Up Unistaff Foundation Connector................................................................... 1152 Steps: Set Up Unistaff Hire Inbound Connector................................................................ 1152 Concept: Unistaff Connectors.............................................................................................1153 Reference: Unistaff Hire Inbound Connector XML File Schema........................................ 1155 Worker Time Block Inbound Connector........................................................................................ 1198 Steps: Set Up Worker Time Block Inbound Connector......................................................1198 Set Up Worker Time Block Inbound Connector Integration Attributes............................... 1198 Concept: Worker Time Block Inbound Connector..............................................................1199 Reference: Worker Time Block Inbound Connector File Schema......................................1200 Student Connectors.............................................................................. 1203 National Student Clearinghouse Connectors................................................................................ 1203 Setup Considerations: National Student Clearinghouse Connectors................................. 1203 Steps: Set Up Integration to Export Student Degree Data.................................................1207 Steps: Set Up Integration to Export Student Enrollment Data........................................... 1209 Concept: National Student Clearinghouse Connectors...................................................... 1211 Reference: NSC Enrollment Reporting Outbound Connector............................................ 1215 Student Admissions Connectors................................................................................................... 1222 Steps: Set Up Integration to Import Student Admissions Data.......................................... 1222 Concept: Student Admissions Connectors......................................................................... 1224 Reference: Education Test Result Inbound Connector File Schema................................. 1225 Student Financial Aid Connectors.................................................................................................1229 Steps: Set Up Student Alternative Loan Integrations.........................................................1229 Steps: Set Up Student Financial Aid Data Integrations..................................................... 1230 Concept: Student Financial Aid Connectors...................................................................... 1232 Student Financials Connectors..................................................................................................... 1238 Steps: Set Up Integration for Student Financials Data...................................................... 1238 Concept: Student Financials Connectors........................................................................... 1238 Student Outbound Connector........................................................................................................1239 Steps: Set Up Student Outbound Connector..................................................................... 1239 Concept: Student Outbound Connector............................................................................. 1240 Reference: Student Outbound Connector File Schema..................................................... 1241 Student Records Connectors........................................................................................................ 1242 Steps: Set Up Integration to Export Student Transcripts................................................... 1242 Concept: Student Records Connectors..............................................................................1243 Reference: Student Transcript Connector File Schema.....................................................1243 Student Recruiting Connectors..................................................................................................... 1245 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | xi Steps: Set Up Integration for Student Recruiting............................................................... 1245 Concept: Student Recruiting Connectors........................................................................... 1246 Student Transaction Log Outbound Connector............................................................................ 1246 Steps: Set Up Integration to Export Student Transaction Log Data...................................1246 Reference: Student Transaction Log Outbound Connector File Schema...........................1247 The Common Application Inbound................................................................................................1248 Steps: Set Up Common Application Inbound Integration...................................................1248 Concept: The Common Application Inbound Integration....................................................1251 Third-Party Payroll Connectors............................................................1252 Setup Considerations: Payroll Interfaces...................................................................................... 1252 Concept: Find Your Third-Party Payroll Interface......................................................................... 1256 Third-Party Payroll Organizations................................................................................................. 1260 Steps: Establish Third-Party Payroll Organization............................................................. 1260 Create External Payroll Organization Type........................................................................ 1260 Assign Roles to External Payroll Organization...................................................................1261 Create External Payroll Reorganization............................................................................. 1261 Create External Payroll Company...................................................................................... 1262 Create Superior Payroll Organizations...............................................................................1263 Third-Party Payroll Pay Groups.................................................................................................... 1264 Steps: Create and Assign Third-Party Payroll Pay Groups................................................1264 Create or Edit Period Schedule for Payroll Interface......................................................... 1265 Create Pay Group for Third-Party Payroll.......................................................................... 1267 Assign Pay Group to Payroll Company..............................................................................1269 Assign Pay Group to Employee......................................................................................... 1269 Manage Payroll Integration System for Pay Group............................................................1270 Third-Party Payroll Earnings and Deductions............................................................................... 1271 Steps: Define Third-Party Payroll Earnings and Deductions..............................................1271 Manage External Payroll Earnings..................................................................................... 1271 Manage External Payroll Deductions................................................................................. 1274 Manage External Payroll Input for Worker......................................................................... 1276 Concept: External Payroll Inputs........................................................................................ 1277 Third-Party Payroll Concepts........................................................................................................ 1279 Concept: Workday Payroll Interfaces................................................................................. 1279 Concept: Multiple Pay Groups in Payroll Integrations........................................................1279 Reference: Payroll Integration Output and Audit Files....................................................... 1280 Reference: Workday Payroll Interface Terms.................................................................... 1283 External Vendor Mapping and Associations................................................................................. 1284 Create External Payroll Vendor Mapping...........................................................................1284 Maintain Pay Group Vendor Associations..........................................................................1285 Payroll Effective Change Interface Connector.............................................................................. 1286 Setup Considerations: Payroll Effective Change Interface.................................................1286 Concept: Payroll Effective Change Interface......................................................................1290 Concept: Payroll Effective Change Interface Change Detection........................................ 1294 Concept: Payroll Effective Change Interface Audit Report................................................ 1297 Concept: Merge Integration Outputs.................................................................................. 1297 Concept: Entry Dated vs. Effective Dated Transactions.................................................... 1298 Concept: PECI Transaction Logs....................................................................................... 1303 Steps: Set Up Payroll Effective Change Interface............................................................. 1304 Steps: Set Up Frequent Integration Runs for Payroll Effective Change Interface.............. 1306 Steps: Automatically Update Worker Last Successful Run Date for Ad Hoc Integrations.. 1307 Steps: Manually Update Worker Last Successful Run Date for Ad Hoc Integrations......... 1308 Set Up Payroll Effective Change Interface Integration Services........................................ 1309 Configure Payroll Effective Change Interface Integration Attributes and Maps.................. 1311 Test Payroll Effective Change Interface Field Overrides................................................... 1324 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | xii Steps: Configure Merge Integration Outputs......................................................................1325 Merge Integration Outputs..................................................................................................1326 Reference: Correctable and Rescindable Business Processes for Payroll Effective Change Interface........................................................................................................... 1327 Reference: Data Sections for Payroll Effective Change Interface......................................1328 Reference: File Schema for Payroll Effective Change Interface........................................ 1355 Reference: Staffing Events in Payroll Effective Change Interface Extracts........................1379 Reference: Third-Party Payroll Reporting...........................................................................1384 FAQ: Payroll Effective Change Interface........................................................................... 1385 Troubleshooting: Compensation-Related Changes with PECI........................................... 1386 Troubleshooting: One-Time Payments with PECI Integration............................................ 1387 Troubleshooting: PECI Didn’t Report a Time Tracking Entry.............................................1389 Troubleshooting: Performance Issues in PECI.................................................................. 1390 Payroll Interface Connector...........................................................................................................1393 Steps: Set Up Workday Payroll Interface...........................................................................1393 Steps: Create Third-Party Payroll Integration.....................................................................1394 Steps: Set Up Payroll Integration System..........................................................................1394 Select Fields for Payroll Extract......................................................................................... 1398 Configure Payroll Interface Attributes and Maps................................................................1398 Add Custom Fields to Payroll Integration...........................................................................1409 Launch or Schedule Payroll Integration............................................................................. 1410 Concept: Payroll Interface Workflow.................................................................................. 1414 Concept: Payroll Interface Change Detection.................................................................... 1415 Concept: Multiple Positions in Payroll Interface................................................................. 1418 Concept: ADP PayForce V2 Integration Testing................................................................1419 Concept: Pay Data Integration with Workday Payroll Interface..........................................1420 Reference: Staffing Events in Payroll Interface Extracts....................................................1421 Reference: Data Sections for Payroll Interface.................................................................. 1423 Reference: Payroll Interface Connector Versions.............................................................. 1439 Reference: Payee Data Validation and Error Handling......................................................1441 FAQ: Time Tracking Entries for Payroll Interface.............................................................. 1442 Troubleshooting: Payroll Interface...................................................................................... 1442 Worker Effective Change Interface............................................................................................... 1446 Setup Considerations: Worker Effective Change Interface................................................ 1446 Steps: Set Up Worker Effective Change Interface.............................................................1449 Steps: Set Up Frequent Integration Runs for Worker Effective Change Interface..............1451 Configure Worker Effective Change Interface Integration Attributes and Maps................. 1452 Test Worker Effective Change Interface Field Overrides...................................................1457 Concept: Worker Effective Change Interface..................................................................... 1458 Reference: Staffing Events in Worker Effective Change Interface Extracts....................... 1460 Reference: Data Sections for Worker Effective Change Interface..................................... 1462 Troubleshooting: Performance Issues in WECI................................................................. 1486 Local Payroll Data......................................................................................................................... 1490 Steps: Set Up Local Payroll Data...................................................................................... 1490 Concept: Local Payroll Data...............................................................................................1491 Event-Driven Integration................................................................................................................ 1492 Setup Considerations: Event-Driven Integration for Third-Party Payroll.............................1492 Steps: Set Up Event-Driven Integration for Third-Party Payroll......................................... 1494 Steps: Set Up API Client for Event-Driven Integration Payroll Vendor Response.............. 1496 Steps: Add Event-Driven Integration for Third-Party Payroll Steps to Business Processes...................................................................................................................... 1497 Concept: Event-Driven Integration for Third-Party Payroll................................................. 1499 Troubleshooting: Event-Driven Integration for Third-Party Payroll..................................... 1501 Troubleshooting: Event-Driven Integration for Hires.......................................................... 1502 Troubleshooting: Event-Driven Integration for Terminations.............................................. 1503 Payroll Interface Configurable Output........................................................................................... 1504 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | xiii Setup Considerations: Payroll Interface Configurable Output............................................ 1504 Steps: Set Up Payroll Interface Configurable Output.........................................................1506 Create a Payroll Interface Configurable Output Layout..................................................... 1507 Create a Payroll Interface Configurable Output Definition................................................. 1508 Payroll Interface Integration Command Center.............................................................................1509 Setup Considerations: Payroll Interface Integration Command Center.............................. 1509 Steps: Set Up Payroll Interface Integration Command Center...........................................1512 Create Integration System User for ICC............................................................................ 1513 Steps: Configure Payroll Interface Integration Command Center...................................... 1514 Configure Data Transferring Activity.................................................................................. 1516 Concept: Payroll Interface Integration Command Center...................................................1517 REST API External Tax Documents............................................................................................. 1519 Steps: Set Up REST API External Tax Documents...........................................................1519 External Payroll Results Inbound Integration................................................................................1520 Steps: Set Up External Payroll Results Inbound Integration..............................................1520 Set Up External Pay Component Groups.......................................................................... 1522 Steps: Enable Self-Service for External Payroll Results.................................................... 1523 Concept: External Payroll Results Inbound Integration......................................................1523 Reference: External Payroll Results Inbound File Schema................................................1525 Troubleshooting: External Payroll Results Inbound Integration..........................................1528 Global Payroll Results................................................................................................................... 1529 Steps: Set Up Global Payroll Results............................................................................... 1529 Reference: Global Payroll Results Reports...................................................................... 1529 REST API External Payslips......................................................................................................... 1530 Setup Considerations: REST API External Payslips.......................................................... 1530 Steps: Set Up REST API External Payslips.......................................................................1532 Set Up Historical External Payslips.................................................................................... 1533 Reference: External Payslips Access Through REST APIs............................................... 1534 Import External Payslips Integration............................................................................................. 1535 Steps: Set Up Import External Payslips Integration........................................................... 1535 Reference: Import External Payslips Files......................................................................... 1537 External Payroll Documents.......................................................................................................... 1540 Setup Considerations: External Payroll Documents...........................................................1540 Steps: Set Up External Payroll Documents Integration......................................................1544 Set Up Self-Service for External Payroll Documents......................................................... 1547 Set Up External Payroll Document Types..........................................................................1547 Set Up Contextual Security for External Payroll Documents............................................. 1549 Upload Individual External Payroll Documents.................................................................. 1550 Steps: Print Multiple External Payslips...............................................................................1552 Concept: External Payroll Documents................................................................................1553 Reference: External Payroll Documents File Schema....................................................... 1554 Reference: External Payroll Documents Comparison........................................................ 1561 Third-Party Payroll Errors Collaboration....................................................................................... 1562 Steps: Set Up Third-Party Payroll Errors........................................................................... 1562 Assign Third-Party Payroll Errors....................................................................................... 1564 Review Assigned Third-Party Payroll Errors...................................................................... 1565 Global Payroll Reconciliation.........................................................................................................1566 Setup Considerations: Global Payroll Reconciliation......................................................... 1566 Steps: Set Up Global Payroll Reconciliation...................................................................... 1569 Steps: Set Up Global Payroll Reconciliation Administration...............................................1572 Set Up Information to Reconcile........................................................................................ 1573 Assign Global Payroll Reconciliation Items........................................................................ 1575 Review Assigned Reconciliation Items...............................................................................1576 Concept: Global Payroll Reconciliation.............................................................................. 1577 Troubleshooting: Global Payroll Reconciliation Configuration............................................1577 Troubleshooting: Global Payroll Reconciliation Results..................................................... 1578 ©2024 Workday, Inc. All rights reserved Workday Proprietary and Confidential  | Contents | xiv Workday Payroll Connectors............................................................... 1581 ADP Check Print Integration......................................................................................................... 1581 Steps: Set Up ADP Check Print Integration.......................................................................1581 Set Up Banking for ADP Check Print Integration...............................................................1583 Concept: ADP Check Print Integration...............................................................................1584 Reference: ADP Check Print Integration Data Sections.................................................... 1585 Australian Superannuation (SuperStream) Integration................................................................. 1593 Steps: Set Up SuperStream Integration.............................................................................1593 Concept: SuperStream Integration..................................................................................... 1594 Australian Taxation Office STP Integration...................................................................................1594 Steps: Set Up ATO STP Integration.................................................................................. 1594 Concept: ATO STP Integration...........................................................................................1594 Canada Annual Tax Filing Integrations.........................................................................................1595 Steps: Set Up Canadian Revenue Agency T4 Integration................................................. 1595 Steps: Set Up Canadian Revenue Agency T4A Integration...............................................1596 Steps: Set Up Canadian Revenue Agency NR4 Integration.............................................. 1596 Steps: Set Up Revenue Agency Quebec RL-1 Integration................................................ 1597 Steps: Set Up Revenue Agency Quebec RL-2 Integration................................................ 1597 Concept: Canada Annual Tax Filing Integrations.......................................