Before you start

⚠️ Note: you will need to work with your internal Workday specialist, or a support contact at Workday, to generate reports that are used to integrate with People Analytics.

🚧 Caveat: third-party services and platforms may change the layout of their user interface and render this guide obsolete. We do our best to keep it up to date, but if you notice any discrepancies, just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist. We will make the updates accordingly.

Overview

You can connect your Workday and People Analytics accounts using Workday’s “Reports as a Service” (RaaS) API facility. The integration lets you import all employee data from Workday into People Analytics and then keep the data up to date with automated daily syncs.

The set-up requires you to create and configure an Integration System user and a User-based Security Group. Once that’s done, you’ll create custom reports and expose them as a service.

Step 1: Create an Integration System User

Go to Account Admin > Integrations > Workday > Set up Integration
In the search bar at the top of the screen, search for “Create Integration System User” and select the matching task in the box below. A Create Integration System User dialog will open.
Enter the required data
1. Choose a User Name that describes the integration, such as peopleanalytics_isu. Remember the name because you will need it later.
2. Choose a secure New Password and confirm it in the New Password Verify field.
3. Check the Do Not Allow UI Sessions checkbox.
Click OK to submit.

The Integration System User will now be created.

Next, you need to create a Security group for the newly created user. This security group will reflect the access rights for the integration (which fields are accessible).

Step 2: Create a User-based Security Group

⚠️ Note: depending on your needs, you can either create an Unconstrained or a Constrained Security Group. People Analytics can work with either one. If you’re not sure which to choose, please reach out to your internal experts or Workday’s customer support.

In the search bar at the top of the screen, search for “create security group” and select the matching task in the box below. A Create Security Group dialog will open.
Enter the required data.
1. For Type of Tenanted Security Group, choose Integration System Security Group
2. Choose a Name that describes the integration, such as peopleanalytics_sg
Click OK. An Edit Integration System Security Group dialog will open
For Integration System User, choose the user you created earlier (peopleanalytics_isu)
Click OK

Step 3: Create one or more Custom Reports and expose them as a service

Click Reporting and Analytics
Click Create Custom Report and enter the required fields
Check the Web Service Enable checkbox
For each report you need, do the following:
1. A report for Worker data
  1. Add all of the columns that need to be exposed via the Report (see the section below for People Analytics supported fields)
  2. Transactional data regarding PTO
  3. Transactional data regarding job, unit, location etc. changes in the organization
Under the Share tab, make sure to share with Authorized Users (which is the user created in step 1)
Once you’re done with the reports, note the URLs and parameters for each one
Click Actions → Web Services → View URLs
Set the required parameters (if any)
On the next screen, copy the link to JSON

Out-of-the-box metrics generated from imported Workday data

The following metrics will appear immediately in your People Analytics Stories and Chapters after you connect Workday.

Diversity

Headcount

Leadership

Rewards

Turnover

💬 Need further help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.