You can export job descriptions to Workday.
Overview
Workday clients seamlessly integrate with JDXpert using a combination of web services and secure file transfer.
Job profiles and roles (or positions) can be imported and exported using Workday web services. This allows the real-time exchange of data.
JDXpert imports job profiles and roles from EIB Workbooks. This manually exports data from Workday and imports it into the system.
JDXpert exports job description data in EIB format and these XML workbooks can be imported into Workday manually or by defining a scheduled task.
Reference tables in Workday are downloaded using web services and saved as system choice lists. These are essential for data exchange since most of the Workday content is based on reference IDs. These can be updated on demand.
Supervisory organizations and compensation grade profiles are downloaded on demand from Workday and key values are saved in an Excel file, which can be used in the JDXpert form editor.
Other objects such as job families and job classifications are also downloaded on demand and saved in an Excel file. These objects may contain more data than just the reference IDs.
JDXpert can import data by executing Reports-as-a-Service (RaaS), an optional add-on. This allows customer-defined data structures to be used by JDXpert.
Workday object overview
The relation between the Workday and JDXpert objects is shown in the following table:
Workday Object | JDXpert Object |
|---|---|
Job Profile | Job Description – usually corresponds to a parent job if Workday Position Management is used. |
Position | Job Description – usually corresponds to a child job. Positions are only relevant when Position Management is used in Workday. |
Reference IDs | System choice lists, with names matching the reference tables in Workday. |
Job Family | Job Family |
Compensation Group Profile (optional) | Excel Workbook (JD Form Vlookup table) |
Compensation Grades (optional) | Excel Workbook (JD Form Vlookup table) |
Employee | Employee |
Web API calls used
The following web API calls are used:
Web Service | Function | Usage Notes |
|---|---|---|
Recruiting | Create_Position | Creates a position in Workday from a child job description in JDXpert. This transaction in Workday may require additional approval steps |
Recruiting | Get_Positions | Download positions to JDXpert using transaction date range. Positions can be excluded using business rules. Generally create child jobs from WD positions. |
Staffing | Edit_Position_Restrictions | This is used to update positions in Workday. Positions are usually mapped to child jobs in JDXpert and the job profiles are usually mapped to parent jobs. |
Integrations | Get_References | This method is used to import reference IDs into JDXpert from Workday. Only reference IDs related to job profiles and positions are imported. |
Compensation | Get_Compensation_Grades | Used to import compensation grades and grade profiles from an Excel workbook structure in JDXpert. This workbook can be used in the JDX Form editor to get minimum and maximum ranges using vlookup. |
Human_Resources | Get_Job_Families | Used to import job families into JDXpert. |
Human_Resources | Get_Job_Classification_Groups | Used to import job classification objects into JDXpert. These are converted to Excel file and used in the job description editor. |
Human_Resources | Put_Job_Profile | Creates or updates a job profile in Workday. The job profile can be based on a parent or independent job in JDXpert. Business rules can restrict this to update only. |
Human_Resources | Get_Job_Profiles | Downloads job profiles to JDXpert using date criteria. Job profiles can be excluded using business rules. |
RaaS (Custom Reports) | Varied | JDXpert can execute Reports-as-a-Service to import custom data structures. |
Workday security settings
JDXpert requires an ‘integration’ user account in Workday. This account must have a limited set of security rights to execute the web services. The following image shows the security settings in Workday:
The client should provide the following details for the user account credentials (from Workday):
ISU user name example: ISU_JDxpert@client_tenant_name
ISU password
WSDL (API call URL, it will also provide the tenant/entity and the EIB version)
For further information on finding the Workday integration URL, refer to the following article, “https://hrtms.atlassian.net/wiki/pages/resumedraft.action?draftId=2008514565.”
The following security settings are recommended for Workday:
Operations | Domain Security | Functional Areas |
|---|---|---|
Get and Put | Job Information | Jobs and Positions |
Get and Put | Job Profile View | Jobs and Positions |
Get Only | Special OX Web Services | Implementations |
Get Only | Integration Build | Integration |
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