You can configure the Workday housekeeping remote task to import profiles, reference IDs, job family groups, grades, and positions from Workday and create system choice lists.

To create a Workday Housekeeping remote task

Create a new remote task with the following step type:

WorkdayHousekeeping

To download all reference IDs

Select All Reference IDs check box in the Downloads section:

Click the Edit icon and enter the filter expression:

This expression filters the reference IDs for download.

To download all profiles

Select the Download Profiles checkbox:

In the Prior Days Range box, specify the number of days to filter profiles based on their last update. Only profiles updated within this range will be included.
Select these options:

Import New Profiles – To import the new profiles
Update Matched Profiles – To update the matched profiles

To download all positions

Select the Download Positions checkbox.

In the Prior Days Range box, specify the number of days to filter positions based on their last update. Only positions updated within this range will be included.
Select these options:

Import New Positions – To import the new positions
Update Matched Positions – To update the matched positions

To download job family groups

Select the Download Job Family Groups checkbox.

Select the following options:

Update Job Family Group/Sub-Families – To update the job family group and sub-families
Update Job Family Group/Sub-Family Descriptions – To update the job family group and sub-family descriptions
Create System Choice Lists – To create system choice lists

To enable or disable the Download Job Family Groups option

Click Workday Settings.

This displays the following screen:

Set the IsJobFamliyGroupMode property to False.

Click Save and Close.

Similarly, set the IsJobFamliyGroupMode property to True to enable this option.

To download grades and profiles

Select the Download Grades and Profiles checkbox.

Select the following options:

Update Compensation Grade Workbooks – To upgrade the compensation grade workbooks
Create System Choice Lists – To create system choice lists

To download supervisory organizations and create system choice lists

Select the Download Supervisory Organizations & Create System Choice List checkbox to download supervisory organizations and create system choice lists.

A supervisory organization (or "sup org") in Workday defines the management hierarchy. It's crucial for managing positions and staffing, as it controls workers and triggers business process approvals. Because sup orgs integrate with almost all Workday functionalities, organizations can build adaptable structures to meet their unique business requirements. This task downloads the supervisory organizations and creates a system choice list from the downloaded data.

To upload compensation grades to Workday

Select the Upload Compensation Grades to Workday checkbox to upload the compensation gardes.

Select the Cancel Upload if Validation Errors Exist with Workbook checkbox to cancel the upload process if there are validation errors within the workbook.

Workday Housekeeping Remote Task