HTS can integrate with Workday to allow you to easily import your employees into the HTS platform. This integration leverages custom reports within Workday that are configured as web services.
This integration works as a one-way data stream from your Workday implementation to HTS. You will create a custom report with the desired demographics and enable it as a web service so that HTS can continuously fetch the report over HTTPS in the JSON format. This allows HTS to import both users and team into the platform.
Navigate to Create Custom Report within your workday instance
Select Report Type: Advanced
Check Enable As Web Service
Select data source and continue
The report that you generate must have the following fields:
email
first_name
last_name
title
workday_id
sso_id
preferred_pronouns
Note: The preferred pronouns field must be an integer, with 0 corresponding to "he/him", 1 corresponding to "she/her", and 2 corresponding to "they/them". If you do not have pronoun information, you can map employee sex/gender in the same way: 0 for male, 1 for female, 2 for gender non-binary.
Additionally, if you would like HTS to build teams from the imported data, you must include the following fields
manager_workday_id
manager_email
Once you have finished setting up your demographics and the required fields, find the URL from Web Service > View URLS and select the JSON format report.
Next, log in to your HTS admin account and navigate to configuration panel at https://app.humareso.com/admin/config
From the left-hand menu, select Integrations and then Workday
Fill in the form with URL being the URL of report in the JSON format, and Username/Password being Workday credentials with sufficient permissions to access the report.
If you want HTS to attempt to generate teams based off of the report, check Import Teams. When this option is checked, HTS will attempt to scan the report for a matching manager given a user's "manager_email". If this manager already exists in HTS, the user will be added to the manager's team. If the user does not yet exist in HTS, but does exist in the report, the manager will be created along with a team, and the user will be added to that team. If the manager does not exist within the report or within HTS, the user will not be assigned to a team,
When you're finished, click Save Workday Details
Once the account details have been added, you can immediately import users using the Import Users button.
You can also select Sync Nightly, and HTS will fetch the report each night and add new users to the platform.