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Workday import

Abstract

Connect your Symon.AI and Workday accounts to import your data.

Connect your Symon.AI and Workday accounts to import your data.

Before you begin

Before you can create a connection between Symon.AI to import data from Workday, you will need a Workday account.

Workday domain name

During the import process, you will have to enter your Workday domain name. To find your domain name, follow these steps:

  1. Sign into your Workday account.

  2. Search for Public Web Services.

  3. Select Public Web Services to view a list of all services.

  4. Select the menu (...) for one of the web services. For example, Absence Management (Public).

  5. Select Web Service > View WSDL.

  6. Scroll to the end of the page to find the WSDL URL, with the following format: https://domain.workday.com/ccx/service/tenant_name/service_name/version

    For example the URL could be https://wd2-impl-services1.workday.com/ccx/service/my_company/Absence_Management/v37.0, making the domain name wd2-impl-services1.

  7. Copy the domain name to use when configuring the Workday import connector.

Supported data sources

This connector can import Worker data from your Workday account.

Import

With the correct permissions in place, you can now import your data into Symon.AI.

Importing data

  1. In Symon.AI, go to the Data tab.

  2. Click Import data.

  3. In the Third party sources section, click Workday.

  4. Click New connection.

  5. On the Connect to your Database page, enter the following information to connect:

    Table 24. Workday connector

    Field

    Description

    Connector name

    The name of the connection.

    Domain

    The Workday domain name. Learn more...

    Tenant

    The Workday tenant.

    Username

    The user name to access the connection.

    Password

    The password to access the connection.

    Country Code

    The country code for the data.

    Exclude Inactive Workers

    The option to exclude inactive workers.

    Exclude Contingent Workers

    The option to exclude contingent workers.



  6. On the Choose data sets page, select the set of data to include. Click Next.

  7. On the Import data page, review your data and select the data to obfuscate (if any). Click Next.

  8. On the Filter data page, optionally click Filter data to refine your data, or click Import data to continue.

    1. Filter the rows in your data by selecting the column to filter, the filter category and the value or text.

    2. Click Import data to continue.

    Note

    For more information about how to configure data filters, see: Filter data.

  9. On the Review page, review the data sets that you are importing.

  10. Click Import data.

    The data is available on the My Data page.

Usage examples

After creating the connection, you will be presented with the first 500 columns from your Workday Worker table. Column name prefixes that show are abbreviated. For example, in the column name PD.ND.LND.NDD.Formatted_Name, prefix PD.ND.LND.NDD is a short form of Personal_Data.Name_Data.Legal_Name_Data.Name_Detail_Data.

Note

The last part representing the actual column name (Formatted_Name) stays in full format.

You can search for and select the specific columns that you want to analyze, complete the configuration steps, and start the import. Shortly after, your data is available in Symon.AI , where you can view it and start analyzing it in a pipe.

Security and privacy

We use standard username and password authentication practices to connect with Workday, and securely store encrypt passwords.

Error handling

The following errors may appear during the import process:

Table 25. Workday import errors

Error

Description

Solution

Invalid username or password

There is an incorrect username or password.

To fix this error, enter the correct username or password.

We were not able to establish connection to specified domain "{domain}.

There is an incorrect domain name.

To fix this error, enter the correct domain name. Learn more...

Import failed with the following error: message.

Import failed.

To fix this error, follow the error message for information.



Note

You will need to edit your connection, or create a new one, with the correct credentials to import from Workday Worker.