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Varicent ELT Assistant

Workday Reports-as-a-Service import

Connect your Varicent ELT and Workday Reports-as-a-Service (RaaS) accounts to import your data.

Before you begin

Before you can import your data using Workday Report-as-a-Service, there are some steps to complete in Workday. Ensure that you complete the following steps to work with Varicent ELT:

  • Set the report options:

    In the Create Custom Report page, set your Workday report type to Advanced and select the Enable as Web Service option.

  • Locate the Report URL:

    In the View Custom Report page, click the menu beside the report name, then select Web Service > View URLs. Right-click on REST Workday XML and then select Copy.

To build a Workday connection, you must provide the endpoint of the JSON report and the credentials of the integration system user's username and password that has been granted access to the custom report's endpoint.

Supported authentication methods

The Workday import connector supports two authentication methods to connect your Varicent ELT and your Workday accounts: Basic (ISU username and password) and OAuth 2.0 (Workday API Client).

The Basic (ISU username and password) authentication method requires you to enter your username and password to access Workday.

The OAuth 2.0 (Workday API Client) authentication method requires you to configure steps in your Workday account prior to connecting with Varicent ELT. Register your API client in Workday to obtain a Client ID and Client Secret. During registration, set the refresh tokens to never expire. Finally, ensure that you have all of the functional scope areas granted in Workday to pass the information between Workday and Varicent ELT. Learn more about Configurations to use Workday HR SOAP OAuth.

Supported data sources

This connector can import Reports-as-a-Service (RaaS) data from your Workday account. Your Workday account needs the Raas feature enabled.

To configure a compatible report with Workday, see Workday configuration.

Import

With the correct permissions in place, you can now import your data into Varicent ELT.

Importing data

  1. In Varicent ELT, select the Data module from the sidebar navigation pane.

  2. Click Import data.

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

  4. Click New connection.

  5. On the Connect to your database page, under Connection name, optionally enter the name of the connection.

  6. Under Authentication, select the type of authentication from the drop-down list: Basic (ISU username and password) or OAuth 2.0 (Workday API Client)

    • Basic (ISU username and password):

      • Under Username, enter the user name to access the connection, such as testUser@tenantTest.

        Note

        The username consists of username@tenant_name. For example, if the username is testUser, and the tenant name is tenantTest, the username that needs to be entered is testUser@tenantTest.

      • Under Password, enter the password to access the connection.

    • OAuth 2.0 (Workday API Client):

      • Under Client ID, enter the Workday Client ID to identify your Workday account.

      • Under Client Secret, enter the Workday Client Secret to identify and authenticate your Workday account.

      • Under Token endpoint URL, enter the Workday URL.

      • Under Token endpoint client authentication, select the authentication method to identify the authorization to request an access token:

        • HTTP Basic (Authorization header): Securely call and receive your custom reports from Workday through a URL.

        • Form body (client_id and client_secret): Authenticate with your client ID and secret.

      • Under Scopes, optionally select the functional areas.

      • Under Refresh token, enter the integer that specifies how long the refresh token is valid for in seconds. This value is used to periodically expire the refresh token.

  7. Under Password, enter the Workday password to access the connection, and then click Next.

  8. On the Connect to your Report page, under Report URL, enter the URL to the Workday XML REST link for the report that you want to extract, such as https://<host>/ccx/service/customreport2/<tenant>/<username>/<report_name>

    The URL follows the following format: https://wd2-impl-services1.workday.com/ccx/service/customreport2/mycompany/ISU_Integration_User/My_Custom_Report.

    • Host: The Workday environment endpoint. For example, wd2-impl-services1.workday.com.

    • Tenant: Your organization's Workday tenant name. For example, mycompany.

    • Username: The Workday account of the user who owns or created the custom report. For example, ISU_Integration_User.

    • Report name: The name of the custom report in Workday. For example, My_Custom_Report.

  9. Under Report name, enter the name of the Workday stream for the report, and then click Next.

  10. On the Choose data sets page, the data sets load. After they load, you'll be redirected to the next step.

  11. On the Import data page, review your data and select the data to obfuscate (if any), select Keep out of bound dates to maintain any dates outside the date range, and then click Next.

    Note

    You cannot edit the Column type in the data set as it is set in Workday.

  12. 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.

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

  14. Click Import data. The data is available on the My Data page.

Usage examples

After creating the connection, you will be presented with the columns from your Workday RaaS table.

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 will be available in Varicent ELT, where you can view and start analyzing your data in a pipe.

Security and privacy

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

Error handling

The following errors may appear during the import process:

Table 24. Workday RaaS import errors

Error

Description

Solution

Invalid username or password. Please update your connection credentials and try again.

There is an invalid username or password.

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

Invalid report URL

There is an invalid report URL.

To fix this error, enter the correct report URL.

Error from Workday: ${error details}

There is a Workday internal server error.

To fix this error, see your Workday account. This is a Workday error.

Import failed with the following error: message.

Import failed.

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