With our Workday integration, you can automatically synchronize your Workday userbase with Leapsome - new employees will be added automatically, and leaving employees will be offboarded automatically.
If you want to provision your employee data from Workday, please follow these steps:
- In Workday, create an integration system user (ISU) with a dedicated username and a password. Please make sure that the password never expires - this can be done via the Maintain Password Rules task in Workday.
- In Workday, set up a custom report with the following properties (exact naming and capitalization is important):
Property Name Description / Possible values employeeID Workday ID of the user primaryWorkEmail Email address, e.g. "email@example.com" firstName First name, e.g. "Peter" lastName Last name, e.g. "Pan" businessTitle Job title of the user, e.g. "Senior CSM" activeStatus "1" for active users, "0" for deactivated / terminated users managerID Workday ID of the manager of the user hireDate Hire date, e.g. "2018-10-01" terminationDate Termination date, e.g. "2020-01-01" dateOfBirth Date of birth, e.g. "1985-10-01" gender "Male", "Female" or "Not declared" location Office location, e.g. "New York" department Department, e.g. "Marketing"
The report should contain both active and terminated employees. We will automatically request a report in JSON format. Consider removing the terminated employees in the payload once they reach a certain criteria (e.g. include them only 14 days after their termination date. This can be done in the filter criteria in the custom report).
When created, make sure your ISU can access the report (transfer the ownership of the report to the ISU) via an exposed interface and note down the URL of the report.
- In Leapsome, activate the integration by providing the URL to your custom report and the username and password of your ISU.