About this integration
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.
Setting up the Workday integration
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. Confirm the setup by clicking 'Update & Synchronize'.
If you enable the option 'Automatically reactivate Leapsome accounts of employees that are marked as active in the source system', Leapsome will automatically reactive a user once the status in Workday of that user got changed back to 'active‘.
Frequently Asked Questions
Can I delete data in Leapsome through the integration? (e.g. by removing data from a field like 'Department' in the Workday report)
No. Leapsome will update data in a field automatically, as soon as the data in the report has changed. However, this is not the case if there is no data in the respective field in the report.
Can I sync more Workday attributes than those listed above with Leapsome?
Yes. Please contact Leapsome Support to help set this up. Please let us know the name of the Workday attribute you want to include in the sync as well as the name of the target attribute (Level, Team, Custom Attribute) that it should represent in Leapsome. In case your target value in Leapsome is a Custom Attribute, please also share the ID of that attribute with us. The ID can be found when editing a Custom Attribute in 'Users & Teams'.
How often does the synchronization run?
The data will be updated every 24 hours. However, you can also trigger a synchronization manually by visiting your Workday integrations settings in Leapsome and clicking 'Update & Synchronize'.
Can I exclude certain people from the integration?
Yes. As only the people that are included in your Workday report will be synchronized with Leapsome, you just have to make sure that the people that you want to exclude are not listed in the report.
The properties I have in Workday are not named exactly as required here. How can I edit them?
The properties need to be formatted exactly as stated in the table above for Leapsome to be able to process the data. You can rename the properties when building the report to match this format.