Integrating with Workday in Pequity (via RaaS) – Pequity

Pequity reads employee data from Workday to populate employee data and org structure for Pequity Compensation Cycles, People Insights, Peer Medians, and Pay Reporting.

Step 1: Create Integration System Security Group in Workday

Access the Create Security Group task and create an Integration System Security Group.
To grant the security group access to the domains required by your integration, perform the following steps for each domain:
- Access the View Domain report and find the domain.
- Select Domain > Edit Security Policy Permissions.
- Add the security group that you created in Step 1 to the Integration Permissions and select Get
- Access the Activate Pending Security Policy Changes task and activate the changes that you made in the previous step.

Once the Integration System Security Group has been created, you’ll need to provide the following rights to the group:

Domain Rights for the Security Group
Domain Rights for User-Based Security Group Entitlement (Get rights)

Domain Rights for the Security Group

Domain Rights	Description
Job Information	This will retrieve employee job details like title and department. Select the Get option for this right.
Manage: Location	This will retrieve employee location. Select the Get option for this right.
Manage: Organization Integration	This will retrieve org information. Select the Get option for this right.
Person Data; Gender	This will retrieve employee gender details for internal analytics. Select the Get option for this right.
Person Data: ID Information	This will retrieve employee personal details like name, email, and employee ID. Select the Get option for this right.
Worker Data: All Positions	This will retrieve position details. Select the Get option for this right.
Worker Data: Current Job Profile Information	This will retrieve job profile information. Select the Get option for this right.
Worker Data; Organization Information	This will retrieve org information. Select the Get option for this right.

Domain Rights for User-Based Security Group Entitlement

Domain Rights	Description
User-Based Security Group Entitlement	Select the Get option for this right. This allows Pequity to retrieve the domain information.

Here’s the data structure Pequity is looking to read from Workday

Note: You can configure your report to send more or less data to Pequity depending on the product area you are using.

Employees
{
  "id": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "remote_id": "19202938",
  "employee_number": "2",
  "company": "8d9fd929-436c-4fd4-a48b-0c61f68d6178",
  "first_name": "Jane",
  "last_name": "Doe",
  "display_full_name": "Jane Doe",
  "work_email": “jane@test.dev",
  "personal_email": "jane@gmail.com",
  "employments": [
    "17a54124-287f-494d-965e-3c5b330c9a68"
  ],
  "home_location": "d2f972d0-2526-434b-9409-4c3b468e08f0",
  "work_location": "9efbc633-3387-4306-aa55-e2c635e6bb4f",
  "manager": "0048ea5b-911e-4dff-9364-92070dea62ff",
  "team": "249c9faa-3045-4a31-953b-8f22d3613301",
  "gender": "FEMALE",
  "ethnicity": "AMERICAN_INDIAN_OR_ALASKA_NATIVE",
  "marital_status": "SINGLE",
  "date_of_birth": "1990-11-10T00:00:00Z",
  "hire_date": "2020-10-10T00:00:00Z",
  "start_date": "2020-10-11T00:00:00Z",
  "employment_status": "INACTIVE",
  "termination_date": "2021-10-12T00:00:00Z",
  "avatar": "http://alturl.com/h2h8m",
  "remote_data": [
    {
      "path": "/people",
      "data": [
        "Varies"
      ]
    }
  ],
  "custom_fields": {}
}
Employments
{
  "id": "65d8ffd0-211b-4ba4-b85a-fbe2ce220982",
  "remote_id": "19202938",
  "employee": "0958cbc6-6040-430a-848e-aafacbadf4ae",
  "job_title": "Software Engineer",
  "pay_rate": "80000.00",
  "pay_period": "YEAR",
  "pay_frequency": "BIWEEKLY",
  "pay_currency": "USD",
  "flsa_status": "EXEMPT",
  "effective_date": "2020-10-06T18:42:34Z",
  "employment_type": "FULL TIME",
  "remote_data": [
    {
      "path": "/jobs",
      "data": [
        "Varies"
      ]
    }
  ]
}
Locations
{
  "id": 123,
  "remote_id": "93018402",
  "name": "NYC Office",
  "street_1": "2920 Broadway",
  "street_2": "2nd Floor",
  "city": "New York ",
  "state": "NY",
  "zip_code": "10027",
  "country": "USA",
  "remote_data": [
    {
      "path": "/locations",
      "data": [
        "Varies"
      ]
    }
  ]
}
Payroll Runs
{
  "id": "37336947-b3d4-4a4c-a310-ab6ab510e079",
  "remote_id": "19202938",
  "run_state": "PAID",
  "run_type": "REGULAR",
  "start_date": "2020-11-08T00:00:00Z",
  "end_date": "2020-11-15T00:00:00Z",
  "check_date": "2020-11-15T00:00:00Z",
  "remote_data": [
    {
      "path": "/payroll",
      "data": [
        "Varies"
      ]
    }
  ]
}
Teams
{
  "id": "13a72919-9fae-4f54-81ca-ddfd8712a1ba",
  "remote_id": "19202938",
  "name": "Engineering",
  "parent_team": "1b998423-db0a-4037-a4cf-f79c60cb67b3",
  "remote_data": [
    {
      "path": "/teams",
      "data": [
        "Varies"
      ]
    }
  ]
}

Step 2: Create Integration System User in Workday

Now that you’ve created the Integration System Security Group in Workday, we’ll create a System User to add to that System Security Group.

Access the Create Integration System User task and configure a system user account for the integration. Set the Session Timeout Minutes to its default value of 0 to prevent session expiration. An expired session can cause the integration to time out before it successfully completes.
Select Security Profile > Assign Integration System Security Groups.
In the Integration System Security Group to Assign screen, select the security group that you created in Create Integration System Security Group in Workday.
Access View Integration System report > Connector or Studio integration.
Select Workday Account > Edit Account for Integration System and select the Workday account that you created in Step 1.
(Optional) Under the Global Preferences option, select a preferred locale and display language for the integration system user.
Access the Maintain Password Rules task and add the integration system user to the System Users exempt from password expiration field.

Step 3: Create custom report

On the Create Custom Report page, enter the Report Name.
In the Report Type drop-down menu, select Advanced.
Select the Enable as Web Service option.
Add Data Source. Add the fields you want to sync (your customer success manager can help with this)

Custom attributes can also be synced over.

Step 4: Add authorized user to report

In the custom report's Share tab, add the user you created in Step 2 in the Authorized Users field.

Step 5: Finish custom report configuration

In the custom report’s Advanced tab, share each report to Report-as-a-WebService.
For the custom report, navigate to Actions > Web Service -> View URLs.
Make a note of the REST URL: right click and copy the URL for the Workday XML REST type