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Connector

Workday Reports-as-a-Service (RaaS)

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Application descriptions

Visier can retrieve reports through this connector if the following requirements are met. Visier's Workday RaaS connector doesn't have a set list of tables it can extract. Rather, you can allow Visier to retrieve any advanced Workday report you've built. The content and data within the reports are controlled by you.

For more information about setting up the report in Workday, see Workday Report-as-a-Service.

Prerequisites

  • Create an integration user in Workday.

  • Ability to build Workday reports that:

    • Allow Visier to extract historical data, not latest period snapshots.

    • Are optimally performant and won't time out when pulled.

  • Ability to troubleshoot and modify reports to give the expected results.

Integration user

Create an integration user in your source system and assign it the appropriate security access so that Visier can retrieve your source data through this user.

Access

Description

Report access

You must share the reports you want Visier to retrieve with the integration user.

Connector credentials

You need to provide the following credentials to Visier so that we can retrieve data from your source system.

Credential

Description

Example

Domain name

The URL of your Workday instance.

https://services1.myworkday.com

https://wd2-impl-services1.workday.com

Username

The integration user’s username.

IntegrationUser

Password

The integration user’s password.

Password1234

Implementation name

The tenant ID.

vcorp

Integration system ID (Optional)

To connect your custom attributes, provide an integration system ID. This is the result of creating a custom field override integration for Worker data in Workday.

Note: Visier can only accommodate a single integration system ID, so you need to add every custom or calculated field that you want to bring into Visier to the same Workday system integration.

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How the connector loads data

Initially, this connector retrieves all the data in the report. After the initial load, this connector only retrieves data for changed records. For changed records, this connector retrieves the record's full history. You can configure how many years of history is retrieved.

Settings

Additionally, after creating the connector in Visier, provide the following details in the connector's Settings tab.

  • Workday report end date filter name: The end date filter name for the Workday report to retrieve. This allows Visier to extract the report in chunks if it's too large. In Workday, you define the filter name for each report, and then provide that filter name to Visier. If extracting multiple reports in one connector, the filter name must be the same for all reports. 

  • Workday report start date filter name: The start date filter name for the Workday report to retrieve. This allows Visier to extract the report in chunks if it's too large. In Workday, you define the filter name for each report, and then provide that filter name to Visier. If extracting multiple reports in one connector, the filter name must be the same for all reports.

  • Workday RaaS URLs: The report URL to retrieve from Workday. The report must be in CSV or XML format. If retrieving multiple reports, separate the report URLs with a comma.