Workday RaaS
Visier can retrieve data through this connector if the following requirements are met.
Visier's Workday Reports-as-a-Service 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.
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. To provide your credentials in Visier, see Set Up Data Connectors.
| 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. |
b0685b69d8ac412582c0a44d7973f707 |
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.
How the connector loads data
Initially, data connectors retrieve a full history for each subject to generate an initial history of events. In each subsequent data retrieval, each connector handles the data load differently.
- Full load: All data from the source system is loaded into Visier.
- Delta load: Only changed data is loaded into Visier. A delta load may take either the entire history or a specific number of years of history for each changed record.
- Snapshot load: All data at a particular point in time. A snapshot load does not contain historical records or show changes over time.
- Partial load: A subset of data is loaded into Visier.
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.