Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform.

This guide is an overview of information related to getting your 7Geese organization ready to use the Workday HRIS integration. It will cover:

Creating an integration system user in Workday
Creating custom reports in Workday
Configuring Workday in 7Geese

Creating Integration System User

You will need to create a user that has permissions to read the reports that you will create in the next step. Detailed instructions can be found in Appendix A of the Workday Integration Document.

Creating Custom Reports

Before you can create the custom reports, you will need to create 2 calculated fields. Detailed instructions can be found in Appendix B of the Workday Integration Document.

7Geese will require 3 custom reports:

7Geese worker sync integration report
7Geese worker photo sync report
7Geese photo changes report

Detailed instructions can be found in Appendix C, D and E of the Workday Integration Document respectively.

Configuring Workday in 7Geese

Once you have created the Workday integration system user and created the 3 custom reports, you are ready to configure the Workday integration in 7Geese.
(Org Settings > Integrations > Workday)

Choose the preferred sync method

To use Workday URLs to integrate with the custom reports:

Enter the Workday username and password in their respective fields
Enter the URL of the 7Geese worker sync integration report in the Employee Report URL field
Enter the URL of the 7Geese worker photo sync report in the Employee Photos URL field
Enter the URL of the 7Geese photo change report in the Employee Changed Photos URL field

To use SFTP server paths:

Enter the SFTP Server URL
Enter the SFTP username and password in their respective fields
Enter the SFTP path of the 7Geese worker sync integration report in the Employee Report Path field
Enter the SFTP path of the 7Geese worker photo sync report in the Photo Report Path field
Enter the URL of the 7Geese photo change report in the Changed Photo Report Path field

Specify Sync Type and choose the fields to sync

Select Normal Syncing to maintain ability to add users to 7Geese directly, and automatically add or deactivate based on the user's status in Workday
Select 1:1 Syncing to ensure any users that are not in Workday are deactivated
Specify whether you want to use the HRIS value or 7Geese value for each of the fields in the reports

Invite but do not Activate New Users

This option is available if you prefer new users explicitly activate their accounts before using 7Geese. This is a useful option if the use of 7Geese is optional within your organization and you require employees to activate their 7Geese accounts before they start receiving notifications.

Choose which users to sync

This option allows you to sync all users, or build a rule to specify which users you want to sync. For each rule, select a field type, and whether or not to sync users that match the specified values. Enter multiple values separated by semicolons.