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.
Enter the username and password of the integration system user in their respective place. Enter the URL of the 7Geese worker sync integration report in the Employee Report URL field, the URL of the 7Geese worker photo sync report in the Employee Photo URL field and the URL of the 7Geese photo change report in the Employee Changed Photo URL field.
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.