Overview
Connecting Workday to Qooper is as easy as 1-2-3: Once the connection is setup, with automatic mapping and validation, your workforce data is synced and ready in minutes. Now you're set to launch mentoring, learning, and development programs with the right people, at the right time—effortlessly.
Benefits of Integrating with Qooper
- Automated Data Sync: Automatically sync employee data from Workday to Qooper, ensuring the latest information is always available. The integration schedule can be Daily or Weekly.
- Streamlined Onboarding: New hires can be seamlessly added to Qooper from Workday, reducing manual entry and errors.
- Zero-touch Termination: Any changes in employee status or information in Workday are reflected in Qooper.
- Security and Compliance: The integration follows industry-standard security protocols to ensure the safety of your data.
(1) Create an Integration System User (ISU) 👤
Before integrating with Workday using third-party services, we recommend using an Integration System User (ISU).
Using an ISU ensures that all integration operations are logged under a designated user, separate from regular workflow processes. This is essential as changes to a regular worker’s security profile or their termination could disrupt integrations reliant on their account. For enhanced security, limit each ISU to a single integration system.
Please follow the following guide to create your Integration System User: https://docs.workato.com/connectors/workday.html#register-integration-system-user-isu-in-workday
(2) Connect with your Credentials 🔑
You can use Basic or OAuth2.0 to connect your Workday instance.
The information needed are as follows
- Tenant ID
- WSDL URL
- Credentials
- Basic Auth: Username/Password
- OR OAuth2.0:
- Client ID
- Client Secret
- Refresh Token
- Authorization endpoint
- Token endpoint
(3) Setup your Report 📄
Workday Custom Report (RaaS)
You can follow the instructions here to setup your custom report on Workday
Workday Custom Report (RaaS) (Photos)
Due to Workday report 2GB limit, we need to Create Custom Separate Report for Photos
- Create another custom report following the same instructions as before
- Edit Custom Report: Add the following attributes in the Columns tab of the custom report.
| Business Object | Field | Column Heading Override XML Alias |
|---|---|---|
| Worker | Employee ID | employeeId |
| Photo | Base64 Image Data | photoBase64 |
| Photo | Mime Type | mimeType |
- Under the Filter tab, set up your filter as shown below:
| And/Or | Field | Operator | Comparison Type | Comparison Value |
|---|---|---|---|---|
| And | Employee ID | contains | Prompt the user for the value | Default Prompt |
- Under the Prompts tab, specify the prompt default values as shown below:
| Field | Prompt Qualifier | Label for Prompt | Label for Prompt XML Alias | Default Type |
|---|---|---|---|---|
| Employee ID | Default Prompt | employeeId | employeeId | No default value |
- Send us the JSON URL for both reports and the credentials for the Integration System User created in the steps above.
Done 🎉
Once the Workday connection is successfully established, your setup is complete and ready for the Qooper team to step in. From this point forward, our team will handle the entire configuration process—mapping, syncing, and automating your data to power mentoring, learning, and inclusion programs seamlessly. Sit back and relax as we take care of the rest to ensure a fully integrated, low-effort experience.