Workday Integration with Simpplr

Purpose

The Workday integration allows you to sync all of your people data between Simpplr and Workday, meaning no need to waste time with duplication. With the data updating every night, your intranet will always stay current. A sample of the report format that should be used with Simpplr is specified at the end of this article.

Steps to Configure Workday Integration

  1. Create a JSON report. See Appendix A in this article for a sample. The field labels should be exactly the same as the ones in Appendix A. Field labels are case sensitive. Once you have the report generated, from Simpplr, click on your avatar at the upper right hand corner, go to ​Manage ​> ​Manage Application > Integrations > People Data > Workday​ and enter your Workday endpoint url, username, and password to access the report. Click ​Save​ when done.

    Note:

    “Workday endpoint URL” is the location of your Workday JSON report. You must find this by navigating to your JSON report that contains your user list within Workday. Copy and paste that JSON endpoint URL into the box in Simpplr. Only Admins of Workday can perform this.
    Workday_integration_gif_1.gif
  2. Go to ​Manage Application > People > User Syncing​. Select Workday from the Syncing source dropdown menu and select the fields that you want to sync with Workday. Click ​Save when you are done.Screen_Shot_2021-08-23_at_11.36.22_AM.png
  3. From your Salesforce instance, navigate to Setup, then type Remote Site Settings​ into the Quick Find box. Click New Remote site to add your Workday endpoint URL (the same one you entered in Step 1) to the Remote Site Settings.
  4. Only the base URL is needed, e.g., if your Workday report endpoint URL is like this: ​https://wd3-impl-services1.workday.com/ccx/service/customreport2/abc/ISU_INT1234_M y_INTRANET/CR_My_INTRANET?format=json​, you only need to add https://wd3-impl-services1.workday.com to the Remote Site Settings.
  5. Enter the required details, then click Save.workday_integration_gif_2.gif
  6. From Simpplr, go to ​Manage Application > Setup > Schedulers > SchedulerSimpplrServices​, click the dropdown arrow and select Run Now to pull through the Workday user information immediately. Next click the Schedule button to schedule the night job, which will pull through information from Workday on a daily basis. Screen_Shot_2021-08-23_at_11.42.43_AM.png
  •  

Notes:

Employee Number

We use the Employee Number stored in Workday to find the corresponding user in Simpplr. If the Employee Number field is selected to sync with Simpplr, we will add an Employee Number for those users who do not have one already set. The user’s email address is used to match to the corresponding user in Simpplr. If multiple users have the same email address, all of the user’s records will be updated with the Employee Number. Please note that the email address must be written in all lowercase.

Synced Fields 

All fields that are selected for sync will be updated with the corresponding values received from Workday. If a field is selected to sync with Workday then it cannot be edited from Simpplr.

 

Backend Logs 

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Updates are recorded in backend logs. You can check the logs for any particular day by going to ​Salesforce, then your Account Service name > Developer Console​. Screen_Shot_2021-08-23_at_11.46.57_AM.png

You can run the following query to determine which records have been updated:

select id, simpplr__Log_Data__c, createddate from Simpplr__logs__c where 
simpplr__Log_Type__c='WORKDAY_SYNC' and createddate =today

mceclip0.png

Records are updated in two steps, so you will find two type of logs:

  • Records where Employee Numbers are updated (If the user's email address matches their Employee Number will be updated in Simpplr) - these are listed first.
  • Records where other information is updated (If the Employee Number matches) - these are listed after.

Information is only updated (and logged) when the information held in Workday is different than the information in Simpplr.

 

Workday Mobile Integration

The video below will walk you through the integration between Simpplr and Workday's mobile apps. 

 

Appendix A: 

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Sample JSON response accepted by Simpplr:

 

{
"Report_Entry": [
{
"EmployeeID": "100",
"FirstName": "Ryan",
"LastName": "Taylor",
"Role": "CEO",
"HireDate": "2011-06-06",
"AboutMe": "Nice bio coming soon.",
"BirthDate": "1978-08-12",
"BusinessTitle": "CEO",
"ManagerID": "",
"Manager": "",
"Department": "Corporate",
"Division": "Corporate",
"WorkAddressFormattedLine1": "1650 Castro Street",
"WorkAddressFormattedLine2": "Suite 221",
"WorkAddressCity": "Mountain View",
"WorkAddressStateProvince": "California",
"WorkAddressPostalCode": "94041",
"WorkAddressCountry": "United States of America",
"PrimaryWorkEmail": "simpplr.dev+ryan.taylor@gmail.com",
"PublicWorkPhones": "9565550401",
"PublicWorkMobilePhones": "9565550501",
"NickName": "rtaylor",
"CompanyName": "GoodCo Inc.",
"Extension": "101",
"Fax": "8765550700",
},
{
"EmployeeID": "105",
"FirstName": "Jennifer",
"LastName": "Whitman",
"Role": "Director",
"HireDate": "2012-07-07",
"AboutMe": "Nice bio for Jennifer Whitman coming soon.",
"BirthDate": "1980-06-10",
"BusinessTitle": "Director, Human Resources",
"ManagerID": "100",
"Manager": "Ryan Taylor",
"Department": "Human Resources",
"Division": "Corporate",
"WorkAddressFormattedLine1": "1650 Castro Street",
"WorkAddressFormattedLine2": "Suite 221",
"WorkAddressCity": "Mountain View",
"WorkAddressStateProvince": "California",
"WorkAddressPostalCode": "94041",
"WorkAddressCountry": "United States of America",
"PrimaryWorkEmail": "simpplr.dev+jennifer.whitman@gmail.com",
"PublicWorkPhones": "9565550402",
"PublicWorkMobilePhones": "9565550502",
"NickName": "jwhitman",
"CompanyName": "GoodCo Inc.",
"Extension": "102",
"Fax": "8765550701",
},
{
"EmployeeID": "110",
"FirstName": "Troy",
"LastName": "Miller",
"Role": "Employee Communications Manager",
"HireDate": "2013-08-08",
"AboutMe": "The master of all things sales, marketing, HR and ops at Goodco. Interests: Boating,
cats",
"BirthDate": "1984-03-04",
"BusinessTitle": "Employee Communications Manager",
"ManagerID": "105",
"Manager": "Jennifer Whitman",
"Department": "Human Resources",
"Division": "Corporate",
"WorkAddressFormattedLine1": "1650 Castro Street",
"WorkAddressFormattedLine2": "Suite 221",
"WorkAddressCity": "Mountain View",
"WorkAddressStateProvince": "California",
"WorkAddressPostalCode": "94041",
"WorkAddressCountry": "United States of America",
"PrimaryWorkEmail": "simpplr.dev+troy.miller@gmail.com",
"PublicWorkPhones": "9565550403",
"PublicWorkMobilePhones": "9565550503",
"NickName": "tmiller",
"CompanyName": "GoodCo Inc.",
"Extension": "103",
"Fax": "8765550702",
},
{
"EmployeeID": "112",
"FirstName": "Nicole",
"LastName": "Kramer",
"Role": "Senior HR Manager",
"HireDate": "2013-08-08",
"AboutMe": "Nice bio about Nicole Kramer coming soon.",
"BirthDate": "1981-11-21",
"BusinessTitle": "Senior HR Manager",
"ManagerID": "105",
"Manager": "Jennifer Whitman",
"Department": "Human Resources",
"Division": "Corporate",
"WorkAddressFormattedLine1": "1650 Castro Street",
"WorkAddressFormattedLine2": "Suite 221",
"WorkAddressCity": "Mountain View",
"WorkAddressStateProvince": "California",
"WorkAddressPostalCode": "94041",
"WorkAddressCountry": "United States of America",
"PrimaryWorkEmail": "simpplr.dev+nicole.kramer@gmail.com",
"PublicWorkPhones": "9565550404",
"PublicWorkMobilePhones": "9565550504",
"NickName": "nkramer",
"CompanyName": "GoodCo Inc.",
"Extension": "104",
"Fax": "8765550703",
},
{
"EmployeeID": "114",
"FirstName": "Erika",
"LastName": "Kane",
"Role": "VP",
"HireDate": "2014-03-01",
"AboutMe": "Nice bio for Jennifer Whitman coming soon.",
"BirthDate": "1980-02-09",
"BusinessTitle": "VP, Customer Success",
"ManagerID": "100",
"Manager": "Ryan Taylor",
"Department": "Customer Success",
"Division": "Corporate",
"WorkAddressFormattedLine1": "1650 Castro Street",
"WorkAddressFormattedLine2": "Suite 221",
"WorkAddressCity": "Mountain View",
"WorkAddressStateProvince": "California",
"WorkAddressPostalCode": "94041",
"WorkAddressCountry": "United States of America",
"PrimaryWorkEmail": "simpplr.dev+eikra.kane@gmail.com",
"PublicWorkPhones": "9565550405",
"PublicWorkMobilePhones": "9565550505",
"NickName": "ekane",
"CompanyName": "GoodCo Inc.",
"Extension": "105",
"Fax": "8765550704",
},
{
"EmployeeID": "115",
"FirstName": "Sydnee",
"LastName": "Walker",
"Role": "Manager",
"HireDate": "2012-07-17",
"AboutMe": "Nice bio for Sydnee Walker coming soon.",
"BirthDate": "1980-02-09",
"BusinessTitle": "Manager, Customer Success",
"ManagerID": "114",
"Manager": "Erika Kane",
"Department": "Customer Success",
"Division": "Corporate",
"WorkAddressFormattedLine1": "1650 Castro Street",
"WorkAddressFormattedLine2": "Suite 221",
"WorkAddressCity": "Mountain View",
"WorkAddressStateProvince": "California",
"WorkAddressPostalCode": "94041",
"WorkAddressCountry": "United States of America",
"PrimaryWorkEmail": "simpplr.dev+sydnee.walker@gmail.com",
"PublicWorkPhones": "9565550406",
"PublicWorkMobilePhones": "9565550506",
"NickName": "swalker",
"CompanyName": "GoodCo Inc.",
"Extension": "106",
"Fax": "8765550705",
},
{
"EmployeeID": "116",
"FirstName": "Robert",
"LastName": "Hawkins",
"Role": "Manager",
"HireDate": "2012-05-07",
"AboutMe": "Nice bio for Robert Hawkins coming soon.",
"BirthDate": "1983-12-19",
"BusinessTitle": "Tech Support Specialist",
"ManagerID": "115",
"Manager": "Sydnee Walker",
"Department": "Customer Success",
"Division": "Corporate",
"WorkAddressFormattedLine1": "1650 Castro Street",
"WorkAddressFormattedLine2": "Suite 221",
"WorkAddressCity": "Mountain View",
"WorkAddressStateProvince": "California",
"WorkAddressPostalCode": "94041",
"WorkAddressCountry": "United States of America",
"PrimaryWorkEmail": "simpplr.dev+robert.hawkins@gmail.com",
"PublicWorkPhones": "9565550407",
"PublicWorkMobilePhones": "9565550507",
"NickName": "swalker",
"CompanyName": "GoodCo Inc.",
"Extension": "107",
"Fax": "8765550706",
}
]
}

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