To interact with both Workday® HR and Financials as part of a chain, add a step that includes a Workday connection command.
To enable these commands, an IT admin first configures a Workday connector.
Download custom report
To download a custom report from Workday, use the Download Custom Report command.
Equivalent API call: https://apidocs.workdayspend.com/services/reports/v1.html
Create custom reports in Workday
To download a report from Workday, it must be enabled as a web service through the Reporting as a Service (RaaS) interface. To create a custom report in Workday:
- Click Reporting & Analytics and Create Custom Report.
- Enter a unique name to help identify the report.
- In Report Type, select Advanced.
- In Data Source, select the data to download in the report.
- Select Enable as Web Service.
- Click OK.
Properties
| Property | Detail |
|---|---|
| URL |
Enter the URL of the Workday report to download. Note: To view a report's URL, select Web Service, View URLs from its menu in Workday. |
| Format | Select the desired report format. |
| Output file | Enter the file path where the Workday report will be downloaded. Optional if using the output with another command. |
Outputs
| Output | Output type |
|---|---|
| Output file | File |
Exit codes
| Code | Type | Detail |
|---|---|---|
| 0 | Success | Success |
| 1 | Error | General failure |
| 10 | Error | API failure |
Get Worker
To execute the Get Worker action in Workday, use the Get Worker command.
For information on configuring this command, see Get Workers command configuration tabs.
Refer to Set up a Get Worker Connection in Chains for details on using this command.
Import Budget
To execute the Import Budget action in Workday, use the Import Budget command.
Properties
| Property | Detail |
|---|---|
| EIB template file | Enter the Enterprise Interface Builder (EIB) template for importing budget data. Should be an XML file that defines the fields necessary to complete an Import Budget action. |
| Input file | Enter the CSV file that contains sourced data. The headers in the CSV file must match the fields defined in the template file. |
| Ignore warnings | The template file contains optional fields. To ignore warnings for missing optional fields, check this box. |
Outputs
| Output | Output type |
|---|---|
| Import budget error log | File |
Exit codes
| Code | Type | Detail |
|---|---|---|
| 0 | Success | Success |
| 1 | Error | Invalid arguments |
| 3 | Error | General failure |
| 10 | Warning | Command completed with a warning |
For information on configuring this command, see Import Budget command configuration tabs.
Launch EIB
To launch an EIB integration, use the Launch EIB command.
Properties
| Property | Detail |
|---|---|
| Integration ID | Enter the ID of the Workday Integration System to launch. |
| Override type | Select the component of the EIB to override. |
| Override field name | Enter the name of the field to override with the EIB request. |
| Override field reference ID | Enter the Workday ID (WID) of the external field to override. |
Outputs
None
Exit codes
| Code | Type | Detail |
|---|---|---|
| 0 | Success | Success |
| 1 | Error | Invalid arguments |
| 3 | Error | General failure |
Launch EIB with file
To launch an EIB integration that requires a file input, use the Launch EIB with File command.
Properties
| Property | Detail |
|---|---|
| Integration ID | Enter the ID of the Workday Integration System to launch. |
| File field name | Enter the name of the file field in EIB file. |
| EIB file | Enter the EIB template file to populate with data from CSV file. |
| CSV file | Enter the CSV file with the data to populate EIB file. The file's columns must correspond to all required fields in the EIB template. |
| Delimiter | Select the delimiter used in CSV file. |
Outputs
None
Exit codes
| Code | Type | Detail |
|---|---|---|
| 0 | Success | Success |
| 1 | Error | Invalid arguments |
| 3 | Error | General failure |
Launch EIB with parameters
To launch an EIB integration with parameters, use the Launch EIB with Parameters command. For example, with this command, you can provide a parameter value to use an EIB with different Workday business processes when the chain runs.
Properties
| Property | Detail |
|---|---|
| Integration ID | Enter the ID of the Workday Integration System to launch. |
| Parameters | Enter a list of any parameters to override. |
Outputs
| Output | Output type |
|---|---|
| Results | File |
Exit codes
| Code | Type | Detail |
|---|---|---|
| 0 | Success | Success |
| 1 | Error | Invalid arguments |
| 3 | Error | General failure |