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Partner: Workday (HR system)

Automatically transfer candidates from Teamtailor to Workday, and (optionally) sync Workday job requisitions to Teamtailor

Benedykt Tyminski avatar
Written by Benedykt Tyminski
Updated this week

By activating our integration with Workday, you can transfer Workday job requisition to approved Teamtailor requisition or to Job drafts in Teamtailor.
You can also use the 'on-hire' trigger to automatically transfer candidates from Teamtailor to Workday.

Workday Logo, HD Png Download - kindpng



Getting started

To activate the integration, start by heading over to our Marketplace and find Workday under the category "HR systems". Once you click on the "Activate"button, you will be required to enter the following Workday credentials:

  • Workday API Username

  • Workday API Password

  • Workday API Tenant

  • Workday API Base URL

  • Workday API Version

  • Teamtailor API Key with admin read/write privileges

Please note!
The Workday API Base URL should end with ".../service", if the URL you receive contains more characters after that, you may remove them so it has the correct format.


Workday Integration – Activation Form Explained

When activating the Workday integration in Teamtailor, you'll be asked to fill in some settings. Here's what each field means and how to use it:

  • Workday Job Requisition Integration: Tick this box if you want to sync job requisitions from Workday into Teamtailor.

  • Workday Prehire Integration: If the pre-hire is used, the newly hired person will be sent to Workday as an Applicant.
    If pre-hire is not used, the Candidate end-point will be used by default.

  • User Email: Enter one email address of a Teamtailor admin user.

Please note!
This has to be the career site email shown on the user's Teamtailor profile, not their login email.

  • Do you want to create a Job Requisition instead of a Job Draft?: Tick this if you want the integration to create an approved job requisition in Teamtailor rather than a job draft. Creating a job draft is the default option. You’ll find more information on job requisition options below.

  • Teamtailor Job Template Name: If you’re syncing the Workday Requisition into a Teamtailor Job Draft, you can enter the name of the Job Template from your Teamtailor account that should be used for the draft. You can find this under Settings → Job templates. When set, this template will be applied to all jobs created through the Workday.


Job requisition integration module

The integration can automatically sync open job requisitions from Workday every hour. By default, these are synched as job drafts in Teamtailor. You need to activate this feature on the integration activation settings.

When using the requisition integration, the On-Hire workflow will automatically link the candidate to the corresponding requisition when sending data back to Workday.


You have two options with the job requisitions module:


1. Convert to Job Draft in Teamtailor

The requisition is automatically converted to a job draft in Teamtailor. You can optionally specify one job template name when activating the integration to apply a job template to the draft.

Fields mapped:

  • Job title

  • Job description

  • Minimum Salary

  • Salary Time Unit

  • Employment type

  • Recruiter

  • Template ID (if provided)

  • Custom fields from Workday (see table below)

  • No location required

  • No number of openings field

Workday custom fields

Please note!

To transfer Workday custom fields, you first need to create corresponding job custom fields in Teamtailor with the correct API-name.

The left column with Teamtailor job custom fields is referring to the API-name of the job custom fields that you need to create in Teamtailor. Learn more about custom fields here.

The right column with Workday Source Parth indicates which specific Workday field will be linked to the Teamtailor job custom field.

Teamtailor job custom fields

Workday Source Path

supervisory-organisation

wd:Supervisory_Organization_Reference.$.wd:Descriptor

company-assignment

wd:Company_Assignment_Reference.$.wd:Descriptor

cost-center

wd:Cost_Center_Assignment_Reference.$.wd:Descriptor

recruiting-start-date

wd:Recruiting_Start_Date[0]

target-hire-date

wd:Target_Hire_Date[0]

job-profile-reference

wd:Job_Profile_Reference.$.wd:Descriptor

employment-type (raw)

wd:Time_Type_Reference.$.wd:Descriptor

weekly-hours

wd:Scheduled_Weekly_Hours[0]

primary-location-reference

wd:Primary_Location_Reference.$.wd:Descriptor

pay-currency

wd:Currency_Reference.$.wd:Descriptor

pay-frequency

wd:Frequency_Reference.$.wd:Descriptor

pay-plan

wd:Pay_Plan_Reference.$.wd:Descriptor

pay-amount

wd:Amount[0]

positions-allocated

wd:Positions_Allocated[0]

positions-available

wd:Positions_Available[0]

2. Convert to Approved Requisition in Teamtailor

The requisition is added in Teamtailor’s Requisitions tab. From there, you can manually create a job. You need to activate this feature on the integration activation settings.

Fields mapped:

  • Job title

  • Job description

  • Number of openings (always set to 1)

  • Country (taken from job's custom field: "primary-location-reference")

  • Salary time unit (taken from: "wd:Frequency_Reference" tag from Workday)

  • Min salary (taken from: "wd:Amount" tag from workday).



On-hire integration

After filling in your Workday credentials, the on-hire integration will be automatically enabled. This integration allows you to automatically transfer a newly hired person into Workday, including specified default and custom fields.

On the activation form, you can select to use the Workday 'pre-hire' feature, which will send newly hired persons to Workday as an Applicant. If pre-hire is not used (which is the default), a Candidate will be created.

By default, the following data points are transferred to Workday:

  • First name

  • Last name

  • Email

  • Phone (please see below)

  • Resume

How to properly pass phone numbers

Two fields are required to pass a phone number:

  • Country Phone Code Reference

  • Phone Device Type Reference

The values for these fields must be provided precisely as they are set within your Workday solution. Since there is no automatic way to get these through the integration, the values would need to be populated based on the values provided under your Workday instance.

To get this information, complete the following steps:

  1. Run the Country Phone Codes/Phone Device Type Reference report.

  2. Mouse over the desired country and click the ellipsis when it appears.

  3. Mouse over the Integration IDs list and click View IDs.

  4. Copy and paste the Workday ID value into these custom fields.

  5. Alternatively, you can add the relevant values as choices in a Select custom field for easier management.

Mapped fields

Below is the list of additional Workday fields you can map from candidate custom fields in Teamtailor:

Please note!


To transfer candidate custom fields into Workday, you first need to create these candidate custom fields in Teamtailor with the correct API-name.

The column with Teamtailor candidate custom fields is referring to the API-name of the candidate custom fields that you need to create in Teamtailor. You also need to use correct field type. Learn more about custom fields here.

The column with Workday fields indicates which specific Workday field will be linked to the Teamtailor candidate custom field.

Workday fields

Teamtailor candidate custom fields

Teamtailor Field type

Address_Line_1

address-line-1

Text

Postal_Code

postcode

Text

City

city

Text

Ethnicity_Reference

ethnicity-reference

Text

Veterans_Status_Reference

veteran-status-reference

Text

Hispanic_or_Latino

hispanic-or-latino

Select: Yes / No

Disability_Status_Reference

disability-status-reference

Text

Gender_Reference

gender

Text

Date_of_Birth

date-of-birth

Date

Birth_Country_Reference

birth-country-reference

Text

Birth_Region_Reference

birth-region-reference

Text

City_of_Birth

city-of-birth

Text

Marital_Status_Reference

martial-status-reference

Text

Ethnicity_Reference

ethnicity-reference

Text

Religion_Reference

religion-reference

Text

Citizenship_Reference

citizenship-reference

Text

Nationality_Reference

nationality-reference

Text

Additional_Nationality_Reference

additional-nationality-reference

Text

Social_Benefits_Locality_Reference

social-benefits-locality-reference

Text

LGBT_Identification_Reference

lgbt-identification-reference

Text

Sexual_Orientation_Reference

sexual-orientation-reference

Text

Gender_Identity_Reference

gender-identity-reference

Text

Pronoun_Reference

pronoun-reference

Text

Country_Phone_Code_Reference

country-phone-code-reference

Text/Select

Phone_Device_Type_Reference

phone-device-type-reference

Text/Select


Workflow within Teamtailor

You can set up the Workday trigger in a job and send your new hires data automatically to the Workday job requisition when a candidate is moved into the chosen stage.

To add a trigger:

  1. Click on the triggers tab under applications in a chosen Job.

  2. Go to a stage where you want the event to happen.

  3. Click the plus button + to add the trigger.

Now, every time you move a candidate to this stage, it will tell the Teamtailor application to send their information to your "Employment Agreement" section.

You will also see that the candidate card in Teamtailor now has a status of "Sent" under the name Workday.

Note: If you have chosen not to have the job requisition integration enabled, upon setting up the trigger, it will render a drop-down list of job requisitions inside of Workday to match with.


Still need help?

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