A Step by Step Beginner's Guide on Workday Integration

Posted On Dec 30, 2021 |

In this blog we have given a detailed overview on Workday Integration and why & how to enroll for this course.

Many global business companies such as Denver, Centrica, and others have considered many factors before deciding on Workday for endless and various possibilities. Given the spread of management including Human resources, spending, finance, benefits, recruiting, absence, and so on, it must be integrated to monitor and process data with security controls for enhanced business process automation. Workday helps in shaping the future of the organization with its Workday Integration to increase efficiency, insights, and opportunities.

Workday Integration Cloud—a complete cloud-based solution for building, deploying, and managing integrations to and from Workday. An integration Platform-as-a-Service, Workday Integration Cloud is a unified foundational element of the architecture and powered by an embedded enterprise service bus (ESB) at its core for connectivity between applications and systems.

The common terminologies in Workday Integration include business processes, security, report writer, calculated fields, core connectors, Enterprise interface builder, Workday Studio, and much more. Enrolling in a Workday Integration Training, enables the enthusiasts to learn about the basics, technical foundations, essential design/configuration, Report Writer, Calculated Fields, Workday Integration System Fundamentals & Document Transformation. Enrolling in a Workday Payroll Integration Training exposes the trainee to learn and understand PICOF, PECI, XML, XSLT, Document Transformation, Payroll Interface, Integration Services and Change Detection. 

This article explains:

  • Workday Integrations Technology and terminology
  • Workday Connectors and built-in connectors
  • Security for Integrations

Workday Integrations

In scenarios in an organization where the employee in Payroll management wants to send worker data on a schedule to external payroll processing services and benefits providers, the employee can go for Workday integrations. Digging in more about Workday Integrations refers to the exchange of data efficiently between Workday and an external endpoint for scalable operations. It is efficient in scenarios like exporting payroll data from Workday to a third-party payroll provider or importing data for employee hires into Workday using Enterprise Interface Builder (EIB).

Benefits’ adding up to any organization includes,

  • Easier scheduling or ad hoc initialization of Integrations
  • Complete multiple tasks in bulk that one can perform in Workday by exporting and importing large volumes of data.
  • Send huge volumes of payroll or benefit results to a vendor service in the format requested for achieving insights on a monthly or quarterly basis.
  • Increased efficiency on time and effort while transferring data to and from other applications.

Integration Technology and terminology

On enrolling in the Workday Integration training, the user can explain how and why to set up EIB, downstream impacts and cross-product interactions, clarity on implementation, and process configurations.

Enterprise Interface Builder (EIB) - A framework to build integrations based on the organization’s unique business needs such as hiring a large number of workers or sending large volumes of data at the same time enabling them to import and export in the required format by Workday efficiently is Enterprise Interface Builder.

Inbound Enterprise Interface Builder (EIB) - A tool designed for building simple integrations that load data into Workday. Its advantages include availability in the Workday tenant, automation of multistep data entry in Workday for bulk data, use of inbound web service as a data source, and generating spreadsheets for workers who don’t have the access to Workday. 

Though it has a limitation that it supports only one data source per EIB.

Outbound Enterprise Interface Builder (EIB) - A tool designed for building simple integrations that export data from Workday for further operations. Its advantages include Workday tenant availability, schedule or launch from business process step and simple process to use with a limitation that it supports only one data source per EIB.

Launching Integration includes prerequisites of Integration event domain in the Integration functional unit to run them immediately, or one time, or regularly on a schedule. In case of multiple integrations at overlapping schedule time, Workday prioritizes by configuring the Edit Tenant Setup - Integrations task.

Workday Connectors

The Workday Connectors are pre-built integrations that address the HCM, Finance, Payroll, and other management in an organization. Core connectors are used for change detection. There are two types of Connectors that are maintained by Workday. Based on Workday's integration templates, requirements, and mapping capabilities, the type of connectors are used.

· End-to-end Connectors addresses a specific named third party application or between the two configured systems with no additional coding required.

 · Connectors are pre-built integrations that address the majority of the integration effort required to connect to third-party endpoints.

 Workday Connectors are found to be available for: · Benefits · HCM · Workday Payroll · Third-Party Payroll · Financials · Spend Management · Student

Benefits Connectors

    The connector that supports the worker enrolled in a Workday HCM benefit plan between Workday and benefit providers is Benefit Connectors. It maintains the file formats and specifications of each benefit provider. The configurable output file, flexible launch parameters, change detection options are some of the features rendered by the connector. It provides a collection of prebuilt integrations to benefit providers across a range of categories offered to

    • Dental
    • Vision
    • Life and Disability
    • Flexible Spending Accounts
    • COBRA Administration
    • Retirement Savings
    • Medical


    Document Transformation Connector

      The connector that provides a number of different ways to transform and validate elements in an XML document is Document Transformation Connector. It enables the user to specify an XSLT transformation that generates XML with embedded ETV and XTT attributes.

      The elements that Workday process are

      • Arithmetic elements
      • Comma-separated Value (CSV) formatting
      • Date/Time formatting
      • Element Text Addition and Removal
      • Fixed-length formatting
      • Grouped attributes
      • Integration System
      • Number Formatting
      • Truncation
      • Validation

      Financials Connectors

      The integration is created to import accounting journal data files, ad hoc bank transactions, bank fee statements in ASC X12 EDI 822, or ISO 20022 camt.86 V2, or Workday-defined XML format, bank statement files, lockbox files for customer payments, electronic TD/Bilateral files from accounting entries, and so on. The Financial connectors are 

      • Accounting Journal Connector
      • Ad Hoc Bank Transaction Connector
      • Bank Fee Analysis Connectors
      • Bank Statement Import integration
      • Credit Card Integrations
      • Currency Exchange Rate Connector
      • Customer Lockbox Integration
      • DAS2 Integration
      • EDI Supplier Integrations
      • Electronic Invoice Connector
      • FEC Integration
      • Financial Management Connector for the Salesforce
      • Go BD Integration
      • Inventory Label Data Integrations
      • Payment Connector
      • Payroll Journal Line Export Connector
      • Punchout Integrations
      • SAF-T Integrations
      • Salesforce.com
      • Third-Party Payments Integration
      • Travel Booking Inbound Connector


      HCM Connectors

        For the HCM, the integration sends approved time off events, Account Provisioning template, ACA Information Returns (AIR) Connector, AngelPoints, Global worker and much more can activate or deactivate accounts, export changes to competency model definitions, job posting data to an external job posting service, ore organization definitions, licensed courseware into your learning catalog and more from Workday to your corporate calendars. On running the integration, Workday automatically creates, updates, and removes elements entries, corrections, and cancellations in Google Calendar and Microsoft Outlook.

        • Absence Third-Party Calendar Integration
        • Account Provisioning Integration
        • Affordable Care Act (ACA) Connector
        • AngelPoints Integration
        • Assign Organizations Inbound Connector
        • Background Check Order
        • Competency Model
        • Global Worker
        • Job Postings
        • Job Requisitions
        • LMS Outbound
        • Location
        • Organization
        • Positions
        • Worker
        • Kenexa Connectors
        • Skillsoft Integration
        • Peakon Workday Integration


        Student Connectors

          The Student connector is created to import Academic Units and Education test results and transcript files into Workday from an external endpoint. The varied student connectors include 

          • Student Admissions Data
          • Financial Aid Connectors
          • Student Financials Connectors
          • Student Outbound Connector
          • Student Records Connectors
          • Student Recruiting Connectors
          • Student Transaction Log Outbound Connector
          • Common Application Inbound


          Third-Party Payroll Connectors

          Workday enables sending or receiving payroll data to the third-party vendor through integration either using a prebuilt connector available through the partner program or through a customized integration.  

          • Payroll Effective Change Interface Connector
          • Payroll Interface Connector
          • Worker Effective Change Interface
          • Local Payroll Data
          • Event-Driven Integration
          • External Tax Documents
          • External Payroll Results Inbound Integration
          • Global Payroll Results
          • External Pay slips
          • Third-Party Payroll Errors Collaboration
          • Global Payroll Reconciliation


          Workday Payroll Connectors

            Workday sends integration to send check printing data to ADP, year-end T4 Statement of Remuneration Paid file for reporting payroll tax data for Canadian workers to the Canadian Revenue Agency, employee information, earnings and hours, deductions, taxes, accrual codes, and direct deposit information to Ceridian Payroll Services, external check printing service, DSN submissions to the net-entreprises.fr portal, Tax documents or payroll documents, HMRC Incoming Notifications, Full Payment Submission (FPS) file with payroll results to RTI, Service Canada ROE files to the external endpoint.

            • ADP Check Print Integration
            • Canada Annual Tax Filing Integrations
            • Ceridian Print Service Integration
            • Check Printing Connector
            • Declaration Social Nominative Integrations
            • Electronic Income Withholding Order Integration
            • External Payroll Documents for Workday Payroll
            • HM Revenue & Customs Incoming Notifications
            • HM Revenue & Customs RTI
            • Service Canada ROE Integration
            • Tax Filing Integration
            • Time Off Inbound and Payroll Input Connectors
            • TurboTax Integration
            • Worksite Reporting Integration


            Security for Integrations

            Workday provides security through encryption, decryption, and signature options using web services authentication. The security model serves 

            • Access to systems and output
            • Access to Workday data
            • Access to external endpoints

            The enthusiasts who ponder on where to get trained online with comprehensive, real-time-based scenarios adding practical value to training such as Workday Integration training, Workday Payroll Integration Training, Workday Studio Training, or any Workday Trainings reach out to ERP Cloud Training to add value to the Workday professionals. The highlights of enrolling here include Placement and job opportunities, Workday certification assistance, implementation of real-time projects, support ensured 24/7 with access to course curriculum and Workday tenant, no prerequisites, Flexible schedule, 70+ Real-world projects, examples, and case studies along with 500-page cheat sheets.

            Enroll to kick start career opportunities in Workday by designing and configuring Workday that helps in gaining exposure and practical knowledge.

            Categories: Workday Career, Workday Certification, Workday Consultant, Workday Consultant Training, Workday Integration Training, Workday Placement, Workday Integration