Installing the Workday Reports app
This section covers setting up the Workday Reports integration app, which allows you to sync your employee roster to ChartHop.
Create or identify the report that contains the information you want to sync to ChartHop. For details on the structure of this report, see Setting up your Workday Report.
Once the report is ready, obtain its link:
- Enable the Webservice URL for the report
- Copy the corresponding URL for the JSON format
After you obtain your Workday instance URL and name, you need to create an Integration System User and enable specific permissions. This will allow ChartHop to read the contents of your report.
To create a Workday Integration System User:
- Login to Workday, and create an Integration System User (ISU).
- Ensure that the user has read access all fields contained in the report. If the report contains calculated / compound fields, make sure the ISU also has access to the upstream fields used in the calculations.
After you have your report URL and have created your Integration System User, you can install the Workday Reports app in ChartHop.
When you select Install, you'll be prompted to walk through configuring the payroll app.
- Enter your Workday Reports URL
- Enter your Instance System User name and password in the provided fields.
Setting | Description |
---|---|
Missing location information
| Select one of the two options for what should happen if location information is set for an employee.
|
Advanced sync options | Select the data changes you want to include in your sync. You can include some or all of the following employee data:
|
Overwrite person fields
| ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system. When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system. |
Exclude IDs | To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas. |