Workday

This app will sync your organizational roster from Workday automatically on a daily basis. The following information is included:

• Contact info (emails, phones, addresses)
• Demographic info (gender, ethnicity, birthdates)
• Compensation
• Managers
• Departments, Locations, Bands

To get started, you will need to obtain API access from Workday. You'll need to obtain an API key by following the steps below.

1. Open Workday.
2. Create an Integration System User (ISU) in Workday
3. Ensure that the new user has read access to all Human_Resources SOAP APIs.
4. Copy the new user credentials for use below.

Once you've copied the necessary information from Workday, do not share this information with anyone outside of your organization, as it enables direct access to your data within Workday.

In order to use the API credentials you gathered above, you'll need to install the Workday app in ChartHop. To install the Workday app, simply

1. Navigate to Apps and Integrations in ChartHop,
2. Find Workday in the list of available apps,
3. Click Install on the far right-hand side of the table.

In order for ChartHop to access your Workday data, you'll need to enter the Workday API credentials you obtained above. In addition, there are a number of other configuration settings available to you.

For advanced config options, see Advanced options for payroll apps on the Get started with payroll apps page.

Please don't hesitate to contact implementation@charthop.com if you need assistance.

Once the Workday payroll app has been properly set up, ChartHop will be able to pull Workday data into your ChartHop account.

The table below lists all fields that are synced from Workday to ChartHop during a sync. In the first column, we list the name of the field in ChartHop, and in the second column, we list the name of the field in Workday.



Any ChartHop user with sufficient permissions can trigger an on-demand sync from Workday at any time. To sync your data for the first time, or subsequently on-demand at any time, follow the steps below.

1. Open ChartHop.
2. Select the gear icon.
3. Select Apps and Integrations.
4. Find and select Workday.
5. Scroll down to the bottom of the page, and click on Sync To Primary.

Upon clicking Sync to Primary, ChartHop will pull all of your org's current employee data from Workday. Once completed, you will see a message indicating that the sync has been completed.

Any ChartHop user with sufficient permissions can set up an automated sync from Workday at any time. To set up an automated sync, follow the steps below.

1. Open ChartHop.
2. Select the gear icon.
3. Select Apps and Integrations.
4. Find and select Workday.
5. Scroll down to the bottom of the page, and click on Run Daily.
6. Click Save Settings when you are done.