Integration Overview
Employee Data Synchronization
Organization Structure Synchronization
Employee Data Synchronization Specifics
Position Synchronization
Filters
Important Notes
Time Off and Leave of Absence Data Synchronization
Important Notes
Schedule Data Synchronization
Important Notes
Integration Requirements

Humanity Application Requirements
Workday Application Requirements
Integration Setup Instructions

Integration Activation (Authentication)
Important Notes
Employee Sync Activation
Important Notes
Time Off and Leave of Absence Sync Activation
Important Notes
Schedule Sync Activation
Frequently Asked Questions

Workday is an industry-leading human capital management software for managing the entire employee lifecycle of your business, from recruitment and onboarding to compensation and development.

This document provides a detailed overview of Humanity’s integration with Workday along with instructions for setting up and activating the integration.

Integration Overview

The integration is bi-directional and supports the following data synchronization:

  • From Workday to HumanityEmployee data synchronizationTime Off data synchronizationLeave of Absence data synchronization
  • From Humanity to WorkdaySchedule data synchronization

The synchronization is automatically triggered every hour (counting from the completion of the last sync).

Workday is the source of truth for Employee data (including organization Structure data), Time Off and Leave of Absence data. Data synced from Workday to Humanity shouldn’t be changed in Humanity.

Humanity is the source of truth for Schedule data. Data synced from Humanity to Workday shouldn’t be changed in Workday.

Employee Data Synchronization

Organization Structure Synchronization

The synchronization of the organization structure from Workday to Humanity is the initial component of the Employee Data sync. The same sync is needed so to reflect the organization/hierarchical structure of the selected organization Hierarchy in Workday to the Group Account Platform in Humanity, to which employees and their data will be allocated.

Upon the integration activation and the initial Employee sync completion, all the organizations of the selected Organization Hierarchy in your Workday tenant will be reflected in child accounts in Humanity's GAP.

The integration supports an Employee Data sync for one of the following organization Hierarchy types:

  • Company Hierarchy
  • Cost Center Hierarchy
  • Location Hierarchy
  • Regional Hierarchy

The integration will synchronize only Employee Data for the specific hierarchy of the selected organization Hierarchy type (i.e. Company Hierarchy is selected as the hierarchy type and XYZ Inc. is selected as the specific organization of the Company Hierarchy type).

The Organization Hierarchy type and the specific Organization of that organization Hierarchy type, for which Employee Data will be synced, cannot be changed once chosen and the integration for those has been activated.

During the integration activation process, you will be able to choose whether to sync the last level of your selected Workday Organization Hierarchy (Company/Cost Center/Location/Region) to Account or Location in Humanity. Selected mapping preference will be permanently saved and cannot be changed.

The integration will recognize and synchronize the data from Workday to Humanity upon the following actions:

  • A new Organization is created in the selected organization Hierarchy in Workday
  • An existing Organization is moved into the selected Organization Hierarchy
  • An existing Organization is deleted/deactivated from the selected organization Hierarchy

Employee Data Synchronization Specifics

All workers from Workday will be synced to Humanity as users with “employee” permissions. To set proper permissions per user in Humanity, go to Staff > access specific employee profile > Permissions > Account Type > choose desired permission level.

The employee match during the initial sync will be by the employee’s Workday ID.

Upon the initial Employee sync, Humanity will automatically create user accounts for all employees that don’t have a Humanity account. Each newly created employee in Humanity will have a status which reflects the employee’s status in Workday. An “Active” status will be set for all employees that are active in Workday and a “Disabled” status will be set for employees that are inactive in Workday.

If the employee’s status is “Active,” an activation email (for password setup) won’t be sent to the user (employee).

If you would like to send an activation email (for password setup) to a specific, newly-created employee/user in Humanity, you will need to:

  • Set that user’s status in Humanity to “Inactive”.
  • Click on the Staff module and select “Not Activated” from the left side panel
  • Choose one of the available options - “Send Activation Email Now” (or “Manually Activate All” if you would like to send an activation email to all currently inactive users)

The following Employee data will be synced from Workday to Humanity:

  • Legal First Name
  • Legal Last Name
  • Work Phone Number
  • Home Phone Number (only if Work Phone not found)
  • Work Email Address
  • Home Email Address (only if Work Email not found)
  • Employee (Worker) Status
  • Employee (Worker) Hire Date
  • Employee (Worker) Time Zone
  • Employee ID/ Contingent Worker ID

The integration will recognize and synchronize the data from Workday to Humanity upon the following actions:

  • Employee created in Workday
  • Employee updated in WorkdayFirst name, last name, phone, email, status, time zone changeEmployee transferred from one organization to another in the same organization Hierarchy
  • Employee deactivated/terminated in Workday

Position synchronization

The integration supports synchronization of Employee’s (Worker’s) Job Profile from Workday, to Position in Humanity. Job Profile in Workday equals Position in Humanity.

Employee’s (Worker’s) Job Profile synced from Workday will be assigned as Position to that Employee’s (Worker’s) in Humanity.

Activating Position sync is optional if all your Employees (Workers) have only one Job Profile and therefore one Position assigned in Workday.
If your Employees (Workers) have more than one Job Profile in Workday, Position sync is mandatory in order for integration to work properly.

Our recommendation is to activate Position sync even if you have only single Job Profile/Position Employees (Workers), in order to ensure that integration will properly work if you decide to have multi Job Profile/Position Employees (Workers) at some point in future.

The Position sync can be activated only when setting up the Employee sync configuration for the first time and once enabled, cannot be disabled afterwards.

Upon Position sync activation, the shifts that are being synced from Humanity to Workday will bear information about the Position for which shifts are created.

Only shifts which are created for the Position synced from Workday will be synced from Humanity to Workday.
Any shift created for the Position which is created manually in Humanity, won't be synced to Workday.

The position manually created in Humanity won't be deleted/overridden by the integration with data from Workday.
If you delete/change Position which is synced from Workday, that data will be overridden with data from Workday with the next sync.

If Employee (Worker) doesn't have Job Profile nor Position in Workday or only has Position but not Job Profile, then that Employee (Worker) will be synced to Humanity, but won't have assigned Position. Consequently, shifts created for that employee won't be synced to Workday.

The integration will recognize and synchronize the data from Workday to Humanity upon the following actions:

  • Job Profile created and assigned to Employee (Worker) in Workday
  • Job Profile for Employee (Worker) updated in Workday
  • Job Profile unassigned from Employee (Worker)  in Workday

Filters

Pay Rate Filter

The integration supports the synchronization of a specific employee subset (in the selected organization Hierarchy) by the employee’s assigned Pay Rate. 

 Filtering by Pay Rate is optional. You can set one or more Pay Rates to filter employees by (i.e. Hourly and Salaried and Flat Rate).

This filter can be applied only during the initial setup of the Employee sync configuration. Once enabled, the filter cannot be disabled.

If an employee has multiple positions, the filters will only be applied to employee’s Primary Position.

Upon applying the filter, the integration will only sync the employees with a defined Pay Rate(s). This filter doesn't apply to Contingent Workers.

Contingent Workers Filter

In order for Contingent Workers to be synced from Workday to Humanity, that option has to be activated in the Filters section during the Employee data sync activation.

 Activating the Contingent Workers sync is optional and if not applied, Contingent Workers won’t be synced.

 The same as for Pay Rate filter, Contingent Workers activation can be performed only when setting up Employee sync configuration for the first time. Once enabled, it can’t be disabled anymore.

Job Family & Job Category Filters

The integration also supports the synchronization of a specific employee subset (in the selected organization Hierarchy) by the Job Family and/or Job Category to which the employee’s assigned Position belongs. 

Filtering by Job Family and/or Job Category is optional. You can set one or more Job Families and/or Job Categories by which to filter employees. When set for the first time, those filters cannot be changed.

 If an employee holds multiple positions, the filters will only be applied to employee’s Primary Position.

 Job Family and Job Category filter can be used independently or combined. If used together, integration will only sync employees whose Job Profile has both one of the selected Job Families and one of the selected Job Categories.

 These filters can be applied only during the initial Employee sync configuration. Once enabled, the filters cannot be disabled.

Important Notes

  • If the Manager role in a specific Workday Organization in the selected organization Hierarchy is inherited from one of the superior organizations, then that employee will not be visible in the Humanity account in which the Manager’s role is inherited.
  • If an employee is terminated (deactivated) and later re-hired in Workday, that employee will be reactivated in Humanity as well.
  • If an employee is terminated on a certain day, but their termination effective date is set to at least two days before, that employee won’t be picked up by the integration and terminated in Humanity. In order for an employee to be synced as terminated, termination effective date has to be set to maximum one day in the past from the day of termination action.
  • Email Address sync: The integration will firstly search for a Primary Work Email Address in Workday; if one is not set, it will search for a Work Email Address to sync to Humanity. If that one is not set either, it will look for a Primary Home Email Address in Workday. If one is not set, it will finally look for a Home Email Address in Workday to sync to Humanity.
  • Phone Number sync: The integration will firstly search for a Primary Work Phone Number in Workday; if one is not set, it will look for a Work Phone Number in Workday. If that one is not set either, it will look for a Primary Home Phone Number in Workday. If one is not set, it will finally look for a Home Phone Number in Workday to sync to Humanity.
  • The integration currently doesn’t support the syncing of a Preferred Name (First and Last Name), Home Email Address and Home Phone Number from Workday to Humanity.
  • If a worker has two last names - Last Name and Secondary Last Name (i.e. Father's Family Name and Mother's Family Name), the integration will only sync the Last Name (i.e. Father's Family Name). At the moment, the Secondary Last Name (i.e. Mother's Family Name) will not be synced.
  • The Worker’s Work Phone Number has to have at least 7 digits in order to be synced from Workday to Humanity.
  • Integration will synchronize Employee’s (Worker’s) assigned time zone if it is set in Workday as User’s time zone or Location time zone (time zone of the user's associated location).
  • Integration won’t synchronize Employee’s (Worker’s) assigned time zone if it is set in Workday as Tenant time zone. In order to handle this case, you would need to set Humanity’s master account time zone to the same time zone as your Workday’s tenant time zone. This will ensure that the user has the same time zone across both systems.
  • If Contingent Worker’s termination day in Workday is set on a certain date, he/she will be disabled in Humanity the day after.
  • Employee ID / Contingent Worker ID is visible in Humanity in Staff > Employee Profile > Edit Details as a value of the Employee ID field.
  • Once synced, Contingent Worker ID is formatted in Humanity as an alphanumeric value with a dash (i.e. 12345-C).

Time Off and Leave of Absence Data Synchronization

The Time Off (TO) and/or Leave of Absence (LOA) data that will be synced from Workday to Humanity includes:

  • Time Off and/or Leave of Absence type
  • Approved Time Off and/or Leave of Absence requests

The integration will recognize and sync data upon the following actions:

  • Approved TO and/or LOA request created in Workday
  • Approved TO and/or LOA request updated in Workday
  • Approved TO and/or LOA request deleted/removed/cancelled/rescinded in Workday

After TO and LOA sync is activated, the initial sync will import all changes made to TO and/or LOA requests which have been approved/rescinded 3 months in the past and 3 months in future counting from the date of the current sync runtime (i.e. if the current sync is running from January 1st, 2018, it will import all changes that occurred in the period from October 1st, 2017 to March 31st, 2018).

Each next sync will import only the changes that occurred between the last sync end and the next sync start time.

Leave Of Absence and/or Time Off sync activation can be activated only when setting up the Employee Sync configuration for the first time. Once the Leave Of Absence and/or Time Off sync has been activated, it cannot be deactivated afterwards.

Important Notes

  • Synced, approved TO and/or LOA requests will be visible in the Humanity’s Dashboard “On Leave” widget, Leave module (Upcoming Time Off, Leave Balance), Schedule module (Schedule Overview, Leave Schedule, Staff Availability) and Staff module (within employee profile in the Leave section), Reports Module (Vacations, Vacation Summary reports).
  • TO and/or LOA request types in Workday may be in both hourly or daily units, but all approved TO and/or LOA requests will be synced to Humanity as full day requests only.
  • If an employee takes an hourly TO request (i.e. 3 hours on Thursday), that employee will be shown in the Leave Schedule as being unavailable for the whole day. The Manager will be able to see how many hours the employee is actually unavailable by pulling the “Vacation Summary” Report (in the Humanity Reports module). The information will be available in the “Comments” column.
  • For an accurate entitled TO and/or LOA days/hours amount, please reference Workday as the primary source of truth for TO and LOA data. This information will not be synced to Humanity. In Humanity, “Entitled Leave Days” for each synced TO and/or LOA type will be set to 365/366 days by default.
  • Overlapping TO and/or LOA requests created in Workday will not be synced. If there is one approved TO or LOA request in Workday, which is synced to Humanity for the date and time for which another TO or LOA request is approved in Workday, that second TO or LOA request will exist in Workday but won’t be synced to Humanity.

Schedule Data Synchronization

The schedule data that will be synced from Humanity to Workday includes:

  • Shift Start Time
  • Shift End Time
  • Shift User ID (representing the relation between the shift and user on that shift)
  • User ID

The integration will recognize and sync data from Humanity to Workday upon the following actions:

  • Shift for an employee is created and published in Humanity
  • Shift for an employee is updated/edited and published in Humanity
  • Published shift for an employee is deleted in Humanity

Important Notes

  • The integration will sync only published shifts. Unpublished shifts will not appear in Workday.
  • If an employee is set as “OnCall” for a shift or shifts, the integration will sync that/those shift(s) only if the “OnCall management” setting is turned on (Settings > ShiftPlanning).
  • Synced shifts will be visible in My Team's Schedule (manager view), My Schedule and View Schedule for Worker reports available in Workday’s Time Tracking module.
  • All synced shifts will have a Start Time and End Time in the worker’s (employee’s) assigned time zone synchronized from Workday to Humanity. 
  • If the Worker’s (Employee’s) assigned time zone in Workday is the tenant time zone, all synced shifts for that worker will have the Start Time and End Time in the time zone which is set in the Humanity master account.

Integration Requirements

To activate Humanity’s integration with Workday and enable data synchronization, a certain set of requirements related to the Humanity and Workday systems must be fulfilled.

Humanity Application Requirements

The integration user must have an active Humanity account with administrator access.

The Group Accounts Platform (GAP) module must be activated. Please contact your Humanity representative for details.
Within each account of your GAP structure (navigate to Group Accounts module > Manage Accounts > select specific account), the “Child of [account name]” setting will be automatically set when integrating to the proper account name and must not be changed.

Within each account of your GAP structure (navigate to Group Accounts module > Manage Accounts > select specific account), the “Child of [account name]” setting will be automatically set when integrating to the proper account name. This setting must not be changed.

Humanity’s master account Time Zone (Settings > Account > Timezone) must be set to the same time zone as your Workday’s tenant time zone. If you need assistance in matching time zones between Workday and Humanity, please contact Humanity Support (support@humanity.com).

As the precondition for Time Off and/or Leave of Absence sync activation, the following settings must be in place:

  • Leave settings ( Settings > Leave and Availability) must be set to the values shown in the following screenshot.
  • The “Deduct weekends from leave requests” setting under “Advanced settings” for the Leave module ('Settings' > 'Leave and Availability') has to be set to deduct weekends, but also work days, if necessary. See the screenshot below.

As a precondition for Schedule sync activation, the following settings, in Settings > Shiftplanning (Advanced), must be in place:

  • The “Use the Draft/Publish schedule method” setting must be turned on 
  • The “Enable Shift Acknowledgment” setting must be turned off

Workday Application Requirements

The Integration System User and Integration Security Group for Integration System User have to be configured in Workday.

Create an Integration Security Group following these steps:

  1. Run the “Create Security Group” task in Workday
  2. Select the “Integration System Security Group (Unconstrained)”
  3. Enter a Name (i.e. Humanity Integration Security Group)
  4. Click OK

To grant the Security Group access to the domains required by the integration, follow these steps for each domain:

  1. Access the “View Domain” report and find the required domain.
  2. As a related action on the domain, select Domain > Edit Security Policy Permissions.
  3. Add the previously created Security Group to the “Integration Permissions” and select Get and Put.
  4. Access the “Activate Pending Security Policy Changes” task and activate the changes that you made in Step 3.

The Domains required by the integration can be found in the  following documents:

  1. Humanity-Workday Integration Security - domains for Authentication, Employee, organization structure and Schedule sync 
  2. Humanity-Workday RaaS Integration Security - domains for Time Off and Leave of Absence sync

Contact your Humanity representative in order to obtain these documents.

Check if a security policy for domain Process: Ad Hoc Schedule Processing is active following these steps:

  1. Access the ‘View domain’ report.
  2. Enter the ‘Process: Ad Hoc Schedule Processing’ for the domain name.
  3. Click on the related action -> ‘Domain’ -> ‘View Security Policy’.
  4. Security Policy should be active.

If the Security policy isn't activated then activate is by:

  1. Click on the security policy related Action -> ‘Domain Security Policy’ -> ‘Enable’.
  2. Access the ‘Activate Pending Security Policy Changes’ task and active the changes that you made in Step 5.

Create an Integration System User following these steps:

  1. Run the “Create Integration System User” task in Workday
  2. Enter a User Name (i.e. Humanity Integration System User) and a Password
  3. Keep the Session Timeout Minutes default value of 0 to prevent session expiration
  4. Click OK
  5. On the related actions on the created System User, select Security Profile > Assign Integration System Security Groups.
  6. At the Integration System Security Group to Assign prompt, select the security group that you previously created.
  7. Access the “Maintain Password Rules” task and add the integration system user to the “System Users exempt from password expiration” field.

Notes:

  • An expired session can cause the integration to time out before it successfully completes.
  • Use the “View Security Group” task to open the newly created security group in Workday.

All Workers (Employees) whose data would be synchronized between the two systems must be in the specific organization Hierarchy of the selected Organization Hierarchy type (Company/Cost Center/Location/Region Hierarchy) in Workday for which the integration will be activated. (i.e. the Company Hierarchy is selected as the type and XYZ Inc. Company Hierarchy is selected as the specific organization of the Company Hierarchy type).

The Default Time Entry Code assigned to the worker must have the Entry Method set as In/Out Only in order for the Schedule of that user to be synched from Humanity to Workday and to be visible in Workday.

As a precondition for Employee sync activation please make sure that each employee under your Workday account has Legal First Name, Legal Last Name, (Primary) Work Email and Hire Date defined - in order for these data to be synchronized to Humanity.
All Workers (Employees) whose data will be synchronized between two systems must be sitting in specific Organization Hierarchy of the selected Organization Hierarchy type (Company/Cost Center/Location/Region Hierarchy) in Workday for which integration will be activated. (i.e. Company Hierarchy is selected as the type and XYZ Inc. Company Hierarchy is selected as a specific organization of Company Hierarchy type).

The precondition for the Time Off sync activation is the creation of a custom report (RaaS - Report as a Service) in the Workday tenant - Time Off Report. This Report presents all changes related to Time Off requests which occur in Workday and which will be synced to Humanity, such as the creation, updating or deletion/removal of approved Time Off requests.

The precondition for Leave of Absence sync activation is the creation of two custom reports in your Workday tenant:

  1. Leave of Absence Report - presents creation and update of approved Leave of Absence requests which occur in Workday and are synced to Humanity.
  2. Deleted Leave of Absence Report - presents deletion/removal/cancellation/rescinding of approved Leave of Absence requests which occur in Workday and are synced to Humanity.

For obtaining definitions and instructions to generate each report (Time Off, Leave of Absence and Deleted Leave of Absence) please contact Humanity Support (support@humanity.com).

Integration Setup Instructions

Integration Activation (Authentication)

  1. Log in to your Humanity account and click on the Settings gear in the upper right corner.
  2. Choose the “Integrations” module listed under the “Integration” section on the left side panel.
  3. Choose the Workday integration from the Integrations main page

4. On the next page, click the “Activate” button.

5. A sidebar will appear and you will be asked to fill in the following company information, then click the “Authorize” button: 

  1. Workday Integration User username@tenant name
  2. Workday Integration User password
  3. Workday Human Resources URL (WSDL)
  4. Workday Time Tracking URL (WSDL)
  5. Workday Integrations URL (WSDL)

6. Authentication between the two apps will be completed and the integration will be activated.

To locate Human Resources/Time Tracking/Integrations URL (WSDL):

  1. Run the “Public Web Services” report
  2. Find the desired web service in the “Web Service” column
  3. In its related actions, go to Web Service > View WSDL
  4. In the launched webpage, find the URL (WSDL) which is the value of ‘address location’

Each URL (WSDL) needs to have the Web Service version. The oldest supported Web Service version is v30.2.

 

Important Notes

  • If the “Integrations” module is not listed, please contact Humanity Support (support@humanity.com).
  • Any changes made to the login credentials or security setup of the Integration user (the user who activated the integration) will result in integration deactivation.
  • Any changes made to the Workday tenant Human Resources URL (WSDL), Time Tracking URL (WSDL) or Integrations URL (WSDL) will result in integration deactivation. 

Employee Sync Activation

Before you enable the Employee sync via the Humanity Workday integration page, please make sure that each employee within your Workday account has the following defined: Legal First Name, Legal Last Name, Primary Work Email, and Start Date.

When the above-mentioned data is in place, you can proceed with the Employee sync activation according to the following steps:

  1. Click the “Show More” for Employee Sync, located in the Workday integration page “Sync Details” section.

2. Choose the Organization Hierarchy Type from the drop-down menu (i.e. Location Hierarchy – like we chose in our example).

3. Choose the preferred mapping of Workday’s Company/ Cost Center/ Location/ Region to Humanity’s Account or Location.
4. Enter the Workday ID (WID) of the previously selected organization Hierarchy Type.
5. Enter the Organization Type WID.
6. Enter the WID of the specific Top Level Organization in the selected organization Hierarchy.
7. [OPTIONAL] Click the “Sync Employee’s Position(s)” checkbox.
8. [OPTIONAL] Click “Show Filter.”
9. [OPTIONAL] Turn on “Include Contingent Workers”.
10. [OPTIONAL] Enter the Pay Rate Name(s) and Pay Rate WID(s).
11. [OPTIONAL] Click “Get Job Families”
12. [OPTIONAL] Select preferred Job Family(ies)
13. [OPTIONAL] Click “Get Job Categories”
14. [OPTIONAL] Select preferred Job Category(ies)
15. Click “Start Sync”.

16. The Employee sync is now activated and the initial employee data sync will begin immediately.

17. You will receive an email notification upon the initial sync’s successful completion (applicable only if your Humanity admin account email is verified).

To locate the required Workday IDs in your Workday tenant:

  • Company/Cost Center/Location/Regional Hierarchy Type WID and Company/Cost Center/Location/Region Type WID
  • Run the “Organization Types” report
  • Find the desired Hierarchy Type (i.e. Company Hierarchy) and Organization Type (i.e. Company) in the “Organization Type Name” column
  • In the corresponding row of the “Related Tasks” column, go to Integration IDs > View IDs > Workday ID
  • Company/Cost Center/Location/Regional Hierarchy Top Level Organization WID
  • Using the “Search” feature, find the desired Organization Hierarchy (i.e. XYZ Inc. Company Hierarchy)
  • In its related actions, go to Integration IDs > View IDs > Workday ID

Important Notes

  • Organization Hierarchy Type, Organization Hierarchy Type WID, Organization Type WID, and Organization Hierarchy Top Level WID must all be defined in order for the Employee sync to be activated. Once defined, those values cannot be changed. 
  • Organization Hierarchy Type WID, Organization Type WID, and Organization Hierarchy Top Level WID define the specific Organization Hierarchy, within the selected Organization Hierarchy type for which all data synchronization will apply.
  • Filtering Employees by Pay Rate is optional and can be applied only when setting up the Employee Sync configuration for the first time.
  • To apply the Pay Rate filter, both the Pay Rate Name and Pay Rate WID must be defined. Once defined, those values can’t be changed and the filter can’t be disabled.
  • If the Pay Rate filter is not enabled, all Employees in the selected Organization Hierarchy will be synced.
  • The initial Employee sync may last more than 60 minutes. No changes can be made to the integration configuration while the sync is running.

Time Off and Leave of Absence Sync Activation

In order to enable the Time Off sync and/or Leave of Absence sync, the requirements from the “Integration Requirements” section must be fulfilled. 

Once activated, the Leave Of Absence and/or Time Off sync(s) cannot be deactivated. 

 Time Off sync activation steps:

  1. Click on the “Show More” for Time Off sync, located in the Workday integration page “Sync Details” section.

2. Enter the URL (WSDL) of Time Off custom report into the “Time Off Report URL” input field.
3. Click “Start Sync”.

4. The Time Off sync is activated and the initial Time Off sync will begin once the next scheduled Employee sync has been completed.

Leave of Absence sync activation steps:

  1. Click on the “Show More” for Leave of Absence sync, located in the Workday integration page “Sync Details” section.


2. Enter the URL (WSDL) of the Leave of Absence custom report into the “Leave of Absence Report URL” input field.
3. Enter the URL (WSDL) of the Deleted Leave of Absence custom report into the “Deleted Leave of Absence Report URL” input field.
4. Click “Start Sync”.

5. The Leave of Absence sync is activated and the initial Leave of Absence sync will begin once the next scheduled Employee sync has been completed.

To locate the required Report URLs (WSDLs):

  1. Find the previously generated report (Time Off, Leave of Absence or Deleted Leave of Absence)
  2. In the reports’ related actions, go to Web Service > View URLs > Workday XML > WSDL
  3. Right-click on WSDL and select “Copy URL” 

To locate Pay Rate Type Name and Pay Rate Type WID:

  1. Run ‘View Pay Rate Types’ report
  2. Select desired Pay Rate Type (i.e. Hourly) and click OK
  3. Value of ‘Pay Type Name’ is Pay Rate Type Name that you need
  4. Click on Pay Rate Type’s related actions, go to Integration IDs > View IDs > Workday ID
  5. Value of Workday ID is the Pay Rate Type WID that you need

Important Notes

 

  • In order to activate the Time Off sync, the Time Off Report URL must be defined.
  • In order to activate the Leave of Absence sync, the Leave of Absence Report URL and Deleted Leave of Absence Report URL must be defined.
  • Once defined, the Report URLs’ values can’t be changed and the Leave Of Absence and/or Time Off sync(s) can’t be deactivated.
  • If the Employee sync is deactivated and later reactivated, the previous Leave Of Absence and/or Time Off sync configurations will remain the same as they were before the Employee sync was deactivated. 
  • Time Off and/or Leave of Absence requests (for Time Off and/or Leave of Absence types synced from Workday to Humanity – i.e. Workday - Vacation) must not be requested/approved in Humanity.

Upon Time Off (TO) and/or Leave of Absence (LOA) sync activation, the following settings will be automatically set and must not be changed in order for the TO and/or LOA sync(s) to work properly:

  • The settings under the “Current Leave Types” section ( Settings > Leave and Availability) will be set to the values shown in the following screenshot. These settings apply only to TO and/or LOA types synced from Workday to Humanity (i.e. Workday - Vacation).

Schedule Sync Activation

In order to enable the Schedule sync, the Employee data sync needs to be enabled first.

 To enable the Schedule sync:

  1. Click “Start Sync” button located in the Workday integration page “Sync Details” section.

2. The Schedule sync is activated and the initial Schedule sync will begin once the next scheduled Employee sync has been completed.

If you have any further queries, please don't hesitate to contact us at support@humanity.com.
 

Frequently Asked Questions

What will happen if I create, delete employee or change employee details in Humanity - i.e. employee’s time zone, phone number, first name, last name, etc.?
A: You shouldn’t create, delete employee in Humanity or change any of employee’s data that are synched from Workday because Workday is the single point of truth for employee data. Data entered/changed in Humanity won’t be picked up by Integration and synced to Workday, and will be overridden by data from Workday with next scheduled sync.

Is it required that each employee synced from Workday to Humanity has an email address set in Workday?

A: It isn’t required, but it is recommended. The reason behind is a possibility for an employee to receive various notifications from Humanity or instructions for account activation, password reset, etc.

How can I access multiple Humanity accounts if I need to schedule employees in those accounts?
A: You can use Admin user’s login credentials of the specific account you want to access. If multiple accounts you need to access have the same parent account in Humanity, you can use Admin user’s login credentials of the parent account to access all it’s child accounts. To obtain each Admin user’s login credentials please contact your Admin user of the Humanity Master account.

Will the user’s permissions level set in Workday be reflected in Humanity?
A: No, regardless of the permissions level set in Workday, all users upon synced in Humanity will have ‘employee’ permissions level set. Permissions for Humanity app have to be set directly in Humanity.

Will the Manager of the specific Company/Cost Center/Location/Regional Hierarchy organization in Workday be synced to the corresponding Humanity account?
A: No, that user will be synced to Humanity account which represents his/her assigned Company/Cost Center/Location/Region in Workday. This is because no users can be synced to Humanity accounts representing Company/Cost Center/Location/Region Hierarchy but only concrete Company/Cost Center/Location/Region in the hierarchy.

Once specific Company/Cost Center/Location/Regional Hierarchy organization in Workday is synced to the corresponding Humanity account, which user will be Administrator of that Humanity account?
A: Generic user named ‘Admin’ will be the administrator of that Humanity account. This user doesn’t represent some user which is synced from Workday, instead, it is created by integration itself.

Will the integration sync moving of the employee from specific Company/Cost Center/Location/Region organization to specific Company/Cost Center/Location/Regional Hierarchy and vice versa?
A: No, integration will sync only moving of employees between two Companies, Cost Centers, Locations or Regions (i.e. from Company 1 to Company 2, from Location X to Location Y, etc.). Therefore sync of moving the employees from specific organization to organization hierarchy (i.e. from Company X to Company Hierarchy XYZ), or between two organization hierarchies (i.e. from Company Hierarchy XYZ to Company Hierarchy ABC ) is not supported.

Will the Employee (Worker) be synced from Workday to Humanity if his/her email address is already taken by the other user in Humanity?
    A: Yes, that Employee will be synced and his/her email address in Humanity will be saved as an original email address with added ‘+’ and random alphanumeric string in front of the ‘@’ symbol (i.e., if the original email is workday.user@domain.com, in Humanity, will be saved as workday.user+sh6vri580ck08wo@domain.com).


If the Employee has two different Job Profiles in two different Cost Centers/ Companies/ Locations/ Regions in Workday, how will that be reflected in Humanity?

A: If the chosen mapping of Workday’s Cost Center/ Company/ Location/ Region to Humanity is ‘Account’, then the employee will have only one Job Profile synced to Humanity - the Primary one. If the chosen mapping of Workday’s Cost Center/ Company/ Location/ Region to Humanity is ‘Location’, then the employee will have two different Job Profiles in two different Locations in Humanity. Humanity Location represents Workday Cost Center/ Company/ Location/ Region.

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