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Workday is a tool that provides enterprise cloud applications for human capital management, payroll, financial management and analytics. It has grown rapidly to 700 customers using its software suites today.
ServiceNow - Workday Integration
Integrating ServiceNow with your Workday application will improve efficiency and the quality of IT Service Management. Need for this integration is below:
- Security threat: Key HR details of employee updated real time to nullify threats
- Productivity & Efficiency: Elimination of manual efforts through automation
- Analytics: Real time availability of key HR parameters such as Attrition and Workforce requirements
Here are few examples to state the importance
On-boarding process: (User ID and mailbox creation)
New employee joins organization, HR creates account on Workday. ServiceNow auto-creates alias name (as per company policy) and mail box. This is done using Orchestration (for example MS Exchange) and subsequently Workday application is auto-updated.
Exit process: (User credentials deactivation)
An employee leaves organization, HR initiates exit process in Workday. An auto-ticket is created in ServiceNow and the exit process is followed. Post the ticket closure in ServiceNow, the user credentials are deactivated automatically in Workday.
Inbound Implementation
Inbound refers to data received in ServiceNow from Workday. Here are the steps to be followed to set it up:
- Create your Inbound Web service (definition of Workday SOAP XML received in ServiceNow) with the fields (field length is also important, mirroring workday) coming in from Workday.
- Create your Transform map (field mappings and scripts) for this Inbound Web service to process the Workday transactions in ServiceNow.
Outbound Implementation
Outbound refers to data pushed from ServiceNow to Workday. Here are the steps to be followed to set it up:
- Create a new Outbound REST Message with the Workday URL to get the access token from Workday. Use post REST Message function to send the Authorization code (<Client ID>+":"+<Client Secret ID> encoded in base 64 format), Content type, Grant type and Refresh token as parameters to Workday to get the access token.
- Create another Outbound REST Message with the Workday activity URL to send your content in JSON format to Workday. Use post REST Message function to send the Authorization code (<token type>+" "+<access token from step1>), Content type and message content in JSON format.
Note: Get the Client ID, Secret ID, Content Type, Grant Type, Refresh token from Workday team.
Skillset
Inbound web service, Transform Maps and Scripts knowledge is required, REST Messages, REST APIs and JSON knowledge is required, experience in Integration
Best practices
Inbound
- Worker ID from Workday to be coalesce field (recommended - similar to SysID in ServiceNow).
- Write onBefore and onAfter scripts to check for mandatory fields and plausible values received.
- Set the custom transaction response from the map scripts once the transformation is complete.
Outbound
- Create properties for Client ID, Secret ID and other parameters instead of hard-coding it.
- Use MID Server to check the response and update the response information in your target table.
- Setup retry functionality in case of failures and store all the transactions to and fro for auditing.
Functional Application
To give it a thought (but not restrictive to these areas) — HR Exit management process, HR on-boarding process and Payroll management process.
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