Approvals hub integration with Workday
Summarize
Summary of Approvals hub integration with Workday
The Approvals hub integration with Workday enables ServiceNow customers to seamlessly access and manage active approvals from Workday and other external business applications directly within Employee Center Pro. This integration, powered by the Workday spoke developed by Bristlecone, Inc., allows users to pull essential employee data related to time off, job changes, spend authorizations, and more into ServiceNow, enhancing visibility and approval efficiency.
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Key Features
- Employee Data Integration: Retrieve comprehensive employee information from Workday for various HR processes including time off requests, leave of absence, timesheets, job changes, job requisitions, terminations, spend authorizations, and compensation details.
- Approval Management: Approvers can view, approve, or reject Workday tasks directly from Employee Center Pro, streamlining third-party approval workflows.
- Supported Workday To-dos: Integration supports multiple Workday approval tables such as job change requests, leave of absence requests, spend authorizations, terminations, time off requests, timesheets, and compensation changes, with configurations available for both open and completed tasks.
- Report Fetching: Administrators can fetch and view Workday reports and metadata, including leaves and compensation information, within the ServiceNow platform.
- Task Configuration: One-time setup of parameters to pull Workday tasks into ServiceNow, enhancing approval workflows with context-rich information for approvers.
Application Setup and Prerequisites
- Ensure the latest versions of key plugins are installed: Employee Center Pro, HR Service Delivery Integration with Workday (version 3.0.0), Workday HR Spoke, Human Resources Scoped App: Core, and Enterprise Service Management Integrations Framework.
- Workday integration requires an HRSD Pro or Enterprise license that includes Employee Center Pro; it is not available for Employee Center Pro standalone.
- Familiarize yourself with the Enterprise Service Management Integrations Framework and the processes for integrating Workday, including managing connections and credentials.
- Activate and schedule flows to pull Workday record details regularly.
- Manually approve Requested RCAs generated post-installation or automate approvals using the EC bulk RCAs approval script for Employee Experience applications.
Benefits for ServiceNow Customers
This integration improves productivity by consolidating Workday approvals within ServiceNow, reducing the need to switch between platforms. It provides a unified view of employee-related approvals and data, enabling faster decision-making and enhanced HR process management. Administrators gain better control over workflows and reporting, while approvers benefit from contextual information that aids in efficient task completion.
Enable easier access to all active approvals of external business applications such as Workday from Employee Center Pro. The Workday spoke is built by Bristlecone, Inc.
- Pull employee information from Workday for time off requests, correct time off request, leave of absence, timesheet, job change, job requisition, termination, spend authorization, and compensation details to a ServiceNow application.
- View the Workday information from your ServiceNow instance.
- Enable approvers to view, reject, and approve the tasks right from Employee Center Pro.
Application setup
- Employee Center Pro
- HR Service Delivery Integration with Workday 3.0.0Note:Upgrade v2.0.6 to v 3.0.0
- Workday HR Spoke
- Human Resources Scoped App: Core (com.sn_hr_core)
- Enterprise Service Management Integrations Framework. This framework is installed with Employee Center Pro.
Prerequisites
Before you start working on the Workday integration, get familiar with the following steps.- Ensure you have the HRSD pro/Enterprise license that includes EC Pro. Workday integration is not available for Employee Center Pro standalone.
- Understand how Enterprise Service Management Integrations Framework works, see Using Enterprise Service Management Integrations Framework and View tasks of a third-party system
- Integrate Workday with ServiceNow, as explained in and Connections and Credentials.
- Activate and run the schedule flow that pulls record details. For more information, see Activating schedule flows.
- Understand the installed components as explained in Components installed with HR Service Delivery Integration with Workday
- Understand the basics of Workday integration and business processes.
Workday approvals workflow
Improve productivity by managing third-party approval flows from Employee Center Pro. Here is a list of the supported Workday todos configurations.| Todos configuration | Table name |
|---|---|
| Job Change Request Todos | sn_hr_workday_job_change_request_todos |
| Job Requisition Request Todos | sn_hr_workday_job_requisition_request_todos |
| Leave Of Absence Request Todos | sn_hr_workday_leave_of_absence_request_todos |
| Spend Authorization Request Todos | sn_hr_workday_spend_authorization_request_todos |
| Termination Request Todos | sn_hr_workday_termination_request_todos |
| Time Off Request Todos | sn_hr_workday_time_off_request_todos |
| Correct Time Off Request Todos | sn_hr_workday_correct_time_off_request_todos |
| Timesheet Request Todos | sn_hr_workday_todo |
| Compensation Change Request Todos | sn_hr_workday_compensation_change_request_todos |
For additional reference information, see Approvals experience reference.