Tuesday, September 15, 2020

Workday: Core Connector Templates

The delivered Workday Report-Integration Template Catalog provides a list of all integration templates


The following are some of the most commonly used Workday Core Connector templates for Integration:

Core Connector for HCM -Templates:


Core Connector: Worker
Core Connector: Positions
Core Connector: Locations
Core Connector: Job Requisitions
Directory Service
E-Verify - Employment Verification
Core Connector: Job Profile and Job Family
Core Connector: Organization Inbound
Core Connector: Organization Outbound

Integration - Templates:


Enterprise Interface Builder  (EIB Related)
Cloud Integration Template   (Studio related)
Document Transformation

Cloud Connect for Benefits - Templates:


CIGNA: Medical, Dental, Wellness, FSA
Guardian: Dental, Vision, Insurance
Delta Dental of CA: Dental
Aetna: FSA, HSA, Life, Disability
MetLife: Dental, Vision
HealthPartners: Medical, Dental, Vision, Rx

Cloud Connect for Third Party Payroll - Templates:


Payroll Interface
PI External Results Inbound (Do Not Use)
Import External Payslips
Payroll Effective Change Interface
PECI - Merge Files Integration Template
External Payroll Results Inbound
Worker Effective Change Interface

iLoad- Templates:


iLoad Bulk: Process Input File Template
iLoad Bulk: Doc Splitter

Workday: Integration Approach Steps


  1. First check for Packaged Connectors (Delivered) for the third party directly which with a little tweak can help achieve the need.
  2. Next check if there are any Core Connectors which are template based and can help achieve the need of the integration.
  3. Next step should be to check if we can do it with a combination of custom report and Enterprise Interface Builder (EIB) .
  4. If any of the above does not help meet the requirement, then use Workday Studio. This is the final place where we should be able to design and build any complex integrations.

Summary:

  • Packaged connectors              - Delivered by Workday to connect with third party [End-to-End]
  • Core Connectors                     - Template based.
  • Enterprise Interface Builder - Custom Report or Web Service combination
  • Workday Studio                      - Multiple output files, Read from different sources , Exceptions etc.                                                                                                   

Workday Integration : Related Terms & Glossary

Integration System
A tenanted definition of an integration between Workday and an external system based on a template that provides the methodology for communicating data.

Reference ID
A unique identifier used to look up data for integration purposes.

System User
An account associated with and required to launch a Connector or Studio integration. Workday delivered integrations and custom integrations require a system user account for authentication and web service calls. A system user account is not associated with a person in Workday.

Integration Template
A collection of integration services that enables communication between Workday and an external system. Workday provides integration templates in categories such as Benefits, Financials, HCM, Payroll, Payroll Interface, Procurement, Recruiting, Security, and Settlement. Many of the delivered templates contain default values for attributes, as well as prompt values for attributes and maps, to define the integration further.

Integration Event
The record of an integration process. Every integration—current or past, involving the import or export of data, successful or not—gets recorded as an integration event. The integration event contains all the information about the integration process, including its status.

Connector
A set of  one or more integration templates that provide a framework for building integrations in a particular functional area. The integration can support a specific type of data, or can support a specific endpoint ( vendor, legacy system, third party payroll )

Enterprise Interface Builder (EIB)
An integration tool that enables us to create simple, secure, and customizable integrations with Workday. Alternately, an EIB is a simple integration created by the integration tool. An EIB consists of an integration system, an integration data source, an integration transformation, and an integration transport protocol.

Integration Field Overrides
A service that lets us customize integration systems that are based on a connector template. Field overrides are managed through an integration service. They use calculated fields or report fields to supply values to an integration system. Example: member IDs in benefit provider integrations.

Integration Attribute
An integration component that specifies the tenanted value of a data element in Workday. Example: Master Policy Number is a type of attribute in benefit provider integrations.

Integration Data Source
Indicates the type of data that Workday receives from or exports to an external system and its location.

Workday Web Services
Workday’s public API. Based on open standards, Workday Web Services (WWS) provide the core method for integration with Workday.

Integration Map
An integration component that specifies how values in Workday map to values in an external system. Example: Pay Rate Frequency is a type of map in third-party payroll integrations.

Integration Service
A group of related integration attributes, maps, and XSLT that provides a framework to transform Workday data into the format required by an external system.

Integration Transformation
Converts data into a format that Workday or a receiving external system can understand. Workday provides some delivered transformations, and we can also create custom transformations.

Integration Transport Protocol
Controls how Workday exports data to an external endpoint or service or imports the data from an external endpoint or service. Workday supports several types of transport protocols, including email, FTP and SFTP, HTTP/SSL, Workday attachments, and Workday Web Services.

Workday Studio
An Eclipse-based development environment that enables us to build more complex integrations with Workday.

Workday : Studio Integration


Workday Studio

Workday Studio is one of the 3 ways of building your integrations. (Other two are EIB and Core Connector)

Below are some of the details.

Cloud Explorer :

This is the place where we connect studio to the Tenant. It could be any tenant.
Need to pass on Tenant Name, User ID, Password in order to get connected.

Preferences > Workday > Connections

** Be cautious when right clicking on the project / Integration, Don't tend to click on remove, which will remove from the server / tenant.

Project Explorer :

This is the preview of the work space or local file system. Each folder is an integration. Clicking on Assembly will open the design .

Outline:

Gives the complete picture of the integration, where we can navigate easily. Check out for different views by clicking the 4 different icons in Outline window.

Design | Tree Structure | mVal | Props(properties) and Variables

Schema Explorer:

We can add WSDL or WSD / We can add WWS (Mostly used for)  / You can add Custom Report schema (Raas) / XSLT

3 different perspectives in seeing the applications -- WD | Debug | Design Report (BIRT)