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Integrations: Workday for HiThrive

Integrations

Integrations: Workday for HiThrive

Integrate Workday with your HiThrive instance for smart user management

Updated 1 week ago

The Workday integration for HiThrive provides a one-way data sync of employee details from your Workday instance to your HiThrive team. Workday user data is automatically imported on a nightly basis over an encrypted HTTP connection. Only the fields permissioned (and mapped in HiThrive) are accessed – no other employee details are accessed or saved. 

What are the benefits of this integration?

Reduced administrative workload

First, this integration reduces the workload for your HiThrive administrators by automating user creation. New users will be automatically populated in HiThrive from Workday. Users can also be deactivated based on data from Workday.

Data consistency

Second, the integration eliminates data inconsistency. Users are updated automatically from Workday, ensuring that your HiThrive data matches your Workday data. This allows your organization to use Workday as a single source of truth for user data.

Improved reporting

With more (and more accurate) user data, your HiThrive reporting and administration is also improved.

 

Please follow the steps below to enable the integration.

Fields imported from Workday

  •  Birth_Date

  • Start_Date

  • Organization

  • Location

  • Manager_ID

  • Position_Title

  • Employee_ID

  • First_Name

  • Last_Name

  • Department

  • Title

Synchronization frequency and security

 HiThrive automatically imports your Workday user data on a nightly basis over an encrypted HTTP connection. Only the fields listed above are saved to a HiThrive user’s profile – no other employee details are accessed or saved.

Create a Workday Integration System User  

Important: Use good security practices for this user. It should only be used for the Workday <> HiThrive integration and leverage a strong password

1. Create the user- In Workday, Search: "create integration system user" and select the resulting task

  • Specify a User Name and a strong password

  • Set the session timeout to a value as low as possible

  • Select Do Not Allow UI Sessions

  • Select OK, then Done

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2. Create a Security Group- In Workday:

  • Search: "create security group" and select the resulting task

  • For Type of Tenanted Security Group, select Integration System Security Group (Unconstrained

  • Name: HiThrive Security Group

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3. Next, for Integration System Users, add the user created in the prior step, select OK, then Done

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4. Assign Group to domain Security Configuration - In Workday, perform steps 1-4 for each Domain/Permission pair in the table that follows:

  • Search:"domain security configuration" and select the result

  • In the Domain field, search the Domain from the table, select the result, select OK

  • Select the (...) next to the Domain name; under Actions, select DomainEdit Security Policy Permissions

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  • Under Integrated Permissions, add the Security Group created in the above steps and select the Permission

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  • Select OK, then Done. If an alert to Activate Pending Security Policy Changesis displayed, do this after all domains have been updated for the security changes to take effect immediately

  • Permit the following domain security policies to have “Get” access under Integration Permissions:


      Domain

      Permission

      Person Data Work Contact Information

      Get

      Workday Accounts

      Get

      Worker Data Active and Terminated Workers          

      Get

      Worker Data All Positions

      Get

      Worker Data Business Title on Worker Profile

      Get

      Worker Data Current Staffing Information

      Get

      Worker Data Public Worker Reports

      Get

      Worker Data Workers

      Get

  • Search and navigate to the Activate Pending Security Policy Changes page. Click “OK”, then confirm on the following page.

Create Custom Report  

Important: Minimize risk by creating a report specifically for importing users to HiThrive including only the attributes that can be utilized by HiThrive

Search: "create custom report" and select the result

Specify:

  • Report Name: HiThrive User Sync

  • For Report Type, choose Advanced

  • Enabled As Web Service: Check this option

  • Optimized for Performance: Uncheck this option

  • Data Source: All Active and Terminated Workers

  • Check Enable As Web Service and select OK

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Edit Custom Report :  Attributes must be mapped in the Columns tab of the custom report:

Business Object / Field (Your field source may vary)

Column Heading Override XML Alias

Primary Work Email                                                                         

workEmail

Employee ID

employeeId

Manager ID

managerId

First Name

firstName

Last Name

lastName

Start Date

startDate

Date of Birth

dateOfBirth

Location

location

Department

department

Organization Name

organization

Position Title

jobTitle

 

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Share the report with the integration system user​.

  • Select the Share tab, then Share with specific authorized groups and users.

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  • Add an authorized user to the report under the “Share” tab. Search and add the Integration User you created in step one.

Copy your RaaS endpoint. Under the Actions menu, navigate to Web Service > View URLs. Click the “JSON” link to copy the JSON RaaS endpoint URL. You’ll need this for the next step.

Authorize Workday

Provide HiThrive with the credentials for the Integration System User created in the steps above by selecting the Workday integration at https://app.hithrive.com/admin/settings/integrations. (You will need to be assigned as a HiThrive Admin to access the link).

  • Under the Credentials section, paste your JSON URL, and enter the username and password for the user you created in step one.

  • Click “Connect to Workday” to connect HiThrive to your Workday report. 

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Enable the integration and map fields

Once your integration is activated, you will need to map user profile fields to HiThrive.

  1. Enable the integration: toggle the integration to on

  2. Next to Field Mapping, click Edit 

  3. Map fields as necessary. At minimum, you must map email address, but you will want to map all fields that apply.

  4. Click Save Fields 

You’re all set! We’ll begin syncing within a few hours, and nightly following the initial setup.

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