To integrate your Workday base into Figures, you will need to create a personalised report on Workday, and make it available as a Web Service. This gives you total control over what kind of data we can and cannot see - to clarify, we won’t be able to see any data that you haven’t explicitly authorised during the setup.
Every night, the Figures system will download the report, compare it with the data currently on your Figures account, and update it accordingly. No data is ever written in your Workday base during this process.
Setup in Workday
🤖 Create an Integration System User
Fill all mandatory fields
Create an Unconstrained Integration System Security Group “int sys sec group unconstrained” for them
Add the system user to the Security Domains you want to share with us
📋 Build the report
We are now going to create a new Workday Report. Depending on your setup, the Primary Business Object should be the Worker object, although information coming from other Business Objects might be also used.
📊 Setup the columns
Each field should be renamed (”Column Heading Override”) according to the table below.
The columns in blue indicate the name of the fields as they appear in your Workday Business Objects. They are just indicative and might not fit the setup in your Workday base.
Field name | Description |
employeeId | Unique ID of the employee |
firstName |
|
lastName |
|
| |
birthDate |
|
gender |
|
hireDate |
|
endDate | If for whatever reason you cannot filter your report to exclude terminated employees, this column will be used to filter them out |
jobTitle |
|
seniorityLevel |
|
location | Job location of the employee |
basePay | Fixed salary |
variableBonus | Variable bonus (commissions, on-target bonus…) |
fixedBonus | Fixed bonus (function bonus, company seniority bonus…) |
currency | (optional) Currency for the pay and bonuses. We expect a 3-letter code as defined in ISO 4217 (GBP, USD, EUR etc…). If this field is not present, we will fallback to the currency of your company’s default country. |
managerId | The unique ID of the employee’s manager |
🚨 Filter employee population
You may want to pre-filter any category of employees that you don’t wish to be processed on Figures. This may include working students, interns, or part-time employees.
📑 Publish the report
By sharing it with your Integration System User:
… and enabling it as a web service :
⚙️ Integrate the report on Figures
🔗 Get the URL of your JSON report
📝 Input the report information on Figures
Credentials
Custom fields
You can use custom fields for the following values :
Seniority level
Employee number
Variable bonus
Just add the desired field to your Workday report, and they will appear in the Figures integration panel where you can select them (see below).
