JDXpert Workday Integration

Integration Options JDXpert can integration with Workday using: Web Services API – Real-time data exchange EIB Workbook File transfer Data sent from JDXpert to Workday Data sent from Workday to JDXpert EIB format is natively supported in Workday and allows for complex data structures to be exchanged CSV/Excel Workbooks Data can be exported from Workday to CSV/Excel format and sent to JDXpert

Web Services Workday provides an extensive Web Services API Content can be downloaded from Workday to JDXpert Content can be sent from JDXpert to Workday Data transfer is instant in both directions

JDX Workday Administration Tools

EIB Format EIB is “Enterprise Interface Builder” Provides a simple-to-use interface to define inbound and outbound integrations without requiring any programming JDXpert can create native EIB Workbooks Data is mapped from the JDXpert Job Description to the EIB Workbooks using special EIB profiles Examples: Export Job Description(s) to an EIB workbook that can be imported into Workday Create an EIB Workbook in Workday (with content) and import the data into JDXpert

Sample EIB File

EIB Profiles in JDXpert Administration tool to map data elements from/to Workday The tool extends the EIB Workbooks with data mapping definitions EIB Workbooks contain groups of fields Some field values may repeat (e.g., Responsibility Statements) The EIB Profile tool provides a rich set of functions to transform data structures in JDX to the required format in EIB EIB Profiles have both import and export definitions

EIB Profile Tool in JDXpert

Workday Job Profiles A Job Profile is a record of information about a job including a summary, description, and the job’s key characteristics such as: exempt status, pay rate type, job classification groups, and compensation grade Job Profiles are stored as Job Descriptions in JDXpert If Position Management is used, then Job Profiles will typically be mapped to Parent Jobs If not, then Job Profiles can be stored as Independent Job Descriptions in JDXpert You can download Job Profiles using the Job Profile download tool

Job Profile Download Tool

Job Profile Download Tool

Job Profile Download Tool

Adding/Updating Job Profiles New Job Profiles can be created directly from JDXpert Existing Job Profiles can be updated from JDXpert EIB Profiles define the data elements and business rules for each group of fields You can format the ‘Job Description’ field using a combination of the blocks in the Job Description, and include basic formatting (bold, underline, bullets) Log files capture the transaction details

Updating Job Profiles

Positions Position Management allows for the tracking of unfilled, filled, closed and frozen positions. In order to hire an employee into Workday, an available, unfilled position must first exist. Positions in Workday are mapped to Child Job Descriptions in JDXpert Positions can be downloaded in the same manner as Job Profiles are downloaded There is a separate Position Download Tool EIB profiles define how Workday data is converted to JDXpert data structures

Creating/Updating Positions You can initiate the ‘Create Position’ process in JDXpert The Supervisory Organization and other key fields must be selected JDX will store the transaction ID created by Workday Update Positions using the ‘Edit Position Restrictions’ function The EIB profile model is used to define which data elements are sent to Workday for these transactions Log records are saved for each transaction

Create Position in Workday

Reference IDs Most data in Workday is based on Reference IDs These are user-defined or system-defined tables with a key value and display value Reference IDs are mapped to corresponding System Choice-lists in JDXpert The Reference Codes can be downloaded automatically

Download Reference Table Tool

Reports-as-a-Service Workday Reports can be exposed as a “Report-as-a-Service” (RaaS) Reports can combine different data elements in Workday based on business rules For example: Downloading completed ‘Create Position’ transactions and exporting the new Position ID Client must provide the ‘WSDL’ file for the RaaS JDXpert can execute RaaS and transform the data into an Excel Workbook The Workbook can be imported into JDXpert This process requires custom script code by the JDXpert tech team

Running Reports-as-a-Service

Integration using FTP You can use an FTP-based integration model to exchange data File transfers can be scheduled to run at any time You can import or export in EIB format, Excel, or CSV format JDXpert has user-defined import and export profiles with optional script code

Export to EIB Format Job Descriptions can be exported to EIB Format The EIB Profiles define the data elements in the same fashion as the web services Job Profile EIB and Position EIB workbooks must be exported separately Other EIB formats are also supported: E.g., Multi-language EIB workbook

Export Profile in JDXpert

Export Profile in JDXpert

Import from EIB Workbook JDXpert can import directly from a Workday EIB file EIB files may have multiple rows per Job Description EIB profile defines how to handle all fields and groups Job imports can be run manually or in batch mode

Import from EIB Workbook

Import from EIB Workbook

Batch Processing All import jobs can be scheduled to run overnight You can define the schedule (any day, any time) Stakeholders can be notified of success/failure

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