1. JDXpert Workday Integration

2. 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

3. 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

4. JDX Workday Administration Tools

5. 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

6. Sample EIB File

7. 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

8. EIB Profile Tool in JDXpert

9. 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

10. Job Profile Download Tool

11. Job Profile Download Tool

12. Job Profile Download Tool

13. 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

14. Updating Job Profiles

15. 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

16. 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

17. Create Position in Workday

18. 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

19. Download Reference Table Tool

20. 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

21. Running Reports-as-a-Service

22. 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

23. 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

24. Export Profile in JDXpert

25. Export Profile in JDXpert

26. 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

27. Import from EIB Workbook

28. Import from EIB Workbook

29. 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

30. Want More Information?
Contact our sales team at or visit our website, hrtms.com