How do you identify which integration to choose when you get a requirement

How do you identify which integration to choose when you get a requirement

What is the approach?

Here is what I think you should consider while choosing the integration system. It hold good for both inbound and outbound.

When you get the requirement, first see if there are any Packaged Connectors (Delivered) for the third party directly with a little tweaks can help achieve the need.

Then if you were not able to find any delivered packaged connectors, try to see if there are any Core Connectors which are template based can help achieve the need of integration.

If you do not find one from above, check if you can do it with a custom report and through Enterprise Interface Builder.

And if any of the above does not show way for your integration needs, then you look out for Workday Studio. This is the final place where you achieve 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

Workday Studio                    - Multiple output files, Read from different sources , Exceptions, Inbound & Outbound in same integration.

When To Use EIB vs Core Connectors

When To Use EIB vs Core Connectors

Integrations: When to use EIB vs Core Connector

The big advantage with Core Connectors is the Change Detection. Which helps in generating the outbound files with the change data / delta data.

Most of the times, the requirement will be to generate the full file for the first time run and later on the change file.

Example: 

Worker demographics data - on Jan 1st 2020. - Send Full File as it is the first time for the vendor. Then here on 1st of every month send the change file. i.e. difference in data from Jan 1st to Feb 1st. It could include new hires, terminations and any other requested data changes for the said duration. It goes on every month. - Best accomplished with Core Connectors.

Through EIB also you could achieve the change detection, however it is not as simple as selecting the parameters during the launch.

Lets say, if the requirement is to send full file as output every time, we use EIB as the integration system.

How to make my Report Worklet enabled

How to make my Report Worklet enabled?

You could enable any of the below report types as your Worklet. (6 out of 8 report types) - Advanced, Composite, Matrix, nBox, Transposed, Trending

Simple Report and Search Report does not give an option to enable the report as Worklet.

Go to any report in the edit mode and see the Output tab.

Enable As Worklet - Check this checkbox to enable the report as Worklet

Available on - Provide the location as where this Worklet needs to be available

Maximum Number of Rows - Provide the number between 1-100 to display the rows as worklet

Maximize Report Options - Choose if you want to display worklet when maximized.

Refresh Data - Every Sign in / Every time

Worklet Icon - Select from the list of different icons available to display as worklet

Options - You may choose  the options Hide Table Borders , Hide Table Column Headings

Workday Schedules ( Service Updates )

Workday Schedules ( Service Updates )

Feature Release and Service Updates

There are two types of schedules that you can notice in Workday. One is "Feature Release" which is like an upgrade and the other being "Service Updates" which is like regular maintenance, or applying patches and fixes.

Feature release:

Workday Feature releases occur 2 times per year. Version Change happens with every Feature release. (Not Future release)

Do remember every single customer will be on the same version and it is the latest version.

-This includes New or Feature releases, Enhancements, Bug Fixes, additional Packaged Integrations etc.,

-When Workday rollout the updates, the customer system automatically converts to the newest release.

-Tenants are not available during the Feature release Weekend (which happens 2 times every year)

Dates: ( 2019 - 20 Schedule )

Previous Version - 32

February 4, 2019 - Features available for Preview

March      9,  2019 - Workday 32 available in all tenants

Previous Version - 33

August       3,  2019 - Features available for Preview

September 7,  2019 - Workday 33 available in all tenants

Here on the Versions are called with Year and Release, Example: 2020R1 , 2020R2 instead of WD34, WD35

Current Version - Workday 2020 Release 1 (Known as WD34)

February 1,  2020 - Features available for Preview

March      7,  2020 - Workday 34 available in all tenants

Upcoming Version - Workday 2020 Release 2 (Known as WD35)

August        8,  2020 - Features available for Preview

September 12,  2020 - Workday 35 available in all tenants

Service Updates:

Fixes are applied every Friday during Scheduled timings in the service updates.

During the scheduled updates you will notice the tenant will be down and a message saying "Workday is currently unavailable." with the duration of outage. Its generally a 12 hour window on a weekend for Non-Production environment.

Proxy Access - Non Production Tenants

Proxy Access - Non Production Tenants

What is Proxy?

The authority to represent someone else. For example if your Manager went on leave for 10 days, and there are multiple approvals pending on his/her side which are very important or urgent. In an ideal scenario your manager can delegate his/her work items to one of his peer or manager, so that they can complete the tasks on this behalf. This is called as Delegation, which happens in the Production tenants. 

But in Non-Production tenants as they are mostly your development and testing tenants, you don't need to really setup delegations, you can do the tasks with the help of Proxy. 

Only in the non- Production tenants we have the provision to work as Proxy.

Start Proxy:

This is the task code to Start Proxy as another user.

Stop Proxy:

This is a task code to stop Proxy and come back to the original login what you were.

You can view details about users starting and stopping a proxy session on the Signons and Attempted Signons report.

A proxy session excludes access to certain Workday functionality as well as functionality that requires connecting to another service, including:

-Access to documents on My Reports.

-Background conversions.

-Business form printing.

-Email.

-Integrations (including Reports as a Service, REST API, and Workday Studio).

-Mobile Push Notifications.

-Notifications received through the user interface.

-Scheduled reports.

-Solutions.

-Workday Drive.