Workday Custom Report Implementation Guide

WORKDAY API ACCESS

Radancy’s preferred method of obtaining jobs from Workday is via their RaaS (Report-as-a-Service), also referred to as a “custom report”, exposed through Workday’s Web Services API. This report provides an XML output of all job fields that the customer wishes to have available to display to all candidates. Once this report is setup within the customer’s Workday tenant, Radancy simply needs the URL to the custom report as well as the ISU username and password for access.

SETUP, TESTING & VALIDATION

Once an Integration System User (ISU_Radancy) is created and the Jobs custom report is shared to the ISU account, Radancy will access the custom report via Workday’s Web Services API with the ISU username/password provided. The Jobs custom report data will be consumed and imported into the Radancy Talent Acquisition Cloud platform. The Jobs data will then be processed and fed into an external “preview” site and shared to customer for UAT to ensure that the data imports properly into Radancy’s platform and displays the expected job data. If desired as part of the testing plan, Radancy can also test using the customer’s implementation sandbox environment, which is generally the same as the above URL but substituting a domain like “wd5-implservices1.workday.com”

If using an implementation sandbox environment, the customer will need to ensure the sandbox contains fully developed jobs (as close to production standards as possible) and credentials are valid throughout the entirety of the testing process and are not altered or reset throughout the process. Once the testing is completed and validated, the sandbox report would then need to be pushed to the production environment along with production ISU credentials for Radancy.

JOB FEED DATA REQUIREMENTS

Below is a list of required, recommended and optional fields. The customer/ATS must provide the fields and data in the format to be displayed on their career site. Please note that certain fields (not all are displayed on your career site) will be required/recommended to support your Radancy TAC platform (i.e. CRM, Employee Referrals, Hiring Events, Programmatic AdTech, etc.)

Notes:

Referrals: If all correlated fields are included in the jobs feed integration, jobs are automatically published within the Employee Referrals dashboard (ready to refer). If any jobs are missing required data, they will instead be listed under “draft” status requiring manual intervention by the customer (recruiter) to complete. Once completed, the job can then be published and “enabled” to begin referring. If any data is not available from your ATS, it is possible for Radancy to apply conditional logic to streamline workflow processes.

• Fields can be defaulted to a standard selected value (e.g., Reward plan is for all jobs “$500”)
• Fields can be conditionally mapped based on other fields (e.g., if experience level is “Entry”, Reward plan is “$100”, if experience level is “Advanced”, Reward plan is “$500”)

Please contact your assigned Digital Project Manager or Integration Specialist.

SAMPLE RAAS CUSTOM REPORT

1. Report Name: Name your report. Ex. “RaaS Job Data”.
2. Report Type: Advanced.
3. Data Source: Determine the correct data source within customer tenant. Ex. “All Job Requisitions”.
4. Data Source Type: Standard.
5. Primary Business Object: Determine the correct data source within customer tenant. Ex. “Job Requisition”.

1. Business Object: Determine the correct business object within customer tenant. This will influence selectable “Fields.” Data can exist across multiple business objects.
2. Field: Select the field value from pick list.
3. Column Heading Override: Specify a name to use instead of the populated name on this report. The override will affect the field labels in the resulting XML output file.
4. Job Category: We commonly see job category implemented as JobFamily or JobFamilyGroup within Workday. Please select the most appropriate.

1. Group Column Headings: Ensure that all business objects in the report are declared.
2. Click OK to save report.

1. Click into the Share tab.
2. Select Share with specific authorized groups and users.
3. Authorized Users: Search and select “ISU_Radancy” or other designated ISU.
4. Click OK to save sharing.

1. Click into the Advanced tab.
2. Enable As Web Service: Check box.
3. Web Service Version: Select current or version most appropriate.
4. Namespace: Leave default.
5. Click OK to save Advanced.

1. Return to View Custom Report > Actions.
2. Click Web Service > View URLs.

1. Click Simple XML.

1. A pop-up browser will open with the custom report URL. Copy this URL and provide to Radancy.
2. The login prompt will be the “ISU_Radancy” credentials used to access the custom report jobs data.

Example Custom Report URL:

https://wd5-services1.workday.com/ccx/service/customreport2/clientname/ISU_RADANCY_Requisition_Data/Radancy_Requisition_Data?format=simplexml

SAMPLE OUTPUT XML

Here is a simplified sample report for one job (again, for example only—the exact fields vary client to client):

<?xml version='1.0' encoding='UTF-8'?>
<wd:Report_Data xmlns:wd="urn:com.workday.report/Job_Postings_Radancy">
<wd:Report_Entry>
<wd:Job_Requisition>ABC-000001 AVP, Problem Management (Open)</wd:Job_Requisition>
<wd:Requisition_ID>ABC-000001</wd:Requisition_ID>
<wd:posting_date>2017-01-01</wd:posting_date>
<wd:External_Apply_URL>https://clientname.wd1.myworkdayjobs.com/External/job/Atlanta/Sr-
Engineer--Technology-Ops_ABC-000001/apply</wd:External_Apply_URL>
<wd:jobFamily>Information Technology</wd:jobFamily>
<wd:city>Atlanta</wd:city>
<wd:state>Georgia</wd:state>
<wd:country>United States</wd:country>
<wd:EE_Additional_Posting_Locations/>
<wd:Location_Region_State_Province>Georgia</wd:Location_Region_State_Province>
<wd:title>AVP, Problem Management</wd:title>
<wd:referenceID>AVP, Technology</wd:referenceID>
<wd:Job_Description>&lt;p&gt;HTML-encoded job description here (or enclose in
CDATA)&lt;/p&gt;</wd:Job_Description>
</wd:Report_Entry>
</wd:Report_Data>

CONTACT

If there are any questions regarding this document or questions regarding the RaaS/Web Services API integration process with Workday and Radancy, please contact feeds@radancy.com