Workday - Syncing Your Employee Data with Reflektive

1. Create a Workday report with the below requested data for all active employees only
2. Give Reflektive secure access to the report via an HTTPS endpoint
3. Reflektive will pull data daily to synchronize

Reflektive prefers the following delivery format:

• HTTPS endpoint, with username and password protection, delivered via your preferred
  secure transfer method
• CSV formatted data
• Include only active employees

We request the following fields for each employee, following these naming conventions:

• uuid - A unique user ID per employee
• user_login - The employee’s primary email address, i.e. jsmith@company.com
• user_name - The employee’s full name, in [First Last] format, i.e. Jane Smith
• user_title - The business title of the employee, i.e Software Engineer
• manager_login - The primary email address of the employee’s manager. This email
  address must correspond to another existing user_login, but cannot be the user’s own user_login. If an employee manages themselves, leave this field blank.
• user_department - The department of the employee, i.e. Engineering (Optional)
• location - The location of the employee, i.e. San Francisco (Optional)
• hire_date - The date the employee was hired, i.e. 8/20/2015 (Optional)
• secondary_manager_logins - additional managers (Optional)
• avatar_file_name - A URL to a profile photo for each user (Optional)
                                                    OR
• photo_base64_data - A second option for photo delivery; include full base64 data for each photo (Optional)

Workday instances can have a wide variety of configurations, but these general tips may be
useful to your administrator in case it is unclear how to create the above report:

• You must be a “Report Writer” in the system to create this report.
• Start by searching for and selecting “Create Custom Report” from the Workday
  homepage.
• When prompted for a Report Type, choose “Advanced”.
• In the “Columns” tab of the custom report, search for and add each of Reflektive’s
  requested fields.
• Once the fields are added, navigate to the Advanced Settings tab and set “Enable as a
  Web Service” to Yes.
• You will now be able to rename the columns to match Reflektive’s requested column
  headers, by returning to the “Columns” tab and entering values into Column Heading
  Override for each field.
• Update security permissions to allow Reflektive to access each of the requested fields.
• Create login credentials and a password for Reflektive.
• Lastly, provided the HTTPS endpoint for the CSV format of the report to Reflektive.

• Under secondary_manager_logins = can include more than one secondary manager. You will need to separate each manager with a comma.
  For example: jane@reflektive.com,joe@reflektive.com
  • Note: In order for the CSV to not break - please add quotes around the text.
    For example: "jane@reflektive.com,joe@reflektive.com"