Workday Integration

With Remote’s integration with Workday, you can now sync EOR and Contractor employee data from Workday to Remote. Remote will create employee profiles and will ensure that changes to employee data made in Workday are promptly reflected in Remote.

This article will explain the setup process for the integration, how to manage the integration, and how to disable the integration.

• How to set up the Workday integration
• How to use the Workday integration
• History of integration syncs
• How to delete the Workday integration

Note: As of May 13, 2024, this integration is in GA. If you have feedback or issues, please reach out to the Remote Support team or your account manager so we can capture your feedback. The integration is free to use. 

How to set up the Workday integration

1. Ensure you have the right permissions:
   • In Remote: You will need to be either a Company Owner or a Super Admin role in Remote to enable the integration. See also: User permissions overview
   • In Workday: You will need to have Admin user permissions in Workday to create the custom report and enable the integration.
2. Create a custom report in Workday
   Create a custom report, or a WebService, in your Workday account and make it accessible via a combination of username and password.
   Note: You may need to collaborate with your in-house Workday consultant to create this report and ensure that new hire data is included. They will be able to easily to create a custom report based on the list of fields below.
   
   • The custom report should contain the following fields:
     • Employee_ID *
     • Primary_Home_Address_-_Country *
     • Primary_Address_-_State_Province *
     • Primary_Home_Address_-_Postal_Code
     • Legal_Name_-_First_Name
     • Legal_Name_-_Middle_Name
     • Legal_Name_-_Last_Name
     • Email_-_Home
     • Email_-_Work
     • dateOfBirth
     • Gender
     • Phone_Numbers
     • Primary_Nationality__Worker__-_Locale_Sensitive
     • Preferred_Name
     • Pronoun__Locale_Sensitive_
     • Worker_Type
     • Contingent_Worker_Type
     • Seniority_Date
     • businessTitle
     • Hire_Date

   Fields marked with * are required.

3. Give Remote access to the custom report
   1. Once the custom report is created, go back to Remote platform and click Integrations under the Company section.
   2. Navigate to Workday and click Add Integration.
      
      
      
      
   3. Enter the URL, username and password from the custom report. Click Connect Integration.
      
      
      
4. Map worker types
   Once the integration is connected, Remote will need to know how to interpret the worker types on your custom Workday report so that we can correctly classify a worker as an employee or a contractor.
   To map your employment types between Workday and Remote, please select which Worker_Type option is considered full-time and which Contingent_Worker_Type option means contractor.

How to use the Workday integration

Once your integration is fully setup, we will automatically sync data from Workday every hour.

Alternatively, click the Sync button in the “Sync Workday to Remote” section to manually trigger a sync process.

Once synced, a profile for the new hire will appear in Remote. The employee data fields from Workday will include:

• Employee Name
• Email address
• Start date
• Job title
• Seniority date
• Employment type (full-time or contractor)

Go to Onboarding in Remote to view the employee profile and complete the remaining steps in the onboarding process. The employee will not receive an invitation to onboard in Remote until you complete the remaining onboarding steps.

Note: Any changes to a new hire’s name, email address, start date, job title, seniority date, or employment type in Workday will not sync into Remote while the onboarding process is in progress, because these details are used to create the employment agreement.

Once the employee onboarding process is complete in Remote, changes made to specific employee details in Workday will be automatically synced to Remote. The active employee data fields from Workday will include:

• Preferred Name
• Preferred Pronouns
• Gender
• Nationality
• Birth Date
• Mobile Phone Number
• Address

History of integration syncs

You can see the history of all employee data updates made through the integration by navigating to People and Event history tabs:

How to delete the Workday integration

If you would like to delete the integration between Workday and Remote, you can do this in Remote under the Integrations section.

1. Navigate to the Workday integration page and Workday integration section, below the Integration settings.
2. Click Delete and the integration will be removed.