How to Test your Workday Integration Connection / Delivery Method?

Test Transport

Its always a good practice to test your transport (Delivery) before Launching the integration, this way you know whether your credentials say SFTP / FTP related are working fine or not. This can be for any type of integrations. 

If there is any challenges in the details that you had setup in the delivery method of your integrations you can always reconfirm with your end-point and fix it.

Here is an example of one Integration System as how to navigate and test.

Navigation: Go to your Integration System >> Related Actions >> Integration >> Test Transport

Pick up the required action that you want to perform during the test. Here you can see the selection Connect.

Once you click OK in above screen it tests the delivery method and gives you the response, it could be Completed or it may error if it could not connect.

Tip - Re Launch EIB or Core Connector or Studio Integration

Re-Launch Integration Event

While you launch your integration depending on the type say it EIB or a Core Connector, many a times you may need to provide the required / optional Launch Parameters. For one time it will be fine but during the testing you may want to repeatedly run your Integration with same or a different parameters. In that cases, instead of just launching the integration you may use the Relaunch Integration Event. 

This will populate the same integration event related parameters which you used in the last run. According to your need, you may change and quickly launch it.

So make use of Relaunch Integration to launch your integration to auto fill your launch parameters.

Access the task Integration Events and key in your integration name and hit enter to see the below screen. Go to the Integration Event related actions and then Relaunch Integration Event task. This will take you to the next screen.

Below shows the example of a Core Connector.

On this screen below, you can edit your launch Parameters according to your current need and Launch.

How to setup Required Worklets in the Tenant?

Maintain Dashboard - Home

Most of the people know how to set the Worklets / Applications on the Home Page. If not, you will see a Setting / gear icon on the home page which lets you configure what you want to see on the Worklets. You can set the Optional Worklets but the required Worklets on the left does not allow you to edit or change. 

You can edit those Required Worklets as what should be shown and to Whom.

Meanwhile, worklets are the easily accessible icons which we can say shortcuts for your tasks or reports or both of them grouped as a folder. What ever you see in the worklets can be searchable in the search bar.

Naviage to the task - Edit Tenant Setup - Worklets  and click on Maintain Dashboards. 

Or you can directly access the task - Maintain Dashboards.

Out of the listed Custom and Workday Delivered dashboards, search for Home and click on Edit.

Here it will take you to Content, which allows you to add or remove Worklets. Also notice the Required for Groups and Required checkbox which is making it mandate for those security group users. 

How to configure the Summary Page of Worker?

Configure Profile Summary

Different companies would like to show up different summarized sections on the Worker's profile. Navigation: Go to Worker's Profile >> Summary

Workday allows you to configure Summary through the task - Configure Profile Summary.

As shown below are the available profiles that you can configure the summary for. Most of them that you notice here are for Recruiting, and Student related.

Once you select the desired profile, you have the choice of selection as which cards / sections you wanted to show up on your Worker's profile and their order.

How to Enable or Disable certain fields in Workday based on Region?

Maintain Localization Settings

Workday allows you to setup certain fields based on Locale i.e. Country. Access the Task - Maintain Localization Settings. As you notice only in certain Areas at the moment.

As you see down below the only allowed areas as of today are:

Contact Information, Internal Candidate Compensation, Staffing, Personal Information, Period Activity Hours.

Select the area to configure. In this example lets take Personal Information. You can not Add or Remove the fields with in any Area.

Notice the fields below:

Localized Field - The field that you want to control.

Allow for Countries or Regions - If not selected, applies to all Countries. If selected applies to only selected.

Active - If selected then it is Applicable and active in Tenant.

Require for Countries - If you mandate for certain countries, populate those.

Enforce Required in Web Services - With in Web Services the localized field will be a required ones

Task: Maintain Localization Settings