Workday is an all-in-one HRIS system. We integrate with Workday payroll. Please refer to Workday's API documentation to help you get started. Some basic understanding of Workday fields is required.
Features
Import Staff
Auto Import Staff
Export Timesheets to Payroll
Export Allowances and Deductions
Import Leave Balances
Sync Leave Balances
Auto Import Leave Balances
Export Time Off Requests
Import/Sync Award Tags
How to configure the Workday integration
Add the Workday integration by navigating to Settings > Integrations > + New Payroll Integration and selecting Workday from the list.
Name your integration
Enter a Workday username that has admin-level permissions in Workday
Add the associated password for the Workday user into the Password field
Add the data center associated with your Workday organisation. We recommend that this field be populated with a Workday sandbox data center initially to ensure proper imports and syncing between the two systems.
Enter the Workday web service path connected to your Workday organisation.
If you would like to import Job profile IDs and award tags to associate with your staff, please configure these before the first import. Otherwise, these will be added later in the syncing process.
Click Save.
Integration setup is complete. Please refer to the syncing or import options below for next steps.
Import Staff
Tanda will import all non-terminated employees from Workday with the following fields:
Name
Worker_id (Payroll ID)
Email
Hourly Rate / Salary
Leave Balances (See Importing Leave)
Award Tags (See Importing Award Tags)
Phone
Date of Birth
Start Date
Employee Code
Employee Name Code
Position Ids
Certifications
Job Profile Ids
To import staff manually:
Go to Workforce > Staff.
In the top right corner, click + Add Staff.
Go to Import Bulk Staff.
Select the Import From drop-down menu.
Select Workday.
Tanda will now import staff from Workday.
Auto Import Staff
To automatically import newly added staff from Workday to Tanda, please check the Auto Import Staff checkbox on the Workday integration page.
Export Timesheets to Payroll
Users with the correct permissions can export individual or bulk timesheets to Workday to process payroll.
Navigate to the timesheets page.
To bulk export timesheets, click the Preview Export button, followed by the Export to Payroll Software button.
3. To export individual timesheets, navigate to a timesheet and select the Export to dropdown menu and select Workday.
Export Allowances and Deductions
When exporting timesheets, any allowances and deductions for any shifts will automatically be exported to Workday as well.
Allowances can be configured in Time & Attendance > Compliance > Allowances. To ensure the exports will succeed, make sure the names of the allowances/deductions in Workday match up with the Export Name for each allowance/deduction in Tanda.
NOTE: Creating a deduction for Workday is the same process as creating an allowance. If you would like to treat an allowance as a deduction, check the Export this allowance to payroll as a deduction box on the allowance configuration page, and it will be wrapped in a "Deduction_code" rather than an "Earning_code" in Workday.
On a timesheet, users can add allowances/deductions by clicking + Add Allowance on an individual shift:
They will get exported to the same endpoint in Workday as the rest of payroll.
Set Up Leave Types
In order to properly import leave balances into Workday, please ask your system admin for the Workday "Absence_Plan_ID" and "Time_Off_Type_ID" of the time off plans you wish to import into Tanda.
Once acquired, navigate to Time & Attendance > Compliance > Leave Types, then click + New Leave Type in the top right corner.
Leave Type name will be the Workday "Time_Off_Type_ID".
Export Name will be the Workday "Absence_Plan_ID".
Likely, these two values need to be mapped by your Workday admin to make sure they correlate correctly. Make sure both ID fields match the Workday IDs exactly, or the import will not work correctly.
4. Select any other necessary configurations, then click Save at the bottom.
Note: The leave types must be created first before the import to have the balances reflected in Tanda.
Sync Leave Balances
To sync leave balances between Tanda and Workday, navigate to the Workday integration page (Settings > Integrations > Payroll Integrations) and select Auto Import Leave. Leave balances are automatically synced every 12 hours.
Award Tags
Award tags can be created in Tanda from employee fields in Workday.
The following are fields that can be exported for staff from Workday:
position_title
business_title
worker_type_reference
position_time_type_reference
pay_rate_type_reference
job_profile_reference
management_level_reference
job_category_reference
job_family_reference
job_profile_name
location_reference
location_name
country_state
state_abrv
state
city
These fields can be used to create a variety of award tag options in Tanda. A comma ( , ) represents a tag divider. A dash ( - ) represents a concatenated tag. Please reach out to our support team to help configure your award tags correctly. There are five configurations of Workday award tags in Tanda:
single award tag (award)
single concatenated award tag (award1-award2)
multiple non-concatenated award tags (award1,award2,award3...)
multiple concatenated award tags (award1-award2,award3-award-4...)
multiple all types of tags concatenated and non-concatenated (award1, award2-award3...)
Award tags are configured in the Import/Sync Award Tags field on the Workday integration page. Workday tags entered here are added to any existing award tags in Tanda - they won't remove pre-existing tags.
If you do want award tags to sync from Workday, configure this field before bulk importing staff. If the field is left blank, no award tags will be synced. Once configured, however, award tags will sync automatically every hour.
Sync times
Staff syncing (details, award tags, new staff, etc.): Once every hour.
Leave balance syncing: Once every 12 hours.
Note: Depending on your Tanda or Workday organisation size, data might take longer than the above syncing times to reflect in your Tanda/Workday account.
Workday Request Operations
Below is the list of Services and Operations that need to be enabled on the admin account associated with Workday integration. Please ensure all services and operations are properly configured below before importing.
Operations
Services
If data is not populating at all in Tanda, it is likely that one of these permissions is not configured correctly in Workday.
Troubleshooting and FAQ
Client authentication error
Invalid username or password
Invalid Permission Request
Permissions need to be configured to allow ALL requests in Workday. See the Workday Request Operations section and make sure all these are allowed in Workday