NOTE: This feature is currently in limited release and only available for customers on the Standard and Enterprise plans. Please contact email@example.com if you are interested in learning more.
If you use Workday as your HRIS, you can configure Culture Amp to import all of your employee data directly. This data can then be used to select employees as survey participants and link demographic information to survey results for detailed analysis.
This is a one-way integration from Workday to Culture Amp. Changes made to employee data in Culture Amp will be overridden at the next sync if those demographics are also found in Workday.
Configuring the Workday Integration
Workday Integration uses the "Reports as a Service" (RaaS) facility within Workday. You should produce a Custom Report in Workday that has your required fields and includes all users that are active in Culture Amp.
At a minimum, you should include the following demographics:
Optionally you can include Date of Birth (
Birth Date) and Start Date (
Start Date). Please be sure to modify date format for any date-based demographics to match the standard date format in Culture Amp (format -
mmm dd, yyyy, for example
Mar 21, 2000).
You can also include any other columns you wish to use as demographics in Culture Amp. For example,
Role. If you choose to import customer
locale, commonly listed as
language in Workday, be sure to use valid locale formatting. More information on valid locales is available in the Academy.
Lastly, make sure the employee that is processing the import is included in the report (even if that is you).
Generating Report Credentials
Workday report information is pulled into Culture Amp in JSON format. The following credentials need to be pulled from your Workday report to successfully initiate the integration with Culture Amp:
- URL in JSON format. Note the end of the URL specifies the report format. Example: https://wd5-impl-services1.workday.com/ccx/service/customreport/hool/12345/Hooli_Culture_Amp?format=json
- Username to access report
- Password to access report
As you can imagine, this process will likely require working with a Workday technical resource on your side. Feel free to put Culture Amp Support in direct contact with this representative - we will be able to liaise with this person to get your integration configured.
Configuring the Integration
The integration can be configured in your account via the Integrations page under Account Administration.
Syncing Your User Data
Once you have set up the Workday integration, you're now able to sync your user data into Culture Amp. This takes place from a different part of Account Administration. To sync your employee data, complete the following steps:
- Click on Users in the lefthand sidebar
- Select Import Users
- Click the Sync button
- Wait until you are redirected into the Import Users wizard.
Depending on the number of employees you have, this sync could take anywhere from a couple of seconds to a number of minutes.
From here, Culture Amp will step you through the same verification process as if you were uploading users from a spreadsheet via the Import Users process. If you'd like a refresher on the Import Users process, please click here.
Handling of Inactive Employees
All active employees will be imported. If an employee has a Termination Date (
End Date), or a Status of Inactive, they will be made inactive in Culture Amp. Any inactive Workday employees that don't exist in Culture Amp, or exist as inactive in Culture Amp are ignored during the sync.
The Workday sync logic will not cater for the following scenarios as inactive users are ignored during the sync:
- An employee was deactivated with an incorrect termination date and the date was later corrected in Workday
- The employee was deactivated with incorrect demographics and the demographics were later corrected in Workday
In these situations, the employee in Culture Amp will need to be re-activated, have their data corrected, and deactivated again. Alternatively, the employee in Culture Amp can be re-activated, then a Workday sync can be done to update the data and deactivate the employee.
In most cases, the best method to employ when troubleshooting a Workday sync is to download the raw JSON of the Workday report, directly from Workday:
- Visit the Workday report URL in your browser, and
- Enter the username/password credentials you have configured in Culture Amp.
If the file export fails, you have entered incorrect credentials.
The file will list all users, and values for all fields visible to the report user.
|Expected fields from Workday are not showing up in the Import wizard.||Check the report user has appropriate permissions to read all included fields.|
|Expected users are not showing up in Import wizard summary.||Check your Workday report filters.|
|Sync spinner stuck cycling without progressing to the Import wizard.||Check your Workday report credentials. Disable, then re-enable Workday sync, and re-input credentials.|