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Workday Integration -2. Overview

Integration Introduction -1
Integration Overview -2
Creating Sub Total-3
Edit Custom Reports -4
Create Custom Report -5
Integration FULL COURSE

Workday Integration Training

  • 🔍 Workday Navigation: Workday does not use traditional menus; navigation is achieved through a search box and related action icons.
  • 📊 Tasks vs. Reports: In Workday, tasks encompass all actions except reports, while reports are used to view data based on chosen parameters.
  • 📑 Search Functionality: Users can perform blind searches for general results or smart searches using search prefixes to filter tasks and reports more effectively.
  • ⚙️ Search Prefixes: Specific prefixes (e.g., “Rd:”) can be used to refine searches for custom reports or tasks, enhancing user efficiency in finding necessary information.
  • ❓ Finding Search Prefixes: Users can view all available search prefixes and their definitions by entering a question mark in the search box.

Workday Integration Training - Key moments

  • Introduction to HCM 00:00

    • HCM stands for Human Capital Management, which includes various applications from vendors like Oracle and SAP.
    • Workday is highlighted as a key player in the HCM space, differing from traditional menu-driven applications.
    • Navigation in Workday does not rely on menus but uses a search box and related action icons.

  • Navigating Workday 01:38

    • Workday navigation is primarily through the search box and related action icons.
    • The search box is essential for moving between pages and performing tasks efficiently.
    • The related action icon will be explained later in the video.

  • Using the Search Box 02:25

    • The search box is a critical tool used 90% of the time for navigation.
    • Searching for items like “expense” yields results categorized into tasks and reports.
    • Results include items with “expense” anywhere in their name, not just at the beginning.

  • Understanding Search Results 04:09

    • Search results are divided into two sections: “Tasks and Reports” and “All of Workday.”
    • Clicking an item under “Tasks and Reports” runs that task or report, while clicking under “All of Workday” allows for modification.
    • The distinction between tasks and reports is clarified, with tasks being any action other than a report.

  • Executing and Modifying Tasks/Reports 08:44

    • Clicking an item in “Tasks and Reports” executes it, while clicking in “All of Workday” allows for modifications.
    • The same item may appear in both sections for user convenience.

  • Search Types: Blind and Smart Searches 11:07

    • Blind searches return results from both tasks and reports, while smart searches allow for more refined results.
    • Smart searches can filter results to show only tasks, reports, or custom reports.

  • Utilizing Search Prefixes 14:51

    • Search prefixes can be used to refine searches, indicating the type of results desired.
    • The syntax for smart searches includes a prefix followed by a colon and the search string.
    • Examples of search prefixes include “Rd:” for custom reports.

  • Advanced Search Techniques 18:17

    • Different prefixes can be used to specify the type of report and whether the user wants to run or modify it.
    • Users can employ various search prefixes to streamline their searches and improve efficiency.

  • Familiarizing with Search Prefixes 20:47

    • Familiarity with search prefixes develops over time as users engage with the system.
    • Users can view a list of available search prefixes by typing a question mark in the search box.

Workday Integration Training FAQ’s

Q: What is Workday Integration?

Workday Integration refers to the process of connecting Workday, a cloud-based HR and finance software, with other systems and applications within an organization’s IT ecosystem. This allows seamless data exchange and communication between Workday and other platforms.

Q: Why is Workday Integration important for organizations?

Workday Integration is crucial because it ensures that data is consistently and accurately shared across various systems, reducing manual data entry and errors. It helps streamline workflows, enhances data visibility, and supports better decision-making by providing a unified view of HR and financial data.

Q: What are the different types of Workday Integrations available?

A:

Workday offers several types of integrations, including:

  • Workday Studio: A powerful development environment for building complex integrations.
  • Enterprise Interface Builder (EIB): A tool for simple data import and export tasks.
  • Workday Cloud Connect: Pre-built connectors for popular third-party systems.
  • Workday Web Services: APIs for real-time data integration and customization
Q: How can organizations ensure successful Workday Integration?

A:

Successful Workday Integration can be achieved by:

  • Conducting thorough planning and requirement analysis.
  • Engaging stakeholders from both IT and business departments.
  • Utilizing Workday’s best practices and integration tools.
  • Testing integrations extensively before going live.
  • Providing ongoing monitoring and maintenance to address any issues promptly.