Step 1 - Configure the integration system

• In Workday, search for the Create Integration System task in the search bar:

• Create a new integration system, specifying the System Name and System ID as “beamery_vacancy_owner” - it’s important this is entered correctly as specified (the integration won’t work without it).
• For the template, select Cloud Integration Template.

• When you’ve filled in the form as shown above, click OK. You should be presented with a summary of the integration system.

Step 2 - Create a field override service

• Search for the “Create Integration Field Override Service” task:

• Call the service “beamery_primary_recruiter_email” (please use this exact spelling - the integration won’t work without it), and select “Job Requisition” for the Business Object. Enter “beamery_primary_recruiter_email” in the Fields grid as shown below:

• Once you have done this, click OK. You should be presented with a summary of the service. Click “Done”.

Step 3 - Create a calculated field

• Search for the “Create Calculated Field” task. Specify the field name as “primary_recruiter_email”, the Business Object as “Job Requisition”, and the Function as “Lookup Related Value”. Then click OK.

• On the next page, specify the Lookup field as “Primary Recruiter” and the Return Value as “Email - Primary Work”. You can leave the “Additional Info” section unchanged.

• When this is done, click OK. You will be presented with a summary of the Calculated Field. Click Done to exit.

Step 4 - Add override service to the integration system

• Search for the “View Integration System” report.

• Enter “beamery_vacancy_owner” in the Integration System text box, and click OK.

• Once inside the integration system, go to “Actions”, then Integration System > Configure Integration Services.

• In the Custom Integration Services grid, add a new row by clicking on the “+” icon. Add “beamery_primary_recruiter_email” in the Integration Service column.

• Click OK. This will take you back to the “View Integration System” screen. Under Custom Integration Services, you should see the new Integration Service you created.

Step 5 - Configure the override service to use the calculated field

• Inside the “View Integration System” page for the beamery_vacancy_owner system, click Actions. Then navigate to Integration System > Configure Integration FIeld Overrides.

• Then for the “Override External Field” box for “beamery_primary_recruiter_email”, enter “primary_recruiter_email” - the calculated field you created earlier

• When you have done this, click OK, and then click Done.

Step 6 - Assign Integration System to ISU

• Inside the View Integration System page for the beamery_vacancy_owner system:
• click Actions (three dots), then navigate to Workday Account > Edit

• On the following page, for “Workday Account” enter the ISU that will be used by the integration. Click OK.

Step 7 - Test the security of the field override

• Inside the “View Integration System” page for the beamery_vacancy_owner system, click Actions. Then navigate to Integration Field Override > Test Security
• On the following page, for “System User” enter the ISU that will be used by the integration, then click OK.

• You should see that the calculated field is accessible to the user.
• If the field is not accessible to the user, you will need to add to its security group the permission “Person Data: Work Email” from the “Contact Information” functional area, with “Get Only” access.

• Once this is done, you can re-run the security test above to ensure that the field is accessible to the integration.