Workday Bi-directional integration - What You Need To Know

This page aims to serve as a general one page for all things Workday Bi-directional integration, to help you understand the intricacies of of the Beamery Certified Workday bi-directional integration

There are two ways to enable bi-directional workday integration:

Method 1: enable bi-directional including the ability to create applications on behalf of a contact in workday

In this method, contacts that have already made applications in Workday will flow into Beamery and will then push any additional profile updates in Beamery back to Workday, updating their Workday profile.

In this method, we can also add a way to push a new contact from Beamery to Workday, creating a 'draft' application in Workday. This application does not auto-fill any questionnaire data, but pre-fills some of the candidate profile with the data that is in Beamery.

The is done by creating a pre-ats vacancy stage, which is a stage that exists in Beamery but does not exist in Workday. When a recruiter adds a contact into the vacancy it will go into that stage and will then push the contact to Workday, creating the application.

A custom notification will need to be created in Workday so that any contact application that is created by the Beamery integration is sent a specific wording different from your usual application's confirmation email.

Method 2: enable bi-directional excluding the ability to create applications on behalf of a contact in workday

In this method, we would remove any 'add to vacancy' button in Beamery, removing the ability for Beamery users to add contacts to vacancies and hence not allowing for creating an application on behalf of a contact.

Effort & Resources Required

The effort is similar for both methods

The correct PUT security domain permissions need to be assigned to the Beamery security group by your Workday admin team, see details here.
Your recruitment process needs to take into consideration that data is being pushed from Beamery to Workday.
If using Method 1: A custom Workday email notification will need to be created by your Workday team to send to any contact that is created by the Beamery integration.

Timeline

We recommend setting up the integration in a Workday implementation tenant with required PUT permissions as above, we can then connect your Beamery sandbox environment to that Workday tenant.

After that you can take as much time as you need to test the bi-directional integration behavior in your own Sandbox and Workday implementation tenant.

Once you're happy with the behavior in your sandbox then we can enable it in your production environment. We typically would need a few weeks lead time to plan the work and will discuss that with you once you've done the sandbox testing.

How to get started

If you're interested in exploring a bi-directional option let our support team know at support@beamery.com. An integration consultant will be assigned to support you.