Overview
Using a Workday Report as a Service (RaaS) improves the Beamery - Workday integration, allowing for a more efficient and smoother pull of Jon Family & Job Profile data for the Job Architecture portal.
The steps below walk you through creating the necessary report(s) that are required. You will create 3 types of reports to ensure all contacts coming from Workday to Beamery are flagged appropriately in the CRM.
Prerequisites
Beamery will need an Integration Service User setup that can be accessed from by beamery integration.
For Beamery to execute the report remotely, we require our ISU to have access to certain security domains. To the ISSG assigned to our ISU:
|
View/Modify Access |
Domain Security Policy |
Functional Areas |
Purpose |
|---|---|---|---|
|
Get Only |
Job Information |
Jobs & Positions |
Get Job Family Groups for job requisitions |
|
Get Only |
Job Postings |
Recruiting |
Pull job postings into Beamery |
|
Get Only |
Job Postings: External |
Recruiting |
Pull external job postings into Beamery |
|
Get Only |
Manage: Evergreen Requisitions |
Recruiting |
Pull Evergreen Requisitions into Beamery |
|
Get Only |
Job Requisition Data |
Pre-Hire Process |
Pull job requisitions into Beamery |
|
Get Only |
Confidential Job Requisitions |
Recruiting |
Pull Confidential Job Requisitions to Beamery |
|
Get Only |
Manage: All Custom Reports |
System |
for Contact RaaS Reports (if used) |
|
Get Only |
Job Directory |
Recruiting |
for Job Family & Profile Data Reports |
|
Get Only |
Job Profile |
Recruiting |
for Job Family & Profile Data Reports |
|
Get Only |
Job Requisitions For Recruiting |
Recruiting |
for Job Family & Profile Data Reports |
Share report details with Beamery
Once the reports are built in workday, please share the Namespace and WSDL URL of each report with your Beamery contact. We will be in touch if we need you to make any further changes.
The Reports required
Steps for Creation
Job Family Report
Step 1: Navigate to Workday, Search for 'Create Custom Report', use the following options
- Name:
Beamery_JA_Job_Families - Report Type:
Advanced - Data Source:
All Active Job Profiles - Optimize for Performance:
False
Next Window should have the following:
- Data Source Filter:
Default Filter - Data Source Type:
Indexed - Primary Business Object:
Job Profile
Step 2: Add fields
in the columns tab, please add the following fields with the exact column heading overrides
| Business Object | Field | Column Heading Override | Options |
|---|---|---|---|
| Job Family Groups for Job Profile | Job Family Group for Job Family | job_family_group_name | Do Not Show if Empty |
| Job Family Groups for Job Profile | Job Family Name | job_family_name | Do Not Show if Empty |
| Job Family Groups for Job Profile | Job Family Group for Job Family | job_family_group_id | Do Not Show if Empty |
| Job Family Groups for Job Profile | Job Family Name | job_family_id | Do Not Show if Empty |
Step 3: Add filter & Prompt
In the Filter Tab add as follows:
- Add a filter field
Last Functionally Updated - Operator
greater than or equal to - Comparison Type
Prompt the user for the value and ignore the filter condition if the value is blank - Comparison Value as
Prompt #1
And
- Add a filter field
Last Functionally Updated - Operator
less than or equal to - Comparison Type
Prompt the user for the value and ignore the filter condition if the value is blank - Comparison Value as
Prompt #2
In the Prompts Tab add as follows:
- Add afield
Last Functionally Updated - Prompt Qualifier
Prompt #1 - Label for Prompt
updated_after - Label For Prompt XML Alias
updated_after
And
- Add afield
Last Functionally Updated - Prompt Qualifier
Prompt #2 - Label for Prompt
updated_before - Label For Prompt XML Alias
updated_before
Job Family to Job Profiles Report
Step 1: Navigate to Workday, Search for 'Create Custom Report', use the following options
- Name:
Beamery_JA_Job_Profiles - Report Type:
Advanced - Data Source:
All Active Job Profiles - Optimize for Performance:
False
Next Window should have the following:
- Data Source Filter:
Default Filter - Data Source Type:
Indexed - Primary Business Object:
Job Profile
Step 2: Add fields
in the columns tab, please add the following fields with the exact column heading overrides
| Field | Column Heading Override | Column Heading Override XML Alias |
|---|---|---|
| ID | role_id | role_id |
| Job Profile Name | role_title_name | role_title_name |
| Management Level | seniority_name | seniority_name |
| Job Family Groups for Job Profile | job_family_id | job_family_id |
Step 3: Add filter & Prompt
In the Filter Tab add as follows:
- Add a filter field
Last Functionally Updated - Operator
greater than or equal to - Comparison Type
Prompt the user for the value and ignore the filter condition if the value is blank - Comparison Value as
Prompt #1
And
- Add a filter field
Last Functionally Updated - Operator
less than or equal to - Comparison Type
Prompt the user for the value and ignore the filter condition if the value is blank - Comparison Value as
Prompt #2
In the Prompts Tab add as follows:
- Add afield
Last Functionally Updated - Prompt Qualifier
Prompt #1 - Label for Prompt
updated_after - Label For Prompt XML Alias
updated_after
And
- Add afield
Last Functionally Updated - Prompt Qualifier
Prompt #2 - Label for Prompt
updated_before - Label For Prompt XML Alias
updated_before
Job Profiles to Job Requisitions Report
| role_id | role_title_name | requisition_id | role_description |
|---|---|---|---|
| QA.QUE.P.104 | Quality Engineer 4 | WD159205 | … |
| QA.QUE.P.104 | Quality Engineer 4 | WD159251 | …. |
Step 1: Navigate to Workday, Search for 'Create Custom Report', use the following options
- Name:
Beamery_JA_Job_Requisitions - Report Type:
Advanced - Data Source:
Job Requisitions - Indexed - Optimize for Performance:
False
Next Window should have the following:
- Data Source Type:
Indexed - Primary Business Object:
Job Requisition
Step 2: Add fields
in the columns tab, please add the following fields with the exact column heading overrides
| Field | Column Heading Override | Column Heading Override XML Alias |
|---|---|---|
| Job Profile | role_id | role_id |
| Job Posting Title | role_title_name | role_title_name |
| Job Requisition | requisition_id | requisition_id |
| Job Skills | Skills on Job Profile | role_skills |
| Job Description | role_description | role_description |
Step 3: Add filter & Prompt
In the Filter Tab add as follows:
- Add a filter field
Last Functionally Updated - Operator
greater than or equal to - Comparison Type
Prompt the user for the value and ignore the filter condition if the value is blank - Comparison Value as
Prompt #1
And
- Add a filter field
Last Functionally Updated - Operator
less than or equal to - Comparison Type
Prompt the user for the value and ignore the filter condition if the value is blank - Comparison Value as
Prompt #2
In the Prompts Tab add as follows:
- Add afield
Last Functionally Updated - Prompt Qualifier
Prompt #1 - Label for Prompt
updated_after - Label For Prompt XML Alias
updated_after
And
- Add afield
Last Functionally Updated - Prompt Qualifier
Prompt #2 - Label for Prompt
updated_before - Label For Prompt XML Alias
updated_before