Overview

Using a Workday Report as a Service (RaaS) improves the Beamery - Workday integration, allowing for faster updates of candidates, applications and attachments from Workday into Beamery. The steps below walk you through creating the necessary report(s) that will include internal, external as well as confidential contacts & prospects that have been updated within a specified time period in Workday. 

Configure security

For Beamery to execute the report remotely, we require our ISU to have access to an extra security domain.

Reports details

Once the above steps are completed, please send the Namespace and WSDL URL of the report to your Beamery contact. We will be in touch if we need you to make any further changes.

You will need to repeat the below steps to create additional reports as needed. Beamery recommends creating the following reports:

• Historical Report: a lookback period to cover all your employees (could be 10 years of changs)
• Daily Report: Changes from the past 3 days
• Every Hour: Changes from the past 1 hours

Report 1 - Create a RAAS for Workers Hourly Update

Here is an example on staging of our test Report containing both the Worker_ID and the Worker_Type. Note the difference between Employee and Contingent Worker.

Step 1 Navigate to Workday, search for Create Custom Report, 

• Set the report name as "Beamery_Workers_Hourly"
• Report Type as "Advanced"
• Data Source "All Workers"
• Enable as Web Service: Tick as true
• Optimise for Performance: untick as false

Step 2 In the Column tab, add the two fields:

• Employee ID with column heading override and xml alias as "Worker_ID"
• Worker Type with column heading override and xml alias as "Worker_Type"

Step 3 In the Filter tab, add the following filter

• Field "Last Candidate Update Moment"
• Operator as "greater than or equal to"
• Comparison Type "Value from another field"
• Comparison Value 
  • • Create calculated field for report 
  •  
  •  
    • Field name "Current Moment minus 1 hour"
      • 
    • Field function "Increment or decrement date"
      • pick Date Field as "Current Moment (DateTime)"
      • add "-1" to Hours to add or subtract field 
        • 

• on the Share tab, share with the security group used for the beamery integration 

For Daily & Historical Reports

Repeat the report creation steps for the other two reports by changing the comparisons value in step 3 to be "Current Moment Minus 3 Days" for daily report and "Current Moment Minus 2 years" for the historical report