Vacancy Filter Configuration Instructions

Info about this guide

This guide offers a way to filter vacancies via conditions setup in your Workday tenant, please consult an Integration Consultant before building this.

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Workday Configuration Steps:

Step 1 - Configure the integration system
Steps 2 to 5 for Vacancy Filter
- Step 2c - Create a field override service for Vacancy Filter
- Step 3c - Create a calculated field for Vacancy Filter
- Step 4c - Add Vacancy Filter override service to the integration system
- Step 5c - Configure the Vacancy Filter override service to use the calculated field
Step 6 - Assign Integration System to ISU
Step 7 - Test the security of the field override

Step 1 - Configure the integration system

Ensure Step 1 has already been completed as per the following guide: https://support.beamery.com/hc/en-us/articles/28084249898385-Vacancy-Recruiter-Hiring-Manager-Mapping-Vacancy-Filter-Instructions#01J2VCJ965F9BC614VXQACXRZM

Step 2c - Create a field override service for vacancy filter

Search for the Create Integration Field Override Service task:

Call the service beamery_vacancy_filter (please use this exact spelling - the integration won’t work without it), and select Job Requisition for the Business Object. Enter beamery_vacancy_filter 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 3c - Create a calculated field for Vacancy Filter

Step 3c1 - Create a calculated field for vacancy filter condition 1

Search for the Create Calculated Field task. Specify the field name as vacancy_filter_condition_1, the Business Object as Job Requisition, and the Function as Tue/False Condition. Then click OK.

In the next screen, setup your first condition in a way where if the condition is met the integration should exclude the Job requisitions. Then click OK.
- for example in the below screenshot, we are going to exclude requisitions that have the Division as Financial Services

Step 3c2 - Repeat step 3.2 once for each condition, as many times as needed

for example the second condition seen here in the below screenshot, we are going to exclude requisitions that have the Job Family as Executive

Step 3c3 - Create calculated fields with a constant text include / exclude

Step 3c4 - Create the include calculated field

Search for the Create Calculated Field task. Specify the field name as text_constant_include, the Business Object as Job Requisition, and the Function as Text Constant. Then click OK.

Add the text include in the Text Constant Field

Step 3c5 - Create the exclude calculated field

Search for the Create Calculated Field task. Specify the field name as text_constant_exclude, the Business Object as Job Requisition, and the Function as Text Constant. Then click OK.

Add the text exclude in the Text Constant Field

Step 3c6 - Create the Final vacancy filter summary field

Search for the Create Calculated Field task. Specify the field name as beamery_vacancy_filter_value, the Business Object as Job Requisition, and the Function as Evaluate Experssion. Then click OK.

In the next window choose the Field Type as Text.
Add the calculated field from step 3.5.1 text_constant_include in the Default Value field
Add each of you condition fields from steps 3.2 & 3.3 in the Condition column
Add the calculated field from step 3.5.2 text_constant_exclude in the *Return Value if Condition is True column

Then click OK. You will then see the below screen

Step 4c - Add Vacancy Filter override service to the integration system

Search for the View Integration System report

Enter Beamery_Vacancy_Overrides in the Integration System text box, and click OK
Once inside the integration system, go to the Actions menu, then Integration System, then click on Configure Integration Services

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

Please ensure they appear in the exact order they are in the screenshot below

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 5c - Configure the Vacancy Filter override service to use the calculated field

Inside the “View Integration System” page for the Beamery_Vacancy_Overrides system, click the Actions menu
Navigate to Integration System, click on Configure Integration Field Overrides

Then for the beamery_vacancy_filter service, add the field beamery_vacancy_filter_value in the Override External Field box

Then click OK

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

Step 6 - Assign Integration System to ISU

Ensure Step 6 has already been completed as per the following guide: https://support.beamery.com/hc/en-us/articles/28084249898385-Vacancy-Recruiter-Hiring-Manager-Mapping-Vacancy-Filter-Instructions#01J2VCKA8WPZK2SYZG14T67WT2

Step 7 - Test the security of the field override

Ensure Step 7 has already been completed as per the following guide: https://support.beamery.com/hc/en-us/articles/28084249898385-Vacancy-Recruiter-Hiring-Manager-Mapping-Vacancy-Filter-Instructions#01J2VCKBEW40S9KAGBSYANQHY8