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Workday Integration Ebook PDF
Workday Integration Ebook PDF
Workday Integration Ebook PDF
Integration Guidebook
How Workday Integration Improves
Business Performance and Agility
The good news is that Workday customers have an array of integration options. The challenge lies in carefully
identifying business needs and selecting the technology that best positions your organization for long-term success.
The Need
Integration between HR and payroll systems is
Business Results
• Seamless, reliable business process automation
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one of the most pressing needs for Workday HCM between HR and payroll.
customers. Timely synchronization is critical to
• Automatic updates based on changes (new hires,
ensure that employees are paid accurately, have the
promotions).
right benefits and are compensated for expenses
and commissions. This integration is also essential • Minimized delay, manual work and risk of error.
for fast-growing organizations to scale quickly and
• Increased compliance, reduced risk.
mitigate risk.
• Detailed reporting on workforce and costs.
The Approach
iPaaS offers unmatched flexibility and reliability for • Security layer for sensitive personnel information.
two-way integration between Workday and payroll,
whether it’s the Workday payroll module, a third-party Application Types
application or payroll service providers. • Payroll
Besides basic employee information, attributes such Common Applications
as benefits, elective deductions, pay increases and
• ADP
more need to be synchronized between the two
systems. iPaaS scalability is important in handling • CDP Group
high-volume integrations involving thousands of
• activepayroll
employees.
• Celergo
iPaaS ensures that employee expense
reimbursements entered into an expense • CloudPay
management module such as SAP Concur
propagate to Workday and on to payroll.
And iPaaS supports connectivity to compensation
applications for sales commission disbursements.
Integration frees administrative time and lets HR and
payroll personnel focus on more important tasks.
The Need
Real-time integration is essential between Workday
Business Results
• Real-time integration for speed, security and
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HCM and Microsoft Active Directory or another business process automation.
identity and access management (IAM) platform.
• Faster implementations with integrated
Without integration, organizations can face delays,
provisioning.
outdated information, miscommunication and
security risks across the employee lifecycle. This, • Reliable, timely employee lifecycle management.
in turn, can affect processes for managing initial
• Confidence in appropriate application
onboarding, promotions, retirement, resignation,
authentication.
layoff or firing.
• Scalability to large workforces, full-time
The Approach
and contract.
iPaaS delivers real-time integration with Active
Directory to ensure that a new hire is properly Application Types
provisioned with email, application access, single • Identity management
sign-on capabilities, equipment assignments and
organizational associations such as department Common Applications
and manager. As a cloud-based platform, iPaaS
• Active Directory
connects seamlessly to the traditional on-premise
Active Directory and the Azure cloud version. • Azure Active Directory (cloud)
iPaaS ensures that promotions, pay grade, • Oracle Identity Manager
hierarchical changes and more synchronize between
Workday and Active Directory. Real-time integration
helps ensure organization security when employees
leave. Based on termination in Workday, iPaaS
routes an immediate update to Active Directory for
revocation of email and application access, among
other privileges.
The Need
An attractive benefits package is a big advantage in
Business Results
• Integrate data and automate processes across
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recruiting and retaining valued employees. Managing core HR, benefits partners and payroll.
benefits with third-party partners can be difficult and
• Strengthen benefits accuracy and reliability.
complex for HR and payroll teams without a scalable
integration framework. With iPaaS, organizations • Scale to high volumes in seasonal open
from small to large can streamline processes with enrollment.
reliable data integration across internal and external
• Accommodate new hires and employee status
partner systems.
changes in real time.
The Approach
• Support employee self-service benefits
Using iPaaS to integrate Workday HCM with third- management across multiple systems.
party providers supports accurate bi-directional data
exchange for healthcare coverage, life insurance, Application Types
retirement plans, stock options and other employer- • Benefits service providers
provided benefits.
Data is routed to the benefits partner based on new Common Applications
hires, pay increases that affect benefits, and life • Benefitfocus
events such as a marriage or birth that can prompt
• Thomson Darwin
a revision of benefits. iPaaS also routes third-party
provider data to Workday and on to payroll, so
deductions are accounted for.
iPaaS scalability is especially valuable during
the open enrollment season of benefits, typically
between October and December, when critical
benefits information must synchronize across
systems. Integration also provides a foundation for
employees to manage their benefit elections in a self-
service portal.
The Need
HR teams often rely on third-party specialists for
Business Results
• Greater confidence in hiring the best candidates.
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pre-hire screening, background checks, drug testing
• Faster screening and background processes.
and psychological profiling to ensure a productive
workforce and company safety. Connecting to those • Reduced manual data work and risk of error.
external providers speeds the process and minimizes
• Enhanced visibility into candidate desirability.
manual data entry and the risk of error. Also,
organizations that don’t use Workday for recruitment • Better productivity for HR teams.
may need to integrate with a third-party application,
such as Taleo. Application and Service Types
The Approach • Background check providers
iPaaS supports bi-directional synchronization of • Recruitment applications and agencies
data between the HR team and background-check
• Job boards and social media
service providers, automating business processes.
Triggered by changes, candidate information stored in Common Applications
Workday can be automatically pushed to the provider
• ADP
in real time – a time-saving advantage for companies
with large numbers of openings or candidates. • LexisNexis
Once complete, background check results move
• Taleo
automatically into Workday from the provider.
• LinkedIn
In the recruiting process, iPaaS can play a central
role by connecting Workday and a third-party
application or recruitment agency. It can also facilitate
the consolidation of resumes, LinkedIn profiles, job
board postings and video interviews. This provides a
single system of record in Workday.
The Need
Delivering an exceptional customer experience
Business Results
• Visibility into interactions with customers
5
requires integrated lead-to-cash workflows and and prospects.
unified customer data. Stand-alone Workday
• Consistent, streamlined customer experience.
Financial Management, marketing automation and
CRM applications can create erratic processes • Improved revenue reporting and forecasting.
and inconsistent information that hurt customer
• Reduced manual work and data look-ups.
satisfaction. Those silos also hurt cash flow and sales
forecasting accuracy. • Better productivity for sales and back office.
The Approach Application Types
For lead-to-cash, iPaaS focuses on interoperability • CRM
between CRM (such as Salesforce or Microsoft
Dynamics CRM), marketing automation (such • Marketing automation
as Marketo or Eloqua) and Workday Financial • Customer service
Management. Connecting marketing automation to
CRM systems gives sales reps valuable insights into Common Applications
ranked leads before contact is initiated. To go a step • Salesforce
further, iPaaS can extend integration to customer
service applications to improve service quality. • Microsoft Dynamics CRM
• SugarCRM
Connecting both marketing and CRM systems to
Workday provides end-to-end automation with a • Marketo
unified source of customer and revenue data. iPaaS • Eloqua
automates processes such as ensuring that customer
and item data is synchronized across applications. It • HubSpot
also can automate sharing invoice and payments data • Zoho
between Workday and Salesforce CRM for visibility
• Pipedrive
and better customer service.
• Zendesk