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Setting up Workday Integration

Our Workday integration allows you to sync your employee data with Learnerbly.

Galina Grkovikj avatar
Written by Galina Grkovikj
Updated over a year ago

Our HRIS integrations are now available on all of our packages.


Our Workday integration allows you to sync your employee data with Learnerbly - completely automatically.

Before you get started

We recommend before setting up the integration you read our guide on how the integration works to make sure it fits with how you want to manage Learnerbly. Take a look at our guide and FAQs on šŸ”— How our HRIS integrations work.

You can see what Workday fields we sync with Learnerbly at the end of this article.

Check your employee data

Please make sure that all your employees have their country in their home address, as we use this to identify their location and assign a content region and ensure they access the right content. If they do not have a country, they will not get synced with Learnerbly.

If for whatever reason, you donā€™t want to add their country to your HRIS, you can always add them manually.

What will happen to your existing data

Once integrated changes in your HRIS will override any changes manually made on Learnerbly. The integration will;

  • Update any users that currently exist with the data in Workday

  • Add any users that are in Workday but not in Learnerbly

  • Remove any users that are past their termination date

  • Add any departments to Learnerbly as groups and overwrite any existing group relationships which will alter your Breakdown of Spend

  • Replace any approvers with the users' line manager in Workday

āš ļø Important things to be aware of:

  • Employees archived on Workday will be archived on Learnerbly

  • Any new employees will be added to Learnerbly

  • Existing users on Learnerbly will be updated with:

    • Their line manager in Workday will be their approver

    • Their group in Learnerbly will be updated to the employeeā€™s department in Workday


Connect Workday to Learnerbly

Getting set up with integrating Workday with Learnerbly couldnā€™t be simpler. First, we need to connect Workday to Learnerbly and then your employees will immediately start syncing.

  1. Go to your Admin Hub Settings.
    Note only Learnerbly Admins can set up an integration.

  2. Click ā€˜Connectā€™ on the card titled HRIS Integration

  3. Select Workday

  4. Enter your Workday credentials

  5. Your data will start syncing

How to know your integration is set up

Once you've connected Workday and Learnerbly, we'll start syncing your employees immediately. You'll see that you are successfully connected and your sync is in progress on your Settings page.

Integration is syncing

Integration has synced

What fields do we sync with

Learnerbly

Workday

Notes

First Name

First_Name

Last Name

Last_Name

Email

Email_Address

Start Date

wd:Worker_Data.wd:Employment_Data.wd:Worker_Status_Data.wd:First_Day_of_Work

Users will be created on the day of their start date.

Termination Date

apirequestloop1.item.wd:Worker_Data.wd:Employment_Data.wd:Worker_Status_Data.wd:Terminated_Date

Users will be archived on Learnerbly at midnight on the day of their termination date.

Approver

Manager_as_of_last_detected_manager_change_Reference

If there is no manager, you can add this manually on the platform. If you change a manager on our HRIS, we'll update it on Learnerbly.

Group

wd:Worker_Job_Data

Content Region

Address_Data

We use the country of an employee's home address to automatically assign them to a content region.


After you've set up the integration

Your employee data will continue to sync every morning Monday to Friday at 09:00 UTC. Now that your employees are users on Learnerbly, you can still decide exactly when they get access. To do this, assign them a budget and send them an email invitation.

Bulk assign budgets and send invitations

In your Admin People table, filter by Learner without budgets and then select the employees required. Click Bulk Actions and then Add Budgets and complete setup.

Once budgets have been assigned, then filter the People table by Learners who haven't been invited to Learnerbly to send them an email invite.

How to disable your integration

If you'd like to disable your integration, please contact us via our Chat message.


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