JDXpert Workday Integration Integration Options JDXpert can integration

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JDXpert Workday Integration

JDXpert Workday Integration

Integration Options • JDXpert can integration with Workday using: • Web Services API –

Integration Options • JDXpert can integration with Workday using: • Web Services API – • • • Real-time data exchange EIB Workbook File transfer • Data sent from JDXpert to Workday • Data sent from Workday to JDXpert • EIB format is natively supported in Workday and allows for complex data structures to be exchanged CSV/Excel Workbooks • Data can be exported from Workday to CSV/Excel format and sent to JDXpert HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Web Services • • Workday provides an extensive Web Services API • Content can

Web Services • • Workday provides an extensive Web Services API • Content can be downloaded from Workday to JDXpert • Content can be sent from JDXpert to Workday Data transfer is instant in both directions HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

JDX Workday Administration Tools HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

JDX Workday Administration Tools HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

EIB Format • EIB is “Enterprise Interface Builder” • • JDXpert can create native

EIB Format • EIB is “Enterprise Interface Builder” • • JDXpert can create native EIB Workbooks • • Provides a simple-to-use interface to define inbound and outbound integrations without requiring any programming Data is mapped from the JDXpert Job Description to the EIB Workbooks using special EIB profiles Examples: • Export Job Description(s) to an EIB workbook that can be imported into Workday • Create an EIB Workbook in Workday (with content) and import the data into JDXpert HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Sample EIB File HRTMS Inc. © All Rights Reserved | 919. 351. JOBS |

Sample EIB File HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

EIB Profiles in JDXpert • Administration tool to map data elements from/to Workday •

EIB Profiles in JDXpert • Administration tool to map data elements from/to Workday • The tool extends the EIB Workbooks with data mapping definitions • EIB Workbooks contain groups of fields • Some field values may repeat (e. g. , Responsibility Statements) • The EIB Profile tool provides a rich set of functions to transform data structures in JDX to the required format in EIB • EIB Profiles have both import and export definitions HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

EIB Profile Tool in JDXpert HRTMS Inc. © All Rights Reserved | 919. 351.

EIB Profile Tool in JDXpert HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Workday Job Profiles • A Job Profile is a record of information about a

Workday Job Profiles • A Job Profile is a record of information about a job including a summary, description, and the job’s key characteristics such as: exempt status, pay rate type, job classification groups, and compensation grade • Job Profiles are stored as Job Descriptions in JDXpert • • If Position Management is used, then Job Profiles will typically be mapped to Parent Jobs • If not, then Job Profiles can be stored as Independent Job Descriptions in JDXpert You can download Job Profiles using the Job Profile download tool HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Job Profile Download Tool HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

Job Profile Download Tool HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Job Profile Download Tool HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

Job Profile Download Tool HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Job Profile Download Tool HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

Job Profile Download Tool HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Adding/Updating Job Profiles • New Job Profiles can be created directly from JDXpert •

Adding/Updating Job Profiles • New Job Profiles can be created directly from JDXpert • Existing Job Profiles can be updated from JDXpert • EIB Profiles define the data elements and business rules for each group of fields • You can format the ‘Job Description’ field using a combination of the blocks in the Job Description, and include basic formatting (bold, underline, bullets) • Log files capture the transaction details HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Updating Job Profiles HRTMS Inc. © All Rights Reserved | 919. 351. JOBS |

Updating Job Profiles HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Positions • Position Management allows for the tracking of unfilled, closed and frozen positions.

Positions • Position Management allows for the tracking of unfilled, closed and frozen positions. In order to hire an employee into Workday, an available, unfilled position must first exist. • Positions in Workday are mapped to Child Job Descriptions in JDXpert • Positions can be downloaded in the same manner as Job Profiles are downloaded • There is a separate Position Download Tool • EIB profiles define how Workday data is converted to JDXpert data structures HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Creating/Updating Positions • • You can initiate the ‘Create Position’ process in JDXpert •

Creating/Updating Positions • • You can initiate the ‘Create Position’ process in JDXpert • The Supervisory Organization and other key fields must be selected • JDX will store the transaction ID created by Workday Update Positions using the ‘Edit Position Restrictions’ function • • The EIB profile model is used to define which data elements are sent to Workday for these transactions Log records are saved for each transaction HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Create Position in Workday HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

Create Position in Workday HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Reference IDs • Most data in Workday is based on Reference IDs • These

Reference IDs • Most data in Workday is based on Reference IDs • These are user-defined or system-defined tables with a key value and display value • Reference IDs are mapped to corresponding System Choice-lists in JDXpert • The Reference Codes can be downloaded automatically HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Download Reference Table Tool HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

Download Reference Table Tool HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Reports-as-a-Service • Workday Reports can be exposed as a “Report-as-a-Service” (Raa. S) • Reports

Reports-as-a-Service • Workday Reports can be exposed as a “Report-as-a-Service” (Raa. S) • Reports can combine different data elements in Workday based on business rules • For example: Downloading completed ‘Create Position’ transactions and exporting the new Position ID • Client must provide the ‘WSDL’ file for the Raa. S • JDXpert can execute Raa. S and transform the data into an Excel Workbook • • The Workbook can be imported into JDXpert This process requires custom script code by the JDXpert tech team HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Running Reports-as-a-Service HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms.

Running Reports-as-a-Service HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Integration using FTP • You can use an FTP-based integration model to exchange data

Integration using FTP • You can use an FTP-based integration model to exchange data • File transfers can be scheduled to run at any time • You can import or export in EIB format, Excel, or CSV format • JDXpert has user-defined import and export profiles with optional script code HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Export to EIB Format • Job Descriptions can be exported to EIB Format •

Export to EIB Format • Job Descriptions can be exported to EIB Format • The EIB Profiles define the data elements in the same fashion as the web services • Job Profile EIB and Position EIB workbooks must be exported separately • Other EIB formats are also supported: • E. g. , Multi-language EIB workbook HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Export Profile in JDXpert HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

Export Profile in JDXpert HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Export Profile in JDXpert HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

Export Profile in JDXpert HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Import from EIB Workbook • JDXpert can import directly from a Workday EIB file

Import from EIB Workbook • JDXpert can import directly from a Workday EIB file • EIB files may have multiple rows per Job Description • EIB profile defines how to handle all fields and groups • Job imports can be run manually or in batch mode HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Import from EIB Workbook HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

Import from EIB Workbook HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Import from EIB Workbook HRTMS Inc. © All Rights Reserved | 919. 351. JOBS

Import from EIB Workbook HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Batch Processing • All import jobs can be scheduled to run overnight • You

Batch Processing • All import jobs can be scheduled to run overnight • You can define the schedule (any day, any time) • Stakeholders can be notified of success/failure HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com

Want More Information? Contact our sales team at sales@hrtms. com or visit our website,

Want More Information? Contact our sales team at [email protected] com or visit our website, hrtms. com HRTMS Inc. © All Rights Reserved | 919. 351. JOBS | hrtms. com