Integrating with Workday (SFTP)

To configure SFTP (Secure File Transfer Protocol) in Workday for securely transferring data to Drivetrain, please follow these steps:

Step 1: Generate an SSH Key Pair in Workday

1. In Workday, navigate to the Create x509 Private Key Pair task.

2. Provide a name and optional description for the key pair.

3. After creation, Workday will display both the Public Key and the RSA-SSH Formatted Key.

4. Copy the RSA-SSH Formatted Key and share it with the Drivetrain Team (e.g., SFTP server administrator) to authorize the connection.

Step 2: Create a Custom Report for Data Extraction

1. Search for and select Create Custom Report in Workday.

2. Configure the report with the following settings:

   1. Report Type: Advanced

   2. Enable As Web Service: Yes

   3. Data Source: All Active and Terminated Workers

3. Add necessary fields to the report, such as Employee ID, Name, Email, Job Title, etc.

4. You can use Column Heading Overrides to change the field names for Drivetrain.

Step 3: Create an Outbound EIB (Enterprise Interface Builder)

1. In Workday, search for and select Create EIB.

2. Set the Name and choose Outbound for the direction.

3. Under the Get Data section, select the custom report created in Step 2.

4. In the Transform section, choose None unless specific transformations are needed.

5. Proceed to the Deliver section:

   1. Delivery Method: SFTP

   2. SFTP Address: sftp://sftp1.drivetrain.ai

   3. Directory: /workday

   4. Authentication Method: SSH Authentication

   5. User ID: dtuserXXX (Replace with the username provided by the Drivetrain Team)

   6. SSH Authentication Key Pair: Select the key pair generated in Step 1

Step 4: Schedule the Integration

1. Navigate to the Integration System page for your EIB.

2. Click on the Actions button, then select Integration > Launch/Schedule.

3. In the scheduling screen, configure the desired frequency (e.g., daily) and time for the integration to run.

4. Confirm and save the schedule.

Step 5: Test and Monitor the Integration

1. Manually launch the integration to perform a test run.

2. Verify with the Drivetrain team that the file is successfully transferred to Drivetrain.