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Workday

Teams

Summary

Workday is an ownership platform. You can use Workday to drive insights into values such as:

  • Ownership
  • Team membership

Setup

You'll first need to create a Cortex ownership report, and have a user with basic authentication to be able to access this report. This report can be set up in one of the following ways depending on how you want to manage Workday teams and their corresponding hierarchy:

Creating Cortex Teams from Supervisory Organizations

If you want to manage teams using Workday supervisory organizations, you will want your report to have the following fields:

  • email: Email address for employee. Use the same address that employees will use to access Cortex.
  • employeeId: Unique ID for each employee
  • firstName: Employee first name. This will be displayed in Cortex.
  • lastName: Employee last name. This will be displayed in Cortex.
  • employeeRole: Employee role. This will be displayed in Cortex. (Optional)
  • employeeSupervisoryOrgId: The supervisory organization id that the employee is in. We will use this field to group employees in Cortex
  • teamDisplayName: A display name for the individual teams based on the employeeSupervisoryOrgId. This will become the Cortex team name and tag. This should be the same across all employees with the same employeeSupervisoryOrgId
  • managerEmail: email for the employee's manager. If we locate an employee with the same email as the managerEmail, that employee will be added to the team with a "Manager" role
  • teamSupervisoryOrgId: The supervisory org for the org that the employee is part of. We will build the hierarchy by creating links with the org in this field being the parent and the org in employeeSupervisoryOrgId being the child
note

Any changes to the employeeSupervisoryOrgId will result in the creation of a new team since this is how we identify teams

Creating Cortex Teams from Workday Teams

If you want to manage teams not using the supervisory organization IDs fill out the following fields:

  • email: Email address for employee. Use the same address that employees will use to access Cortex.
  • employeeId: Unique ID for each employee
  • firstName: Employee first name. This will be displayed in Cortex.
  • lastName: Employee last name. This will be displayed in Cortex.
  • employeeRole: Employee role. This will be displayed in Cortex. (Optional)
  • teamName: Team name for employee. This field is what we use to group employees into teams in Cortex.
  • teamDisplayName: Display name for the team. This will be used for the title and the tag for any teams imported from Workday at time of import. If not included teamName will be used. This should be the same across all employees on the same team. (Optional)
  • employeeRole: Employee role. This will be displayed in Cortex. (Optional)
  • managerEmail: Manager email. This field is what we use to create the hierarchy for teams in Cortex. If you don't want to auto-import teams and the hierarchy from Workday, you can omit this field from the report. This employee will be added to the team with a "Manager" role.
note

Any changes to the teamName will result in the creation of a new team since this is how we identify teams

Once you have the report URL and the username and password for a user with access to the report, add it under Settings → Workday.

If you want to auto-import teams and the hierarchy, you'll want to enable auto import in the Teams tab in Settings → Entities.

caution

We sync teams from the report every day at 9 am UTC.

If you need to sync teams manually, you can do so by clicking the "Sync teams" button in the Create Team page in Catalog → Teams. Doing so will not auto-import any teams.

caution

If you do not see the settings page you're looking for, you likely don't have the proper permissions and need to contact your admin.

Registration

Cortex can pull team memberships from Workday teams.

The team name is case-sensitive and should be exactly the same as in the report's teamName field.

x-cortex-owners:
- type: group
name: Engineering # teamName provided in the report
provider: WORKDAY
description: This is a description for this owner # optional