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credentials.
Step 1: Create a Custom Report in Workday
In this step you create the custom report that contains the data to be exported, following the integration documentation provided by your TechWolf delivery team.1
Create the report
In Workday, create a new custom report and give it a name.
2
Enable it as a web service
Select Advanced Report and enable it as a web service.
3
Select the fields
Select the appropriate fields and columns for the report, as defined in the
integration documentation from your TechWolf delivery team.
Step 2: Create an Outbound EIB
In this step you set up the outbound integration that delivers the custom report to the shared TechWolf S3 bucket using a Workday Outbound EIB.1
Reference the custom report
Create an Outbound EIB that references the custom report created in Step 1.
2
Configure the output format
Configure the EIB to generate output in CSV format.
3
Set the delivery method
Set the delivery method to Amazon Simple Storage Service (S3).
4
Select the bucket
Select your designated bucket (
techwolf-<customer>), as specified in the
received integration documentation.5
Configure the file name and path
In Workday, the full file name is the combination of the file path and the
file name. Set both to match the exact path and naming convention specified
in the integration document provided by your TechWolf delivery team — do not
derive them from this page.Where that path or name includes a date, use a Workday
sequence generator
(requires a Workday Community account) to insert it, following the format
given in that same provided integration document.
6
Set the schedule
Set up the integration schedule according to the cadence defined in the
integration documentation. By default, the cadence is daily.