WORKDAY API INSTRUCTIONS

FIVE EASY STEPS

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1. Create a Custom Report

This custom report will contain all of the necessary data from your HRIS used to power the tools within PARiTA.

In Workday, please select the following data points to be included in the custom report:

• Employee Title*

• Employee ID number*** (and required)

• Gender*

• Employee location (ZIP/Postal Code)

• Employee Location: State

• Employee location (Country)*

• Division

• Agency

• Department** (and required)

• Hire date*

• Termination date

• Termination reason

• Supervisor ID*** (and required)

• Supervisor Title

• Employee status (full/part time)

• Ethnicity/race*

• Veteran Status

• LGBTQ Status

• Disability Status

• Age*

• Employee pay rate*

• Wage Type

• Bonus pay

• Stock Awards

• Commission

• Currency*

• Pay rate effective date

• Pay change reason

• Job Band

• Pay Grade

• EEOC Job Category

• Performance Rating

• Leave of absence reason

• Leave of absence start date

• Leave of absence stop date

• Highest level of education

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* Required value

**Your HRIS may have a different name or label. Please select the data element in your HRIS that best aligns with ‘Department’.
***This value will be replaced by computer-generated ID for privacy and security purposes.

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2. Create a User

This User will be created within Workday so that PARiTA will be able to connect to your HRIS. Follow Workday’s instructions to add a new User.

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3. Add User to Custom Report

By adding the newly created user to the newly created custom report, PARiTA will be able to retrieve the same data points in the custom report.

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NOTE: PARiTA will NOT have the ability to interact or update the data that is available from the custom report; it will have read-only access. It will also NOT have the ability to retrieve or access data that is omitted from the custom report or any other reports outside the custom report. 

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4. Retrieve Custom Report URL/API Key

The Custom Report URL (API Key) will allow PARiTA to retrieve the necessary data from the appropriate report.

1. Log into Workday.

2. Search ‘Public Web Service’.

3. Click on ‘Public Web Services’ link.

4. Scroll down to ‘Human Resources’.

5. Right click or click a menu icon.

6. From the ‘Web Service’ tab, right click on ‘View WSDL’.

7. Copy the URL.

8. Log in to your PARiTA profile, go to 'Edit Profile' and click on 'Settings'

9. Scroll to the 'Data Settings' Section and select 'Workday' under HRIS system.

10. Enter the Workday login credentials of the newly created user in the ‘Username’ and ‘Password’ fields, and paste the URL in the ‘API URL’ field.

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5. Upload Historical Data (Optional)

Your dashboard will be live within 24 hours from the date you successfully connect your HRIS custom report to PARiTA. However, if you would like to see your organization’s historical data in the PARiTA dashboard, you will need to separately upload that data via CSV file(s). Here's how to do that:

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• Follow Workday’s instructions to download historical data as a CSV file from the newly created custom report.

• Log into PARiTA at https://index.parity.org/login/

• Go to https://index.parity.org/data-settings/

• Under the “Historical Data” section of the page, follow the instructions to upload your historical data. Then,

  1. Determine what date(s) you would like to add to your dashboard. NOTE: We recommend one CSV file per month of data for the number of months or years you’d like represented in your dashboard.)

  2. Download the Historical Data Template provided.

  3. Make sure that Workday’s historical data export is formatted the same as the Template you just downloaded. 

  4. Once you have correctly formatted the data in the template, upload the completed CSV by selecting “Start Import”.

  5. Congratulations! You've successfully added your historical data! We will notify you shortly when you can expect to see it represented in your dashboard.

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