Manual Import (CSV)
Import Workday data using data exported to a CSV
Overview
Oort’s platform can ingest and analyze HRIS data from a number of platforms, including Workday. One way to integrate with Workday HRIS is to periodically upload exported reports from Workday into the Oort console.
Once HRIS data is integrated, Oort users can compare user HR records with accounts in their IDPs and IAM systems. Oort provides a number of built-in checks for discrepancies and missing data, which can be clear indicators of identity vulnerabilities.
Goal
The goal of this document is to provide instructions on importing Workday HRIS data into the Oort console via a Workday report CSV file.
Benefits
Mismatches between identity sources such as an HRIS system and a primary identity platform (IDP) or IAM system are a common and significant source of security vulnerabilities.
In many cases, discrepancies may arise, e.g. a user moves departments or managers in HR and the IDP system is not updated (or vice versa).
Importing this data provides the Oort platform with the ability to analysis and provide insights into these types of identity issues.
Workday HRIS File Format
There are two options for generating HRIS data from Workday for upload into Oort.
Oort has defined a Workday report format which can be configured in Workday and then exported as a CSV, for upload into the Oort console
Export in SCIM format. For more background on this topic, please see the Understanding HRIS Data and SCIM Overview article. Note that for Workday the template file to be used is listed below. Please work with your Oort Customer Success team to enable SCIM.
Workday CSV Data Structure Template
The template CSV file below can be viewed in Excel or other spreadsheet applications. The intent of the file is to show the structure of the Workday report to be exported.
The file structure is as follows -
The template file can be downloaded here
Work Report Properties & Examples
Please note that value names are case sensitive!
user_id
Employee/User ID
14651848
first_name
First Name
Robert
middle_name
Middle Name
Douglas
last_name
Last Name
McGurrin
nickname
Nickname
Bob
Email Address
dmcgurrin@personal.com
active
Is User Active?
true or false
org_name
Organization Name
P&S Broadcast
business_title
Business Title
Partner Account Director
super_ref
Employee/User ID of the Supervisor/Manager
91601870
managername
Name of the Supervisor/Manager
Marc Heady
position_title
Position Title
SW Development Eng
division
Company Division
Belgium Division
city
City
Sacramento
state
State
CA
country
Country
United States
hire_date
Initial Hire Date
2022-10-26 or 2022-10-26T17:30:00.000
termination_date
Termination Date
2022-10-26 or 2022-10-26T17:30:00.000
category
Category of User
Contingent Worker
Importing the File
To import the file, navigate to the Integrations tab and select Add Integration.
Select the Manual Uploads tile.
Within the File Upload screen, complete the following -
Provide a Name and Description for the file
Select the date that the HRIS data was exported from Workday. This is important because certain Checks will key off this date for calculating discrepancies (e.g. if a user was hired after the export date, then they will not be expected to be present in the file)
Select Users as the type of data in the file
For the source type, select Legacy (deprecated)
Drag and drop or select the file to be uploaded
Click Save
After the file is uploaded, the Oort team will verify the structure of the data within the file and complete the import into the tenant, typically in less than one business day.
Once the data is accepted and processed, the Manual integration will show success.
Uploading a New File Version
To upload a new file of the updated data from the Workday system, simply click the 3 dots menu at the right side of the integration and select Upload new file version.
This will replace the existing Workday HRIS data with the newer export of data.
If data is obtained from a different HR system, then create an entirely new HRIS integration object in the console.
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