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On this page
  • Overview
  • Goal
  • Benefits
  • Workday HRIS File Format
  • Workday CSV Data Structure Template
  • Importing the File
  • Uploading a New File Version
  1. Configuring Integrations
  2. Workday

Manual Import (CSV)

Import Workday data using data exported to a CSV

PreviousWorkdayNextReport as a Service (RaaS)

Last updated 10 months ago

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.

  1. Oort has defined a which can be configured in Workday and then exported as a CSV, for upload into the Oort console

  2. Export in SCIM format. For more background on this topic, please see the 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 -

user_id,first_name,middle_name,last_name,email,active,org_name,business_title,super_ref,managername,position_title,division,city,state,country,hire_date,termination_date,category
21f91774-0000-41d3-bfd1-70f6d378ce23,Robert,Douglas,Smith,Bob,robert.smith@simubiz.com,true,P&S Broadcast & Storage,Partner Account Director,8675309,Marc Heady,SW Development Engineer II,Belgium Division,Brussels,State,Belgium,2022-10-26,2023-10-27,Contingent Worker

Work Report Properties & Examples

Please note that value names are case sensitive!

Name
Description
Value Examples

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

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 -

  1. Provide a Name and Description for the file

  2. 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)

  3. Select Users as the type of data in the file

  4. For the source type, select Legacy (deprecated)

  5. Drag and drop or select the file to be uploaded

  6. 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.

The template file can be

🧩
downloaded here
Understanding HRIS Data and SCIM Overview
Workday report format
Upload a file
Manual file upload screen
Manual HRIS upload successful
Manual Uploads tile with option to upload a file
File Upload screen with options to select a file and upload to Oort
Manual HRIS upload successful