Exporting Workday users to CSV for IBM Verify Upload

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This task involves exporting a list of employees from Workday into a CSV file format. The exported data is then used for an upload into IBM® Verify. The CSV file generally includes essential employee information such as name, employee ID, email address, and other relevant details required by IBM Verify.

Before you begin

  • You must have administrative access to the Workday tenant.
  • You must have administrative permission to complete this task.
  • Log in to the IBM Verify administration console as an Administrator. For more information, see Accessing IBM Verify.

Procedure

  1. Log in to Workday tenant.
  2. Search and run the Create Custom report task.
  3. Enter the Report Name, select Report type as Advanced and select Data Source as Workers for HCM Reporting.
  4. In the Edit Custom Report, under Additional Info map the Business Object of type Worker to the all the required fields to be included in the CSV report. Ensure the Workday Id field is included in the mapping which is required for IBM Verify to process the import.
  5. To map the worker’s manager, select Business Object as Manager – Level 01, Field as Workday Id and enter Manager_WID in Column Heading Override. The Workday Id field must be Manager_WID for IBM Verify to process the worker’s manager in the CSV.
  6. Click OK and then Run the report.
  7. In the opened dialogue window, click OK to continue.
  8. Review the entries to be exported. Navigate to the top-left panel and click the Related Actions icon. Select Web Service > View URLs and click OK. Now open the RSS link and if authentication is required enter the credentials. By default, the format is RSS in the opened URL. Change the format=rss to format=csv in the URL to download the CSV file.
  9. The exported CSV file can now be uploaded on the IBM Verify tenant for user synchronization.