Approvals hub integration with Workday

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Approvals hub integration with Workday Employee Service Management

    The Approvals hub integration with Workday allows users to access and manage all active approvals from Workday directly within the Employee Center Pro of ServiceNow. This integration, developed by Bristlecone, Inc., streamlines various HR processes such as time off requests, job changes, and compensation details, enabling efficient handling of tasks from a single interface.

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    Key Features

    • Pull employee information from Workday for various requests including time off and job changes.
    • View and manage Workday information directly from ServiceNow.
    • Enable approvers to approve, reject, or view tasks directly in Employee Center Pro.
    • Integrate with multiple Workday todo configurations for various HR processes.

    Key Outcomes

    By implementing this integration, ServiceNow customers can improve productivity through streamlined management of third-party approval workflows, reduce manual processes for RCA approvals, and enhance the visibility of Workday-related tasks and reports within their ServiceNow instance. Additionally, administrators can configure parameters to optimize task management and approval workflows.

    Enable easier access to all active approvals of external business applications such as Workday from Employee Center Pro. The Workday spoke is built by Bristlecone, Inc.

    Using Approvals hub integration with Workday, you can perform the following actions from Employee Center Pro:
    • Pull employee information from Workday for time off requests, correct time off request, leave of absence, timesheet, job change, job requisition, termination, spend authorization, and compensation details to a ServiceNow application.
    • View the Workday information from your ServiceNow instance.
    • Enable approvers to view, reject, and approve the tasks right from Employee Center Pro.

    Application setup

    Ensure you have the latest versions of the following plugins:
    • Employee Center Pro
    • HR Service Delivery Integration with Workday 3.0.0
      Note:
      Upgrade v2.0.6 to v 3.0.0
    • Workday HR Spoke
    • Human Resources Scoped App: Core (com.sn_hr_core)
    • Enterprise Service Management Integrations Framework. This framework is installed with Employee Center Pro.

    Prerequisites

    Before you start working on the Workday integration, get familiar with the following steps.
    Note:
    The RCAs that are generated after the installation are in the Requested state and you must manually mark the RCAs as Allowed, which can be time-consuming. To automate the RCA approvals for any record, you can run the EC bulk RCAs approval script where the source scope is one of the Employee Experience applications.

    Workday approvals workflow

    Improve productivity by managing third-party approval flows from Employee Center Pro. Here is a list of the supported Workday todos configurations.
    Table 1. Workday supported tables
    Todos configuration Table name
    Job Change Request Todos sn_hr_workday_job_change_request_todos
    Job Requisition Request Todos sn_hr_workday_job_requisition_request_todos
    Leave Of Absence Request Todos sn_hr_workday_leave_of_absence_request_todos
    Spend Authorization Request Todos sn_hr_workday_spend_authorization_request_todos
    Termination Request Todos sn_hr_workday_termination_request_todos
    Time Off Request Todos sn_hr_workday_time_off_request_todos
    Correct Time Off Request Todos sn_hr_workday_correct_time_off_request_todos
    Timesheet Request Todos sn_hr_workday_todo
    Compensation Change Request Todos sn_hr_workday_compensation_change_request_todos
    By default, todos configurations are available for Open and Completed.
    Note:
    For more information the field-level info about leaves, timesheets, timeoffs, compensation change, job change, job requisition, or leave of absence, see Workday HR Spoke.

    For additional reference information, see Approvals experience reference.