Approvals hub integration with Workday
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Summary of Approvals hub integration with Workday
The Approvals hub integration with Workday enables ServiceNow customers to access and manage active approvals from Workday and other external business applications directly within Employee Center Pro. This integration simplifies workflows by allowing users to pull employee and approval-related information from Workday into ServiceNow and to approve, reject, or view tasks without leaving the platform.
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Key Features
- Data synchronization: Pulls employee information related to time off, leave of absence, timesheets, job changes, requisitions, terminations, spend authorizations, and compensation details from Workday into ServiceNow.
- Centralized approval management: Enables approvers to view, approve, or reject Workday tasks directly from Employee Center Pro.
- Supported Workday todo configurations: Includes job change, job requisition, leave of absence, spend authorization, termination, time off, correct time off, timesheet, and compensation change request todos.
- Report fetching: Administrators can fetch metadata and view Workday reports and related employee data within ServiceNow.
- Task configuration: Allows storing one-time parameters to pull Workday tasks into ServiceNow and provide approvers with contextual information for better decision-making.
Application Setup and Prerequisites
- Install or upgrade to the latest versions of the following plugins:
- Employee Center Pro
- HR Service Delivery Integration with Workday (upgrade from v2.0.6 to v3.0.0)
- Workday HR Spoke
- Human Resources Scoped App: Core (com.snhrcore)
- Enterprise Service Management Integrations Framework (installed with Employee Center Pro)
- Ensure you have the HRSD Pro or Enterprise license that includes Employee Center Pro (Workday integration is not available for standalone Employee Center Pro).
- Familiarize yourself with the Enterprise Service Management Integrations Framework and the Workday HR Spoke documentation for connections and credentials.
- Activate and run scheduled flows to pull Workday record details regularly.
- Be aware that RCA (Request for Change Approvals) records generated after installation start in the Requested state and must be manually approved or automated via a bulk approval script.
Benefits for ServiceNow Customers
- Streamlines HR and approval workflows by integrating Workday data and approvals into ServiceNow, reducing the need to switch platforms.
- Improves approver productivity by providing a unified interface to manage multiple types of Workday approval requests.
- Enhances visibility into employee-related data and approval statuses directly within Employee Center Pro.
- Offers configurable task settings to tailor approval workflows to organizational needs.
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 3.0.0Note: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.- Ensure you have the HRSD pro/Enterprise license that includes EC Pro. Workday integration is not available for Employee Center Pro standalone.
- Understand how Enterprise Service Management Integrations Framework works, see Using Enterprise Service Management Integrations Framework and View tasks of a third-party system
- Integrate Workday with ServiceNow, as explained in Workday HR Spoke and Connections and Credentials.
- Activate and run the schedule flow that pulls record details. For more information, see Activating schedule flows.
- Understand the installed components as explained in Components installed with HR Service Delivery Integration with Workday
- Understand the basics of Workday integration and business processes.
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.| 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 |
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.