Before you start
Speak to your Customer Success Manager (CSM) and Relationship Manager (RM) about:
User provisioning options and costs
Domains you want to use for auto-provisioning
Attributes or dates you need to capture
If your CSM will manage the Skillcast setup part of the integration, please provide all the necessary details and fields from your custom report in Workday to your CSM.
Preparing to send data from Workday to Skillcast
Prepare a custom report in Workday and activate it as a webservice
Copy the WSDL URL generated. The report should have all the data you want to send to Skillcast for live users, including a unique ID
When you prepare the "Integration System User", copy the username, domain and password for the ISU
Contact Workday help/support if you have any issues.
Adding Workday connection to Skillcast
This process is usually completed by your CSM
First, you will need to use the Workday details to add a new external connection
Select Management console > Configuration > External connections
Check the Connection dropdown is Add new connection
Select the Type dropdown and choose Workday
This reveals the fields to be completed using Workday's details, including the WSDL URL generated from the custom report and the Username, Password and domain from the ISU (should be something like ISU_Skillcast@yourdomain)
- Name: Name for the connection
- Domain: User domain you will provision users into
- Features: Tick 'User Provisioning'
- Provisioning WSDL: Paste in the WSDL URL from the details of your custom report in WorkDay
- Provisioning Action: Webservice action, found in the details of your custom report in WorkDay
-Username: For the ISU created in Workday – without any details after the @
- Password: For the ISU created in Workday
- Domain: Text after the @ in the username
- Provisioning Namespace: Webservice Namespace, found in the details of your custom report in Workday
- Response Namespace: By default this is wd, unless your organisation has customised this
-API version: Skillcast supports version v37.1, because this was current at the time of integration.
To activate a training records feed, here's how to send training records from Skillcast to Workday
Mapping fields on custom reports to attributes
The process of setting up attributes on Skillcast is usually completed by your CSM
Before setting up and testing provisioning for the first time, please make sure all columns on your custom report in Workday have a matching attribute on the Skillcast application.
Also, please make sure you add the column names to the attribute as the data feed name. This ensures that when provisioning users, the integration knows which attributes should be populated from which Column.
Setting up user provisioning on the domain and test
This process is usually completed by your CSM
After user attributes have been mapped, you can add the connection to the domain you need to provision users into. We recommend that you test and preview changes before processing or scheduling the feed to run.
Limitations and considerations
1. When testing or setting up this integration, please check you're included in the provisioning or you have a test account set up in another domain. Failing to do so will deactivate your access by archiving your account.
2. You must activate user provisioning to send training records to Workday.
That covers how to configure user provisioning from Workday to Skillcast. If you think you may need different permissions, please contact your CSM at [email protected].