Cleary integrates with Workday by consuming a custom JSON report from workday with your employee information. Each report will need a URL endpoint and should be protected by username/password authentication.
Important: when sending us the report information (url, username, password), it is important to send it in a secure channel. We recommend using https://onetimesecret.com/, or another secure channel if you have one.
Basic User Integration
The initial goal is to get a basic sync working. Then, as we finalize the specific fields that should be shown via Cleary with the People team, we may come back and ask for some additional or changed fields.
Create a custom report in Workday called “Cleary Employee Sync” (or something similar). It should be accessible via URL protected by username/password auth that looks something like the following sample.
Fields marked in green are required, but we recommend adding the rest of the fields if possible.
Sample report:
{
"Report_Entry": [{
"Job_Family": "General Executive",
"Preferred_Last_Name": "Targaryen",
"Work_City": "San Francisco",
"Cost_Center_Hierarchy": "Overhead",
"Supervisory_Organization_Name": "GoT, Inc.",
"Legal_Last_Name": "Targaryen",
"Manager_s_Employee_ID": "1",
"Employee_ID": "1",
"Birthday": "1983-05-11",
"Preferred_First_Name": "Daenerys",
"Hire_Date": "2013-03-01",
"Job_Title": "CEO",
"Full_Name": "Daenerys Targaryen",
"Active": "1",
"On_Leave": "0",
"Department": "113 General Management",
"Worker_Type": "Employee",
"Supervisory_Organization_ID": "SUP1.0",
"Job_Family_Group": "Executive",
"Exempt": "1",
"Is_Manager": "1",
"Primary_Work_Address_-_Country": "United States of America",
"Primary_Work_Email": "daenerys@gameofthrones.com",
"Legal_First_Name": "Daenerys"
},
{
"Job_Family": "General Executive",
"Preferred_Last_Name": "Snow",
"Work_City": "US Remote",
"Cost_Center_Hierarchy": "Overhead",
"Supervisory_Organization_Name": "Executive Team",
"Legal_Last_Name": "Snow",
"Manager_s_Employee_ID": "1",
"Employee_ID": "10",
"Birthday": "1986-01-09",
"Preferred_First_Name": "Jon",
"Hire_Date": "2013-12-02",
"Job_Title": "COO",
"Full_Name": "Jon Snow",
"Active": "1",
"On_Leave": "0",
"Department": "123 COO Management",
"Worker_Type": "Employee",
"Supervisory_Organization_ID": "SUP-ORG1",
"Job_Family_Group": "Executive",
"Exempt": "1",
"Is_Manager": "1",
"Primary_Work_Address_-_Country": "United States of America",
"Primary_Work_Email": "jon@gameofthrones.com",
"Legal_First_Name": "Snow"
},
{
"Mobile_Phone": "(530) 2279775",
"Work_City": "Remote Office (DC)",
"Supervisory_Organization_Name": "Demand - SMB",
"Manager_s_Employee_ID": "10",
"Employee_ID": "100",
"Birthday": "1981-03-09",
"Preferred_First_Name": "Tyrion",
"Hire_Date": "2013-08-02",
"End_Date": "2021-02-12",
"Full_Name": "Tyrion Lannister",
"Department": "456 Sales Emerging",
"Supervisory_Organization_ID": "SUP-ORG14",
"Is_Manager": "1",
"Primary_Work_Address_-_Country": "United States of America",
"Primary_Work_Email": "tyrion.lannister@flexport.com",
"Legal_First_Name": "Tyrion",
"Job_Family": "Field Sales",
"Preferred_Last_Name": "Lannister",
"Cost_Center_Hierarchy": "Demand",
"Legal_Last_Name": "Lannister",
"Job_Title": "Sales Manager",
"Active": "0",
"On_Leave": "0",
"Worker_Type": "Employee",
"Job_Family_Group": "Sales",
"Exempt": "1"
}]
}
Please note that the report fields must match the exact names provided here.
Once you have the report ready, email the URL, username, and password to your implementation contact at cleary in a secure channel (we recommend https://onetimesecret.com/)
Advanced Integrations
Syncing User Photos
To sync photos from workday into Cleary, create a report that exposes the employee photo in Base64 encoded format and the employee ID. It should take the Employee_ID as a query parameter
Example Report URL:
Example Report:
{
"Report_Entry": [{
"Employee_ID": "123",
"Photo": "iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mP8z/C/HgAGgwJ/lK3Q6wAAAABJRU5ErkJggg=="
}]
}
This report should be protected by the same username/password authentication as your users report
FAQs:
Q: I have updated my photo in Workday. When will the change be reflected on the platform?
A: We sync updates from Workday on a daily basis. If the change was just made, it should be reflected on the profile the next day.