To facilitate User onboarding, we have created an integration with Workday to allow you to invite your employees to Officevibe through Workday. The Daily Sync feature will also remove from Officevibe any employees who are no longer in your Workday account.
This integration will allow Officevibe to mirror the employees, their managers, the groups and sub-groups set up in Workday based on the Supervisory Organization.
1. Enter your credentials
Note: Based on the Workday Admin who is completing the set up, we will take the information they have access to and replicate it in Officevibe.
- Enter your username and password
- Enter the tenant name
- Select the data center Location from the dropdown
2. Choose how to Activate Your Employees
When choosing to add employees into Officevibe, you can either choose to first create the employees and then invite them later on (Only Create users) or to create and invite the employees right when the sync is turned on (Create and Invite users).
3. Choose who can use Officevibe
As mentioned above, the only option is to invite everyone who is in Workday based on the Admin's view.
4. Turn on the Daily Sync
You're now all set to turn on the Daily Sync. To do so, you will click on the Save & Activate button at the bottom. The sync will then run the next day.
Note: If you prefer to activate the sync right away without waiting for it to run, you are able to manually push the sync by clicking on the Start Synchronization button.
Note: A sync can always be deactivated by clicking on the View Settings button and selecting the Deactivate button at the bottom.
5. Add Attributes in Workday Profiles (optional)
With the Workday sync, if the following Attributes are set up in the employee's profile in Workday, they will be synced automatically in their employee profile in Officevibe:
If you want these to sync within Officevibe, ensure that these fields are completed in Workday before turning on the Daily Sync.
Note: You can review the below PDF. It includes instructions for a Workday Security Setup for the Officevibe integration.