Connect

Use this guide to configure a custom Workday RaaS report that exposes employee data in JSON format for Zluri to ingest.

## Prerequisites

- Report Writer permissions in Workday
- Ability to create and share a web-enabled custom report
- Access to create an Integration System User and security groups
- Employee data field list shared by Zluri
- Admin access to Zluri

## Step 1: Create a Custom Report in Workday

**1.** Log in to Workday with Report Writer permissions.

**2.** In the search bar, enter: `Create Custom Report`.

**3.** Fill the following:

- Name: `Zluri_RaaS_Report`
- Report Type: Advanced
- Data Source: `All Active Employees` or equivalent
- Enable: ✅ Enable as Web Service

**4.** Click **OK** to continue.

## Step 2: Add Required Fields

**1.** Add the fields exactly as defined in the Zluri schema. Refer to the shared spreadsheet for field names, types, and formats. _Field names are case-sensitive and must match exactly._

**2.** Ensure the following:

- Use the **Zluri field mappings** column for exact names (e.g., `reportingManagerEmail`, `isActive`, `createdAt`)
- Apply correct data types:
  - `string`, `email`, `array`, `enum`, or `date format: yyyy/mm/dd`
- For **`isActive`**, supported enum values include:  
  `TRUE, true, True, FALSE, false, False`

**3.** Click **OK** and **Save** the report after mapping all required fields.

Here's the **complete list of fields** to include:

Convert the columns in Workday field examples to Zluri field mappings. Zluri requires the report data in **JSON** with keys exactly named as Zluri Field Mappings.

| Workday Field Examples         | Zluri Field Mapping   | Type                    | Notes                                    |
| ------------------------------ | --------------------- | ----------------------- | ---------------------------------------- |
| Work Email                     | email                 | email                   | Required                                 |
| Personal Email                 | personalEmail         | email                   |                                          |
| Name                           | name                  | string                  |                                          |
| Username                       | username              | string                  |                                          |
| First Name                     | firstName             | string                  |                                          |
| Last Name                      | lastName              | string                  |                                          |
| Reporting Manager Email        | reportingManagerEmail | email                   |                                          |
| Is Active / Status             | isActive              | enum                    | Supported: TRUE, true, True, FALSE, etc. |
| Department                     | department            | string                  |                                          |
| Job Title                      | jobTitle              | string                  |                                          |
| Created At                     | createdAt             | date format: yyyy/mm/dd |                                          |
| Cost Center                    | costcenter            | string                  |                                          |
| Cost Center Code               | costCenterCode        | string                  |                                          |
| Business Unit                  | businessUnit          | string                  |                                          |
| Location                       | location              | string                  |                                          |
| Date of Joining                | date_of_joining       | date format: yyyy/mm/dd |                                          |
| Date of Termination            | date_of_termination   | date format: yyyy/mm/dd |                                          |
| Employee Type                  | employeeType          | string                  |                                          |
| Alternate Emails               | alternateEmails       | array                   |                                          |
| Unique ID                      | uniqueId              | string                  |                                          |
| Modified At                    | modifiedAt            | date format: yyyy/mm/dd |                                          |
| Profile Picture                | profilePicture        | string                  |                                          |
| Role Name                      | role                  | array                   |                                          |
| License Name                   | licenseName           | array                   |                                          |
| Last Login / Sign-in Timestamp | lastLogin             | date format: yyyy/mm/dd |                                          |

> 📘 Zluri Field Mappings values are case sensitive. Additional fields can be added to the report without mappings.

## Step 3: Enable RaaS Access

**1.** Open the saved report.

**2.** Go to **Actions → Web Services → View URLs**

**3.** Copy the **JSON format RaaS URL**, for example:

https://{tenant}.workday.com/ccx/service/customreport2/{tenant}/[Public_Report_Path]/Employee_RaaS_Report


## Step 4: Configure API Access

**1.** Create an Integration System User (ISU)

- Go to: `Create Integration System User`
- Username: `Zluri_api_employee_data`
- Set a strong password

**2.** Create and assign a Security Group

- Go to: `Create Security Group → Integration System Security Group (Unconstrained)`
- Add the ISU to this group

**3.** Assign permissions via Domain Security Policies

Grant access to:

- Custom Reports
- Worker Data
- Job Information
- Contact and Personal Information

## Step 5: Connect in Zluri

In Zluri, open the **Workday – RaaS** integration and click **Connect Integration**.

Enter the following:

| Field    | Value                                                   |
| -------- | ------------------------------------------------------- |
| API URL  | `https://{tenant}.workday.com/.../Employee_RaaS_Report` |
| Username | `Zluri_api_employee_data`                               |
| Password | `[Secure password created in Step 4]`                   |

## Note

- Ensure the RaaS report URL is accessible via HTTPS
- Share only the **JSON version** of the URL
- All fields used in the report must match the schema exactly
- Use secure credentials and limit access via security policies