Integrations – Connectors: Benefits, Financials & HCM¶
Source: Admin Guide – Integrations (May 14, 2026), pp. 544–1318
Benefits Connectors¶
Cloud Connect for Benefits¶
Setup Considerations: Cloud Connect for Benefits provides pre-built integration templates for benefit provider data exchange. Supports EDI 834 and custom formats.
Concept: Cloud Connect for Benefits — framework for connecting Workday Benefits to external carriers and administrators.
Concept: Planning a Benefit Provider Integration — define data sections, change detection strategy, and launch frequency before building.
Concept: Cloud Connect for Benefits Integration Templates — template categories and field coverage.
Concept: Cloud Connect for Benefits Field Overrides — customize template output using calculated fields.
Steps: Set Up Benefit Provider Integration¶
- Create Benefit Provider Integration (using Cloud Connect template)
- Set Up Attributes and Maps in Benefits Integration (field-to-field mapping)
- Set Up Field Overrides in Benefits Integration (calculated field customizations)
- Set Up Test Environment for Benefits Integration
- (Optional) Include Payroll Balances in Benefits Integration
- Steps: Schedule, Launch, and Troubleshoot Benefit Provider Integration
Concept: Benefits Integration Launch Parameters — parameters controlling which workers, plans, and change types are included in each run.
Concept: Benefit Integration Error Reporting — types of errors, severity levels, and resolution approaches.
Reference: Integration Status Reports — reports for monitoring benefits integration run status.
Open Enrollment Integration¶
Concept: Open Enrollment Integration Checklist — checklist of tasks before, during, and after open enrollment for benefit provider integrations.
Link Benefit Plans to Integration Systems — associate benefit plans with the integration system that exports their data.
COBRA Integration¶
Set Up Event-Based Change Files — configure COBRA-triggering events (termination, loss of coverage) to generate change files.
Concept: COBRA Integration — how Workday generates COBRA qualifying event notifications for third-party COBRA administrators.
Ended Coverage Reporting¶
Steps: Report Ended Coverage Once — generate a one-time report of all coverage terminations for a period.
Concept: Ended Coverage Options — configuration options for tracking and reporting benefit coverage end dates.
Workday Benefits Connector (V2)¶
Concept: Workday Benefits Connector — standardized connector for bidirectional benefit data exchange using Workday's canonical data model.
| Task | Purpose |
|---|---|
| Steps: Set Up the Workday Benefits Connector V2 Integration | Full V2 setup workflow |
| Set Up Benefits Connector V2 Integration Services | Configure service-level settings |
| Set Up Benefits Connector V2 Attributes and Maps | Define field mappings |
Concept: Benefits Connector Workflow — processing steps and change detection behavior.
Concept: Benefits Connector V2 Change Detection — how V2 identifies changed records for delta processing.
Concept: Benefits Connector V2 Data Validation and Error Handling — validation rules and error remediation.
Reference: Benefits Connector Data Sections — complete list of data sections available in the connector.
Reference: Benefits Connector V2 Audit Files — audit file format and content for reconciliation.
Data Initialization Service (DIS) Integration¶
Concept: Data Initialization Service (DIS) — DIS enables loading of historical or reference data into Workday objects that don't have standard inbound web service operations. Used for initial data migration.
Steps: Set Up DIS Integration — configure DIS integration for a specific object type.
Set Up Integration Data Initialization Service — define data sections and mappings for the DIS.
Set Up Sub-Document for DIS — configure hierarchical document structures for complex object types.
Document Transformation Connector¶
Concept: Document Transformation Connector — post-processes integration output files using XML attributes to transform Workday XML into custom formats (fixed-length, CSV, custom delimited).
Steps: Set Up Document Transformation Connector — configure the connector as a secondary transformation step.
Attribute Reference Categories¶
| Category | Purpose |
|---|---|
| Arithmetic Attributes | Mathematical operations on field values |
| Comma-Separated Value (CSV) Attributes | CSV output formatting |
| Date/Time Attributes | Date parsing and formatting |
| Fixed-Length Formatting Attributes | Fixed-width column output |
| Grouped Attributes | Aggregate and group data sections |
| Integration Value Attributes | Map integration values to output values |
| Number Formatting Attributes | Numeric precision and formatting |
| Text Insertion and Removal Attributes | String manipulation |
| Truncation Attributes | Limit field lengths |
| Validation Attributes | Conditional output logic |
Concept: Document Transformation and Validation — how transformation rules are applied and validated before output.
Financials Connectors¶
Accounting Journal Connector¶
Steps: Set Up Accounting Journal Connector — import journal entries from external accounting systems into Workday Financial Management.
Concept: Accounting Journal Connector — supported journal types, validation rules, and error handling.
Reference: Accounting Journal Connector CSV File Format — required CSV structure and field definitions.
Reference: Accounting Journal Connector XML Schema — XML schema for journal entry import.
Ad Hoc Bank Transaction Connector¶
Steps: Set Up Ad Hoc Bank Transaction Connector — import ad hoc bank transactions (miscellaneous cash receipts/payments).
Bank Fee Analysis Connectors¶
Steps: Set Up Bank Fee Statement Connectors — import bank fee statements for analysis and allocation.
Bank Statement Import Integrations¶
Steps: Set Up Bank Statement Load Integration — configure import of bank statements (BAI2, SWIFT MT940, camt.053) for bank reconciliation.
Concept: Bank Statement Load Integrations — supported formats and reconciliation behavior.
Contract Management Integration¶
Set Up Contract Management Document Transfer for Financial Business Documents — configure document transfer for contract management integration with external systems.
Credit Card Integrations¶
Steps: Set Up Integration for Credit Cards and Transactions — import credit card transaction data for expense management.
Supported formats: - MasterCard CDF3 15.01 - Visa Commercial Format 4.4 (VCF 4)
Reference: Credit Card Formats Supported for Expense Integrations — complete format compatibility list.
Currency Exchange Rate Connector¶
Steps: Set Up Integration to Import Currency Exchange Rates into Workday — configure daily/periodic rate imports.
Reference: Currency Exchange Rate Connector File Schema — required file format.
Customer Lockbox Integration¶
Steps: Set Up Customer Payment Lockbox Integration — import lockbox payment files for accounts receivable matching.
DAS2 Integration (France)¶
Steps: Set Up DAS2 Integration — French regulatory reporting for fees paid to external persons and entities.
EBICS Integrations¶
Steps: Set Up EBICS — Electronic Banking Internet Communication Standard for bank connectivity (common in Germany/Europe).
EDI Supplier Integrations¶
| Direction | Standard | Purpose |
|---|---|---|
| Inbound | EDI 810 | Supplier invoice import |
| Outbound | EDI 850 | Purchase order export |
| Inbound | EDI 855 | Purchase order acknowledgment import |
| Inbound | EDI 856 | Advance ship notice import |
Steps: Configure the Procure-to-Pay Integrations Work Area — centralized configuration for EDI and procurement integrations.
Concept: EDI Connector Pre and Postprocessor Common Use Cases — preprocessing and postprocessing patterns.
Electronic Invoice Connector¶
Steps: Set Up Electronic Invoice Connector — electronic invoicing for customer billing.
Supported formats: UBL 2.1, cXML
Electronic Payment Integrations¶
| Task | Purpose |
|---|---|
| Steps: Set Up Bank Integrations for Settlement Processing | Configure bank connectivity for payment settlements |
| Steps: Set Up Electronic Filing 1099 Integration | US 1099 electronic filing |
| Steps: Set Up 1099 Electronic Filing Run Event Business Process | Business process for 1099 filing |
ELSTER Integrations (Germany)¶
Steps: Generate ELSTER Tax Declaration XML — German periodic VAT return (Umsatzsteuervoranmeldung) electronic filing.
FEC Integration (France)¶
Steps: Set Up FEC Integration — French Fichier des Écritures Comptables (FEC) accounting journal export for tax audit.
Financial Journal Lines Outbound Connector¶
Steps: Set Up Financial Journal Lines Outbound Connector — export detailed journal line data to external accounting/reporting systems.
Financial Management Connector for Salesforce¶
Steps: Set Up Financial Management Connector for Salesforce — bidirectional data exchange between Workday Financial Management and Salesforce CRM.
GoBD Integration (Germany)¶
Steps: Set Up GoBD Integration — German GoBD-compliant data export for tax authority audits.
Payment Connector¶
Steps: Set Up Payment Connector Integration — configurable outbound connector for payment file generation (ACH, wire, check).
Reference: Payment Connector Integration Data Sections — available data sections and mapping options.
Payments Inbound Integrations¶
| Task | Purpose |
|---|---|
| Steps: Set Up Integration to Import Payment Status Reports | Import payment status updates from banks |
| Steps: Set Up Credit Card Payment Integrations | Credit card payment processing integration |
Payroll Journal Line Export Connector¶
Steps: Set Up Payroll Journal Outbound Connector — export payroll journal lines to general ledger systems.
PSA Inbound Connector¶
Steps: Set Up PSA Inbound Connector Integration — import data from Professional Services Automation (PSA) systems into Workday Financials.
Punchout Integrations¶
Configure catalog punchout (OCI/cXML) for procurement from supplier catalog systems.
Third-Party Payments Integration¶
Steps: Set Up Third-Party Payments Integration — route payments through a third-party payment provider.
Travel Booking Inbound Connector¶
Steps: Set Up Travel Booking Inbound Connector — import travel booking data from corporate travel management systems for expense reconciliation.
Workday Bank Connectivity¶
Concept: Workday Bank Connectivity Integration — Workday-managed bank connectivity hub for payments initiation, status reporting, bank statements, and positive pay.
| Task | Purpose |
|---|---|
| Steps: Manage Workday Bank Connectivity | Configure bank connections |
| Steps: Set Up Bank Connectivity - Payments Initiation Integration | Outbound payment files |
| Steps: Set Up Bank Connectivity - Import Payment Status Integration | Inbound payment status |
| Steps: Set Up Bank Connectivity - Import Bank Statements Integration | Inbound bank statements |
| Steps: Set Up Bank Connectivity - Positive Pay Integration | Positive pay file export |
HCM Connectors¶
Absence Third-Party Calendar Integration¶
Steps: Set Up Absence Third-Party Calendar Integration — sync approved time off from Workday to Google Calendar or Microsoft Outlook corporate calendars.
Supported calendars: Google Calendar, Microsoft Outlook
Reference: Absence Third-Party Calendar Integration Output Files — file format for calendar events.
Account Provisioning¶
| Connector | Purpose |
|---|---|
| Account Provisioning Integration | Export worker hire/termination/change events to Active Directory or other directory services |
| Account Provisioning Connector | Enhanced connector version with additional configuration options |
Concept: Account Provisioning Integration — event-based export of provisioning events to external identity management systems.
Affordable Care Act (ACA) Connectors¶
| Task | Purpose |
|---|---|
| Steps: Set Up ACA Information Returns Connector | Configure 1094-C/1095-C electronic filing |
| Steps: Set Up ACA Mailing Connector | Configure 1095-C mailing service integration |
Concept: ACA Connectors — ACA reporting connector architecture and data flow.
Assign Organizations Inbound Connector¶
Steps: Set Up Assign Organizations Inbound Connector — bulk-assign workers to organizations (cost centers, companies, regions) via inbound file.
Core Connector: Background Check Order¶
Steps: Set Up Core Connector: Background Check Order Integrations — configure outbound background check order and inbound results for third-party providers.
Add Integration Steps to Background Check Business Process — trigger background check connector from recruiting stages.
Reference: File Schema for Core Connector: Background Check Order Outbound — outbound file structure.
Reference: File Schema for Core Connector: Background Check Inbound — inbound results file structure.
Core Connector: Candidate Outbound¶
Steps: Set Up Core Connector: Candidate Outbound Integration — export candidate data to external recruiting or assessment platforms.
Core Connector: Competency Model¶
Steps: Set Up Core Connector: Competency Model Integration — export competency framework data to external learning or talent systems.
Core Connector: Global Worker¶
Steps: Set Up Core Connector: Global Worker — comprehensive worker data export for global HR systems and analytics platforms.
Concept: Core Connector: Global Worker — data sections, change detection, and integration architecture.
Core Connector: Job Postings¶
Steps: Set Up Core Connector: Job Postings — export job postings to external job boards and career platforms.
Reference: Core Connector: Job Postings XML Schema — XML output schema.
Core Connector: Job Profile and Job Family¶
Steps: Set Up Core Connector: Job Profile and Job Family Integration — export job catalog (profiles, families, groups) to external systems.
Core Connector: Job Requisitions¶
Steps: Set Up Core Connector: Job Requisitions Integration — export job requisition data to external ATS or analytics platforms.
Core Connector: LMS Outbound (Worker for LMS)¶
Steps: Set Up Core Connector: Worker for LMS Outbound Integration — export worker data and enrollment information to external Learning Management Systems (LMS).
Reference: Core Connector: Worker for LMS Outbound Integration Data Sections — available data sections.
Core Connector: Location¶
Steps: Set Up Core Connector: Location Integration — export location data to external systems (HRIS, directory services).
Core Connector: Organization¶
Steps: Set Up Core Connector: Organization Integration — export organizational hierarchy data to external systems.
Core Connector: Positions¶
Steps: Set Up Core Connector: Positions Integration — export position data (position management only) to external systems.
Core Connector: Worker¶
What It Is: The most comprehensive outbound worker data connector. Supports change detection for incremental exports.
Setup Considerations: Core Connector: Worker — configuration decisions for data sections, worker selection criteria, launch parameters, and change detection.
| Task | Purpose |
|---|---|
| Steps: Set Up Core Connector: Worker Integration | Full setup workflow |
| Configure Core Connector: Worker Integration Attributes | Set attributes controlling data sections |
| Select Workers to Include in a Core Connector: Worker Integration | Worker selection criteria |
| Map Core Connector: Worker Integration Data | Field-level mapping configuration |
| View Core Connector: Worker Integration Audits | Review integration audit files |
Concept: Core Connector: Worker Integration Data Mapping — how Workday maps worker data to the connector's data model.
Concept: Core Connector: Worker Integration Launch Parameters — parameters controlling incremental vs. full extract, effective date, and scope.
Reference: Core Connector: Worker Integration Data Sections — complete list of available data sections.
Directory Service¶
Steps: Set Up Directory Service Integration — export worker data to Microsoft Active Directory or LDAP directories.
Concept: Directory Service Integration Data Mapping — field mapping from Workday worker attributes to directory attributes.
E-Verify Integration¶
Setup Considerations: E-Verify Integration — I-9 and E-Verify configuration decisions.
Steps: Set Up E-Verify Integration — configure E-Verify API connection and business process trigger.
Concept: E-Verify Integration — how Workday submits I-9 data to E-Verify and processes responses.
Image Upload (Worker Photos)¶
Steps: Set Up Integration to Load Worker Photos in Bulk — EIB or integration to bulk-load worker profile photos.
Inline Assessments¶
Steps: Set Up Inline Assessments Integration — configure third-party assessment integration embedded in the recruiting workflow.
Reference: Inline Assessments Integration XML Schema — data exchange schema.
Kenexa Connectors¶
| Task | Purpose |
|---|---|
| Steps: Set Up Kenexa Foundation Data Integration | Sync foundation data (orgs, jobs) to Kenexa |
| Steps: Set Up Kenexa User Provisioning Connector | Provision users in Kenexa |
| Steps: Set Up Kenexa Hire Inbound Integration | Import hire data from Kenexa ATS |
Kronos Workforce Timekeeper Outbound¶
Steps: Set Up Integration for Kronos Employee Extract — export worker data to Kronos (UKG) time management system.
LinkedIn Recruiter System Connect¶
Steps: Set Up LinkedIn Recruiter System Connect — bidirectional integration between Workday Recruiting and LinkedIn Recruiter.
| Task | Purpose |
|---|---|
| Steps: Set Up LinkedIn One-Click Export | Export Workday candidates to LinkedIn |
| Steps: Set Up Inbound LinkedIn Recruiter System Connect | Import candidate data from LinkedIn |
| Steps: Set Up Outbound LinkedIn Recruiter System Connect | Export job requisitions to LinkedIn |
| Set Up Scheduled LinkedIn Recruiter System Connect Integrations | Schedule recurring syncs |
Medicare Integrations¶
Steps: Set Up Medicare Integrations — configure Medicare Secondary Payer (MSP) data submission.
Okta Integration¶
Steps: Set Up Okta Integration — provision and deprovision Workday workers in Okta. Supports SCIM-based provisioning.
Reference: Okta Integration Output Fields — fields included in Okta provisioning payload.
Organization Inbound Connector¶
Steps: Set Up Organization Inbound Connector — import organization structure changes from external systems.
Salesforce.com Connectors¶
| Connector | Purpose |
|---|---|
| Salesforce.com Chatter Integration | Post Workday events to Salesforce Chatter |
| Salesforce.com Worker Sync Integration | Sync worker data from Workday to Salesforce |
Skillsoft Integration¶
Steps: Set Up Skillsoft Integration — connect Workday Learning to Skillsoft content library.
Social Security Number Verification Service¶
Steps: Set Up SSN Verification Service Integration — integrate with SSA for SSN verification (SSNVS).
Talent Profile Inbound Connector¶
Steps: Set Up Talent Profile Inbound Connector — import talent data (skills, education, experience) from external systems.
Unistaff Connectors¶
| Task | Purpose |
|---|---|
| Steps: Set Up Unistaff Foundation Connector | Sync foundation data to Unistaff |
| Steps: Set Up Unistaff Hire Inbound Connector | Import hire data from Unistaff |
Workday Connector for Equifax Verification¶
Concept: Workday Connector for Equifax Verification — Workday-integrated employment and income verification via Equifax Work Number.
Steps: Enable Workday Connector for Equifax Verification — activate the connector for the tenant.
Worker Time Block Inbound Connector¶
Steps: Set Up Worker Time Block Inbound Connector — import time block data from external time systems (e.g., physical time clocks, external scheduling systems).
Reference: Worker Time Block Inbound Connector File Schema — required file format.