Workday Integration: Requirements and Implementation Guide

Integrating Workday with FusionOS ensures seamless synchronization of staff data and enhances organizational visibility for residents. This article provides an overview of the key benefits, requirements, and steps involved in implementing the integration.

Key Benefits

• Automated Staff Syncing: All staff census data in Workday is automatically synced into connected systems, reducing manual data entry.

• Accurate Contact Details: When multiple phone numbers exist, the one marked “Primary” in Workday will be used, ensuring consistency.

• Targeted Directory Management: Organizations can choose to show or hide staff members in the K4 directory by default, offering flexible visibility control.

• Comprehensive Staff Profiles: The integration supports pulling key fields including Name, Phone, Email, Job Title, and Department, giving a complete view of each staff member.

Requirements

• An Active Workday Account

• Grant Access Configuration to K4Connect

• Prepare the following configuration values:

  • API Server URL
  • Login Endpoint
  • API Secret
  • Refresh Token
  • API Client ID
  • Location IDs
• Visibility Preference: Decide whether staff members should be visible or hidden by default in the K4 staff directory.

Implementation

1. Initial Discussion: A kickoff call will be scheduled to discuss the integration details and confirm the enablement date.

2. Configuration by K4Connect: The K4Connect Integration team will handle setup and perform data checks and validation

3. Directory Visibility Adjustments (if needed): If the default setting is to hide staff from the directory, administrators must log in to TeamHub and manually update the visibility settings for staff members you want to be visible in K4Community Plus app