Workday to Navex Global

State and Ownership

  • Current State: Up and working in Workato prod.
Developer Code owner Business Owner
@Karuna16 @Karuna16 @ktesh

Connected Systems

  • Workday (Source)
  • Workato (Middleware)
  • Navex Global (Destination)

Summary

This integration synchronizes the employees in Workday to Navex Global to help with setting up trainings for the employees.

Sequence

sequenceDiagram
 participant Workday
 participant Workato
 participant Google Drive
 participant SFTP Server
 participant Navex Global
 
 loop Every day at 9:00 AM PST
  Workato ->>+ Workday: Get Employee List
  Workday -->>- Workato: Success
 
     Workato ->> Google Drive: Archive Employee List

     Note over Workato, Google Drive: Employees are mapped before archiving

     Workato ->>+ SFTP Server: Sync Employees to SFTP Server
    end
    loop Every day at 12:00 PM PST
     SFTP Server ->> Navex Global: Navex Syncs the Employee list
    end

Data Model

erDiagram
  "Workday Employee" ||--|| "Navex Employee" : "Maps to"

There’s not too much data mapping that goes on inside of Workato to get the employees to match Navex’s system. Only a couple of fields with minimal logic.

Workday Field Navex Field Conditional Logic
FirstName FirstName
LastName LastName
Password Set via Wokrato
Email Email
JobTitle JobTitle
GroupCodes GroupCodes If Navex.Department is Finance, Legal, Marketing, or Sales, prepend Commercial_
CountryId CountryId
Division Department
Manager_Name Manager_Name
Manager_Email Manager_Email

Error Handling

Needs to be created

Security Components

  1. Workato access Workday data via an authenticated HTTP GET call
  2. Workato sends the data to an OAuth authenticated Google Drive for backup
  3. Workato sends the CSV file to the SFTP server with username and password authentication
  4. Navex reads from the SFTP server using username and password authentication

Data Classification

This integration handles Orange Data

Environments

Environment Workday Workato Navex Global
Production Production Production Production
Staging N/A N/A N/A
Development Dev Dev N/A
Last modified November 3, 2023: Update find and replace script (9507e5be)