Workday - How do I filter the Employees being synced from my Workday account?

Last updated: March 4, 2026

Overview

If you'd like to allow access to a subset of the employees — for example, only Active employees, only Full-time workers, or employees matching a specific calculated field — this guide will walk you through the setup required in Workday.

Filters are supported for the Employee common model, which corresponds to the Workers object in Workday.

Prerequisites

You'll need admin access to your Workday instance to complete the steps below. This setup involves creating an Integration System with a Field Override Service, which grants access to retrieve and filter on specific fields.

Instructions

Step 1: Create a Boolean calculated field (optional)

If you'd like to filter on a standard Workday field that's already a true/false (Boolean) type, you can skip this step.

If you're filtering on a custom condition, you'll need to create a calculated field of type Boolean that returns true for the records you want to sync. Only employees where this field evaluates to true will be included in the sync.

To sync only Active employees, create a calculated field that returns true when an employee's status is Active.
Filter configuration for Active employees that returns true when an employee's status is Active.

Refer to this guide for instructions on creating a calculated field in Workday. Once created, you can validate it by building a custom report that includes the field alongside base employee fields.

Step 2: Create the Integration System and Field Override Service

If you already have an Integration System set up in Workday to pull additional fields, add your filter fields to that same system rather than creating a new one. Only one Integration System can be used.

  1. Search and select the Create Integration System task in your Workday instance

  2. Give your Integration System a name, ensure that the template is Core Connector: Worker, and select OK.

    1. Ensure that the Template is: Core Connector: Worker

    2. The name doesn't matter, but we suggest a naming convention that you will remember!

      image.png

  3. After clicking OK, as Configure Integration Services pop-up will appear. Scroll down to the bottom, and add a Custom Integration Services record.

  4. Under the Integration Service column of the newly created row, search for and select Create Integration Field Override Service.

  5. In the Create Integration Field Override Service pop-up, give the Field Override Service a name and select the Worker Business Object. We suggest something like "INT_"

    Provide a name in the Fields section. The name of the field is not the same as the actual field you will filter with. The mapping of the actual field to the above happens in later steps.

    image.png

  6. You will be taken back to the Configure Integration Services pop-up. Finish the initial creation of the Integration System by selecting OK

  7. On the Integration System page, navigate to Integration System > Configure Integration Field Overrides

  8. Find the name of your Field Override Service on the left side of the page. Under the Override External Field, add the calculated field you created in Step 1, and select OK

    image.png

Step 3: Retrieve the Integration System ID and Integration Field WID

You will need two IDs to connect your filter to the sync:

Integration System ID

  1. Back on the Integration System page, navigate to the Integration IDs > View IDs

    Note, if you've navigated away from the Integration System, you can find it again through the View Integration System task

    image.png

    Copy the value listed as the ID — this is your Integration System ID.

    image.png

Integration Field WID

  1. To find the Integration Field WID, navigate to the Integration System > View Integration Field Overrides

    image.png

  2. Find the field you want to filter on, hover over the name, then click on the action icon and select Integration IDs > View IDs

    image.png

  3. Copy the Workday ID — this is your Integration Field WID.

    image.png

Step 4: Input the Integration System ID and Integration Field WID in the Linking Flow

Once you have both IDs, head back to the linking flow and enter them in the filter settings as shown below.

image.png