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Workday - How do I sync calculated fields?

How to pull in calculated fields from Workday

Updated yesterday

Overview

Calculated Fields (CFs) in Workday are custom logic-driven fields (e.g., custom job titles or organization names) that extend beyond standard data. Customers may have set up calculated fields in their Workday instance and want you and Merge to access them through their Workday Linked Account.

However, calculated fields are not exposed by default in Workday’s SOAP APIs, so customers will need to configure the fields to make them accessible via API. Once exposed, we can retrieve these fields through remote_data and they can be included in your Common Models by setting up a Field Mapping.

Calculated fields are supported for Employee and Job Common Models

Instructions

Step 1: Confirm calculated field details

Step 2: Create an Integration System and Field Override Service

  1. Have your customer create an Integration System and Field Override Service for their calculated field. Here are HRIS and ATS-specific examples:

  2. Have them share the Integration System ID value of the Integration System - you'll need this in the next step

Step 3: Configure Selective Sync filter

  1. Navigate to the Selective Sync tab in your Workday Linked Account

  2. Select + Filter

  3. Select Employee or Job in the first dropdown

  4. Choose Integration system id in the second dropdown

  5. Select Is in the third dropdown

  6. Enter the Integration System ID in the value field

  7. Click Publish changes

Step 4: Resync data

After publishing your changes, hit the resync button in your dashboard.

Step 5: Add a Field Mapping (Optional, but recommended)

  1. Once the sync completes, go to the Field Mapping tab

  2. Click + Mapping

  3. Search for Integration_Field_Override_Data within the Select the third-party Remote Field you want to map step.

  4. If you can't find this field or need additional assistance, please contact Merge Support.

Once the Field Mapping is set, the next scheduled sync will perform a resync from start and then you're all set!

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