Workday Integration: Sync Employee Roster to Crew

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Which plans can use this feature?     Enterprise (for an additional fee)

Overview

Crew now integrates with Workday. Crew’s Workday integration helps ensure that your employee roster is kept up to date in the Crew app. When employees are added or removed from your Workday account, they will automatically be invited or removed from your Crew organization.

Note This is a one-way integration from Workday to Crew. Adding or removing employees from Crew will not add or remove them from Workday.

Step 1—Workday Setup

To get started, you will need to create an ‘Integration System User’ in Workday. For more information, please reach out to your Crew Customer Success Manager. If you have not upgraded to Crew Enterprise yet, learn more here

Step 2—Enabling the Integration

To enable the integration,

      1. Go to your Command Center
      2. Click on Integrations
      3. Next to Workday, click “Add.” This will prompt you to enter the Workday credentials you created in Step #1.

Once enabled, the integration will start syncing employee records from Workday to Crew. The initial sync will happen immediately upon enabling the integration, and then subsequently every 60 minutes. Some records may require further action by the Crew Admin once they are synced, as described in Step 3 below.

Step 3—Reconciling Organizations and Employees

Alerts: Reconcile Organizations

You will first need to associate each of your Workday locations with a Crew organization. In Command Center, click on the Alerts tab in the navigation menu on the left side of the screen.

In this section you’ll see a list of your Workday locations that need to be associated with Crew organizations. For each Workday location choose the corresponding Crew organization from the dropdown menu.

Alerts: Reconcile Employees

Any employee records that do not have a phone number associated with them in Workday will be sent to organization Admins under an Alerts heading. Admins can then:

    • Enter a phone number for that user to add them to the Crew organization (or merge that record with any existing user in the Crew organization)
    • Ignore that Workday user record

To learn more about Alerts and reconciling users, please click here.