Objective
- To provide information about the adopted best practices for naming Integration related items in Workday
Scope
- Recommended naming standards and guidelines
User
- Workday Integration Developers
Environment
Integration and related-object general naming guidelines
- Start by identifying a unique Integration ID: This ID should be prefixed with INT, and followed by a unique numerical string of at least four digits, e.g. INT0000
- See Guide: Workday / Assign integration system IDs for information on ID selection
Naming guidelines for Workday-related GitLab repositories
In some cases, GitLab repositories will be needed for Workday integrations. When requesting a new repository that is integration specific, the integration ID should be provided so it can be included in the project name and URL slug.
Workday object-specific naming guidelines
Integration Systems
- INTXXXX [Vendor/Application/Platform/Service] [Payload Content/Data] [Direction from WD perspective] [WD Integration template]
- Example:
- INT0050 Anthem Enrollment Outbound Connector
- INT0310 OPERS Payroll Contributions Outbound EIB
Custom reports
- Custom Report name should start with CR INTXXXX [Vendor/Application/Platform/Service] [Payload Content/Data] [WD Integration template]
- When used in an integration, Custom Reports should try to match the integration name
- Example: CR INT0310 OPERS Payroll Contributions Outbound EIB
- By default, all reports should be shared with all authorized uses (via the Share tab)
- All Custom Reports should be owned by the Integration’s ISU
- When creating an Advanced Custom Report, change the Report namespace to the following (via the Advanced tab: urn:com.workday.report/bsvc
Calculated fields
- CF INTXXXX [Calc Field Type Abbreviation] [Calc field description]
- Example: CF INT0310 TF Worker has Quit
- Note, if creating a Lookup Related Value (LRV), indicate the source business object in the calculated field name
- Whichever business object you start from to do your calculated fiels should be the business object included in the name
- Example: CF INT0310 ESI Worker Prior to Last Completed Payroll Result
- When creating calculated fields, change the Category to Integration (via the Additional Info tab). Do not leave the Category as uncategorized
- Always create a new calculated field for your integration, even if a global field exists that satisfies your requirement (i.e. do not use Text Constant C Global field; instead, copy the global field and create “CF INT0310_Text Constant C”)
- Calculated field-type abbreviations are seen below
Integration System Users (ISU) and Integration System Security Groups (ISSG)
- ISU_[Integration ID]_[Vendor]
- ISSG_[Integration ID]_[Vendor]
- Examples:
- ISU_INT0310_OPERS_Payroll_Contributions
- ISSG_INT0310_OPERS_Payroll_Contributions_Outbound
- There ought to be one security group and one Integration System User per integration. Do not create one security group for multiple integration systems
x509 Private Key Pairs (PKP)
- The key should include the vendor name if it is shared by multiple integrations: PKP [Vendor]
- If the key in integration specific, it should include the Integration ID and vendor name: PKP [Integration ID] [Vendor]
Example patterns
Calculated Fields |
CF INT0230 CT Expiration Date Next Year |
Custom Reports |
CR INT0610 Cayuse Grant Management Outbound EIB |
Document Tags |
INT0001 Data Warehouse CCW Output |
Field Override Service |
INT0001 Data Warehouse Field Overrides for Worker |
Integration Systems |
INT0210 Etix Demographic Outbound Studio
INT0042 TIAA SSO Demographic Outbound EIB
INT0550 JPMC SUA Payment Outbound Connector |
Sequence Generators |
INT0960 Health Advocate Output File (Test) |
Cloud Collections |
INT0330 OPERS New Hires Outbound Collection |
XSLT Attachment Transformations |
XSLT INT0410 STRS Mitigating Rate ARP Outbound |
Integration System Users |
ISU_INT0580_PNC_Direct_Deposit_Outbound_Connector |
Integration System Security Groups |
ISSG_INT0270_Percipio |
File Utility |
INT0050 Anthem Enrollment File Utility |
x509 Private Key Pair |
PKP JP Morgan Chase |
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Retired or out-of-use objects
- Retired or out-of-use objects should be preserved but identified as not in use. Edit the name of the item to include the DNU_ prefix. This should apply to all related items for the integrations, including the items defined above
- Example, using a calculated field: DNU_CF INT0067 LRV Benefit Enrollment from Benefit Election
Calculated field abbreviations
Integration Related Objects Outside of Workday
Asset Records
- Assets should be created for each discrete integration
- The asset name should match the Integration System name, e.g. INT0090 Ascensus FSA HSA Enrollments Outbound Connector
Documents
All objects related to integration development should leverage the unique Integration ID in their naming. For example, items such as:
- Google documents
- PDF files
- Diagram / flow files
Jira
If a Jira story is created, it should reference the integration ID.