Guide: Workday / Integration and related object naming

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

• 1191721: Workday

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]

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

• For a list of calculated field abbreviations, see Guide: Workday / 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.