Use Workday with Automation

The Workday integration with Automation is only available to Jira Service Management Cloud customers on Premium or Enterprise plans. Find out how to upgrade your plan.

Workday アカウントを Jira プロジェクトに接続すると、従業員のオンボーディングやその他の人事タスクのプロセスを自動化できます。Workday を Jira 自動化に接続するには、Jira 管理者である必要があります。

Workday に API クライアントを登録する

プロジェクトと Workday を接続する前に、Workday に API クライアントを登録する必要があります。

Workday のアカウントにサインインします。
ページ上部の検索ボックスに、「Register API client (API クライアントを登録)」と入力します。
[Register API Client (API クライアントを登録)] を選択します。
フォームに入力します。詳細については、Workday コミュニティで「Register API client (API クライアントを登録)」を検索してください。
フォームフィールドの説明:
1. Client Grant Type (クライアントの付与タイプ): [Authorisation Code Grant (認証コードの付与)] を選択します。
2. Access Token Type (アクセストークンのタイプ): [Bearer (ベアラー)] を選択します。
3. Redirection URI: http://id.atlassian.com/outboundAuth/finish
4. Non-Expiring Refresh Tokens (有効期限のないリフレッシュトークン): [Yes (はい)] を選択します。
5. Scope (Functional Areas) (範囲 (機能領域)): [Staffing (人員)] 検索して選択します。
[OK] を選択します。

次の画面では、Jira を Workday に接続するために必要なすべての詳細情報が表示されます。これらの詳細情報は後から Workday で確認できますが、「Client Secret (クライアントシークレット)」は一度しか表示されません。安全な場所に保存しておくことをお勧めします。

自動化ルールを Workday と統合する

You can choose to create an automation rule with a trigger that integrates with Workday or an action that integrates with Workday (or both). Each time you create a rule that integrates with Workday, you will need to create a connection using the details you received when you registered the API client in Workday.

はじめる前に

To sign in to Workday, you can use your personal Workday account or an Integration System User (ISU). ISU is a dedicated account for integrations, not tied to real employees. ISUs are preferred as they isolate integration activity, prevent disruptions, and improve security. For this connection to work, assign the ISU to an Integration System Security Group with permissions for required domains following instructions below.

Configure your security group permissions in Workday:

Under Report/Task Permissions in the Domain Security Policies permitting View access field, select Worker Data: Public Worker Reports.
Under Integration Permissions in the Domain Security Policies permitting Get access field, select Worker Data: Current Staffing Information.

Create a rule with the Workday trigger

「Workday に従業員が追加される」トリガーは、Workday インスタンスに新しい従業員が追加されると実行されます。これは、ワークフローのトリガー、ウェルカムメールの送信、他のチームとのコラボレーションによって、新しい従業員向けのオンボーディングプロセスを開始するのに役立ちます。

To create a rule with this trigger:

In your service project, select Project settings, then Automation.
[ルールを作成] を選択します。
In the Add a trigger search box, search for “Workday” and select Worker added to Workday.
[Connect] を選択します。
Workday に API クライアントを登録したときに受け取った詳細情報をフォームに記入します。
- To bypass SSO and authorize the connection with another method, in the Authorization endpoint field, enter ?redirect=n at the end of the authorization endpoint URL.
[Connect] を選択します。
承認のため、自動で Workday に移動します。
1. Workday にサインインします。
2. 「Workday を承認」するように求められたら、[Allow (許可)] を選択します。
Create an API token and copy it into Workday:
1. [API トークンを生成] を選択します。Atlassian API トークンが表示されます。
2. [API トークンを作成] を選択します。
3. トークンにラベルを付けて、[作成] を選択します。
4. [コピー] を選択します。
In Workday, create an integration system using the Cloud Integration Template:
1. Under Event subscriptions select Subscribe to specific Transaction Types and choose Hire - Hire Employee Event.
2. In the External Endpoints section, paste your Webhook URL into the Notification URL field and your API token into the Notification Password field.
3. [OK] を選択します。

For instructions on how to do create an integration system, search for “create integration system” in the Workday community.

Create a rule with a Workday action

The following actions are available:

Workday から従業員情報を取得

「Workday から従業員情報を取得」アクションを使用すると、Workday から従業員に関する特定の詳細を取得して、Jira プロジェクトで使用できます。これは、オンボーディングプロセスを合理化し、クエリを解決する際に従業員の詳細を収集するのに役立ちます。

Send custom Workday request

The Send custom Workday request action allows you to send a custom request to Workday using HTTP requests Get, Post, Put and Delete. This can be useful for automating a wide range of tasks in Workday. This action only supports JSON, REST and RAAS with JSON endpoints, and requests must be less than 30 seconds.

Note that XML payloads are not supported.

To create a rule with one of these actions:

In your service project, select Project settings, then Automation.
[ルールを作成] を選択します。
In the Add an action search box, search for “Workday” and select a Workday action.
[Connect] を選択します。
Workday に API クライアントを登録したときに受け取った詳細情報をフォームに記入します。
- To bypass SSO and authorize the connection with another method, in the Authorization endpoint field, enter ?redirect=n at the end of the Authorization endpoint URL.
[Connect] を選択します。
承認のため、自動で Workday に移動します。
1. Workday にサインインします。
2. 「Workday を承認」するように求められたら、[Allow (許可)] を選択します。
If you chose the Send custom Workday request action, you’ll be taken back to your project to complete the connection.
1. Enter the request path for the action, for example: ccx/api/staffing/v1/gms/workers. View request paths.
2. Choose the HTTP method.
3. Choose an option for the web request body.
[次へ] を選択します。

Tip: Workday RAAS report is an efficient way to bring data to Atlassian. You can customize RAAS to only access data that you need (for example, a list of workers in a specific region that are starting in the next 3 months). When fetching RAAS from Workday, use GET method and leave the body of the request empty.

Connection errors

If your automation rule shows an error stating “This connection has stopped working”, it’s likely due to either not having the correct scopes enabled or your domain security policy permissions not being configured correctly in Workday.

スマート値

スマート値を使用すると、Workday のデータにアクセスして、そのデータを Jira プロジェクトで使用できます。

トリガースマート値

スマート値	説明
`{{workday.worker.applicantId}}`	Returns a worker's applicant ID from Workday.
`{{workday.worker.departmentName}}`	Returns the name of the worker's department from Workday.
`{{workday.worker.employeeId}}`	Returns a worker's employee ID from Workday.
`{{workday.worker.name}}`	Returns the full name of the worker from Workday.
`{{workday.worker.positionDescription}}`	Returns the the worker's position description from Workday.
`{{workday.worker.positionId}}`	Returns the the worker's position ID from Workday.
`{{workday.worker.providerId}}`	Returns the worker’s provider ID from Workday.
`{{workday.worker.startDate}}`	Returns the worker's start date from Workday.
`{{workday.worker.workdayId}}`	Returns the worker’s unique Workday ID from Workday.

アクションスマート値

スマート値	説明
`{{workday.response.body}}`	Returns the response body.
`{{workday.response.status}}`	Returns the response status.
`{{workday.worker.addressLine}}`	Returns a worker's street address from Workday.
`{{workday.worker.applicantId}}`	Returns a worker's applicant ID from Workday.
`{{workday.worker.areaCode}}`	Returns the area code of a worker's phone number from Workday.
`{{workday.worker.businessTitle}}`	Returns a worker’s business title from Workday.
`{{workday.worker.countryIsoCode}}`	Returns the ISO code for the country of a worker from Workday.
`{{workday.worker.departmentName}}`	Returns a worker’s department name from Workday.
`{{workday.worker.employeeId}}`	Returns a worker’s employee ID from Workday.
`{{workday.worker.firstName}}`	Returns a worker's first name from Workday.
`{{workday.worker.hireDate}}`	Returns a worker’s hire date from Workday.
`{{workday.worker.homeCountryISOCode}}`	Returns the ISO code for the country of the worker's home phone number from Workday, for example "AUS".
`{{workday.worker.homeEmailAddress}}`	Returns a worker's home email address from Workday.
`{{workday.worker.homeInternationalPhoneCode}}`	Returns the international phone code of a worker's home phone number from Workday, for example: +1.
`{{workday.worker.homePhoneAreaCode}}`	Returns the area phone code of a worker's home phone number from Workday, for example: 09.
`{{workday.worker.homePhoneNumber}}`	Returns a worker's home phone number from Workday.
`{{workday.worker.internationalPhoneCode}}`	Returns the international phone code of a worker's phone number from Workday.
`{{workday.worker.jobClassificationName}}`	Returns a worker’s job classification name from Workday.
`{{workday.worker.lastName}}`	Returns a worker's last name from Workday.
`{{workday.worker.locationName}}`	Returns a worker’s location name from Workday.
`{{workday.worker.locationTypeDescription}}`	Returns a worker’s location type description from Workday.
`{{workday.worker.managerEmailAddress}}`	Returns a manager's email address from Workday.
`{{workday.worker.managerFirstName}}`	Returns a manager's first name from Workday.
`{{workday.worker.managerHomeEmailAddress}}`	Returns a manager's home email address from Workday.
`{{workday.worker.managerLastName}}`	Returns a manager's last name from Workday.
`{{workday.worker.managerMiddleName}}`	Returns a manager's middle name from Workday.
`{{workday.worker.managerWorkEmailAddress}}`	Returns a manager's work email address from Workday.
`{{workday.worker.managerWorkdayId}}`	Returns a manager's Workday ID from Workday.
`{{workday.worker.middleName}}`	Returns a worker's middle name from Workday.
`{{workday.worker.municipality}}`	Returns a worker's municipality from Workday.
`{{workday.worker.name}}`	Returns a worker's full name from Workday.
`{{workday.worker.phoneExtension}}`	Returns a worker's phone extension from Workday.
`{{workday.worker.phoneNumber}}`	Returns a worker's phone number from Workday.
`{{workday.worker.positionDescription}}`	Returns a worker’s position description from Workday.
`{{workday.worker.positionId}}`	Returns a worker’s position ID from Workday.
`{{workday.worker.positionTitle}}`	Returns a worker’s position title from Workday.
`{{workday.worker.postalCode}}`	Returns a worker's postal code from Workday.
`{{workday.worker.probationEndDate}}`	Returns a worker’s probation end date from Workday.
`{{workday.worker.probationStartDate}}`	Returns a worker’s probation start date from Workday.
`{{workday.worker.providerId}}`	Returns a worker's Provider ID from Workday.
`{{workday.worker.region}}`	Returns a worker's region from Workday.
`{{workday.worker.startDate}}`	Returns a worker’s start date from Workday.
`{{workday.worker.subMunicipality}}`	Returns a worker's sub-municipality from Workday.
`{{workday.worker.subRegion}}`	Returns a worker's subregion from Workday.
`{{workday.worker.workCountryISOCode}}`	Returns the ISO code for the country of the worker's work phone number from Workday, for example "AUS".
`{{workday.worker.workdayId}}`	Returns a worker's Workday ID from Workday.
`{{workday.worker.workEmailAddress}}`	Returns a worker's work email address from Workday.
`{{workday.worker.workInternationalPhoneCode}}`	Returns the international phone code of a worker's work phone number from Workday, for example: +1.
`{{workday.worker.workPhoneAreaCode}}`	Returns the area phone code of a worker's work phone number from Workday, for example: 09.
`{{workday.worker.workPhoneExtension}}`	Returns a worker's work phone extension from Workday.
`{{workday.worker.workPhoneNumber}}`	Returns a worker's work phone number from Workday.

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