> ## Documentation Index
> Fetch the complete documentation index at: https://developers.techwolf.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Installation

This page explains how to set up the Workday side of the Workday EIB datasource
integration: creating the custom report that holds the data to be synced, and
configuring an Outbound Enterprise Interface Builder (EIB) to deliver that
report to the shared TechWolf S3 bucket.

The exact fields, columns, file name, file path and schedule to use are defined
in the integration documentation provided by your TechWolf delivery team, and
must match the
[EIB Specification](/integrations/datasource-integrations/workday-datasource/eib-specification)
and the [Jobs](/integrations/datasource-integrations/workday-datasource/jobs),
[Employees](/integrations/datasource-integrations/workday-datasource/employees)
and [Courses](/integrations/datasource-integrations/workday-datasource/courses)
pages, which give the Workday field behind every column.

## Prerequisites

To have access to the Workday datasource integration, at least the following
prerequisites must be met:

* You have the appropriate TechWolf API licenses.
* You have the appropriate SkillEngine API credentials, which include:
  * Tenant ID
  * Tenant secret
  * Tenant name
  * Region (Europe or United States)
* You have a TechWolf API tenant set up that contains the relevant information
  for the requested output integration.
* Both you and TechWolf have access to the agreed input location.

## What to agree with TechWolf

Before building the exports, agree the following with TechWolf:

* The cadence with which the exports are made and delivered.
* The location at which the exports will be delivered to TechWolf (presumed to
  be a directory on your TechWolf S3 bucket).
* The format in which the files will be delivered to TechWolf (CSV, xlsx, ...).
* The exact way in which the exports correspond to the input required by
  TechWolf, insofar as the EIB setup does not match the default specification.

<Note>
  Several of the linked Workday guides require a Workday Community account. If
  a link is not publicly accessible, sign in with your Workday Community
  credentials.
</Note>

## Step 1: Create a Custom Report in Workday

In this step you create the custom report that contains the data to be exported,
following the integration documentation provided by your TechWolf delivery team.

<Steps>
  <Step title="Create the report">
    In Workday, create a new custom report and give it a name.
  </Step>

  <Step title="Enable it as a web service">
    Select **Advanced Report** and enable it as a web service.
  </Step>

  <Step title="Select the fields">
    Select the appropriate fields and columns for the report, as defined in
    the integration documentation from your TechWolf delivery team.
  </Step>
</Steps>

For more detailed guidance, refer to the Workday documentation on
[setting up custom reports](https://doc.workday.com/admin-guide/en-us/reporting-and-analytics/custom-reports-and-analytics/set-up-reports/dan1370797785951.html)
(requires a Workday Community account).

## Step 2: Create an Outbound EIB

In this step you set up the outbound integration that delivers the custom report
to the shared TechWolf S3 bucket using a Workday Outbound EIB.

<Steps>
  <Step title="Reference the custom report">
    Create an Outbound EIB that references the custom report created in Step 1.
  </Step>

  <Step title="Configure the output format">
    Configure the EIB to generate output in CSV format.
  </Step>

  <Step title="Set the delivery method">
    Set the delivery method to Amazon Simple Storage Service (S3).
  </Step>

  <Step title="Select the bucket">
    Select your designated bucket (`techwolf-<customer>`), as specified in the
    received integration documentation.
  </Step>

  <Step title="Configure the file name and path">
    In Workday, the full file name is the combination of the file path and the
    file name. Set both to match the exact path and naming convention specified
    in the integration document provided by your TechWolf delivery team. Do not
    derive them from this page.

    Where that path or name includes a date, use a Workday
    [sequence generator](https://doc.workday.com/admin-guide/en-us/manage-workday/tenant-configuration/tenant-setup/id-definitions-and-sequence-generators/dan1370796358261.html?lang=en-us)
    (requires a Workday Community account) to insert it, following the format
    given in that same provided integration document.
  </Step>

  <Step title="Set the schedule">
    Set up the integration schedule according to the cadence defined in the
    integration documentation. By default, the cadence is daily.
  </Step>
</Steps>

<Warning>
  **Connection testing will fail. This is expected.**

  When testing the connection from Workday to the S3 bucket using the **Connect**
  function, the test will fail. The credentials provided grant access only to a
  specific file path, not to the entire bucket, whereas Workday's connection test
  attempts to access the full bucket.

  To verify the setup, test file delivery directly instead of using the connection
  test. A successful file delivery confirms that the integration is configured
  correctly.
</Warning>

For more detailed guidance, refer to the Workday documentation on
[custom reports and integrations](https://doc.workday.com/admin-guide/en-us/reporting-and-analytics/custom-reports-and-analytics/set-up-reports/dan1370797785951.html)
(requires a Workday Community account).


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