1. HR Technology Support – EIB Training
Licenses/Certification, Education and Professional Dates
HR Technology and Workforce Analytics
March 21, 2018

2. Agenda Reflection Start Recording of training
What is an EIB and Custom Object?
Sample Templates
Workday Configuration Values
Reviewing the Templates
Demo
Q&A
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3. Reflection
Nothing is Impossible, the word itself says I’m Possible! Audrey Hepburn
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4. What Is an EIB
Enterprise Interface Builder – is a Workday customized Excel document in an .xml format. These templates are used to automatically complete a transaction event.
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5. What Is a Custom Object EIB
It is a customized Excel document in an .xml format. Unlike Workday delivered templates, these templates were customized in Workday to load specific data on an employee record and there is NOT a validation mode. The values are predetermined and must be loaded base on the configuration. You cannot alter the template or use other values that have not been designed for the template.
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6. Sample Templates Licenses/Certification Education Professional Dates
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7. Custom Configuration Values
Licenses/Certification List
Education List
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8. Reviewing the Templates – License and Certification
– Processing Instructions
B – Spreadsheet Key ID – sequential numbering to identify each employee record
C – Worker ID
Employee ID is used in the field
E - ID (required field)
– these numbers will indicate the number of rows of data you are loading for the employee (i.e. 3 certifications 1,2,3; 2 certifications 1,2)
G - ID (required field)
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9. Reviewing the Template – License and Certification
J – Certification ID
This is the reference ID provide on the list of licenses and certifications. The value must be exactly as provided on the list.
O – Issue Date (optional)
P – Expiration Date (optional)
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10. Reviewing the Templates – Education
– Processing Instructions
B – Spreadsheet Key ID – sequential numbering to identify each employee record
C – Worker ID
Employee ID is used in the field;
G - ID (required field)
– these numbers will indicate the number of rows of data you are loading for the employee (i.e. 3 certifications 1,2,3; 2 certifications 1,2)
L – School Name (i.e. University of Michigan)
M – School Type (i.e. University)
P – Degree Completed (i.e. 2007)
R – Field of Study ID (i.e. Human Resources)
S – Grade Average (i.e. 3.7)
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11. Reviewing the Template – Professional Experience Dates
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12. Reviewing the Template – Tips
Location for templates
Unfortunately, the HR Production Resources site will not accept templates in .xml format. Until we find a central location for all of the templates, please reach out directly for a template.
The template must remain in an .xml format to load
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13. Launching the EIB in Workday
Once you have populated the template; you will launch the EIB Integration in Workday.
Go to the search box and type “Launch” and choose Launch/Schedule Integration
Next you will search for the applicable integration (the latest version will ALWAYS be created by someone on the HR Tech Team)
Select License/Certification, Education or Professional Dates
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14. Launching the EIB in Workday
Go to Create Integration Attachment to retrieve your template
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15. Launching the EIB in Workday
Go to Select Files to retrieve your template
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16. Launching the EIB in Workday
Attach the file and click OK
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17. Launching the EIB in Workday
You absolutely should always launch the EIB in Validation mode initially and until you have corrected all errors
After attaching the file; go to Validation Mode Only and select the drop down and change to Specify Value and check the value box as indicated below and click OK
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18. Launching the EIB in Workday
You will click the Refresh button until the Percent Complete reaches 100%
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19. Launching the EIB in Workday
If you receive this error below, it is because you have most likely added an additional Sheet to the template
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20. Launching the EIB in Validation Mode
Once the event reaches 100%, scroll to the bottom to check your processing history and/or errors. Open the failure report to review errors. Continue in validation mode until all errors have been removed.
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21. Launching the EIB Successfully
Once the event reaches 100%, scroll to the bottom of the page to view the Integration successfully loaded all records
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22. Q&A
Ellen to facilitate
Following today’s meeting you will receive this presentation and the link to the recording
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