Workday Integration Services with UiPath

Advisory services, implementation, and customizations to support your Workday process automation needs. 

Enhance efficiency, accuracy, and productivity within Workday with RPA, freeing up HR professionals to focus on more strategic initiatives and delivering an improved employee experience.

Here are some practical use cases we recommend:

HUMAN CAPITAL MANAGEMENT PROCESSES

Employee Onboarding and Offboarding:

• Automate the generation and sending of welcome emails using email automation tools or APIs.
• Integrate background check and document verification services with Workday for seamless automation.
• Implement task management systems to automatically assign onboarding tasks and training modules to new hires.
• Streamline user access provisioning and de-provisioning within Workday by automating the creation and removal of user accounts and permissions.
• RPA can validate and process access requests, enforce access policies and roles, and update user access rights based on predefined workflows or rules.
• Ensure consistent and timely user access management, reducing manual errors and improving security and compliance.

Time and Attendance Tracking:

• Integrate time clock systems or biometric devices with Workday to automate the collection and synchronization of attendance data.
• Utilize Workday APIs to automate the updating of attendance records based on the collected data.
• Implement real-time notifications or alerts for attendance anomalies or discrepancies.

Payroll Processing:

• Use RPA tools to automatically retrieve and validate employee salary, bonus, and deduction data from various systems.
• Configure bots to perform calculations and generate payroll reports directly in Workday.
• Implement RPA to distribute pay slips to employees via email or self-service portals.

Employee Administration:

• Using rule-based processes, automate the enrollment and termination of employee benefits.
• Integrate benefit provider systems with Workday to automate the verification and validation of benefit-related documentation.
• Automate the generated performance review documents and reports based on the collected data.
• Implement real-time leave balance calculation and updates in Workday. RPA bots can assist in the management of employee leaves and absences by automating tasks such as leave request processing, leave balance calculations, and calendar updates.
• Monitor employee leave requests, validate leave eligibility based on policies and rules, and update leave balances in Workday.
• Generate notifications to managers or employees for leave approvals or denials and automate the adjustment of work schedules or calendar entries.

Talent Acquisition and Recruitment:

• Integrate Workday with job posting platforms and applicant tracking systems to automate the posting of job openings and the collection of applicant data.
• Automate the coordination of interview schedules.
• Automate the collection and storage of onboarding documentation.

Learning and Development:

• Automate the synchronization of training courses and enrollment data between external learning management systems and Workday Learning.
• Automate the tracking of employee training progress and completion.

Employee Self-Service Automation:

• Enhance the employee self-service experience by automating common tasks and inquiries within Workday's self-service portal.
• Bots can assist employees in updating personal information, viewing pay stubs, accessing HR policies, or submitting requests, reducing the need for manual HR intervention.
• Provide quick and accurate responses to employee queries by extracting relevant information from Workday and other integrated systems.

INTEGRATION & ADMINISTRATION

Employee Data Updates:

• Automatically extract employee data from external systems or spreadsheets and update corresponding fields in Workday, ensuring accurate and up-to-date employee records.
• Validate and correct data inconsistencies or errors within Workday, such as missing information or formatting discrepancies, ensuring data integrity.
• Automate the process of reconciling and synchronizing employee data between Workday and other HR systems, eliminating the need for manual data entry and reducing errors.

Data Imports and Exports:

• RPA bots can handle the bulk import or export of data between Workday and external systems, such as payroll or time tracking systems, streamlining the data transfer process.
• Extract data from predefined templates or formats, map the data to the appropriate Workday fields, and automate the data upload or export process.
• Schedule and automate recurring data imports or exports, ensuring data consistency and reducing manual effort.

Report Generation and Distribution:

• Generate and distribute reports within Workday, eliminating the need for manual report creation and distribution.
• Pull data from Workday, perform calculations or aggregations, and generate customized reports based on predefined templates or user specifications.
• Automate the distribution of reports to stakeholders.

Smartbridge is a UiPath Certified Professional Services (USN) partner.

We deliver UiPath integration services to companies mid-to-enterprise size, and all across the US. Our UiPath professional services are complimented by our full range of services, including data, analytics, systems integration and modernization, AI & ML. We are a full service systems integration agency and enjoy uncovering opportunities to automate processes across your core business systems.

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