Workday integration

Things to know about Workday

• What Workday accepts. Workday accepts new candidates with their resume. Candidates you had already shortlisted, and sourced candidates, go straight to the stage you mapped, and Workday accepts later moves to your Shortlisted stage. It does not accept notes, so the score and screening results stay in Alfa.

What Alfa writes back to Workday

• Applicants. When screening finishes, Alfa sends each applicant whose status you map to a Workday stage, with their name, email address and, where Alfa has them, phone number and LinkedIn profile. Their resume goes with them.
• Notes. Workday does not accept notes through this integration, so the score and screening results stay in Alfa.
• Stages. Candidates you have already shortlisted when Alfa sends them go to the stage you map for Shortlisted. Applicants marked Suitable or Not suitable go where Workday puts new applications: mapping their status to a stage tells Alfa to send them to the linked job, but does not place them in that stage. When a job has its own pipeline, Alfa uses the stage with the same name in that job.
• Later changes. If you shortlist a candidate after Alfa has sent them, Alfa moves them to your Shortlisted stage in Workday.
• Applicants you do not sync. In Alfa's ATS settings you can choose a Workday job for applicants who are not synced. Alfa then adds applicants whose status is set to Don't sync to that job, where Workday puts new applications, so you keep them in Workday. Only applicants who apply after you choose the job are added. If you later shortlist one of them and Shortlisted is mapped to a stage, Alfa also sends them to the job they applied for.
• Sourced candidates. If you map Sourced potential candidates to a stage, Alfa also sends sourced candidates who have an email address, in that stage. Rejected and removed candidates are not sent, and sending them does not start any outreach.

What Alfa reads from Workday

• Open jobs. Alfa lists your open Workday jobs, up to the 250 most recently opened, so you can link each Alfa job to its Workday job.
• Pipeline stages. Alfa reads your Workday stages so you can choose where each Alfa status goes.
• Your hiring history. If you turn on Search your ATS history, Alfa copies the candidates and applications in Workday, with their resumes, so you and Lisa can search everyone you have considered before. The first copy can take a few hours.

How to connect Workday

1. Open Settings. Sign in as an Owner or Admin on a computer, select your name at the bottom of the sidebar, then Settings.
2. Go to ATS integrations. Under Workspace, select ATS integrations.
3. Choose Workday. Open Select your ATS, pick Workday, then select Connect Workday.
4. Approve access. A secure connection page opens in a new tab. Sign in to Workday there, approve the access it asks for, then return to Alfa.
5. Wait for the first sync. The first import usually takes a few minutes. When it finishes, the status reads Connected.
6. Map your stages. Under Stage mapping configuration, pick a stage for each Alfa status, or choose Don't sync to keep it in Alfa. Then select Save ATS settings.
7. Link your jobs. In a draft job's Basics, open Advanced and choose the matching job under ATS job. You can also ask Lisa to link a job, including one that is already published.

Limits

• Your organization connects one ATS at a time.
• Only Owners and Admins on a paid plan can connect an ATS, on a computer. The integration is not available during a trial.
• Alfa sends each candidate to a job once, after screening finishes, and checks for new candidates every 20 minutes.
• Alfa only sends candidates who have a valid email address.
• Rejecting a candidate in Alfa does not change their stage in Workday.
• If Workday reports that a linked job is closed or no longer accepts candidates, Alfa unlinks the job and stops sending candidates to it.
• Moving or rejecting a candidate in Workday does not change their status in Alfa.