When should I enable a Custom Options Sync?

What is a Custom Options Sync?

A Custom Options Sync is a part of the Workday integration that can be enabled in addition to a candidate export or job import integration. A customs options sync will sync the list of options for a custom field in Greenhouse with the list of options for a corresponding field in Workday. 

Note: This integration syncs the list of options on the field configured in your Greenhouse account, it does not sync the selected value for the field on each Greenhouse job. As an example, if you create "Option A" on a field in Workday, the option will appear as an available option in Greenhouse. You will still need to go into a specific job in Greenhouse to change the value for the field to "Option A".

Common examples of fields built in Greenhouse that require custom option syncs are Supervisory Org and Cost Center. if you create a custom job field in Greenhouse called "Cost Center" that includes a list of all available cost centers in Workday, a custom options sync will keep the list of cost centers available within your "Cost Center" field in Greenhouse up to date with the options available in Workday.

When should I enable a Custom Options Sync for a field in Greenhouse?

When deciding whether or not to build a custom options sync for a field in Greenhouse, it is important to keep in mind that in order to import a job field value from Workday that maps to a single select or multi select field in Greenhouse, the value that you are importing must match an existing option value in Greenhouse (that is, an option like you would see configured on a field in the screen shot below).

Screen_Shot_2018-02-19_at_2.58.30_PM.png

For this reason, we recommend setting up custom field syncs for fields that have a large number of options (hundreds or thousands) that would be difficult to input manually into the Greenhouse field configuration, or for fields whose options change frequently and require a sync to stay up to date with what's configured in Workday.

How do I setup a Custom Options Sync?

For more information on how to setup custom options syncs, please refer to the help articles below: