A custom options sync is part of the Workday integration that can be enabled in addition to a candidate export and / or job import integration. A custom options sync is a per-field integration that syncs the picklist of options available for a field in Greenhouse Recruiting with the list of available options for a corresponding field in Workday.
How do I decide if a field needs a custom options sync?
If you're building a job import integration, it's important to keep in mind that any values imported from Workday to Greenhouse Recruiting single-select or multi-select fields must already exist as an available option in Greenhouse Recruiting — it's not possible to create new option values on a custom field in Greenhouse Recruiting just by importing a job from Workday which has that value. Similarly, if you're building a candidate export integration, keying Workday business processes off of exported values from Greenhouse Recruiting requires that the values from Greenhouse Recruiting match available options in Workday.
To avoid data validation issues caused by custom field picklists falling out of sync between systems, we recommend setting up custom field option syncs for any field that has a large number of options that are prone to change. This generally indicates that the custom field's picklist would be difficult to maintain manually in Greenhouse Recruiting, as it would require frequent editing to stay up to date with what's configured in Workday.
What field types does custom option sync support?
You can enable options syncing for any single-select or multi-select custom field type on any application, candidate, job, or offer field.
To view your organization's custom options, click Configure icon on your navigation bar, then click Custom Options on the left.
Options syncing isn't available for the following fields:
Any standard Greenhouse Recruiting job fields:
- Internal job name
- External job name
- Number of openings
- Requisition ID
- Opening IDs
The following custom field types (because none of these field types have a pre-set list of options to select from):
- Currency / number ranges
- Short / long textbox
Any company metadata fields:
- Candidate tags
- Close reasons for job openings
- Interviewer tags
- Rejection reasons
How does custom option sync work?
First, a single-select or multi-select custom field must be configured in Greenhouse Recruiting. Then after the custom options sync is built and enabled for the field, it's designated as a Workday synced field, so the picklist is no longer editable in Greenhouse Recruiting and is instead updated via Workday.
How do I build a custom options sync integration?
There are two different ways in which Greenhouse Recruiting field option values can be synced with Workday field option values:
- Workday RaaS: A RaaS is used when Workday does not offer a web services call to retrieve the list of options. This requires additional work to build the report by either the customer or their Workday service provider.
- Workday web services: Use this option if Workday's Web Services API offers a service call to get the list of options directly.
With the Workday Web Services and RaaS options, Greenhouse Recruiting initiates a call to the Workday endpoints every 30 minutes to sync the option changes.
Web services call
The Workday web service API offers several methods to retrieve option lists that are used in their system. Greenhouse Recruiting can support many of the option lists described in Workday's Get References Operation in the Integrations Web Service, which includes lists of country codes and various internal Workday category codes. Greenhouse Recruiting currently supports Workday web services versions 23.0 and 24.2.
Custom options RaaS
In some cases, customers may wish to sync a Greenhouse Recruiting option list that doesn't have a direct service call in Workday. The most common example of this is the 'Supervisory Organization' list from Workday — this list isn't offered on the Get References page, but is usually a required field to create a position.
In these cases, Greenhouse Recruiting can still sync the lists, but it requires some extra work on the customer's part. Either the customer or their Workday provider must provide an accessible list in XML format which Greenhouse Recruiting can poll every 30 minutes to get the list of options. Once the list is retrieved, Greenhouse Recruiting attempts to reconcile the lists as described above.
The XML format must contain both of the following:
- A unique ID, which Greenhouse Recruiting uses to determine if the option value is new, extant, or removed;
- The text as the customer would like it to appear in the Greenhouse Recruiting custom field selector.
What happens if an option is deleted in Workday?
We can't prevent Workday from deleting an option, even if it's currently in use on a job in Greenhouse Recruiting. You should use caution not to remove any fields from Workday unless you are absolutely sure they're no longer needed.
However, if the option has been selected as the field value on jobs in Greenhouse Recruiting, the field value will be maintained on individual jobs for historical purposes unless the value is updated in Workday and pushed over to Greenhouse Recruiting or changed at the job level in Greenhouse Recruiting.