Workday custom option sync troubleshooting

Permissions: Job Admin or higher with the user-specific permission Can configure Workday integrations

Product tier: Available to Advanced and Expert subscription tiers

This article is designed to aid you in troubleshooting common errors with Workday RaaS custom field option syncs.

You can find an overview of Workday custom options sync here.

Note: This article is not intended to assist your team with troubleshooting RaaS configuration issues inside Workday itself. Please reach out to Workday directly for issues with Workday.

In this article, we will cover:

Common reasons for missing custom field option values in Greenhouse Recruiting

There are a few common reasons why a custom field option value may be missing in Greenhouse Recruiting when expected from a Workday RaaS custom options sync.

Workday ISU credentials are failing

There may be permission or password issues affecting the sync. Double-check if the following is impacting your sync:

  • Incorrect username/password combination
  • Report permissions changed (ISU no longer has access to report data)
  • Outdated URL endpoint

See troubleshooting steps for more information on how to check for these issues.

Workday RaaS report configuration

There may be report configuration issues affecting the sync. Double-check if the following is impacting your sync:

  • Incomplete XML entry

Note: Each XML entry has two required elements: human readable name and reference ID.

  • Nested XML headers within "groups"

See troubleshooting steps for more information on how to check for these issues.

Troubleshooting steps

There are some basic troubleshooting steps you can take to confirm if the reasons described above may be impacting your Workday RaaS custom options sync. 

Inspect the Workday RaaS endpoint URL

You can inspect the Workday RaaS endpoint URL using your internet browser.

Browse to the Workday RaaS endpoint URL on your internet browser. Enter the Workday report ISU / username and password.

Use the find function on your browser (CMD + F on Mac | CTRL + F on PC) to search for the option that isn't appearing in Greenhouse Recruiting.

Confirm that the option that should appear in Greenhouse Recruiting is present in the data.

Confirm that there are no XML report configuration issues present (for example, incomplete brackets).

Check the custom option sync configuration in Greenhouse Recruiting

You can check the custom option sync configuration in Greenhouse Recruiting for failures.

From any Greenhouse Recruiting page, click the Configure Configured_Icon.png icon, then select Dev Center on the left.

Configure_-_Dev_Center.png

From the Dev Center page, click Workday Administration.

Dev_Center___Workday_Administration.png

Click Sync a Greenhouse custom field with a Workday Report-as-a-service.

Sync_a_greenhouse_custom_field_with_workday_report_as_as_ervice.png

Scroll to the bottom of the Sync a Greenhouse custom field with a Workday Report-as-a-service page to see if the credentials are failing.

Failed_workday_credential.png

If the credentials are failing, ensure the endpoint URL is correct.

Click the Pencil icon next to the custom option sync to double-check that the endpoint URL is correct.

If the endpoint URL is correct, consider updating the credentials:

1. Open your Workday administration. Enter the credentials to access Workday Tenants or Reports.

2. Click the Pencil icon next to the ISU that's failing.

3. Update the ISU / username and password.

4. In Greenhouse Recruiting, select Workday Administration > Sync a Greenhouse custom field with a Workday Report-as-a-service.

5. Click into the custom option sync to confirm it’s no longer failing, and manually push an update via the Refresh button.

  • If the custom option sync doesn't refresh after manually pushing a refresh, consider deleting and reconfiguring the custom option sync. Read more here: Enable a custom option sync via Report-as-a-Service.
  • If you've attempted all of the above, and the integration is still not updating the custom option field value in Greenhouse Recruiting, reach out to the Greenhouse Support team for further assistance.

Contact Greenhouse Support

Greenhouse Support can assist your team with troubleshooting the possible cause of custom field option sync issues, but we cannot assist with Workday report configuration.

If you find that a Workday report needs to be modified, we recommend reaching out to your internal Work expert or the Workday Support functional team.

To reach out to Greenhouse Support, click here for instructions on how to open a ticket.

Additional resources