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class="row"><div class="col docItemCol_xLCN"><div class="docItemContainer_jfFK"><article><nav class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs" itemscope="" itemtype="https://schema.org/BreadcrumbList"><li class="breadcrumbs__item"><a aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/docs/reference/integrations"><span itemprop="name">Integrations</span></a><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Workday</span><meta itemprop="position" content="2"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><header><h1>Workday</h1></header><div class="row"><div class="col col--12 markdown"><div id="tailwind"><div class="mb-3"><span class="badge badge--secondary margin-right--md">Teams</span></div></div> <p><a href="https://www.workday.com/" target="_blank" rel="noopener noreferrer">Workday</a> is cloud-based enterprise software that unifies finance and workforce management in a single platform. Integrate Workday with Cortex to manage teams and hierarchies, enforce ownership, and drive operational excellence.</p> <h2 class="anchor anchorWithStickyNavbar_LWe7" id="how-to-configure-workday-with-cortex">How to configure Workday with Cortex<a href="#how-to-configure-workday-with-cortex" class="hash-link" aria-label="Direct link to How to configure Workday with Cortex" title="Direct link to How to configure Workday with Cortex"></a></h2> <h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-1-generate-an-ownership-report-in-workday">Step 1: Generate an ownership report in Workday<a href="#step-1-generate-an-ownership-report-in-workday" class="hash-link" aria-label="Direct link to Step 1: Generate an ownership report in Workday" title="Direct link to Step 1: Generate an ownership report in Workday"></a></h3> <p>Depending on how you want to manage <a href="/docs/walkthroughs/getting-started/teams">teams</a> and the corresponding <a href="/docs/walkthroughs/deep-dives/entities/hierarchy">hierarchy</a>, you can choose one of the following options:</p> <ul> <li>Manage teams based on Workday supervisory organizations</li> <li>Manage teams based on Workday teams</li> </ul> <p>The required fields in the report differ depending on which option you choose. See the tabs below for instructions.</p> <div class="tabs-container tabList__CuJ"><ul role="tablist" aria-orientation="horizontal" class="tabs"><li role="tab" tabindex="0" aria-selected="true" class="tabs__item tabItem_LNqP tabs__item--active">Supervisory organizations</li><li role="tab" tabindex="-1" aria-selected="false" class="tabs__item tabItem_LNqP">Workday teams</li></ul><div class="margin-top--md"><div role="tabpanel" class="tabItem_Ymn6"><p>Your report will need the following fields:</p><ul> <li><code>email</code>: Email address for employee. Use the same address that employees will use to access Cortex.</li> <li><code>employeeId</code>: Unique ID for each employee.</li> <li><code>firstName</code>: Employee first name. This will be displayed in Cortex.</li> <li><code>lastName</code>: Employee last name. This will be displayed in Cortex.</li> <li><code>employeeRole</code> <strong>(optional)</strong>: Employee role. This will be displayed in Cortex.</li> <li><code>employeeSupervisoryOrgId</code>: The ID for the supervisory organization that the employee is in. Cortex uses this field to group employees.</li> <li><code>teamDisplayName</code>: A display name for individual teams based on the <code>employeeSupervisoryOrgId</code>; this should be the same across all employees who belong to the same supervisory org. This will become the Cortex team name and tag.</li> <li><code>managerEmail</code>: Email address for the employee's manager. If Cortex detects an employee with the same email as the <code>managerEmail</code>, that employee will be added to the team with a "Manager" role.</li> <li><code>teamSupervisoryOrgId</code>: The supervisory org ID for the team that the employee is part of. The organization registered in this field will become a "parent" in the team hierarchy, while the org registered in <code>employeeSupervisoryOrgId</code> will become a "child" in the hierarchy.</li> <li><code>teamListKey</code> (for One Employee - Multiple Teams): Key for the list of teams associated with a given user.</li> </ul><div class="theme-admonition theme-admonition-caution admonition_xJq3 alert alert--warning"><div class="admonitionHeading_Gvgb"><span class="admonitionIcon_Rf37"><svg viewBox="0 0 16 16"><path fill-rule="evenodd" d="M8.893 1.5c-.183-.31-.52-.5-.887-.5s-.703.19-.886.5L.138 13.499a.98.98 0 0 0 0 1.001c.193.31.53.501.886.501h13.964c.367 0 .704-.19.877-.5a1.03 1.03 0 0 0 .01-1.002L8.893 1.5zm.133 11.497H6.987v-2.003h2.039v2.003zm0-3.004H6.987V5.987h2.039v4.006z"></path></svg></span>caution</div><div class="admonitionContent_BuS1"><p>Any changes to the <code>employeeSupervisoryOrgId</code> will result in the creation of a new team because this field is how Cortex identifies teams.</p></div></div></div><div role="tabpanel" class="tabItem_Ymn6" hidden=""><p>Your report will need the following fields:</p><ul> <li><code>email</code>: Email address for employee. Use the same address that employees will use to access Cortex.</li> <li><code>employeeId</code>: Unique ID for each employee.</li> <li><code>firstName</code>: Employee first name. This will be displayed in Cortex.</li> <li><code>lastName</code>: Employee last name. This will be displayed in Cortex.</li> <li><code>employeeRole</code> <strong>(optional)</strong>: Employee role. This will be displayed in Cortex.</li> <li><code>teamName</code>: Team name for employee. This field is what we use to group employees into teams in Cortex.</li> <li><code>teamDisplayName</code> <strong>(optional)</strong>: Display name for the team. This will be used for the title and the tag for any teams imported from Workday at time of import. If not included, <code>teamName</code> will be used instead. This should be the same for all employees on the same team.</li> <li><code>managerEmail</code>: Email address for the employee's manager. Cortex uses this field to create team hierarchies. If Cortex detects an employee with the same email as the <code>managerEmail</code>, that employee will be added to the team with a "Manager" role.<!-- --> <ul> <li><strong>Omit this field</strong> if you <strong>do not</strong> want to auto-import teams and the corresponding hierarchy from Workday.</li> </ul> </li> </ul><div class="theme-admonition theme-admonition-caution admonition_xJq3 alert alert--warning"><div class="admonitionHeading_Gvgb"><span class="admonitionIcon_Rf37"><svg viewBox="0 0 16 16"><path fill-rule="evenodd" d="M8.893 1.5c-.183-.31-.52-.5-.887-.5s-.703.19-.886.5L.138 13.499a.98.98 0 0 0 0 1.001c.193.31.53.501.886.501h13.964c.367 0 .704-.19.877-.5a1.03 1.03 0 0 0 .01-1.002L8.893 1.5zm.133 11.497H6.987v-2.003h2.039v2.003zm0-3.004H6.987V5.987h2.039v4.006z"></path></svg></span>caution</div><div class="admonitionContent_BuS1"><p>Any changes to the <code>teamName</code> will result in the creation of a new team because this field is how Cortex identifies teams.</p></div></div></div></div></div> <hr> <h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-2-configure-the-integration-in-cortex">Step 2: Configure the integration in Cortex<a href="#step-2-configure-the-integration-in-cortex" class="hash-link" aria-label="Direct link to Step 2: Configure the integration in Cortex" title="Direct link to Step 2: Configure the integration in Cortex"></a></h3> <ol> <li>In Cortex, navigate to the <a href="https://app.getcortexapp.com/admin/settings/workday" target="_blank" rel="noopener noreferrer">Workday settings page</a>:<!-- --> <ol> <li>In Cortex, click your avatar in the lower left corner, then click <strong>Settings</strong>.</li> <li>Under "Integrations", click <strong>Workday</strong>.</li> </ol> </li> <li>Configure the Workday integration form:<!-- --> <ul> <li><strong>Username</strong>: Enter the username associated with the Workday account used to generate the ownership report.</li> <li><strong>Password</strong>: Enter the passwprd for the Workday username.</li> <li><strong>Ownership report URL</strong>: Enter the URL for the ownership report you generated.<!-- --> <ul> <li>Do not include query parameters in the URL.</li> </ul> </li> </ul> </li> <li>Click <strong>Save</strong>.</li> </ol> <div class="theme-admonition theme-admonition-caution admonition_xJq3 alert alert--warning"><div class="admonitionHeading_Gvgb"><span class="admonitionIcon_Rf37"><svg viewBox="0 0 16 16"><path fill-rule="evenodd" d="M8.893 1.5c-.183-.31-.52-.5-.887-.5s-.703.19-.886.5L.138 13.499a.98.98 0 0 0 0 1.001c.193.31.53.501.886.501h13.964c.367 0 .704-.19.877-.5a1.03 1.03 0 0 0 .01-1.002L8.893 1.5zm.133 11.497H6.987v-2.003h2.039v2.003zm0-3.004H6.987V5.987h2.039v4.006z"></path></svg></span>caution</div><div class="admonitionContent_BuS1"><p>If you do not see the settings page you're looking for, you may not have permission to access that page. Please contact your admin for assistance.</p></div></div> <h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-3-configure-the-report-mappings">Step 3: Configure the report mappings<a href="#step-3-configure-the-report-mappings" class="hash-link" aria-label="Direct link to Step 3: Configure the report mappings" title="Direct link to Step 3: Configure the report mappings"></a></h3> <p>After saving the configuration, you can configure how you want the fields to map to different elements in Cortex. The options available in each dropdown menu will mirror the fields included when generating the ownership report.</p> <ol> <li>Configure the mappings:<!-- --> <ul> <li><strong>Employee Attributes</strong>: Map report fields that pertain to employees, including the following:<!-- --> <ul> <li><strong>Employee ID</strong></li> <li><strong>Email</strong></li> <li><strong>First Name</strong></li> <li><strong>Last Name</strong></li> <li><strong>Role (optional)</strong> <ul> <li>Imports employees' roles and populates a badge that appears next to an employee's name.</li> </ul> </li> <li><strong>Manager Email</strong> <ul> <li>When added, lists the corresponding manager for a given employee. The report should also include an entry for the manager to populate the field.</li> </ul> </li> </ul> </li> <li><strong>Team Attributes</strong>: Map report fields that pertain to employees' teams.<!-- --> <ul> <li><strong>Team type</strong>: Select whether to map the fields using <code>One Employee - One Team</code> or <code>One Employee - Multiple Teams</code>.<!-- --> <ul> <li>The <code>One Employee - One Team</code> configuration is best if your report includes employees who belong to a single team. The <code>One Employee - Multiple Teams</code> configuration is recommended if employees have a list of teams they belong to. This is best if you are configuring the integration based on <a href="#supervisory-organizations">supervisory orgs</a> and/or if users manage teams they belong to.</li> </ul> </li> <li>If using <code>One Employee - One Team</code>:<!-- --> <ul> <li><strong>Team ID</strong>: Enter the team ID. New teams are imported based on this ID. If the identifier (i.e. <code>teamName</code>) changes, Cortex will create a new team.</li> <li><strong>Team Name</strong>: Enter a display name for the team in Cortex. Cortex will update this name if changes are detected in Workday.</li> </ul> </li> <li>If using <code>One Employee - Multiple Teams</code>:<!-- --> <ul> <li><strong>Team List Key</strong>: Enter the list key for the ist that contains teams you want imported into Cortex for a given employee entry. This requires the <code>teamListKey</code> field in the Workday report.</li> <li><strong>Team ID</strong>: Enter the team ID. New teams are imported based on this ID. If the identifier (i.e. <code>teamName</code>) changes, Cortex will create a new team.</li> <li><strong>Team ID - Fallback</strong>: Enter a fallback team for a user who does not have an associated <code>teamListKey</code>.</li> <li><strong>Team Name</strong>: Enter a display name for the team in Cortex. Cortex will update this name if changes are detected in Workday.</li> <li><strong>Team Name - Fallback</strong>: Enter a fallback team name for the fallback team ID defined above.</li> </ul> </li> </ul> </li> </ul> </li> <li>At the bottom of the screen, click <strong>Save</strong>.</li> </ol> <h4 class="anchor anchorWithStickyNavbar_LWe7" id="configure-the-hierarchy-fields-for-auto-importing-workday-teams">Configure the hierarchy fields for auto-importing Workday teams<a href="#configure-the-hierarchy-fields-for-auto-importing-workday-teams" class="hash-link" aria-label="Direct link to Configure the hierarchy fields for auto-importing Workday teams" title="Direct link to Configure the hierarchy fields for auto-importing Workday teams"></a></h4> <p>If you choose to <a href="#automatic-import-of-teams">automatically import Workday teams</a>, you must also configure the hierarchy fields mappings:</p> <ul> <li><strong>Field on parent team</strong>: The value selected becomes a parent team for value selected in <strong>Field on child team</strong>.</li> <li><strong>Is List</strong>: Toggle <strong>on</strong> when an entry for the parent field is a parent to multiple teams.</li> <li><strong>Field on child team</strong>: The value selected is defined as child team.</li> <li><strong>Root Team IDs</strong>: The ID for the team you expect to be at the top of the hierarchy.<!-- --> <ul> <li>If set, Cortex will use this to <a href="#limitations">break cycles</a> that may be in the hierarchy.</li> </ul> </li> </ul> <h2 class="anchor anchorWithStickyNavbar_LWe7" id="how-to-connect-cortex-entities-to-workday">How to connect Cortex entities to Workday<a href="#how-to-connect-cortex-entities-to-workday" class="hash-link" aria-label="Direct link to How to connect Cortex entities to Workday" title="Direct link to How to connect Cortex entities to Workday"></a></h2> <h3 class="anchor anchorWithStickyNavbar_LWe7" id="discovery">Discovery<a href="#discovery" class="hash-link" aria-label="Direct link to Discovery" title="Direct link to Discovery"></a></h3> <p></p><p>By default, Cortex will use the <a href="/docs/reference/basics/entities#entity-tag">entity tag</a> (e.g. <code>my-entity</code>) as the "best guess" for <!-- -->Workday<!-- --> <!-- -->team<!-- -->. For example, if your entity tag is <code>my-entity</code>, then the corresponding <!-- -->team<!-- --> in <!-- -->Workday<!-- --> should also be <code>my-entity</code>.</p><p></p> <p></p><p>If your <!-- -->Workday<!-- --> <!-- -->team<!-- --> don’t cleanly match the Cortex entity tag, you can override this in the Cortex entity descriptor.</p><p></p> <div class="theme-admonition theme-admonition-danger admonition_xJq3 alert alert--danger"><div class="admonitionHeading_Gvgb"><span class="admonitionIcon_Rf37"><svg viewBox="0 0 12 16"><path fill-rule="evenodd" d="M5.05.31c.81 2.17.41 3.38-.52 4.31C3.55 5.67 1.98 6.45.9 7.98c-1.45 2.05-1.7 6.53 3.53 7.7-2.2-1.16-2.67-4.52-.3-6.61-.61 2.03.53 3.33 1.94 2.86 1.39-.47 2.3.53 2.27 1.67-.02.78-.31 1.44-1.13 1.81 3.42-.59 4.78-3.42 4.78-5.56 0-2.84-2.53-3.22-1.25-5.61-1.52.13-2.03 1.13-1.89 2.75.09 1.08-1.02 1.8-1.86 1.33-.67-.41-.66-1.19-.06-1.78C8.18 5.31 8.68 2.45 5.05.32L5.03.3l.02.01z"></path></svg></span>danger</div><div class="admonitionContent_BuS1"><p>The team name is case-sensitive and should be exactly the same as in the report's <code>teamName</code> field.</p></div></div> <h3 class="anchor anchorWithStickyNavbar_LWe7" id="automatic-import-of-teams">Automatic import of teams<a href="#automatic-import-of-teams" class="hash-link" aria-label="Direct link to Automatic import of teams" title="Direct link to Automatic import of teams"></a></h3> <p>You can choose to automatically import discovered teams and team relationships from Workday into Cortex. Before enabling auto import, make sure your Workday report includes the <code>managerEmail</code> field to ensure that team relationships are imported.</p> <ol> <li>Navigate to the <a href="https://app.getcortexapp.com/admin/settings/team-entities" target="_blank" rel="noopener noreferrer">Team entities settings page</a> in Cortex.</li> <li>Under <strong>Enabled identity providers</strong>, make sure the box is checked next to <strong>Workday</strong>.</li> <li>Under <strong>Enable auto import of teams</strong>, click the toggle next to <strong>Auto import teams</strong> to turn this setting on.</li> </ol> <p>The next automatic import will occur when the background <a href="#background-sync">entities sync runs</a> at 9 a.m. UTC. You can also manually trigger this sync:</p> <ol> <li>Navigate to <a href="https://app.getcortexapp.com/admin/catalogs/teams" target="_blank" rel="noopener noreferrer"><strong>Catalogs > Teams</strong></a> in Cortex.</li> <li>Click <strong>Create team</strong>.</li> <li>In the upper left corner, click <strong>Sync teams</strong>.</li> </ol> <h3 class="anchor anchorWithStickyNavbar_LWe7" id="entity-descriptor">Entity descriptor<a href="#entity-descriptor" class="hash-link" aria-label="Direct link to Entity descriptor" title="Direct link to Entity descriptor"></a></h3> <div class="language-yaml codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#393A34;--prism-background-color:#f6f8fa"><div class="codeBlockContent_biex"><pre tabindex="0" class="prism-code language-yaml codeBlock_bY9V thin-scrollbar" style="color:#393A34;background-color:#f6f8fa"><code class="codeBlockLines_e6Vv"><span class="token-line" style="color:#393A34"><span class="token key atrule" style="color:#00a4db">x-cortex-owners</span><span class="token punctuation" style="color:#393A34">:</span><span class="token plain"></span><br></span><span class="token-line" style="color:#393A34"><span class="token plain"> </span><span class="token punctuation" style="color:#393A34">-</span><span class="token plain"> </span><span class="token key atrule" style="color:#00a4db">type</span><span class="token punctuation" style="color:#393A34">:</span><span class="token plain"> group</span><br></span><span class="token-line" style="color:#393A34"><span class="token plain"> </span><span class="token key atrule" style="color:#00a4db">name</span><span class="token punctuation" style="color:#393A34">:</span><span class="token plain"> Engineering</span><br></span><span class="token-line" style="color:#393A34"><span class="token plain"> </span><span class="token key atrule" style="color:#00a4db">provider</span><span class="token punctuation" style="color:#393A34">:</span><span class="token plain"> WORKDAY</span><br></span><span class="token-line" style="color:#393A34"><span class="token plain"> </span><span class="token key atrule" style="color:#00a4db">description</span><span class="token punctuation" style="color:#393A34">:</span><span class="token plain"> This is a description for this owner.</span><br></span></code></pre><div class="buttonGroup__atx"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div> <table><thead><tr><th>Field</th><th>Description</th><th style="text-align:center">Required</th></tr></thead><tbody><tr><td><code>type</code></td><td>Ownership type (in this case, <code>group</code>)</td><td style="text-align:center"><strong>✓</strong></td></tr><tr><td><code>name</code></td><td><code>teamName</code> provided in the report; this value is case-sensitive and should match <code>teamName</code> exactly</td><td style="text-align:center"><strong>✓</strong></td></tr><tr><td><code>provider</code></td><td>Identity provider (in this case, <code>WORKDAY</code>)</td><td style="text-align:center"><strong>✓</strong></td></tr><tr><td><code>description</code></td><td>Description for the owner</td><td style="text-align:center"></td></tr></tbody></table> <h2 class="anchor anchorWithStickyNavbar_LWe7" id="expected-results">Expected results<a href="#expected-results" class="hash-link" aria-label="Direct link to Expected results" title="Direct link to Expected results"></a></h2> <h3 class="anchor anchorWithStickyNavbar_LWe7" id="entity-pages">Entity pages<a href="#entity-pages" class="hash-link" aria-label="Direct link to Entity pages" title="Direct link to Entity pages"></a></h3> <p>Once the integration is set up, Cortex will automatically import and structure your team hierarchy. Any teams imported from Workday will appear with a description: <strong>"Automatically created by Cortex"</strong>.</p> <p>On each team's details page, any team members Cortex detects will populate under the <strong>Members</strong> tab. If you included the "Role" field in your Workday report, members' roles will appear in a badge next to their names.</p> <h3 class="anchor anchorWithStickyNavbar_LWe7" id="scorecards-and-cql">Scorecards and CQL<a href="#scorecards-and-cql" class="hash-link" aria-label="Direct link to Scorecards and CQL" title="Direct link to Scorecards and CQL"></a></h3> <p></p><p>With the <!-- -->Workday<!-- --> integration, you can create Scorecard rules and write CQL queries based on <!-- -->Workday<!-- --> <!-- -->teams<!-- -->.</p><p>See more examples in the <a href="https://app.getcortexapp.com/admin/cql-explorer" target="_blank" rel="noopener noreferrer">CQL Explorer</a> in Cortex.</p><p></p> <details class="details_lb9f alert alert--info details_b_Ee" data-collapsed="true"><summary><b>All ownership details</b></summary><div><div class="collapsibleContent_i85q"><p>A special built-in type that supports a null check or a count check, used to enforce ownership of entities.</p><p><strong>Definition:</strong> <code>ownership: Ownership | Null</code></p><details class="details_lb9f alert alert--info details_b_Ee" data-collapsed="true"><summary><b>Example</b></summary><div><div class="collapsibleContent_i85q"><p>An initial level in a security Scorecard might include a rule to ensure an entity has at least one team as an owner:</p><div class="codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#393A34;--prism-background-color:#f6f8fa"><div class="codeBlockContent_biex"><pre tabindex="0" class="prism-code language-text codeBlock_bY9V thin-scrollbar" style="color:#393A34;background-color:#f6f8fa"><code class="codeBlockLines_e6Vv"><span class="token-line" style="color:#393A34"><span class="token plain">ownership.teams().length > 0</span><br></span></code></pre><div class="buttonGroup__atx"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div></div></div></details></div></div></details> <details class="details_lb9f alert alert--info details_b_Ee" data-collapsed="true"><summary><b>All owner details</b></summary><div><div class="collapsibleContent_i85q"><p>List of owners, including team members and individual users, for each entity</p><p><strong>Definition:</strong> <code>ownership.allOwners()</code></p><details class="details_lb9f alert alert--info details_b_Ee" data-collapsed="true"><summary><b>Example</b></summary><div><div class="collapsibleContent_i85q"><p>The Scorecard might include a rule to ensure that entity owners all have an email set:</p><div class="codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#393A34;--prism-background-color:#f6f8fa"><div class="codeBlockContent_biex"><pre tabindex="0" class="prism-code language-text codeBlock_bY9V thin-scrollbar" style="color:#393A34;background-color:#f6f8fa"><code class="codeBlockLines_e6Vv"><span class="token-line" style="color:#393A34"><span class="token plain">ownership.allOwners().all((member) => member.email != null)</span><br></span></code></pre><div class="buttonGroup__atx"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div></div></div></details></div></div></details> <details class="details_lb9f alert alert--info details_b_Ee" data-collapsed="true"><summary><b>Team details</b></summary><div><div class="collapsibleContent_i85q"><p>List of teams for each entity</p><p><strong>Definition:</strong> <code>ownership.teams(): List<Team></code></p><details class="details_lb9f alert alert--info details_b_Ee" data-collapsed="true"><summary><b>Example</b></summary><div><div class="collapsibleContent_i85q"><p>The Scorecard might include a rule to ensure that an entity owners all have a description and are not archived:</p><div class="codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#393A34;--prism-background-color:#f6f8fa"><div class="codeBlockContent_biex"><pre tabindex="0" class="prism-code language-text codeBlock_bY9V thin-scrollbar" style="color:#393A34;background-color:#f6f8fa"><code class="codeBlockLines_e6Vv"><span class="token-line" style="color:#393A34"><span class="token plain">ownership.teams().all(team => team.description != null and team.isArchived == false)</span><br></span></code></pre><div class="buttonGroup__atx"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div></div></div></details></div></div></details> <h2 class="anchor anchorWithStickyNavbar_LWe7" id="background-sync">Background sync<a href="#background-sync" class="hash-link" aria-label="Direct link to Background sync" title="Direct link to Background sync"></a></h2> <p>Cortex syncs teams from the report every day at 9 a.m. UTC.</p> <p>You can sync teams manually at any time by clicking the <strong>Sync teams for Workday</strong> button from <a href="https://app.getcortexapp.com/admin/settings/workday" target="_blank" rel="noopener noreferrer">Workday settings</a> in Cortex. Doing so will <strong>not</strong> auto-import teams.</p> <h2 class="anchor anchorWithStickyNavbar_LWe7" id="limitations">Limitations<a href="#limitations" class="hash-link" aria-label="Direct link to Limitations" title="Direct link to Limitations"></a></h2> <p>Cortex does not support hierarchies with cycles. For example, let's say <code>Employee A</code> is on the platform team, <code>Employee B</code> is on the frontend team, and both report to <code>Manager C</code> on the engineering team. If <code>Manager C</code> reported to someone on the platform team, that would create a cycle between the platform and engineering teams.</p> <h2 class="anchor anchorWithStickyNavbar_LWe7" id="still-need-help">Still need help?<a href="#still-need-help" class="hash-link" aria-label="Direct link to Still need help?" title="Direct link to Still need help?"></a></h2> <p>The following are all the ways to get assistance from our customer engineering team. Please use the option that is best for your users:</p> <ul> <li>Email: <a href="mailto:help@cortex.io" target="_blank" rel="noopener noreferrer">help@cortex.io</a>, or open a support ticket in the in app Resource Center</li> <li>Chat: Available in the Resource Center</li> <li>Slack: Users with a connected Slack channel will have a workflow added to their account. From here, you can either @CortexTechnicalSupport or add a <code>:ticket:</code> reaction to a question in Slack, and the team will respond directly.</li> </ul> <p>Don’t have a Slack channel? Talk with your customer success manager.</p></div></div></div><div class="row"><div class="col col--12"></div></div></article><div class="row"><div class="col col--12"><nav class="pagination-nav docusaurus-mt-lg" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/docs/reference/integrations/wiz"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Wiz</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/docs/reference/integrations/xmatters"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">xMatters</div></a></nav></div></div></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#how-to-configure-workday-with-cortex" class="table-of-contents__link toc-highlight">How to configure Workday with Cortex</a><ul><li><a href="#step-1-generate-an-ownership-report-in-workday" class="table-of-contents__link toc-highlight">Step 1: Generate an ownership report in Workday</a></li><li><a href="#step-2-configure-the-integration-in-cortex" class="table-of-contents__link toc-highlight">Step 2: Configure the integration in Cortex</a></li><li><a href="#step-3-configure-the-report-mappings" class="table-of-contents__link toc-highlight">Step 3: Configure the report mappings</a></li></ul></li><li><a href="#how-to-connect-cortex-entities-to-workday" class="table-of-contents__link toc-highlight">How to connect Cortex entities to Workday</a><ul><li><a href="#discovery" class="table-of-contents__link toc-highlight">Discovery</a></li><li><a href="#automatic-import-of-teams" class="table-of-contents__link toc-highlight">Automatic import of teams</a></li><li><a href="#entity-descriptor" class="table-of-contents__link toc-highlight">Entity descriptor</a></li></ul></li><li><a href="#expected-results" class="table-of-contents__link toc-highlight">Expected results</a><ul><li><a href="#entity-pages" class="table-of-contents__link toc-highlight">Entity pages</a></li><li><a href="#scorecards-and-cql" class="table-of-contents__link toc-highlight">Scorecards and CQL</a></li></ul></li><li><a href="#background-sync" class="table-of-contents__link toc-highlight">Background sync</a></li><li><a href="#limitations" class="table-of-contents__link toc-highlight">Limitations</a></li><li><a href="#still-need-help" class="table-of-contents__link toc-highlight">Still need help?</a></li></ul></div></div></div></div></main></div></div></div></div> </body> </html>