Incremental Imports


OVERVIEW

Incremental Imports bring data for workers that Workday identifies as updated since the last incremental import. Changes must be in the base or non-effective future dated custom attributes for the worker to be included. Changes to effective dated custom attributes alone do not trigger an incremental import. Included in the incremental import are base attributes, non-future and future effective dated custom attributes. Incremental Imports should be scheduled at an interval that supports regular business processes. Typically, this would be at least once per day and can be scheduled as frequently as once an hour.

Incremental imports for Workday is currently an Early Access feature. Contact Okta Support to enable it.


PREREQUISITES

In order to set up Workday for incremental imports, you need to:

  • Enable Workday Provisioning features.

  • Enable the appropriate feature flags for your org (contact Okta Support):

    • ENG_PROV_WORKDAY_INCREMENTAL_IMPORTS: This feature flag is currently Early Access
    • MANUAL_INCREMENTAL_IMPORTS_UI: This feature flag is currently Generally Available for Preview orgs only


PROCEDURE

  1. Perform a regular import as follows:

    • In Okta, select the Import tab for the Workday app.

    • Click Import Now:

    • First you need to run a full import to create a baseline for future incremental imports. Select the Full Import option, then click Import:
    • incremental-importsa.png

    • Now you can run an incremental import, by selecting the Incremental Import option, then click Import:
    • incremental-importsb.png

  2. Now any scheduled imports will be incremental by default, to setup scheduled imports follow the instructions below:

  3. Select the Provisioning tab for the Workday app.

  4. Select To Okta in the left pane under SETTINGS.

  5. In the General section, use the Schedule Import drop-down menu to set the schedule for the frequency at which you would like further imports to run. This causes the subsequent scheduled import to be an incremental import that will only pick up changes since the previous Workday import.


NOTES

Important things to note while using incremental imports:

  • The Pre-Start interval is applied to the time since the last download.

    For example, if today is January 10th with the Pre-Start interval set to 10 days and the last import was January 7th, the import will look to workers from the 7th to the 17th. If you select Import Now, the date will change to the today's date and look 10 days in the future.

  • Same day deactivations should be entered into Workday before the next incremental import is scheduled to run.

  • Changes must be in the base or non-effective future dated custom attributes for the worker to be included. Changes to effective dated custom attributes alone do not trigger an incremental import.

  • All user fields are imported with an incremental import.