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OnLink helps synchronize HR and employee data. Here’s a quick demo that shows how OnLink can be used to synchronize Workday HR data with JSM Assets.

https://www.loom.com/share/c6eca177260e41ceb7f98f848fa7925b

Here’s a getting started guide that walks you through the setup of OnLink.

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  1. Click on Assets and click on the schema you want to import data into. Then click on Schema configuration -> Import -> Create Import and then select OnLink Importer. Give the Import a name and click on Create Import.

    image-20240218-044259.png
  2. Click on the three dots and select Configure app, then set a name in the Configure mapping attributes popup. Click on Save configuration.

    image-20231229-185253.png
  3. Then click again on Configure app to get a link (“to edit config use this link apps“) to the app where rest of the mapping needs to be setup. Click on the link to go to the OnLink app configuration.

  4. You should now see a configuration in OnLink. Select Edit in the drop down. Here you can select the Source system and rest of the configuration.

    image-20240218-044610.png
    1. For Azure and Workday, ensure their connectivity settings are configured in OnLink - Connections tab

    2. For Workday, select the Report name (username and report name combination e.g. “lmcniel/employee_data”).

  5. Schema is pre-selected in OnLink and is lined to the schema you selected in step 1. Set object type to the specific object you want to map to. Then map field level attributes (source data field is on the left side and the object attribute appears on the right side):
    First_Name=Firstname
    Last_Name=Lastname
    Title=Title
    Email=Email
    Manager=Manager
    HireDate=HireDate
    DepartmentRef=DepartmentRef|RefID=${DepartmentRef}
    Location=Location
    Worker_ID=WorkerID

  6. To map references to other schema attributes, you can specify AQL after the pipe symbol as shown above for mapping DepartmentRef. DepartmentRefID is the value coming from Workday custom report. DepartmentRef is the attribute in schema pointing to Department object. RefID is the attribute on Department object. Here’s an example object definition - you can see support for User, Object and other types:

    image-20240218-045431.png
  7. For Azure, we support several custom mapping schemes e.g.

    1. CostCenterEmployeeOrg=Department|Name=${CostCenterEmployeeOrg}- this maps employee Cost Center in Azure to Department attribute in your schema, where department is a reference and the lookup happens by name

    2. EmployeeManager=ManagerObject|Name=${EmployeeManager}

  8. To test, go back to Schema configuration in Assets. Then click on Import Data.