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Use OnLink to synchronize employee and 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 for synchronizing HR data with JSM Assets.

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

  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. Select Edit in the drop down of the configuration you just created. Select Source system (limited to Workday Custom Reports for now). Select the Report name (username and report name combination e.g. lmcniel/employee_data). Set object type to the specific object you want to map to. Then map field level attributes (Custom Report field appears on the left side and Schema 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

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.

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

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