Workday Real-Time Sync Behavior And Requirements In Okta
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Overview
Workday Real-Time Sync (RTS) allows Okta to receive user creation, update, and termination events from Workday in real time. User changes in Workday are reflected immediately in Okta and downstream applications. Administrators use RTS for changes where timeliness is critical, such as the immediate termination of a worker.
Applies To
- Okta Identity Engine (OIE)
- Okta Classic Engine
- Workday Real-Time Sync (RTS)
- Okta Integration Network (OIN)
- Lifecycle Management
Solution
How does Workday Real-Time Sync function in Okta?
Real-Time Sync (RTS) triggers an update from Workday to Okta in real-time. Administrators use RTS for changes where timeliness is critical, such as the immediate termination of a worker. Administrators must configure a business process in Workday to send the trigger to Okta to start this process. The RTS import includes base attributes, non-future, and future effective-dated custom attributes.
Administrators should combine RTS with scheduled imports run at one- to two-day intervals. Some less frequent actions in Workday do not trigger RTS, so scheduled imports are necessary to reconcile them.
Workday actions not supported by Real-Time Sync.
Review the following list for Workday actions not supported by Real-Time Sync.
- Updates to the Second Email attribute do not trigger RTS.
- Updates to the Manager Username attribute do not trigger RTS.
- Some worker attributes, like the Manager Username, cannot populate in Okta as part of RTS. Administrators can add the attribute to the Workday field overrides or to the Custom Report (deprecated) configuration as a workaround.
Which features require a base attribute update to trigger Real-Time Sync?
Review the following table to determine which features require an update in base attributes to trigger Real-Time Sync.
|
Features |
Requires base attribute update to trigger RTS (SAMPLE base attributes- firstName, lastName, email) |
|---|---|
| Create New user | No |
| Update User Base Attribute | No |
| Terminate User | No |
| Update Users Custom Attribute | Yes |
| Create New Group | Yes |
| Update Group Name & Description | Yes (Not recommended. See Manage Workday Provisioning Groups ) |
| Update Any Group Settings | Yes |
| Add New User To Group | No |
| Update User Base Attribute in Group | Yes |
| Remove User From Group | Yes |
List of Base Attributes
Review the following table for a complete list of base attributes, including their display names, variable names, and types.
|
Display Name |
Variable Name |
Type |
|---|---|---|
| User Name | userName | String |
| First Name | firstName | String |
| Last Name | lastName | String |
| String | ||
| Second Email | secondEmail | String |
| Mobile Phone | mobilePhone | String |
| Employee ID | employeeID | String |
| Worker Type | accountType | String |
| Title | businessTitle | String |
| Manager ID | managerId | String |
| Manager Username | managerUserName | String |
| Street Address | streetAddress | String |
| City | city | String |
| State | state | String |
| Postal Code | postalCode | String |
| Country (ISO-3166) | countryCode | String |
| Supervisory Organization | supervisoryOrd | String |
| Business Unit | businessUnit | String |
| Work Phone | workPhone |
String |
| Location | location | String |
