Glean integrates with Workday to index public Help articles (Knowledge articles), giving users easy access to company information on policies, benefits, and announcements managed within Workday’s Help article modules. It also indexes people data via a custom report method.

​
Setup the connector

  1. Navigate to the Glean Admin console.
  2. From the Data sources page, select Add data sources.
  3. Select Workday from the data sources list, followed by Setup.
  4. Follow the setup instructions in the Glean UI.
    Indexing a custom report is a mandatory step in the setup process.

​
Indexing Knowledge articles

By default, Glean indexes Public/visible to everyone Help articles, their content, and metadata from your Workday instance.

​
Use cases

  • Searchable Articles: Users can search and access Workday Help articles directly from Glean.
  • Direct Navigation: Relevant articles appear in Glean search results with a direct link to the original article in Workday.
    • Example search query: “Leave policy for remote employees”
  • Natural Language Queries: Glean can understand natural language questions and extract answers from relevant Workday articles. Sample queries include:
    • “What are the clauses around reimbursement for business travel if I am travelling to LATAM countries?”
    • “How do I submit a PTO request?”, “What’s the process for expense reimbursement?”

​
Enable Knowledge article specific audience indexing

Optionally, you can index Knowledge articles visible to audiences you define into Glean. Perform the following steps to index these Knowledge articles:
  1. Select the Crawl articles checkbox.
  2. When selected, a text entry field appears.
  3. If you have not already, select the Show setup instructions of the connector’s setup page.
  4. Follow step 8. Fetch Article Audience Ids of the setup instructions to fetch audience_id of public audience
Help articles which are visible to audiences defined by audience_id will be indexed.
The articles with access to these audience_ids will be visible to all the glean users in your organization. Ensure audience_id for non-public audiences are not entered into setup. Only add audience_id for “Public” access policy. Please contact your account manager if public articles account for less than 50% of all your articles.

​
Index People data via Custom reports

Glean must index worker data from Workday for identity information. This worker data can also be used as a people data source. A Workday admin must create a custom report in Workday with certain people data fields and provide the endpoint for Glean to index. If you want to map a Glean people field to a different Workday field, you can do this by changing the field mapping. Once this is set up, Workday can also be used for people data.

​
Add Workday as people data source

  1. Navigate to the Glean Admin console.
  2. From the settings tab, select People data page.
  3. Select Manage data source.
  4. Select Workday as a data source.