Confirm your users course completion status by integrating Trajectory IQ (TIQ) and Quickify AI with Workday.
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Overview
Both TIQ Software platforms (Trajectory IQ and Quickify AI) use the Workday Enterprise Interface Builder (EIB) tool to read a .CSV report generated by our API to update the course completion status in Workday.
Workday integrations for course completion require Single Sign-On.
Scheduled Reporting
- TIQ automatically generates a .CSV report on a schedule (e.g. every hour)
- This report includes
- All users who have started and/or completed a TIQ course
- User completion status for each course
- This report includes
- TIQ automatically uploads the .CSV report to a secure location (e.g. your corporate FTP server)
- The partner creates a Workday Enterprise Interface Builder (EIB) that reads the .CSV report generated by TIQ.
- The EIB automatically adjusts each employee’s course completion status in Workday, running on the same schedule as the TIQ report (with a 10 minute delay for example).
Using this method, completion status can be reflected retroactively for courses that were already completed, before the Workday integration implementation.
Partner Integration Steps
- Setup your courses
- Confirm that each TIQ course has been added as an external course in Workday
- Provide TIQ with the Workday course name ID to be included in the .CSV - Workday will generate this name automatically but you can adjust it (e.g. Course_Name_1)
- Create your EIB
- Create a recurring Enterprise Interface Builder (EIB) that reads the CSV report every 2 hours that will automatically:
- Lookup the employee by employee ID
- Lookup the course by course name
- Set the completion status based on a column in the report that will contain the text “Complete” or “Incomplete”
- Create a recurring Enterprise Interface Builder (EIB) that reads the CSV report every 2 hours that will automatically:
- FTP Access
- Give TIQ access to a specific folder on your FTP server as the secure location for our system to upload the report on a schedule (e.g. every 2 hours)
- SSO/SAML Adjustments
- Add the Workday employee ID to the SSO SAML assertion set up for TIQ
- TIQ will store this information in our identity provider (Okta) and use it to identify employees in the CSV report
- Add the Workday employee ID to the SSO SAML assertion set up for TIQ
TIQ Integration Steps (Quickify AI)
- Trajectory IQ API
- TIQ will setup the .CSV report to be generated automatically on a schedule
- Automatically upload the report to the partner's secure location (e.g. FTP server)
- SSO/SAML Adjustments
- Add the Workday employee ID to the partner's user profile in our identity provider (Okta)
Frequently Asked Questions
Where can I find Workday documentation on EIBs and this integration?
- You can find the EIB documentation here.
- Reference Admin-Guide-Integrations.pdf
- Search the document for Inbound EIBs
Does course completion status get reflected in Workday instantly?
No. Workday completion status only gets reflected after the Workday EIB has processed a new scheduled version of the .CSV report (e.g. every hour)
Can I see a sample TIQ report that gets uploaded to our FTP server?
Our report only contains information already included in the SAML assertion, as well as the completionStatus, completedDate and courseID.
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