Duration

Workday Data & Integration Specialist — Job Description

3 months (if the person has knowledge of just Finance/Accounting module). 8 months (if the person meets all of the requirements).

Summary

This contractor will serve as the Workday data and reporting expert embedded within the EBI team. The role has three core mandates:

Build: Develop custom RaaS (Report as a Service) reports, web service integrations, and data extraction pipelines to move Workday data into the BI staging environment. The build must align with data warehousing needs/requirements. Map: Complete field-level source-to-target mapping between legacy systems (Great Plains, PeopleSoft, Taleo) and Workday objects/fields, including transformation logic and business rules. Transfer: Train and coach the existing BI team members to independently build, maintain, and govern Workday reports and data extractions, creating a sustainable internal capability.

Responsibilities

Workday Data Extraction & Integration (50%):

Design and build custom advanced (RaaS) reports in Workday to extract transactional and master data for BI consumption across HCM, Finance, Payroll, Recruiting, Benefits, Absence, and Learning modules. Configure Workday web service integrations for setup/reference data extraction (organizations, cost centers, companies, locations, job profiles). Resolve extraction limitations, including the matrix/composite report constraint for summarized financial data (GL balances, income statements, balance sheets) that cannot be exposed as RaaS. Collaborate with the BI integration team (via CData middleware) to validate that extracted data populates staging and fact tables correctly, with field-level accuracy. Document all custom reports, data sources used, calculated fields created, filters applied, and business logic embedded — to a standard sufficient for ongoing maintenance by staff.

Source-to-Target Mapping & Data Modeling Support (30%):

Complete the Workday-side field mapping for all GP Finance fact tables, identifying which Workday field, data source, and report corresponds to each legacy staging table column. Extend the mapping to PeopleSoft HR, Taleo Recruiting, and D2L/Lambda Learning staging tables as modules come into scope. Support the Enterprise Data Architect in validating Workday metadata for the Microsoft Purview business glossary, including object definitions, field descriptions, and relationship context. Advise the data modeling team on Workday-specific nuances: effective-dated records, multi-instance relationships, supervisory org hierarchies, and cross-module joins that impact dimensional model design. Support data reconciliation between legacy reports and new Workday-sourced reports, identifying and resolving variances caused by differing business logic, field semantics, or aggregation rules.

Knowledge Transfer & Training (10%):

Conduct structured hands-on training sessions for 4 BI team members on Workday Report Writer, data sources, business objects, calculated fields, and custom fields. Create internal reference documentation: a practical Workday reporting guide tailored to company configuration (not generic Workday training material). Pair-program with BI analysts on RaaS reports end-to-end, progressively transferring ownership so team members can build independently by month 4. Establish report development standards: naming conventions, security domain considerations, testing protocols, and change governance procedures.

Cross-Team Collaboration & Advisory (10%):

Participate in CR20 and PFM integration meetings as the company internal Workday data subject matter expert, reducing dependency on PwC for data-level questions. Liaise with the PFM Workday configuration team on custom objects, calculated fields, and security domain changes that impact BI data extraction. Advise on the Unified Reporting Strategy decision framework: which reports belong in Workday native vs. Power BI, based on data source constraints and platform capabilities.

Required Qualifications

Workday Technical Expertise:

Minimum 4+ years of hands-on Workday reporting and integration experience, with demonstrated work across both Finance modules. HCM, Recruitment and LMS are strongly preferred as well. Deep proficiency in Workday Report Writer: advanced reports, matrix reports, composite reports, calculated fields, custom fields, and data source selection. Hands-on experience with Workday web services (SOAP/REST), RaaS report-as-a-service exposure, and integration system configuration (ISUs, EIBs, Studio). Understanding of Workday’s object-based data model: primary vs. related business objects, navigability constraints, data source filtering, and security domain architecture. Experience building Workday custom reports specifically for external data consumption (BI tools, data warehouses, ETL pipelines) — not just internal operational reporting. Data Integration & Warehousing Knowledge

Strong understanding of data warehouse concepts: star schemas, fact tables, dimension tables, grain definition, slowly changing dimensions, and ETL/ELT patterns. Ability to perform source-to-target field mapping between legacy relational databases (SQL Server, GP Dynamics, PeopleSoft) and Workday’s object model. Familiarity with data reconciliation techniques — comparing legacy report outputs against new-source outputs to identify and resolve variances.

Professional Skills

Exceptional documentation skills — able to produce clear, maintainable technical documentation that a non-Workday specialist can follow. Strong teaching and coaching ability — comfortable leading hands-on training sessions and pair-programming with analysts of varying technical backgrounds. Self-directed and able to work independently with minimal supervision in a fast-paced, deadline-driven environment. Effective communicator across technical and business audiences — able to translate Workday platform constraints into business impact language for stakeholders.

Preferred Qualifications

Experience with Workday implementations in Canadian healthcare or not-for-profit organizations. Familiarity with Microsoft Power BI, Azure SQL Managed Instance, or Microsoft Fabric as downstream BI/data platforms. Knowledge of Workday Prism Analytics for curated dataset preparation. Experience with Microsoft Purview or similar data governance/metadata management tools. Prior experience working alongside PwC, Deloitte, or other Big Four implementation partners in a Workday engagement. Workday Pro certification in Reporting or Integrations.

Key Deliverables (6-Month Engagement) – subject to change. Provided to demonstrate a subset of the deliverables:

Timeline | Deliverable | Success Criteria:

Month 1 | Complete GP Finance RaaS reports (7 fact tables) and validate data extraction through CData into staging. | All 7 GP fact tables populated with validated field-level accuracy. Month 2 | Complete PeopleSoft HR core staging table extractions (employee, position, organization, compensation). Resolve GL Summary matrix report constraint. | HR staging tables populated. Summarization workaround validated with finance team. Month 3 | Extend to Recruiting (Taleo equivalent) and Learning (Lambda equivalent) modules. Complete source-to-target mapping documentation for all modules. | All PFM Phase 1 modules have validated extraction pipelines. Mapping document complete. Month 4 | Conduct structured training sessions. Begin pair-programming handover of report ownership to BI team members. | At least 2 BI team members can independently build a basic RaaS report. Month 5 | Support data reconciliation testing (legacy vs. Workday-sourced reports). Resolve variances. Support PFM go-live readiness. | Critical reports produce equivalent outputs from Workday source. Go-live sign-off criteria met. Month 6 | Finalize documentation. Complete knowledge transfer. Establish report governance framework and handover to BAU team. | All documentation delivered. BI team self-sufficient for report maintenance. Governance framework approved.

Must Have: experience on finance module – specially, GL, accounts receivable/payable, and different financial objects and to be finance savvy.