Updates to Cortex’s integrations with Workday enable users to automatically import teams, with support for hierarchies.
To use this feature, you’ll first need to update your Workday report and toggle on Auto import teams in the Teams tab of the Entities page. Cortex will sync with Workday at 4 a.m. every day, so note that there will be a waiting period after toggling on the auto import.
The updated report from Workday should include the following information:
The manager field is the manager’s name; this field and managerEmail enable hierarchy support and the automatic import. The manager’s position within the hierarchy will establish parent and child teams.
Once this report is generated, share access with Cortex.
When Cortex syncs teams with Workday, the platform will update team structures and members. If a team is deleted, Cortex will archive the team and delete that team’s relationships to the hierarchy. The team will still exist in Cortex, but will not impact the hierarchy.
Note that Cortex does not support hierarchies with cycles. For example, let’s say Employee A is on the platform team, Employee B is on the frontend team, and both report to Manager C on the engineering team. If Manager C reported to someone on the platform team, that would create a cycle between the platform and engineering teams.
When the automatic import is conducted, it will also refresh members of the team. You can find new and existing members under the Members tab on a team’s homepage.
You can tell a hierarchy or team has been auto imported because it will have a description that says Automatically created by Cortex. You’ll find this both on the team’s homepage and within the catalog page.
You can also see within a team’s YAML that it has been automatically imported via the Workday integration.