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HR Integrations

Workday Integration

SurveyMonkey

Workday Integration

Connecting Your Workday
Set Up the Integration
Target Your Audience
Analyzing your Results
Disabling Workday
Re-enabling Workday
Deleting your Workday Connection
Managing Data

Enterprise Feature: The Workday integration is available on Enterprise plans in US and EU data centers.

SurveyMonkey's integration with Workday lets you:

Build surveys using employee data to reach the right people without manually exporting and uploading contacts.
Enrich survey responses with employee details, such as team or location, so you can easily filter and analyze feedback across your organization.
Share your connection across your organization so the people you work with can access Workday data for their own surveys without needing to set up or manage the integration themselves.

Connecting Your Workday

Set Up the Integration

Only one Workday connection can be active per account at a time.

When you connect Workday for the first time, your Enterprise Admin needs to choose the employee data you’d like to bring into SurveyMonkey. Once set up, you can share this connection across the organization so the people you work with can use it right away.

To connect your Workday account to SurveyMonkey:

Go to Team Settings.
Select Team Integrations, and select Connect to find the Workday integration.
Select Workday and then Sign in.
To sign in, enter your Workday email address and password or use OAuth credentials and select Next to agree to the access terms and authorize the connection. You must be a Workday administrator to connect, and you need to provide the web services Endpoint URL to finalize the connection.
Select Next, then Finish Setup to complete the connection.
Once the setup is completed, you get an option to configure the employee group attributes for the integration. A work email address is required to set up the connection. You can select additional attributes, such as Company, Employee, Employment, Group (which can include Supervisory, Location Hierarchy, Cost Center, Cost Center Hierarchy, and Job Family based on your organization’s Workday configuration), and Location.
Select Next to share the Workday connection with your team or team members you want to give access to. Only Full users can access this connection.
Select Done. This starts syncing your employee data from Workday to SurveyMonkey.

Sync time depends on your Workday account size. We show Sync in progress while it runs in the background. Future syncs run faster because we only update recent changes.

Target Your Audience

Build your survey lists using up-to-date Workday data instead of manually uploading contacts. We check your employee list with the last synced Workday data to make sure the intended employees receive the survey. You can only target your audience with an email collector.

To target your survey audience:

Create your survey.
- Select Create survey from the SurveyMonkey header on any screen to choose a survey creation starting point, or
- Select an existing survey from Home.
Next, Publish survey and Send by email.
- Select Publish survey in the survey header and select Send by email, or
- Select Add new collector + to add an Email collector to your current collector list.
Choose your audience and select Pick the people you want to hear from. Define your target audience using the available Workday attributes (Group) during the survey collector setup.
Create and customize your email message, select Next.
(Optional) Edit the collector options to control how you collect data and to customize the survey-taking experience. Select Show advanced options to see all available collector options.
Select Next again to Send or schedule your email and choose one of the following options:
- Check Send Now to send your invitation right away and disable the ability to schedule the message. The message will be sent after approximately 5 minutes.
- Check Schedule for later to update the date and time fields to schedule your invitation for a later date and time.
- Check Set up recurring email to automatically send the survey to the same group more than once.
Select Send now or Schedule to start collecting responses.

Tip! To view your recipient list before sending, save a draft of your filtered email collector. Open the draft and select the Recipients tab to see the total count and employee details.

Analyzing your Results

We automatically add Workday data to survey responses so you can easily filter and analyze feedback. When connected, we attach these details directly to the responses to save you time.

To analyze your results:

Select the Analyze Results tab of your survey.
Select Filter to sort your results using the Workday attributes, which appear as Respondent Metadata. In the text box field, manually enter the specific criteria you want to filter by, such as response time, IP address, email address, first name, last name, or custom data.
Select Apply.
(Optional) Select Dashboard to build custom views that show trends across employee segments.

You can Export your survey data to your preferred format.

Tip! To filter your results by Workday attributes, type the metadata fields into the text box under the Respondent Metadata filter. Workday attributes don’t fill in automatically.

Disabling Workday

To disable your Workday account:

Go to Team Settings.
Select Team Integrations.
Find the Workday integration and select Manage.
Select Disable.

Once you disable your Workday account, you can’t create new email collectors or edit any existing ones with employee attributes.

Disabling Workday stops syncing employee data and could impact your surveys.

Enabling Workday

To enable your Workday account:

Go to Team Settings.
Select Team Integrations.
Find the Workday integration and select Manage.
Select Enable.

When you re-enable your account, all your configurations are restored, allowing you to resume syncing with Workday.

Deleting your Workday Connection

Deleting your Workday connection permanently erases all saved settings, including your saved credentials and access tokens. Because this action can’t be undone, reconnecting later requires you to log in again. Deleting also removes custom preferences like sharing settings and attribute selections, so you must reconfigure them.

To delete your Workday connection:

Go to Team Settings.
Select Team Integrations.
Find the Workday integration and select Manage.
Select the Delete trash bin icon.
Select Delete on the confirmation message to finish. This removes the connection and deletes all synced employee data. This action can’t be undone.

Managing Data

Your employee data is managed directly in Workday. Your data syncs every 24 hours, and changes you make in Workday don’t reflect immediately in your SurveyMonkey account.

To request the deletion or export of employee data stored in the integration address book (such as fulfilling a privacy or data rights request), contact Customer Support.

To learn more about data management and privacy, visit our Help Center article on Privacy Rights.

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Workday Integration

Connecting Your Workday

Set Up the Integration

Target Your Audience

Analyzing your Results

Disabling Workday

Enabling Workday

Deleting your Workday Connection

Managing Data

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