¶ Overview

Enhance your organization’s efficiency by automating employee roster synchronization between Workday and Uber for Business. This integration uses Workday’s Outbound Enterprise Interface Builder (EIB) and Secure File Transfer Protocol (SFTP) to keep your roster up to date effortlessly.

¶ Benefits of Automating with Workday and Uber for Business

• Secure & Reliable Data Transfer: Employ SFTP for secure, encrypted transfers of employee data.
• Timely Updates: Automate roster synchronization on a schedule that works for your organization.
• Customizable Integration: Filter employee lists and select only relevant fields for Uber for Business.

¶ Step-by-Step Setup Guide

1. Set Up a Custom Report in Workday

   • Create the Report: Log into Workday and search for “Create Custom Report.”
   • Select Data Fields: Add fields required for Uber for Business. Optionally, use column heading overrides to align with Uber’s format.
   • Filter Criteria: If needed, filter your employee list to limit access to Uber for Business.
   • Save and Test: Save your report and use the “Run” option to test its output.

2. Generate and Share an SSH Key

   • Create Key Pair: In Workday, search for “Create x509 Private Key Pair” and generate your SSH keys.
   • Save Key: Do not use the Export as PDF option provided in Workday, as it can alter the format of the key. Instead:
     • Copy the RSA-SSH formatted key directly and paste it into a text editor in Plain Text format.
     • Save the file as either a .txt or .pub file.
   • Share with Uber: Send the saved public key to your Uber for Business admin for uploading in the Uber Dashboard.

3. Configure EIB for SFTP Delivery

   • Set Up EIB in Workday: In your Workday account, search for “Create EIB” and choose to create an Outbound integration.
   • Name and Define EIB Details: Provide a name for the integration and select “Outbound” to proceed.
   • Select Data Source:
     • Go to the Get Data tab and choose “Custom Report” as the Data Source Type.
     • Select the custom report created in Step 1.
   • Set Output Format:
     • In the Details dropdown, select “CSV” as the Alternate Output Format.
   • Configure Data Transformation:
     • Move to the Transform tab and set the Transformation Type to “None.”
   • Set Up Data Delivery:
     • Go to the Deliver tab and configure the SFTP settings:
       • Delivery Method: Select “SFTP.”
       • SFTP Address: sftp://sftp.uber.com:2222.
       • Directory: to_uber/employees.
       • Authentication Method: “SSH Authentication.”
       • User ID: SFTP user ID from Uber for Business Dashboard under Settings > Integrations > SFTP.
       • SSH Authentication Key Pair: Use the key pair generated in Step 2.
       • File Name: Name the file with a .csv extension.
   • Review and Schedule Updates:
     • Go to the Summary page, review inputs, and select “OK” to create the Integration System.
     • Open the Integration System page and choose “Integration > Launch / Schedule” to set your preferred update frequency.