Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-09-19
Concept: Allocation Pool Web Services

Concept: Allocation Pool Web Services

You can create, update, and retrieve allocation pools with EIB and iLoad using these web services (secured to the
Set Up: Allocation Pool
 and
Access Allocation Plan for Pool Creation
 domains in the Financial Accounting functional area):
  • Get Allocation Pools
  • Put Allocation Pool
You can create, update, and retrieve allocation plans with EIB and iLoad using these web services (secured to the
Set Up: Allocation Plan
 domain in the Financial Accounting functional area):
  • Get Allocation Plans
  • Put Allocation Plan
You can create, update, and retrieve allocation pool worktag override rules using these web services (secured to the
Set Up: Allocation Pool Override Rule
 domain):
  • Get Allocation Pool Worktag Override Rules
  • Put Allocation Pool Worktag Override Rule
You can create, update, and retrieve allocation pool hierarchies using these web services (secured to the
Set Up: Allocation Pool Hierarchy
 domain):
  • Get Allocation Pool Hierarchies
  • Put Allocation Pool Hierarchy
We recommend that you use the most recent version of these web services. Using previous versions might result in bad data. To use the
Get Allocation Pools
 and
Put Allocation Pools
 web service operations, you are required to use v44.0 or later.
Note: The
Put Allocation Pool
 web service functions slightly differently to the Workday application when you create or update allocation pool versions. When you specify an effective date in your inbound request, Workday creates a new version with that effective date if one doesn't already exist. Workday creates this new version even when the effective date you specify is inside the date range covered by another existing version. This has no functional impact on the data.

Using Allocation Pool Web Services with EIBs

When you create an EIB for allocation pools, we recommend that you select the
Separate Type Column
 check box on the template model sheet to ensure that all data transfers correctly:
  1. Access the
    View Integration System
     report.
  2. From the
    Integration System
     prompt, select your EIB.
  3. From the related actions menu of your EIB, select
    Template Model
    View
    .
  4. In the grid, click
    Edit Template Model Sheet
    .
  5. Select all editable
    Separate Type Column
     check boxes in every
    Area Details
     grid.
When you generate an EIB spreadsheet to bulk export allocation pools using the
Get Allocation Pools
 web service, you can select condition rules and relational operators to filter the allocation pools. Example: To retrieve only allocation pools that have a specific word in their names.
To set up a condition rule filter:
  1. Access the
    View Integration System
     report.
  2. From the
    Integration System
     prompt, select your EIB.
  3. From the related actions menu of your EIB, select
    Template Model
    Edit
    .
  4. Click
    Edit Template with Data Options
    .
  5. Select your
    Source External Field or Condition Rule
    .
  6. Select a
    Relational Operator
    .
  7. Enter a
    Comparison Value
    .
  8. Click
    OK
    .
After you create your condition rule filter, click
Test Condition Rule Filter
 to ensure it functions as you expect.

Limitations

  • We don’t support attachments or roles on allocation pools or allocation plans. These web services will transfer the pool or plan data but not any attachments or roles.
  • You can’t use the
    Get Allocation Pools
     web service to retrieve allocation pool versions in
    Pending
     or
    Archived
     status.
  • You can’t use the
    Put Allocation Pool
     web service to update or delete an existing allocation pool version in
    Pending
     or
    Archived
     status.
  • You can’t specify an
    Assignable Role
     when you inactivate an allocation pool using the
    Put Allocation Pool
     web service through an EIB. The EIB keeps all role assignments when you inactivate an allocation pool through web services.
  • To support bulk migration of allocation pools between tenants, we have disabled some validations about accounts and worktag restrictions.