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Administrator Guide
Last Updated: 2024-11-01
Concept: Data Entry in Advanced Lookup Table EIB Spreadsheets

Concept: Data Entry in Advanced Lookup Table EIB Spreadsheets

To create or update advanced lookup tables, you can create an Enterprise Interface Builder (EIB) based on the
Put Advanced Lookup Table
web service. You can then enter data in a spreadsheet that corresponds to the inbound EIB and upload it to Workday. Using an EIB can save time and improve accuracy when updating large tables.
Security
Make sure that users have
Get
and
Put
integration permissions on these domains:
Domain
Permissions
Set Up: Calculations – Generic
in the Core Payroll functional area.
Set Up: Time Off (Calculations – Generic)
in the Time Off and Leave functional area.
Users assigned to 1 or both of these domains can update advanced lookup tables.
Access Calculation (Segmented)
domain in the Core Payroll, Implementation, Payroll Interface, and Time Off and Leave functional areas
Users can configure access to calculations using segment-based security groups.
Integrations: EIBs
in the Integrations functional area.
Users assigned to this domain can launch EIBs.
Minimize Integration Processing Time
Before you upload the table data to Workday, remove from the spreadsheet any effective-dated snapshots:
  • That you didn't change.
  • That you don't want to update.
The snapshots that you remove from the spreadsheet remain intact in Workday when you upload new data.
The spreadsheet must include all rows in the effective-dated snapshots you're updating, even if some rows don't change. When you add rows to an existing snapshot, the spreadsheet must include all existing rows.
For best performance, Workday recommends that you limit the number of rows in an advanced lookup table to 15,000 across all snapshots.
Spreadsheet Key Column
The
Spreadsheet Key
column identifies each advanced lookup table in the spreadsheet. The rows associated with a particular advanced lookup table all have the same spreadsheet key.
  • When there's only 1 advanced lookup table, copy the spreadsheet key to each new row you add to the spreadsheet.
  • When you create a new lookup table, enter a new
    Spreadsheet Key
    for all of its associated spreadsheet rows.
Row ID Columns
Use the 3
Row ID
columns in the spreadsheet when you add data to an existing advanced lookup table.
Spreadsheet Section
Row ID Identifies
How to Update Row ID
Column Data
The columns in the advanced lookup table.
Increment the
Row ID
value for each column that you add to an advanced lookup table. All snapshots in an advanced lookup table must have the same number of columns.
Snapshot Data
Each effective-dated snapshot in the advanced lookup table.
Assign the same
Row ID
value to each spreadsheet row associated with a snapshot.
Row Data
The advanced lookup table rows in the associated snapshot, in the order created.
Increment the
Row ID
value for each row that you add to an advanced lookup table snapshot. When you create a new snapshot, assign incremental Row ID values to each advanced lookup table row.
Lookup Table Row Instance Column
Workday assigns a unique ID to each row in an advanced lookup table. When you create a spreadsheet with advanced lookup table data, these IDs display in the
Lookup Table Row Instance
column. When you add rows to the spreadsheet, Workday recommends that you leave this column empty. Workday assigns the IDs when you upload the spreadsheet data.
Delete Snapshot and Delete Row Columns
Use these columns to delete data from an advanced lookup table.
  • To delete a snapshot: Select
    Y
    in the
    Delete Snapshot
    column next to the effective date you want to delete.
  • To delete a row: Select
    Y
    in the
    Delete Row
    column next to the lookup table row instance.