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Day-one setup for every new starter.
People
Finly + Workday
People · Two-way sync · Live since 2023 · About 25 minutes to connect
What it does
Finly reads the Workday worker record and gives a new starter a card, a limit and an approver on day one. Supervisory organisation and cost centre come across, so spend rolls up the same way headcount does.
What syncs
What moves, and which way.
Both directions, on every sync.Nothing here is a nightly batch —a record that changes at 14:02 is in the ledger before you look at it.
Workday → Finly
- Workers, with their hire and termination dates
- Supervisory organisations and their managers
- Cost centres and companies
- Locations and their currency
- Job profiles, for the spend policy tier
- Leave of absence status
Finly → Workday
- Reimbursement totals per pay period, ready for payroll
- Card and account status, per worker
- Cost centre spend, back on the org
Connected
What it looks like once it is on.
The org chart, doing real work.
A new starter in Workday arrives with a card limit, an approver and a cost centre already set, and a leaver's spend stops the same hour.Nobody maintains a second list of who works here.
Before you start
What you need, and what it will not do.
You need a Workday account with people-admin rights and a Finly plan on Core or above.Finly reads the directory, not the record:name, work email, manager, entity and cost centre come across, and nothing that looks like salary, health or performance data ever does.
Two things it deliberately will not do.It will not create or deactivate anyone in Workday —the people system stays the source of truth and Finly follows it.And it will not close a leaver's account by itself:it freezes the card the same hour and puts the account in a queue for a human, because an automatic close on a bad feed is a locked-out employee.
Related
Others in people systems.
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