Export steps
- 1Export a Worker custom report or EIB as CSV.
- 2Ask the Workday admin to include Worker ID, name, contact info, supervisory organization, job profile, location, manager, and worker status.
- 3Use a worker-level report rather than a summary report.
Recommended columns
Include as many of these fields as your export allows. HeyPulse can preserve additional columns as metadata for targeting and reporting.
Worker IDPreferred NameLegal NameEmailPhoneSupervisory OrganizationJob ProfileLocationManagerWorker Status
Mapping notes
Workday reports are highly configurable. HeyPulse preserves supervisory organization and extra report columns as metadata.
If column names differ from the examples above, HeyPulse still lets admins review detected fields and manually map unusual headers before import.