Purpose
This article describes how to add an integration to link your Workday and UltiPro accounts to U.S. Bank NextViewTM and to manage the integration.
Audience
This article is directed toward NextView administrators.
Overview
Integrating NextView with your Workday and UltiPro accounts allows you to complete several tasks:
Create and update employees in your organization
Deactivate/terminate employees in your organization
Designate each employee’s department(s) and manager in your organization
Designate employees as administrators and finance approvers
Create new departments
Creating and Updating Users
Employees included in the employee import CSV will be created if they do not already exist, or they will be updated. The employee's email address will be used to determine if they already exist.
New employees will be sent invitations via email to activate their account.
Deactivating Users
Users will be deactivated if they are not included in the employee import CSV.
Getting Started
We recommend starting by compiling a report of your company structure. For help getting started we recommend referencing the following comma separated value (CSV):
While many of the fields are helpful, they may not all be required, and in some configurations may not be necessary at all.
Once you have completed the report, contact us and we will securely deliver your login credentials via Secure File Transfer Protocol (SFTP).
For help with setting up Okta, click here.
Need help?
If you need help, contact the NextView support team:
Email support@nextviewplatform.com.
From the website or mobile app: Open the left navigation menu and select Chat with us.
Publish date: January 3, 2025
Last update: NA