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fivetran/dbt_workday

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Workday HCM dbt Package

This dbt package transforms data from Fivetran's Workday HCM connector into analytics-ready tables.

Resources

What does this dbt package do?

This package enables you to transform core object tables into analytics-ready models and gather daily historical records of employees. It creates enriched models with metrics focused on employee demographics, organizational structures, job profiles, and position management.

Output schema

Final output tables are generated in the following target schema:

<your_database>.<connector/schema_name>_workday

Final output tables

By default, this package materializes the following final tables:

Table Description
workday__employee_overview Consolidates employee profiles with personal information, position details, employment status, demographics, compensation data, and tenure metrics to analyze workforce composition, retention, turnover, and compensation across the organization.

Example Analytics Questions:
  • What is the employee demographic distribution (gender, ethnicity_codes) by position_location and management_level_code?
  • How do days_employed and compensation (annual_summary_total_base_pay) vary by employee_type?
  • Which positions have the highest fte_percent and best retention (is_employed_five_years)?
workday__job_overview Provides comprehensive job profiles with job family classifications, job titles, descriptions, and summaries to analyze job structures, recruitment patterns, and workforce planning needs.

Example Analytics Questions:
  • How are jobs distributed across different job_family_codes and job_family_group_codes?
  • Which job_title values have the most detailed job_description and job_summary content?
  • What is the hierarchy relationship between job_family and job_family_group classifications?
workday__organization_overview Maps organizational hierarchies with organization codes, types, roles, associated positions and workers, plus manager and superior organization relationships to enable multi-dimensional analysis of organizational structure and headcount.

Example Analytics Questions:
  • How are workers and positions distributed across organization_type and organization_sub_type?
  • What is the organizational hierarchy from top_level_organization_id to subordinate organizations?
  • Which organizations have the most positions and workers by organization_role_code?
workday__position_overview Tracks position details including vacancy status, availability flags, worker assignments, job profiles, organizational ties, and compensation information to optimize hiring efforts, monitor position utilization, and control workforce costs.

Example Analytics Questions:
  • Which positions are vacant (worker_for_filled_position_id is null) and have is_available_for_hire = true?
  • How do is_hiring_freeze and is_closed flags affect position availability by supervisory_organization_id?
  • What is the distribution of positions by worker_type_code and compensation_grade_code?
workday__employee_daily_history Chronicles daily employee snapshots with position assignments, personal info, employment status, compensation details, and demographic data to enable historical analysis, track employee changes over time, and measure workforce metrics at any point in time.

Example Analytics Questions:
  • How has headcount (active employees) changed day-by-day across date_day by employee_type?
  • What employee attributes (business_title, compensation, fte_percent) change most frequently over time?
  • How do daily compensation snapshots (annual_currency_summary_total_base_pay) compare to current values?
workday__monthly_summary Summarizes monthly workforce metrics including new hires, attrition (voluntary and involuntary), active headcount, average compensation, and tenure to support strategic workforce planning and trend analysis.

Example Analytics Questions:
  • What is the monthly net headcount change (new_employees minus churned_employees) by metrics_month?
  • How do churned_voluntary_employees versus churned_involuntary_employees trends vary over time?
  • What are the monthly trends in avg_employee_primary_compensation and avg_employee_base_pay?
workday__worker_position_org_daily_history Tracks daily worker-position-organization combinations from activation to present or termination to enable historical organizational analysis and connect workers to organizational hierarchies over time.

Example Analytics Questions:
  • How long do workers stay in specific position_id and organization_id combinations?
  • What is the historical organizational assignment path for each worker_id over time?
  • How many position or organization changes occur per worker based on date_day transitions?

1 Each Quickstart transformation job run materializes these models if all components of this data model are enabled. This count includes all staging, intermediate, and final models materialized as view, table, or incremental.


Prerequisites

To use this dbt package, you must have the following:

  • At least one Fivetran Workday HCM connection syncing data into your destination.
  • A BigQuery, Snowflake, Redshift, Databricks, or PostgreSQL destination.

How do I use the dbt package?

You can either add this dbt package in the Fivetran dashboard or import it into your dbt project:

  • To add the package in the Fivetran dashboard, follow our Quickstart guide.
  • To add the package to your dbt project, follow the setup instructions in the dbt package's README file to use this package.

Install the package

Include the following Workday HCM package version in your packages.yml file:

TIP: Check dbt Hub for the latest installation instructions or read the dbt docs for more information on installing packages.

packages:
 - package: fivetran/workday
 version: [">=0.8.0", "<0.9.0"] # we recommend using ranges to capture non-breaking changes automatically

Databricks dispatch configuration

If you are using a Databricks destination with this package, you must add the following (or a variation of the following) dispatch configuration within your dbt_project.yml. This is required in order for the package to accurately search for macros within the dbt-labs/spark_utils then the dbt-labs/dbt_utils packages respectively.

dispatch:
 - macro_namespace: dbt_utils
 search_order: ['spark_utils', 'dbt_utils']

Define database and schema variables

Single connection

By default, this package runs using your destination and the workday schema. If this is not where your Workday HCM data is (for example, if your Workday HCM schema is named workday_fivetran), add the following configuration to your root dbt_project.yml file:

# dbt_project.yml
vars:
 workday_database: your_database_name
 workday_schema: your_schema_name

Union multiple connections

If you have multiple Workday HCM connections in Fivetran and would like to use this package on all of them simultaneously, we have provided functionality to do so. The package will union all of the data together and pass the unioned table into the transformations. You will be able to see which source it came from in the source_relation column of each model. To use this functionality, you will need to set either the workday_union_schemas OR workday_union_databases variables (cannot do both) in your root dbt_project.yml file:

# dbt_project.yml
vars:
 workday_union_schemas: ['workday_usa','workday_canada'] # use this if the data is in different schemas/datasets of the same database/project
 workday_union_databases: ['workday_usa','workday_canada'] # use this if the data is in different databases/projects but uses the same schema name

NOTE: The native source.yml connection set up in the package will not function when the union schema/database feature is utilized. Although the data will be correctly combined, you will not observe the sources linked to the package models in the Directed Acyclic Graph (DAG). This happens because the package includes only one defined source.yml.

To connect your multiple schema/database sources to the package models, follow the steps outlined in the Union Data Defined Sources Configuration section of the Fivetran Utils documentation for the union_data macro. This will ensure a proper configuration and correct visualization of connections in the DAG.

(Optional) Utilizing Workday HCM History Mode

If you have History Mode enabled for your Workday HCM connection, we now include support for the worker, worker position, worker position organization, and personal information tables directly. You can view these files in the staging folder. This staging data then flows into the employee daily history model, which in turn populates the monthly summary model. This will allow you access to your historical data for these tables for the most accurate record of your data over time.

Enabling Workday HCM History Mode Models

The History Mode models can get quite expansive since it will take in ALL historical records, so we've disabled them by default. You can enable the history models you'd like to utilize by adding the below variable configurations within your dbt_project.yml file for the equivalent models.

# dbt_project.yml
...
vars:
 employee_history_enabled: true # False by default. Only use if you have history mode enabled and wish to view the full historical record. 

Filter your Workday HCM History Mode models

By default, these history models are set to bring in all your data from Workday HCM History, but you may be interested in bringing in only a smaller sample of historical records, given the relative size of the Workday HCM history source tables. By default, the package will use the minimum _fivetran_start date for the historical end models. This default may be overwritten to your liking by leveraging the below variable.

We have set up where conditions in our staging models to allow you to bring in only the data you need to run in. You can set a global history filter that would apply to all of our staging history models in your dbt_project.yml:

vars:
 employee_history_start_date: 'YYYY-MM-DD' # The first `_fivetran_start` date you'd like to filter data on in all your history models.

The default date value in our models is set at 2005年03月01日 (the month Workday was founded), designed for if you want to capture all available data by default. If you choose to set a custom date value as outlined above, these models will take the greater of either this value or the minimum _fivetran_start date in the source data. They will then be used for creating the first dates available with historical data in your daily history models.

(Optional) Additional configurations

Changing the Build Schema

By default this package will build the Workday HCM staging models within a schema titled (<target_schema> + _stg_workday) and the Workday HCM final models within a schema titled (<target_schema> + _workday) in your target database. If this is not where you would like your modeled Workday HCM data to be written to, add the following configuration to your dbt_project.yml file:

# dbt_project.yml
models:
 workday:
 +schema: my_new_schema_name # leave blank for just the target_schema
 staging:
 +schema: my_new_schema_name # leave blank for just the target_schema

Change the source table references

If an individual source table has a different name than the package expects, add the table name as it appears in your destination to the respective variable:

IMPORTANT: See this project's dbt_project.yml variable declarations to see the expected names.

# dbt_project.yml
vars:
 workday_<default_source_table_name>_identifier: your_table_name 

(Optional): Workday Schema Migration Configuration

Workday is migrating to a new API version with significant schema changes that will last for several months. Starting January 5, 2026, existing Fivetran Workday HCM connectors will begin syncing new tables with an "_INCOMING" suffix alongside existing tables during a transition period lasting until April 6, 2026. This package automatically detects which tables are available in your warehouse and uses the appropriate tables. No action is required in most cases.

Impacted Tables

The following tables have new versions with "_incoming" suffix:

  • military_servicemilitary_service_incoming
  • personal_information_ethnicitypersonal_information_ethnicity_incoming

Additionally, fields from personal_information_history have been split into new tables:

  • personal_information_common_data
  • country_personal_information
Leveraging Legacy or Incoming Table Names

If you need to leverage the old personal information schema or have set up a Workday HCM connector after January 5, you can set the following variables in your dbt_project.yml:

# dbt_project.yml
vars: 
 workday__using_military_service_incoming: false # Default is currently true
 workday__using_personal_information_ethnicity_incoming: false # Default is currently true 
 workday__using_personal_info_v2_schema: false # To leverage old schema. Default is currently true

(Optional) Orchestrate your models with Fivetran Transformations for dbt CoreTM

Expand for details

Fivetran offers the ability for you to orchestrate your dbt project through Fivetran Transformations for dbt CoreTM. Learn how to set up your project for orchestration through Fivetran in our Transformations for dbt Core setup guides.

Does this package have dependencies?

This dbt package is dependent on the following dbt packages. These dependencies are installed by default within this package. For more information on the following packages, refer to the dbt hub site.

IMPORTANT: If you have any of these dependent packages in your own packages.yml file, we highly recommend that you remove them from your root packages.yml to avoid package version conflicts.

packages:
 - package: fivetran/fivetran_utils
 version: [">=0.4.0", "<0.5.0"]
 - package: dbt-labs/dbt_utils
 version: [">=1.0.0", "<2.0.0"]

How is this package maintained and can I contribute?

Package Maintenance

The Fivetran team maintaining this package only maintains the latest version of the package. We highly recommend you stay consistent with the latest version of the package and refer to the CHANGELOG and release notes for more information on changes across versions.

Contributions

A small team of analytics engineers at Fivetran develops these dbt packages. However, the packages are made better by community contributions.

We highly encourage and welcome contributions to this package. Learn how to contribute to a package in dbt's Contributing to an external dbt package article.

Are there any resources available?

  • If you have questions or want to reach out for help, see the GitHub Issue section to find the right avenue of support for you.
  • If you would like to provide feedback to the dbt package team at Fivetran or would like to request a new dbt package, fill out our Feedback Form.

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