# Pigment + Workday REST integration > Automate the flow of workforce and financial data between Pigment and Workday to eliminate manual exports and keep your business plans accurate in real time. **Canonical page:** https://tray.ai/connectors/pigment-workday-rest-integrations/ **Pigment connector:** https://tray.ai/connectors/pigment-integrations/ **Pigment documentation:** https://tray.ai/documentation/connectors/service/pigment **Workday REST connector:** https://tray.ai/connectors/workday-rest-integrations/ **Workday REST documentation:** https://tray.ai/documentation/connectors/service/workday-rest ## Overview Pigment is a modern business planning platform built for finance and revenue teams who need flexible, collaborative forecasting. Workday REST is where enterprise HR, workforce, and payroll data lives. Together, they cover the full picture of financial planning — but only if they're talking to each other. Integrating them through tray.ai means headcount changes, compensation updates, and org shifts in Workday automatically show up in your Pigment models, so every plan reflects what's actually happening in the business. Finance and HR teams constantly need each other's data, but they usually work in silos. When a new hire is approved in Workday, your headcount plan in Pigment should update automatically. When a department restructure is finalized, your cost models should reflect it right away. Without integration, FP&A analysts spend hours each week manually exporting CSV files, reconciling mismatched data, and chasing HR partners for updated org charts — time better spent on actual analysis. Connecting Pigment and Workday REST through tray.ai removes that lag, cuts human error, and lets finance leaders make decisions on headcount costs, attrition scenarios, and workforce capacity with real confidence in the numbers. ## Use cases ### Real-Time Headcount Planning Sync Whenever an employee record is created or updated in Workday — new hires, transfers, terminations — tray.ai automatically pushes that change into the corresponding Pigment headcount model. Finance teams no longer wait for weekly HR exports to update their workforce plans. Every open role, filled seat, and departure appears in Pigment as soon as it happens in Workday. - Eliminate weekly manual headcount reconciliation between HR and Finance - Reduce planning cycle lag by keeping Pigment models continuously up to date - Improve accuracy of salary and benefits cost forecasts with live employee data ### Compensation and Salary Data Integration for Cost Modeling Salary bands, compensation changes, and bonus structures stored in Workday can be automatically synced into Pigment to feed compensation cost models and scenario plans. When a merit increase cycle or equity refresh runs in Workday, tray.ai moves the relevant data into Pigment so total compensation budgets stay aligned with actuals. FP&A teams get more precise people-cost models without manual data pulls. - Automatically update Pigment compensation models after Workday pay changes - Enable accurate scenario planning for merit cycles and bonus events - Reduce risk of budget overruns caused by stale salary data in planning models ### Organizational Hierarchy Mapping for Departmental Budgeting Workday is the authoritative source of truth for your org hierarchy — cost centers, departments, management chains, and reporting structures. tray.ai extracts this hierarchy data from Workday REST and maps it into Pigment's planning dimensions, so budgets, forecasts, and actuals stay aligned to the current org structure. Department name changes and cost center realignments flow through automatically. - Keep Pigment planning dimensions synchronized with Workday's live org hierarchy - Avoid misallocated budget lines caused by outdated department structures - Save finance operations teams hours of manual dimension mapping each quarter ### Attrition and Turnover Scenario Modeling By pulling Workday termination events and historical attrition data into Pigment, FP&A teams can build dynamic attrition models that update automatically as employee churn is recorded. tray.ai monitors Workday for termination events and feeds them into Pigment's forecasting layer, so teams can run scenario analysis on voluntary and involuntary turnover, backfill timelines, and recruiting costs. - Automate attrition rate calculations using live Workday termination data - Build smarter workforce scenarios that reflect real turnover patterns - Reduce time-to-insight for talent cost modeling during board and executive reviews ### Benefits and Burden Rate Calculations Employee benefits costs — healthcare, retirement contributions, payroll taxes — stored in Workday can be automatically fed into Pigment to keep burden rate calculations current. tray.ai routes benefits enrollment and cost data from Workday REST into the right Pigment model inputs, so fully loaded headcount costs always reflect the latest benefits elections and employer contribution rates. - Ensure fully loaded labor cost models in Pigment reflect current benefits data - Automate burden rate updates after open enrollment or benefits changes - Improve accuracy of total compensation reporting for finance and board decks ### Workforce Capacity Planning for Revenue and Ops Teams Revenue and operations leaders using Pigment for capacity planning need current workforce data to model sales coverage, support staffing ratios, and delivery team capacity. tray.ai pulls active employee counts, role types, and start dates from Workday and surfaces them in Pigment, giving GTM and ops leaders a reliable foundation for quota-setting, territory planning, and delivery forecasting. - Align sales capacity models in Pigment with live headcount from Workday - Improve GTM planning accuracy by removing stale or manually entered staffing data - Let ops leaders adjust capacity plans dynamically as headcount changes occur ### Month-End Close Headcount Reporting Automation At month-end, finance teams need a frozen snapshot of headcount, open roles, and labor costs for reporting and variance analysis. tray.ai automates the extraction of period-end employee data from Workday REST and loads it directly into Pigment's actuals layer, cutting the manual close process and reducing the risk of mismatched figures between HR reports and the financial model. - Automate month-end headcount snapshots from Workday into Pigment actuals - Reduce time spent on close-related HR data reconciliation by finance teams - Ensure headcount actuals in Pigment match Workday records exactly at period close ## Templates ### New Hire Auto-Sync from Workday to Pigment Headcount Model This template monitors Workday REST for new employee creation events and automatically updates the headcount planning model in Pigment with the new hire's department, role, start date, compensation, and cost center. Approved headcount shows up in financial plans immediately, no manual data entry required. Connectors used: Workday REST, Pigment ### Workday Org Hierarchy to Pigment Dimension Sync This template periodically extracts the full organizational hierarchy from Workday REST — departments, cost centers, and management reporting lines — and syncs them into Pigment's planning dimensions to keep budget structures aligned with actual org design. Connectors used: Workday REST, Pigment ### Workday Termination Event to Pigment Headcount Reduction Workflow When an employee termination is recorded in Workday, this template automatically updates the Pigment headcount model to reflect the departure, adjusts forward-looking cost forecasts, and flags the open backfill in the relevant planning model for finance and HR review. Connectors used: Workday REST, Pigment ### Monthly Headcount Snapshot Load from Workday to Pigment Actuals At the end of each month, this template automatically pulls a complete snapshot of active employee counts and labor costs by department from Workday REST and loads them into the Pigment actuals layer, enabling fast and accurate budget-versus-actual variance reporting. Connectors used: Workday REST, Pigment ### Compensation Change Propagation from Workday to Pigment Forecast This template detects compensation changes in Workday — merit increases, promotions, role changes — and automatically updates the relevant employee cost lines in Pigment's forward-looking salary forecast, keeping compensation budgets aligned with approved pay changes. Connectors used: Workday REST, Pigment ### Workday Workforce Data to Pigment Capacity Planning Model Refresh This template syncs active headcount by team, role type, and geography from Workday into Pigment's capacity planning models on a recurring basis, so sales, customer success, and delivery teams are building plans on current workforce data. Connectors used: Workday REST, Pigment ## Challenges Tray.ai solves ### Mapping Workday's Complex Data Model to Pigment's Planning Dimensions Workday REST returns deeply nested employee and org data structures with Workday-specific identifiers that don't naturally match the dimension labels and hierarchy formats Pigment expects. Writing and maintaining transformation logic to bridge these two schemas is time-consuming and brittle, particularly as org structures evolve. **How Tray.ai helps:** tray.ai provides a visual data transformation layer that lets teams map Workday's nested JSON structures to Pigment's flat or hierarchical dimension formats without writing custom code. When org structures change, mappings can be updated in minutes through the visual interface, and tray.ai's built-in error handling flags any unmapped fields before they corrupt planning data. ### Handling Effective-Dated Changes and Retroactive Workday Updates Workday is built around effective-dated records, meaning compensation changes, transfers, and org moves often carry past or future effective dates rather than aligning with when the API event fires. Syncing these changes into Pigment without respecting effective dates can corrupt historical actuals or prematurely update future forecast periods. **How Tray.ai helps:** tray.ai workflows inspect the effective date field on each Workday record and apply conditional logic to determine whether the change should update historical actuals, current period data, or future forecast lines in Pigment. The correct planning period gets updated based on when the change is meant to take effect, preserving the integrity of your financial model. ### Managing High-Volume Employee Data Refreshes Without Hitting API Rate Limits Large enterprise organizations may have tens of thousands of employees in Workday. Running full headcount refreshes against the Workday REST API in a naive loop can quickly exhaust API rate limits, cause timeout errors, and leave Pigment with partial or inconsistent data loads — particularly during month-end close when reliability matters most. **How Tray.ai helps:** tray.ai handles pagination, request throttling, and retry logic natively within its workflow engine, so large Workday data sets are extracted incrementally without breaching rate limits. Workflows can be configured to process changes in batches and pick up from failure points, so you get complete, consistent data loads into Pigment every time. ### Keeping Pigment Planning Models Consistent During Workday Org Restructures Major org restructures in Workday — cost center consolidations, department splits, management hierarchy changes — can invalidate existing Pigment planning dimensions and knock budget allocations out of sync. Without automated dimension management, finance teams must manually audit and remap every affected model, a process that can take days during a significant reorg. **How Tray.ai helps:** tray.ai detects structural changes in Workday's organizational data and automatically reconciles them against Pigment's dimension hierarchy, creating new dimensions, deprecating old ones, and remapping budget lines to the updated structure. Any changes that need a human decision trigger an alert to finance operations, which cuts the manual effort required to keep Pigment models current during a reorg. ### Ensuring Data Security and Compliance Across HR and Finance Systems Employee compensation, benefits, and personal data flowing between Workday and Pigment is among the most sensitive information in any organization. Only authorized fields should be transferred, data must be encrypted in transit, and the integration needs to comply with internal data governance policies and regulations like GDPR — all of which require careful design and ongoing oversight. **How Tray.ai helps:** tray.ai is SOC 2 Type II certified and encrypts all data in transit via TLS. Granular access controls let administrators define exactly which fields get extracted from Workday and written to Pigment, and field-level filtering can anonymize or drop personally identifiable information where it isn't needed for planning purposes. Compliance is built into how the integration works, not bolted on afterward. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/