Automate employee document management, HR file workflows, and compliance reporting between SharePoint and Workday. Stop manually uploading onboarding documents, chasing approvals, or syncing employee files across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When onboarding documents are uploaded to SharePoint folders, automatically attach them to the correct employee profile in Workday. Match files by employee ID, department structure, or naming conventions without manual sorting.
When an employee is terminated in Workday, automatically generate exit documentation, compliance checklists, and final pay summaries. Store structured packets in SharePoint with proper retention policies and access controls.
When reporting structures or departments change in Workday, automatically update SharePoint site permissions, folder access, and team membership. Keep document access aligned with actual org structure without IT tickets.
Monitor designated SharePoint folders for performance reviews, self-assessments, or manager feedback forms. Trigger Workday tasks for HR to review and attach to employee records before review cycles close.
When comp change approvals are finalized in SharePoint workflows, parse approved salary adjustments, bonus amounts, and effective dates. Update Workday compensation records and trigger payroll processing automatically.
Pull employee counts, certification status, and training completion from Workday to generate regulatory compliance reports. Publish formatted documents to SharePoint with department breakdowns and audit trails.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize SharePoint and Workday with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands SharePoint's document libraries, metadata schemas, and permission structures alongside Workday's employee records, org hierarchies, and HR workflows.
Redbird automatically recognizes SharePoint content types, managed metadata columns, and folder taxonomies, then maps them to Workday worker IDs, supervisory orgs, and cost centers. Our AI understands document approval states in SharePoint and how they correspond to Workday business process statuses. We handle employee ID matching across naming conventions, parse HR document metadata, and maintain referential integrity between file attachments and employee records.
faster than building custom SharePoint webhooks and Workday integrations
Redbird can pull from SharePoint and Workday simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either SharePoint or Workday.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from SharePoint into Workday, or from Workday back into SharePoint. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from document events in SharePoint or employee changes in Workday, then execute actions across both platforms.
Fires when files are added to specific SharePoint document libraries or folders.
Triggers when managed metadata columns or custom properties change on documents.
Detects when SharePoint approval processes reach approved or rejected states.
Generate new document libraries or folder hierarchies with configured permissions.
Modify managed metadata fields, content type properties, or custom columns.
Grant or revoke access to documents based on user groups or individual accounts.
Fires when worker records are created or reach terminated employment status.
Detects when reporting relationships, supervisory orgs, or cost centers are modified.
Triggers when salary, bonus, or compensation plan changes are approved in Workday.
Upload files to employee records under specific document categories.
Modify worker data including custom fields, attestations, or HR-managed attributes.
Initiate Workday workflows for approvals, reviews, or HR process steps.
Stop manually managing employee documents between SharePoint and Workday. Redbird automates the entire lifecycle from onboarding files to compliance reporting.