Workday Integration

Article author
Nathan Goldstein
  • Updated

The Workday integration is a read-only, nightly sync of your employee directory information into Together Platform. We do not push back any data into Workday.

 

Create the user

In Workday, Search: "create integration system user" and select the resulting task

  1. Specify a User Name and a strong password

  2. Select OK, then Done

 

Create a Security Group

  1. Search: "create security group" and select the resulting task

  2. For Type of Tenanted Security Group, select Integration System Security Group (Unconstrained)

  3. Specify a name for the group, select OK

  4. Next, for Integration System Users, add the user created in the prior step, select OK, then Done

 

Configuring domain security policy permissions

In this step, you'll grant "domain security" policy permissions for the worker data to the security group.

  1. Search: “Security Group Membership and Access” and click on the report link.

  2. Search and select the security group created in the previous step.

  3. Click on the ellipsis (...) next to the group name and from the menu, select Security Group > Maintain Domain Permissions for Security Group

  4. Under Integration Permissions, add the following domains to the list Domain Security Policies permitting Get access

Domain

Workday Accounts

Worker Data Public Worker Reports

Person Data Work Contact Information

Worker Data Current Staffing Information

Worker Data Business Title on Worker Profile

Person Data: Personal Photo

 

Activating security policy changes

  1. Search: “activate”, and then click on the link Activate Pending Security Policy Changes.

  2. Begin the Activate Pending Security Policy Changes task by entering a comment for auditing purposes, and then click OK.

  3. Complete the task on the next screen by checking the checkbox Confirm, and then click OK.

 

Create Custom Report

  • Search: "create custom report" and select the result

  • Specify Report Name

  • For Report Type, choose Advanced

  • Data Source - This will depend on the manner Workday is organized, All Active and Terminated Employees is used here, your data source may vary

  • Check Enable As Web Service and select OK

  • Edit Custom Report: Add the following attributes in the Columns tab of the custom report. The Business Object 'Worker' is used for the following fields:

Field (Your field source may vary)

Column Heading Override XML Alias

Employee ID

employeeId

Email - Primary Work

email

First Name

firstName

Last Name

lastName

Preferred Name

preferredName

Hire Date

lastHireDate

Original Hire Date

originalHireDate

Termination Date

dateOfTermination

Location

officeAddress

Cost Center - Name

departmentName

Business Title

title

Active Status

employeeStatusCode

Worker's Manager: Employee ID

supervisorId

Time Type

employeeTypeCode

  • Share the report with the integration system user​ :Select the Share tab, then Share with all authorized groups and users.

  • Get the report URL after completing the new report by selecting the (...) next to the report name; under Actions, select Web Service > View URLs

 

Create Custom Report for Photos

  • Create another custom report following the same instructions as before

  • Edit Custom Report: Add the following attributes in the Columns tab of the custom report.

 

Business Object

Field

Column Heading Override XML Alias

Worker

Employee ID

employeeId

Photo

Base64 Image Data

photoBase64

Photo

Mime Type

mimeType

  • Under the Filter tab, set up your filter as shown below:

And/Or

Field

Operator

Comparison Type

Comparison Value

And

Employee ID

contains

Prompt the user for the value

Default Prompt

  • Under the Prompts tab, specify the prompt default values as shown below:

Field

Prompt Qualifier

Label for Prompt

Label for Prompt XML Alias

Default Type

Employee ID

Default Prompt

employeeId

employeeId

No default value

  • Send us the JSON URL for both reports and the credentials for the Integration System User created in the steps above.

 

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