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

Preferred Name - First Name

firstName

Preferred Name - Last Name

lastName

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

Photo

photo

  • 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

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

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