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
Specify a User Name and a strong password
Select OK, then Done
Create a Security Group
Search: "create security group" and select the resulting task
For Type of Tenanted Security Group, select Integration System Security Group (Unconstrained)
Specify a name for the group, select OK
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.
Search: “Security Group Membership and Access” and click on the report link.
Search and select the security group created in the previous step.
Click on the ellipsis (...) next to the group name and from the menu, select Security Group > Maintain Domain Permissions for Security Group
Under Integration Permissions, add the following domains to the list Domain Security Policies permitting Get access
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
Search: “activate”, and then click on the link Activate Pending Security Policy Changes.
Begin the Activate Pending Security Policy Changes task by entering a comment for auditing purposes, and then click OK.
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
Email - Primary Work
Preferred Name - First Name
Preferred Name - Last Name
Original Hire Date
Cost Center - Name
Worker's Manager: Employee ID
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.