- HRIS
- Workday
HRIS
Workday
Prerequisites
💡 You will need to be a Workday admin to complete these integration steps
- An active Workday report URL
- The username and password to access that Workday report URL
- To configure the reports as Advanced type reports to enable web service access
Setup Instructions
- Create a new user
- Log in to your Workday account.
- Create a new Integration System User to download reports. We use the Integration System User to access Custom Reports.
- typically this is: username = INT_eqtble
- Create a security group
- In the Create Security Group window, set the Type of Tenanted Security Group to Integration System Security Group (Unconstrained).
- Enter a Security Group Name and click OK.
- In the Edit Integration System Security Group (Unconstrained) window, add the integration system user you created in Step 1 in the Integration System Users field.
- Click OK.
- Add domain security policies
- Go to Security Group Settings > Maintain Domain Permissions for Security Group.
- In the Integration Permissions window, permit the domain security policies to have Get access. For example, you must permit the following for the Workers business object:
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Person Data: Work Contact Information
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Workday Accounts
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Worker Data: Active and Terminated Workers
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Worker Data: All Positions
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Worker Data: Business Title on Worker Profile
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Worker Data: Current Staffing Information
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Worker Data: Public Worker Reports
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Worker Data: Workers
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Active Policies
- Go to the Activate Pending Security Policy Changes page and click OK.
- Click Confirm to activate.
- Create custom report
- On the Create Custom Report page, enter the Report Name.
- In the Report Type drop-down menu, select Advanced.
- Select the Enable as Web Service option.
- Add Data Source. Add the fields you want to sync.
- Required Reports
- Here are the requested fields
- Please note — we have split out the fields into reports but it is okay if the customer wants to reorganize the fields into their preferred report structure.
- https://docs.google.com/spreadsheets/d/1_jZLeGgj7rvx_L1YjPUrZXiIYJQriDH26Lb0xgdwEqY/edit?usp=sharing
- Here are the requested fields
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Add authorized user to report In the custom report’s Share tab, add the user you created in Step 1 in the Authorized Users field.
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Finish custom report configuration
- In each custom report’s Advanced tab, share each report to Report-as-a-WebService.
- For each report, go to Actions —> Web Service —> View URLs. Make a note of the REST URL. We will need it to setup the connector.
- Test each report by pasting it into a new browser session, and log in using the eqtble ELT web service user. If the Report XML does not display, check your user security settings.
- Select the primary key(s). To track the history of the report data, make a timestamp column part of the composite primary key.
- Provide eqtble with the info
- For each report we require
- report URL (this will be a different URL per report)
- username (this should be the same for all)
- password (this should be the same for all)
Did we miss something? Have a question? Email us at integrations@eqtble.com to let us know.