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

1. Log in to your Workday account.
2. Create a new Integration System User to download reports. We use the Integration System User to access Custom Reports.
   1. typically this is: username = INT_eqtble

• Create a security group

1. In the Create Security Group window, set the Type of Tenanted Security Group to Integration System Security Group (Unconstrained).
2. Enter a Security Group Name and click OK.
3. 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.
4. Click OK.

• Add domain security policies

1. Go to Security Group Settings > Maintain Domain Permissions for Security Group.
2. 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:

• Person Data: Work Contact Information

• Workday Accounts

• Worker Data: Active and Terminated Workers

• Worker Data: All Positions

• Worker Data: Business Title on Worker Profile

• Worker Data: Current Staffing Information

• Worker Data: Public Worker Reports

• Worker Data: Workers

• Active Policies

1. Go to the Activate Pending Security Policy Changes page and click OK.
2. Click Confirm to activate.

• Create custom report

1. On the Create Custom Report page, enter the Report Name.
2. In the Report Type drop-down menu, select Advanced.
3. Select the Enable as Web Service option.
4. Add Data Source. Add the fields you want to sync.
5. Required Reports
   1. Here are the requested fields
      1. 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.
      2. https://docs.google.com/spreadsheets/d/1_jZLeGgj7rvx_L1YjPUrZXiIYJQriDH26Lb0xgdwEqY/edit?usp=sharing

• 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.

• Finish custom report configuration

1. In each custom report’s Advanced tab, share each report to Report-as-a-WebService.
2. 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.
3. 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.
4. 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

1. For each report we require
   1. report URL (this will be a different URL per report)
   2. username (this should be the same for all)
   3. 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.