Workday Integration 🔧

Summary version on how to generate required info in this section. Go to the section “Detailed step-wise breakdown on preparing workday ready for integration” for in-depth breakdown.

MUST HAVE:

To integrate your workday account with Allvoices, you will need following four attributes:

1. Tenant
   1. looks like orgname_pt1
2. Hostname
   1. looks like wd5-enterprise-services1.myworkday.com
3. Username
   1. looks like ISU test@tenant_name
4. Password
   1. Secure password

Minimum Domain Security Policy Permissions

Minimum Domain Security Policy Permissions 

Step 1: Get Your Tenant

Go to your Workday tenant/account:

• Log in to your Workday account.
• Navigate to My Account → Organization ID.

Step 2: Get Your Hostname, Username, and Password

Go to your workday tenant and Search for Public Web Services

• Open the report
• Hover over Human Resources and click the three dots to access the menu
• Click Web Service, then View WSDL
• Navigate to the bottom of the WSDL page to find the hostname
• Look for the Username, Password, Tenant Name https://wd5-services1.workday.com/TENANT_NAME, and hostname URL.
• Hostname value will look for something like: wd5-enterprise-services1.myworkday.com
• This is the Username from the Integration System User (ISU) you created above, followed by @ and your Workday tenant name from above.
  • `Format: username@yourtenant
  • Example: ISU Nango@acme

Step 3: Connect Workday to AllVoices

• Log in to your AllVoices Dashboard.
• Click the gear icon (⚙️) in the navigation bar.
• Go to “Integrations.”
• Click “Connect Integration” in the top-right corner.
• Choose Workday from the platform list.
• Enter your Workday credentials.

That’s it—your Workday account is now connected to AllVoices!

Baseline Fields that will be Synced:

• Baseline fields are the standard fields across all HRIS integrations. This helps with demographic charts, exit surveys, and pushing data back accurately.
• exception: any field with pay or salary info will NOT be pulled in and is excluded.

Workday Specific fields that will be pulled:

Detailed step-wise breakdown on preparing workday ready for integration

To authenticate with Workday, you need:

• Hostname - The base URL for the Workday Web Services endpoint.
• Tenant - The unique identifier for your Workday instance, often included in the URL.
• Username - The Workday Integration System User (ISU) username.
• Password – The password for the ISU user, used in combination with the ISU username to authenticate API requests to Workday.

This guide will walk you through finding or generating these credentials within Workday.

Step 1: Finding your Hostname

1. Log in to your Workday instance.
2. In your Workday homepage, go to the search bar and type View API Clients then select it.
3. Look for the Workday REST API Endpoint field.
4. The Hostname is everything after https:// and before /ccx/api/v1/.

• Example: If the endpoint is https://wd2-impl-services1.workday.com/ccx/api/v1/yourtenant_abc, the hostname is wd2-impl-services1.workday.com.

Step 2: Finding your Tenant

1. In the same Workday REST API Endpoint field from the View API Clients report, the Tenantis the final part of the URL after /v1/.

• Example: If the endpoint is https://wd2-impl-services1.workday.com/ccx/api/v1/yourtenant_abc, the Tenant is yourtenant_abc.

Step 3: Create Integration System User (ISU)

Log into your Workday instance.

In your Workday homepage, go to the search bar and type Create Integration System User then select it.

• Add in a Username and type in a secure Password of your choosing. Uncheck the box: Require New Password at Next Sign In, then click Done.

• Confirm the ISU account has been created by viewing All Workday Accounts and filter on the Username you created.
• Go to the search bar and type Create Security Group then select it.

• When creating the group, the group must be of type Integration System Security Group (Unconstrained). Add in a Name for the group and click OK.

• Assign the ISU account we created in step 3 above to your new security group and click OK.

• Go to the search bar and type View Security Groups for User then select it.

• In the Person field, search for the ISU username we created above and click OK.
• You should see the security groups for the ISU account, including the one you just created. Scroll down to that security group and click on the link.
• Navigate to ellipses > Security Group > Maintain Domain Permissions for Security Group.

• Add all of the required domain security policies with the proper view/modify access for the Integration Permissions.
• Activate your security policy changes by;
  • Go to the search bar and type Activate Pending Security Policy Changes then select it.

• Enter a comment and click OK.

• You will see a list of changes that were made. You must check the Confirm box and click OK.

Step 4: Generating your Username

• This is the Username from the Integration System User (ISU) you created above, followed by @ and your Workday tenant name from above.
• Format: username@yourtenant
• Example: ISU Nango@acme

Step 5: Finding your Password

 • This is the Password you set when creating the Integration System User (ISU) above.

Step 6: Enter credentials in the AllVoices Connect UI

Once you have your Hostname, Tenant, Username and Password:

1. Open the form where you need to authenticate with Workday.
2. Enter your Hostname, Tenant, Username and Password in their designated fields.
3. Submit the form, and you should be successfully authenticated.