If you’ve been directed to StackOne to integrate with Workday, the following steps will help you understand the process and any necessary actions to configure successful integration.
This guidance assumes you have Admin privileges for your Workday account.
Log into Workday
Log into your Workday account. Look at the address bar at the top of the browser window where the URL is displayed. Find your tenant immediately after workday.com/
.
Search for Create Integration System User
Log in to your Workday tenant in the Workday portal. In the Search field, search for “Create Integration System User”.
Choose the Task
Choose the “Create Integration System User” task.
Enter Account Information
Enter a username and password in the Account Information section on the “Create Integration System User” page.
Click OK
Click OK.
Search for Create Security Group
In the Search field, search for “Create Security Group”. Select the “Create Security Group” task.
Select Security Group Type
On the “Create Security Group” page, select “Integration System Security Group” from the Type of Tenanted Security Group pull-down menu. Enter a name in the Name field.
Click OK
Click OK.
Edit Integration System Security Group
On the “Edit Integration System Security Group (Unconstrained)” page, enter the same name you used when creating the ISU in the first section. Click OK.
Edit Permissions
The Workday HRIS integration currently requires all of the permissions listed below to be enabled for full support.
Workday’s API may return an error response if any of these permissions are missing.
Edit the Domain Security Policy Permissions in the Security Group.
You can reach this interface by searching for “Maintain Permissions for Security Group” in the search bar, and selecting the name of the Security Group you created in the previous step.
This integration uses the following Workday Security Group Permissions. For each listed permission, select either Get Only for read-only access, or Get and Put for read and write access in the View/Modify Access column.
Please note that Security Group Permissions can be customized within a Workday organization, and this list does not account for such customizations.
Search for Activate Pending Security Policy Changes
In the Search bar, search for “Activate Pending Security Policy Changes”. Review the policies that need approval in the summary of the changes in the security policy. Approve the pending security policy changes to activate them.
Go to Register API Client
Go to the Register API Client for Integration
Task.
Register API Client
Register the API Client with the following details and then click on OK button
Copy the credentials
After registering the client, you will be redirected to a page displaying the Client ID and Client Secret. Make sure to copy and securely store these credentials.
Generate the Refresh token
Follow the steps below to generate the refresh tokens.
Once you select menu (⋯) → API Client → Manage Refresh Tokens for Integrations, you will be redirected to a screen to choose your Workday account (the Integration System User you created earlier). Select the account and click OK.
Once you’re on the Refresh Token page, select Generate New Refresh Token and click OK.
Once the refresh token is generated successfully, copy the token and click Done.
You can use the Client ID, Client Secret and Refresh Token credentials you created in steps 3 and 4 to link Workday.
Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!