Workday Background Check
To successfully receive webhook notifications from Workday, follow these steps to configure the Background Check-related settings in your Workday account, and complete the necessary actions.
This guidance assumes that you have admin privileges for your Workday account.
Create Background Check Statuses in Workday
Create background check statuses
Navigate to the Maintain Background Check Statuses page, add a new status and map it to the existing values in Maps to dropdown.
Please click on the OK
button to save and the Done
button to confirm.
Ensure to add all the statuses as following with their respective mappings:
Edit Reference IDs of the background check statuses
Go to Edit Reference ID under Action Menu to edit Background_Check_Status_ID
Reference ID should be the same as the Label of statuses
Create Background Check Packages in Workday
Create Background Check Packages
Navigate to the Maintain Background Check Packages page, add background check package or you can utilize Background Checks Unified APIs to create
These background check packages will be available during the background check submission for candidate.
Please click on the OK
button to save and the Done
button to confirm.
Job requisitions within the supervisory organization in Workday
These steps assume you already have a Supervisory Organization in your Workday account. If not, please contact your admin to create one.
Listed Job Requisitions
Navigate to your Supervisory Organization page. Go to the Staffing
tab below.
Ensure the Supervisory Organization’s Staffing Model is Position Management
You can find the list of Job Requisitions that the Background Check stage supports for sending notifications within the Integration System under Positions with Open Job Requisition
grid.
No Listed Job Requisitions
If you haven’t had jobs listed under Positions with Open Job Requisition
, find Create Position
under Staffing in the 3-dot menu.
Fill in the required details to create a position that will be visible in the Positions without Job Requisition
grid.
Navigate to the Create Job Requisition
and select your supervisory organization and position. After clicking the OK
button, please fill out the Job Requisition form and Submit
it.
The position will now be visible in the In Progress Requisition Actions
grid.
Once the job requisition is approved, it will be visible in the Positions with Open Job Requisition
grid and will be able to support sending notifications.
Update Background Check Business Process in Workday
Select to update the Integration System
Navigate to the Background Check Business Process page. Then, click on the Configure Integration System
button.
Please select Your Integartion System
as the integration and then click on the OK
button.
Edit payload attribute values
The pop-up will appear, allowing you to select the values for the fields included in the payload request when the Background Check will be submit from Workday.
Please fill in the following information:
- Background Check ID: [Background Check Business Process]
- As Of Entry Moment: [Current Moment (DateTime)]
Click the OK
button to save your configurations.
Select to update the Document Delivery
In the next business process step, click on the Configure Document Delivery
button.
Add values in required fields
The pop-up will appear, allowing you to select the values for the fields that includes the configuration regarding Endpoint Url
as HTTP Address and External Trigger Token
as User Id.
Please fill in the following information:
- From Specific Integration Step(s): [Your Integration System]
- Transport Type: [HTTP/SSL]
- HTTP Address: [Endpoint URL]
- Web Service Invocation Type: [Basic Auth]
- User Id: [External Trigger Token]
- New Password/Verify Password: [You can enter any text here]
You’ll get [Endpoint URL] from StackOne & Pick the [External Trigger Token] from StackOne Integration Hub that will be visible during connection.
Click the OK
button to save your configurations.
Submit your application for the job from the candidate’s profile in Workday
Apply to the Job
Go to the Find Candidates page, select a Candidate’s Profile, and click on Job Application
under Actions
to apply for the job.
Select the listed Job Requisition
Please select the job which you have created in the supervisory organization under Staffing from the dropdown menu listed above.
Enter the required details and click the OK
button to submit the job application.
Move Candidate to the Background Check Stage in Workday
Go to the Job Requisition
Navigate to the Job Requisitions page by selecting the same Job Requisition from the pop-up for which candidate has applied.
Navigate to the Candidate
tab and select the Review
tab, where the candidate will be displayed in the grid.
Move Candidate from Review to Background Check stage
Select the candidate in the grid and click the Move Forward
button.
Select Background Check from the dropdown
In the pop-up, select the next stage, which maybe the Background Check stage else you have to move stages one at a time. For Background Check stage, Choose Background Check
in both dropdown menus.
Click on the OK
button to move.
Candidate Moved to the Background Check Stage
If you go to the Background Check
tab, the candidate will now be in the Background Check stage.
Send the background check invitation to the candidate
Submit background check as a Recruiter
If you are the recruiter, you should see the Background Check
button next to the candidate’s name.
Send the Background Check Invitation
Please select the Background Check Packge that you have created above from the dropdown menu.
Click on the Submit
button to get the webhook notification from Workday.
To verify the sent background check invitation for the candidate
Verify the sent background check inivitation
To access the Job Application, click on the candidate’s name. Go to the Screening > Background Check History tab
To check the updated result of the candidate’s background check
Check background check result
To access the Job Application, click on the candidate’s name. Go to the Screening > Background Check History tab
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!