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Workday integration

Integrate Workday with Hired to seamlessly connect with your existing workflow. Some of the immediate benefits:

  • We will be able to automatically create positions from your ATS to match more candidates effectively

  • Candidates will automatically be pushed into your ATS upon acceptance of your interview request

Instructions:

In order to set up your Workday integration with Hired you are going to need the following credentials:

How to find your Workday Credentials (Tenant and Server Name)

We have made finding your Workday credentials easy! Go to the Hired Integrations Page, select to connect your Workday integration and copy and paste your Workday home page URL in the “Get Information” field as shown below:


*We strongly recommend you create an (ISU) Integration System User first, which will give a specific username and password for third-party integrations (like Hired).


How to create an Integration System User or ISU?

In order to perform the following steps you must be logged in into your Workday account

  1. Create an Integration System User
    This will be the user that you will use when we ask for the username and password on the credentials form.

    1. Go to search bar and write 'Create Integration System User'
      step_1_sub_1-db3f4c13.png

    2. Click on the task that appears as auto complete in the dropdown.
      step_1_sub_2-525733f1.png

    3. Fill in the fields for User Name, New Password, New Password verify. Remember these for later! This username and password will be used to setup the integration.
      step_1_sub_3-4f204f44.png

    4. Once you click OK you should see something like this, click Done.
      step_1_sub_4-494baca7.png

  2. Create a Security Group
    This will be what constraints what the ISU will be able to perform, we will limit it to mostly read permissions, just for candidates we will allow post of information.

    1. Go to search bar and write 'Create Security Group'

    2. Click on the task that appears as auto complete in the dropdown.
      step_2_sub_2-bf167c99.png

    3. On the Type of Tenanted Security Group dropdown select 'Integration System Security Group (Unconstrained)', and add a name for the group
      step_2_sub_3-6e22cff5.pngstep_2_sub_3_2-13438058.pngstep_2_sub_3_3-62f12d22.pngstep_2_sub_3_4-41d2d7ba.png

    4. Once you click OK you should see something like this.
      step_2_sub_4-e8cc0d8d.png

    5. Add the Integration System User that we created on step 1, to link it with the permissions of the group, and then click Ok
      step_2_sub_5-452c1438.png

    6. Then just click OK and you will see something like the image below, just click Done.
      step_2_sub_6-42b30462.png

  3. Assign permissions to the security group
    We will add the endpoints we want the ISU to access.

    1. Go to search bar and write 'View Security For Securable Item'

    2. Click on the Report that appears as auto complete in the dropdown.
      step_3_sub_2-6d77cb52.png

    3. After that you will see this
      step_3_sub_3-8357ea6f.png

    4. Write 'Job Postings', and click Ok
      step_3_sub_4-dce0a31b.png

    5. Then you will see the following
      step_3_sub_5-85ef341a.png

    6. Click on 'Get Job Postings' menu
      step_3_sub_6-31c79298.png

    7. Click on 'View Security' as the image shows
      step_3_sub_7-ef34b625.png

    8. You will see the following
      step_3_sub_8-9baea474.png

    9. For each element in the table: Job Postings Internal and Job Postings External, you will need to access the menu and click over Edit Permissions
      step_3_sub_9-e19f6f3f.png

      1. You will see something like the images below, and on the Integration permissions table, click the + you see there
        step_3_sub_10-479561f9.pngstep_3_sub_10_2-dcd28565.png

      2. Look for the group we previously created
        step_3_sub_11-67ab1f35.png

      3. Click also the Get box in order to give read permissions, then just click Ok, followed by cliking Done
        step_3_sub_12-ca950230.png

    10. Repeat Step 3.1, 3.2, and 3.4 but now instead of 'Job Postings' write 'Job Requitisitons'

    11. Click on 'Get Job Requisitions (Web Service) (Web Service Task)' as in Step 3.7

    12. Then for the only element in the table 'Job Requisition Data' follow steps 3.9, 3.9.1, 3.9.2, and 3.9.3

    13. Repeat Step 3.1, 3.2, and 3.4 but now instead of 'Job Postings' write 'Interviews'

    14. Click on 'Get Interviews (Web Service) (Web Service Task)' as in Step 3.7

    15. Then for the only element in the table 'Candidate Data: Interview Schedule' follow steps 3.9, 3.9.1, 3.9.2, and 3.9.3

    16. Repeat Step 3.1, 3.2, and 3.4 but now instead of 'Job Postings' write 'Candidates'

    17. Click on 'Get Candidates (Web Service) (Web Service Task)' as in Step 3.7

    18. Then for each element in the table 'Prospects' and 'Candidate Data: Job Application' follow steps 3.9, 3.9.1, 3.9.2, and for this we will check Get and Put boxes like the image, finally just click Ok and then click Done
      step_3_sub_21-87954cd6.png

    19. On the search bar write 'Activate Pending Security Policy Changes', just click the task, add a comment and click Ok
      step_3_sub_22-e4d9e877.pngstep_3_sub_22_2-441ba31d.pngstep_3_sub_22_3-ab7f0ef6.png

    20. Finally you are able to use the new credentials on for your Workday Integration!! Use the user name and password you just created for the ISU along with the URL for your Workday instance and paste them into the credentials fields above.





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