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Workday Integration Instructions

Note: The Workday integration is currently only available for beta customers. Please speak to your Account Manager for further details before attempting to set up the integration.

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)

  1. 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).
  2. In addition to username and password, you will also need a tenant and a server name. To get these values, just paste your Workday URL in the below box and click "Get Information".


Manually finding your Credentials 

If the above steps do not work, you can manually find your Tenant and Server Name by following these steps.

  1. Log in to your Workday Account
  2. Search for Public Web Service Services in the search barmanual_step_2-5719f11a.png
  3. Select Any Web Service in the list and click to the contextual menu and go to "Web Service" → "View SDL"  manual_step_3-011b9cb2.png
  4. Wait for the page to load and scroll to the bottom. Copy the server name part of the last element in the XML document as shown in the below image and paste it into the Server Name field above. Do the same with the Tenant name.manual_step_4-184c0f95.png

How to create an Integration System User or ISU?

In order to perform the following steps, you must be logged in to 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 the 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, and New Password verify. Remember these for later! This username and password will be used to set up 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 constrains what the ISU will be able to perform, we will limit it to mostly read permissions, just for candidates we will allow posts of information.
    1. Go to the 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 in 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. 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 the 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 the '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 the Get box also in order to give read permissions, then click OK, followed by clicking Done
        step_3_sub_12-ca950230.png


    10. Repeat steps 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 steps 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 steps 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 the 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 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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