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Workday is a provider of cloud-based software that specializes in applications for enterprise resource planning (ERP) and human capital management (HCM). It offers a comprehensive solution for medium to large-sized businesses, particularly those with many locations, helping them manage employee data.
Integration Method: API
Tables: User Inventory, Authentication, Web Resource Activity
This integration has been tested against the Workday staffing API version v6 and common API version v1.
Integration Capabilities
DataBee integrates with Workday for the purpose of building the organization hierarchy, which is used in other views. DataBee connects to 3 API endpoints:
Workers details to get supervisoryOrganization.id
Retrieve manager.id from the supervisoryOrganizations
Manager’s details from the workers detail endpoint.
Setup and Configure
You’ll need to register the API client by following the Workday documentation link below. When choosing the GRANT TYPE, choose Authorization Code Grant. The optional settings can be ignored.
Create Workday Client
Register API Client
Details steps can be found at https://doc.workday.com/admin-guide/en-us/authentication-and-security/authentication/oauth/dan1370797831458.html
Fill in these steps to register the API Client
Access the Register API Client for Integrations task.
Enter the Client Name.
Select the Non-Expiring RefreshTokens check box.
From the Scope (Functional Areas) prompt, select Integration.
Workday generates an API Client for Integrations with an Authorization Code Grant, Bearer access token type. Workday also generates a unique Client ID and ClientSecret.
Copy the ClientSecret before you navigate away from the page and store it securely. If you lose the Client Secret, you can generate a new one using the Generate New API Client Secret task.
Generate New Refresh Token
Access the ViewAPI Clients report to get the refresh token.
Select the link of the API client that you've created
From the drop-down menu on the ViewAPI Client page, select API Client > Manage Refresh Tokens for Integrations.
Select the Workday Account from the prompt. No more than 1 refresh token can exist for a given integration API client and Workday account pair.
Select Confirm Delete or GenerateNew Refresh Token to delete the existing refresh token or generate a new one. You can select both options to delete the existing refresh token andreplace it with a new one.
Remember to save the Client ID, Client Secret, Authorization Endpoint, and Refresh Token Endpoint. This information will be an input when configuring DataBee to connect to Workday. Data Source API Configuration
Scope
The proper scope may need to be added for API access
Operation | Domain Security Policy | Functional Areas |
Get Only | Manage: Organization Roles | Organizations and Roles |
View Only | Manage: Organization Roles | Organizations and Roles |
View Only | Reports: Manager | Staffing |
View Only | Reports: Organization | Organizations and Roles |
Get Only | Reports: Organization | Organizations and Roles |
Get Only | Worker Data: Public Worker Reports | Staffing |
View Only | Worker Data: Public Worker Reports | Staffing |
Get Only | Worker Data: Workers | Staffing |
View Only | Worker Data: Workers | Staffing |