Workday Integration
The HR data from Workday plays a crucial role in managing identities and ensuring the security of these identities within your organization.
With the Workday integration, Rezonate can correlate HRIS information to the actual identities in your Identity Provider, identifying security policy breaches (Such as active access for terminated employees, and enriching identity-centric context).
The primary steps to accomplish this task within Workday are outlined as follows:
Create a Workday Integration System User.
Create the custom report, and enable the report as a web service in Advanced settings
Set the user created in the first step (our ISUE) as the report owner in the Share settings.
Save the configuration at the Rezonate Platform
Step #1 - Create Workday Service User
To create the integration system user, proceed as follows:
Navigate to your Workday tenant and type 'create integration system user' into the search bar. Then, under the Tasks & Reports section, select the 'Create Integration System User' option.
Enter a username and password for the new user.
Do not check the Require New Password at the Next Sign In option.
For Session Timeout Minutes, enter 0, and select the "Do not Allow UI Sessions" option.
Click OK.
Verify that the ISU established earlier is included in the required security groups within Workday, enabling it to be the owner of the report that will be created in the subsequent step.
Step #2 Create Custom Report
Create a custom Workday report configured as follows:
Report type - Advanced
Data source - All users (Make sure to include all user types)
Data source type - Standard
Primary business object - Worker
Incorporate the columns listed below into the report, arranging them in the specified order.
email
first_name
last_name
business_title
active
city
state
country
user_id
middle_name
nickname
org_name
super_ref - (Manager ID)
managername
position_title
division
hire_date
termination_date
category
the created user needs to have access to the data rendered in the report.
After selecting the columns, Enable this Report as a Web Service from the Advanced tab.
Verify that the ISU user, established previously, is designated as the Owner of the report within the Share tab.
Step #3 - Integration in Rezonate
After creating the report, open the list of Report URLs, right-click, and copy the JSON URL link. Please paste it into the integration form on the product integration page.
Account ID
Any preferred name for the integrated account: Example: workday
Username
The username that has access to the recently created report
Password
The password for that username
URL
The url to the recently created report
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