Prerequisites

• Ensure you are an admin of your Workday account before starting.

  1. After logging into Workday, search for "View API Clients"

  2. If you can not see this menu item, you are not an admin of the Workday account.

     Workday_find_Service_URL.png

  3. If you do not see this menu item, figure out who your Workday Admin is and ask them to give your account sufficient permissions or to take over the integration process.

Overview

Estimated, overall setup time: 30 minutes.

Fundamentally, there are 3 main steps you have to complete to set up the integration:

1. You have to create a new integration system user and security group for that user,

2. You have to assign the required permissions to the security group and activate the changes,

3. You have to generate a new API client.

That's it! The rest of this document is a step-by-step walkthrough of everything you need to know and do to set up the integration.

Find your Workday Service URL

1. Click on the "Search" field at the top and enter "View API Clients"

2. Click on the task "View API Clients" that just appeared

   Workday_find_Service_URL.png

3. At the top of the page that just appeared find and copy the "Workday REST API Endpoint". The URL should follow the following schema: https://{domain}/ccx/api/v1/{tenant}.

   Workday_see_Service_URL.png

   Put that URL here in the Tenzo app Integration flow:

Add an integration system user (ISU)

1. Click on the "Search" field at the top and enter "Create Integration System User"

2. Click on the task "Create Integration System User" that just appeared

   Workday_create_ISU.png

3. In the dialog that just opened, enter a username and generate a secure password. For security reasons, we recommend checking the box "Do Not Allow UI Sessions". You can leave the other fields untouched

4. At the bottom of the dialog, click "OK"

Create a security group and assign the ISU to it