Directory Sync

Workday Directory Sync

Learn about syncing your user list with Workday

Workday Directory Sync is not yet generally available. If you'd like preview access, please contact us.

This guide outlines how to synchronize your application's Workday directories.

To synchronize an Enterprise's users and groups provisioned for your application, you'll need the following information from the Enterprise:

  • The Workday Custom Report JSON endpoint
  • The Workday Custom Group Report JSON endpoint
  • Username for accessing the Custom Report endpoint
  • Password for accessing the Custom Report endpoint

Custom Reports

It's recommended that a User be created specifically for accessing Custom Reports being used for Directory Sync.

When creating a Custom Report:

  • The type will need to be set to Advanced
  • The Web Service Enable checkbox will need to be checked

Once created, be sure to add Authorized Users under the Share tab.

The JSON endpoint needed to configure the integration can be found under Actions -> Web Service -> View URLs inside of a Custom Report

Within the Custom Report, WorkOS requires the following information:

  • Employee ID
  • User ID
  • Email
  • First Name
  • Last Name
  • Group Name

Within the Custom Group Report, WorkOS requires the following information:

  • Group Name

Step 1. Create your Directory Sync Connection.

Click "Add new connection".

Input your Enterprise's name and domain, and select "Workday" from the dropdown.

step-1-1_workday

Then, click "Create directory".

Step 2. Setup your Directory Sync Connection

Input your Enterprise's Custom Report JSON endpoint, Username and Password.

step-2-1_workday

Then, click "Update Connection".

Step 3. Map Custom Report fields

Map the required fields back to the Custom Report.

step-3-1_workday

Then, click "Update Mapping".

Step 4. Assign Users and Groups to your Application

Now, whenever your Enterprise customer assigns Users or Groups to your application, you'll receive Dashboard updates based on changes in their directory.

step-4-1_workday