Workday Directory Sync

1

Create an Integration System User

It's recommended that the Enterprise creates an Integration System User within Workday. The Integration System User will be used to access Custom Reports.

If at the end of all this, everything works as expected but fields are missing from the Report, ensure that the user created has access to access to the fields.

2

Create Custom Reports

The Enterprise will need to create two Custom Reports for WorkOS to use. The first Custom Report will be used for syncing User information. The second report will be used for syncing Group information.

When creating the report, make sure to select the Advanced report type and to have the Enable as Web Service checkbox checked off.

3

Populate Custom Reports

WorkOS looks for the following information in the User Report, all of which can be properly mapped later on so no need to worry about naming or having a column for each field:

• Unique ID
• Username
• Email
• First Name
• Last Name
• Group Name

Along the same lines as the User Report, WorkOS looks for the following information in the Group Report:

• Group Name

4

Add an authorized user

If an Integration System User was created, the Enterprise will want to have that user added as an authorized user. This can be found under the Share tab from within a Report.

5

Get the RaaS endpoint

Now that the Report itself is setup and access to it had been configured, the Enterprise will need to get the RaaS endpoint. The page with the endpoints can be found under Actions-> Web Service -> View URLs.

Once on the URLs page, the one that WorkOS will need is listed under the JSON section.

6

Create your Directory Sync Connection

Login to your WorkOS Dashboard and select "Organizations" from the left hand navigation bar.

Select the organization you'll be configuring a new Directory Sync Connection with.

Click "Add Directory".

Input the Company Name, Domain, and select "Workday" as the directory type.

Click the "Create Connection" button.

7

Setup your Directory Sync Connection

Input your Enterprise's Custom Report JSON endpoints, username and password.

Then, click "Update Directory".

8

Map Custom Report fields

Map the required fields back to the Custom Report.

9

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.