Overview
To authenticate your Workday account, you will need to provide the following information:
WSDL
Workday Tenant Name
Client ID
Client Secret
Refresh Token
Token Endpoint
Prerequisites
Please ensure you fulfill all the requirements to set up the integration:
You have Administrator permissions in your company's Workday instance
Step 1: Obtain the web services endpoint URL
Search in Workday for Public Web Services
Find Human Resources (Public) if you are connecting Workday HRIS. Find Recruiting if you are connecting Workday ATS.
Click the three dots to access the menu. Click Web Services > View WSDL
Navigate to the bottom of the page that opens (it may take a few seconds to load)
Copy the full URL provided under Human_ResourcesService (Workday HRIS) or RecruitingService (Workday ATS). The URL will have a format similar to
https://wd2-impl-services1.workday.com/ccx
Enter the Web Services Endpoint URL prefix into the linking flow
6. Click Next
Step 2: Enter in your tenant name
From the web services URL find your tenant name. In this example, the value is "acme"
Enter the tenant name into the linking flow
3. Click Next
Step 3: Register a new API Client for Integrations
In the Search field, select the Task Register API Client for Integrations.
On the Register API client for Integrations page, in the Client Name field, enter the Client Name, Scope (Functional Areas), and check Non-Expiring Refresh Tokens. Add the following Scope (Functional Areas) depending on the category:
HRIS | ATS |
Staffing | Recruiting |
Time Off and Leave *if you need access to Time Off data | Tenant Non-Configurable |
Tenant Non-Configurable | Public Data |
Public Data |
|
3. Click Ok. Save the Client Secret and Client ID. Click Done.
4. Enter the Client Secret and Client ID to the linking flow
5. Click Next
Step 4: Generate a non-expiring Refresh Token
In the Search field, select View API Client.
2. On the View API Clients page, click the API Clients for Integrations tab. Save your Token Endpoint.
3. Click the client you created in Step 3: Register a new API Client for Integrations
4. Open the three dots > API Client > Click on Manage Refresh Tokens for Integrations
5. On the Manage Refresh Tokens for Integrations page, in the Workday Account field add a user. Save your Refresh Token.
6. Add your Token URL and Refresh Token to the linking flow
7. Click Submit
If you face any issues during this process, please don't hesitate to reach out to us!