Configure a Workday Datasource

To connect Workday HCM to One Model, you will need a Workday Integration System User account that has read permissions for human resources domain objects in Workday.

NOTE: You can use a Workday user instead of an Integration System User. However, we recommend that you use a Workday Integration System User.

Setup instructions

For guidance on configuring security policies in Workday, please refer to this guide. Once you setup the required permission at Workday, you can start creating a Workday data source.

1. Navigate to data sources page
2. Choose the Workday V2 from the Add Data Source menu to add a new Workday Data Source.

If a workday data source have been created for you, please click the wrench icon to configure that data source. In this example, you would be editing a workday data source called "Workday V2 - Incremental API Ingestion"

Configure Workday Data source in One Model

Configure Authentication

1. Provide a data source name and schema for storing the Workday data. The pre-filled or pre-selected fields can remain unchanged.
    

2. Enter your workday tenant as the workday company ID. You can find the tenant in your Workday Web Services URL: https://<Workday-host-name>/ccx/service/<Workday-Tenant>/....

3. Enter the Workday Web Services URL as an Endpoint Base URI. This is an example for setting up a basic authentication. Please use the user user name and password that you have setup in your Workday instance on this screen.

4. Enter the client ID, client secret, and refresh token for the oAuth option. Note: Use this option if you would like to setup workday data source using OAuth. 

5. Enter the maintenance window by consulting your Workday documentation: https://community-content.workday.com/en-us/reference/get-help/support/workday-scheduled-maintenance.html 

6. Enter a Target Version. You may select options that you wish to enable or simply keep the options that have been selected for you:

• Include Transaction Log Data - “If enabled, transaction log data will be loaded into redshift.”
• Parse Integers With Leading Zeroes As Strings - “If enabled, ID fields with a value of 0001 will be saved as 0001. Otherwise, it will be saved as 1. Toggling this requires a destructive load to update the entire data set.”
• Enable Field Override - “Whether configurable field override should be pulled for supported tasks. Warning - can have significant performance impact with too many field override systems.“

7. Retrieve Configuration from Workday.

• Now we have set up the authentication, we need to retrieve the configuration from Workday so we can configure the extraction. To do this we click the Retrieve Configurable Tasks button:

The configurable tasks represents data sets that Workday data source could retrieve from Workday once these tasks are enabled.

8. The response group option in the Workday SOAP API allows you to limit the data returned in a web service response to only the specific information you need.  It's a key feature for controlling the size and complexity of the XML response payload, which can be significant given the vast amount of data associated with Workday objects like a worker or a position.

9. The field override options lets workday data source retrieve additional information from Workday data source using Workday’s Integration Field Override Data feature. To do that, Workday data source configuration requires both the "data source workday data source" checkbox and "enable field override" to be active at the Workday instance level.

10. Request Criteria is a set of parameters you include in a request to filter the data retrieved. Instead of returning every record that matches the general request (e.g., "get all workers"), you can specify criteria to narrow down the results to only the records you need.