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Provide source credentials for Workday

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Provide source credentials for Workday

You need to provide the source credentials for the Workday service so that it can be accessed for integration.

Before you begin

Create a user account with the Workday service that has administrative privileges. You will need to provide:

  • Endpoint URL
  • Inbound user name and password
  • Outbound user name and password

Role required: sn_hr_integrations.admin

Procedure

  1. Navigate to HR Integrations > Sources.
  2. Click New or open a record.
  3. Fill in the fields on the form.
    Table 1. HR Integrations Source form
    Field Description
    Name Name of the third-party HR service.
    Endpoint URL Instance URL of the third-party HR service.
    Note: Data that is transferred between the customer instance and the third-party system is secured through standard SSL. For a secure connection, provide an encrypted HTTPS link.
    Inbound Username User name for inbound data pull.
    Inbound Password Password for inbound user name.
    Active Check box to activate the HR integrations source. Only active HR integrations sources are available to use.
    Version Version of the third-party HR service.
    Outbound Username User name for outbound data push.
    Outbound Password Password for outbound user name.
  4. Click Save.
  5. The HR integrations source properties related list displays.
    Note: The source properties can be turned on or off when scheduling the integrations job or performing dry runs and debugs.
    • sn_hr_integrations.debug
    • sn_hr_integrations.dryrun
    • sn_hr_integrations.enable_auto_update
    • sn_hr_integrations.enable_push
    • sn_hr_integrations.future.lookahead

What to do next

Configure the inbound and/or outbound integration.
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