Workday HR

Creating an Integration System User and Group

  1. In the Search field enter Create Integration System User and select the Create Integration System User task**.**

  2. Enter a username and password for the new Integration System User. You will need to enter these into 1Password SaaS Manager when you connect the Workday report.

    Make sure that Require New Password at Next Sign In is unchecked

  3. Set Session Timeout Minutes to 0.

  4. Check Do not allow UI Sessions.

To assign permissions in Workday you should also create an Integration System Security Group.

  1. In the Search field enter Create Security Group and select the Create Security Group task.
  2. Choose Integration System Security Group (Unconstrained) from the Type of Tenanted Security Group dropdown list.
  3. Enter a name (for example SaaSManager-sg) and create the group.
  4. Assign the Integration Security User you just created to the new group in the Group Criteria section.

Assigning permissions to the group

In the Search field enter Domain Security Configuration and select the Domain Security Configuration task.

The next steps will be repeated for a series of domains. The domains are:

  • Workday Accounts
  • Worker Data Public Worker Reports
  • Person Data Work Contact Information
  • Worker Data Current Staffing Information
  • Worker Data All Positions
  • Worker Data Business Title on Worker Profile

For each of the domains listed above:

  1. Search for the domain, click the “…” next to the domain name, and select Actions > Domain > Edit Security Policy Permissions.
  2. Under Integrated Permissions, add the security group you just created (SaaSManager-sg) and select the checkbox in the Get column.
  3. Select OK and then Done.

Once you have added all the domains you need, you can consent to the Activate Pending Security Policy Changes prompt.

If you are not prompted then search for Activate Pending Security Policy Changes in the Search field, enter a comment, and check Confirm.

This action is required to put the security policy changes into effect.

Creating your report

  1. Click Reporting & Analytics > Create Custom Report
  2. Set Report Type to Advanced (only Advanced custom reports can be used for RaaS).
  3. Make sure Enable as Web Service and Optimized for Performance is checked.
  4. Choose All Workers as the Data Source.
  5. Click OK.
  6. Under Additional Info select the Columns tab.
  7. Click the + button to add each column to the report.
Field nameNotes
Workday_ID
Employee_ID
Email_AddressWorker's primary email address
Active_StatusIs the Worker active? (1 or 0)
First_Name
Preferred_Name
Last_Name
Manager_Email_AddressManager's primary email address
RetiredIs the Worker retired? (1 or 0)
Hire_DateMost recent hire date for example 2023-04-03
End_Employment_DateEnd of employment date for example 2023-05-14
Worker_Type
Employee_Typefor example Employee
Business_TitleJob title
Department
Location
Personal_Email_AddressOptional

Sharing your report with the group

Once you’ve created your report click the Share tab in the Additional Infosection.

  1. Look at the Report Definition Sharing Options section, and choose Share with specific authorized groups and users.
  2. Enter the username of the Integration System User you created earlier into the Authorized Users field.
  3. Now choose Actions > Web Service > View URLs.
  4. In the JSON section, right-click JSON and select Copy URL.

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