Explore the process of connecting Workday HRIS to Bindbee. This guide will walk through the steps, from accessing the magic link to creating a new security group and managing authorization policies.
Step 1: Click on the magic link to Allow and Continue.
Step 2: Navigate to Workday.
Step 3: Search for creator integration and select the Create Integration System User.
Step 4: Assign a username, for example, bindbee_hris.
Step 5: Set a password.
Step 6: Leave all other parameters unchanged and click on okay.
Step 7: Press done.
To ensure the password does not reset:
Step 1: Navigate to maintain password rules.
Step 2: Inside the system, select users exempt from password expiration.
Step 3: Enter the newly created user and press okay.
Step 4: Press done.
To create a new security group:
Step 1: Navigate to create security group.
Step 2: From the type of connected security group, select the integration system security group (unconstrained).
Step 3: Assign a name to the group and press Okay.
Step 4: Inside the security group, add the newly created user.
Step 5: Press okay and done.
To manage authorization policies:
Step 1: Navigate to manage authorization policies.
Step 2: Go to the current policy and press Edit.
Step 3: Create a new rule named Bindbee HRIS.
Step 4: Add the newly created security group.
Step 5: Set the authentication condition name to credentials and leave the rest unchanged.
Step 6: Press okay and done.
Step 7: Activate all authentication policies.
Step 8: Add a comment and press okay.
Step 9: Confirm the selection.
To maintain the security group:
Step 1: Navigate to maintain security group.
Step 2: Select the newly created group.
Step 3: Add the desired permissions. For read-only access, select get only. For read and write access, select get input.
Step 4: Select all required permissions.
API Operation | Domain Security Policy |
Get Only | Worker Data: Public Worker Reports |
Get Only | Person Data: Name |
Get Only | Person Data: Personal Data |
Get Only | Person Data: Home Contact Information |
Get Only | Person Data: Work Contact Information |
Get Only | Worker Data: Compensation |
Get Only | Worker Data: Workers |
Get Only | Worker Data: All Positions |
Get Only | Worker Data: Current Staffing Information This is required to surface Employment Status of Employees |
Get Only | Worker Data: Employment Data |
Get Only | Worker Data: All Worker’s Positions Past and Present This is required to pull Historical Employments |
Get Only | Worker Data: Organization Information |
Get Only | Reports: Pay Calculation Results for Worker (Results) |
Get Only | Worker Data: Payroll |
Get Only | Worker Data: Time Off |
Get Only | Set Up: Benefits |
Get Only | Process: Export Time Blocks |
Get Only | Worker Data: Time Off (Accrual and Time Off Adjustments/Overrides by Batch ID) |
Get Only | Worker Data: Benefit Elections |
Get Only | Worker Data: Beneficiaries and Dependents |
Get Only | Worker Data : Compensation by Organization |
Step 5: [Optional] For employee write, add the following permissions too
Get Only | Job Requisition Data |
Get and Put | Pre Hire: Personal Data |
Get and Put | Person Data: Personal Information |
Step 6: Press okay and done.
Main Domain | Subdomain |
Job Requisition Data |
|
Person Data: Personal Data | Person Data: Citizenship Status Person Data: Disabilities Person Data: ID Information Person Data: National ID Identification Person Data: Marital Status Person Data: Date of Birth Person Data: Gender Person Data: Government IDs Person Data: Personal Information Person Data: Photo |
Person Data: Home Contact Information | Person Data: Home Address Person Data: Home Email Person Data: Home Instant Messenger Person Data: Home Phone Person Data: Home Web Address |
Person Data: Work Contact Information | Person Data: Work Address Person Data: Work Email Person Data: Work Instant Messenger Person Data: Work Phone Person Data: Work Web Address Person Data: Public Work Email Address |
Worker Data: Workers |
|
Worker Data: Compensation - All Worker’s Positions Past and Present |
|
Worker Data: All Positions |
|
Worker Data: Current Staffing Information |
|
Worker Data: Public Worker Reports |
|
Worker Data: Employment Data |
|
Reports: Pay Calculation Results for Work (Results) |
|
Worker Data: Payroll |
|
Process: Export Time Blocks |
|
Worker Data: Organization Information |
|
Worker Data: Benefit Elections |
|
Worker Data: Beneficiaries and Dependents |
|
Worker Data: Time Off** | Worker Data: Time Off (Time Off) Worker Data: Time Off (Accrual and Time Off Adjustments/Overrides by Batch ID).- time off permission Worker Data: Time Off (Time Off Balances) Worker Data: Time Off (Time Off Balances Manager View) Worker Data: Time Off (Time Off Manager View) |
To activate all changes:
Step 1: Navigate to activate security group.
Step 2: Add a comment.
Step 3: Confirm the selection and press okay.