This guide provides steps to integrate a Workday (ATS) account with Bindbee.
Start by opening the magic link and hitting Allow and Continue.
Creating an Integration System User
Step 1: Navigate to the Workday account.
Step 2: Search for create integration system user.
Step 3: Input the desired username and password, then hit OK.
Updating the Password Rule
Step 1: To prevent the password from expiring, update the password rule. Search for Maintain password rules.
Step 2: Add the ISU.
Step 3: Confirm the ISU is added.
Step 4: Click on done.
Entering ISU Credentials in the Magic Link Flow
Step 1: Input the previously set username and password.
Step 2: Click on Next.
Creating a Security Group
Before proceeding, create a security group to grant permissions.
Step 1: Search for Create Security Group
Step 2: Click on integration system security group (unconstrained).
Step 3: Enter a name and click on OK.
Step 4: Provide the ISU we just created.
Step 5: Click on Ok and Done.
Providing Permissions
Step 1: Grant permissions to access data from Workday. Search for Maintain Permissions for Security Group.
Step 2: Select the Security Group we just created.
Step 3: Add the following permissions one by one.
NOTE: If only reading data, Use Get Only. Otherwise, use Get and Put.
These are the minimum required permissions to sync all models seamlessly.
API Operation | Domain Security Policy |
Get Only | Worker Data: Public Worker Reports |
Get Only | Job Requisition Data |
Get and Put | Candidate data: Job Application |
Get and Put | Prospects |
Get Only | Candidate data: Personal Information |
Get and Put | Candidate data: interview feedback results |
Get and Put | Candidate data: Interview Schedule |
Get and Put | Candidate data: Attachments |
Step 4: Click on OK and Done.
Step 5: Activate the pending permissions. Search for Activate Pending Security Policy Changes.
Step 6: Enter a comment.
Step 7: Verify the permissions and tick confirm and hit Ok.
Authorizing API Calls
To Authorize API calls from the created ISU, change the policy in the dashboard.
Step 1: Search for Manage Authentication Policies.
Step 2: Select the environment you are currently using and click on Edit.
Step 3: Create a new authentication rule set.
Step 4: Add the security group we just created.
Step 5: In the condition name, write credentials or anything else.
Step 6: Make sure to Click on Username and Password in the Allowed Authentication Types.
Step 7: Click on Ok and Done.
Step 8: To activate these changes, search for Activate all pending authentication policy changes.
Step 11: Enter a comment and click continue.
Check Confirm and Press Ok.
Getting the Workday Web Service Endpoint and Tenant Name
Step 1: Search for public web services.
Step 2: Find Recruiting. On the right side menu, click on view WSDL.
Step 3: Scroll down to the end of opened xml file to find the endpoint. Copy till the CCX.
Step 4: Enter and click on next.
Step 5: You can find the Tenant Name from the same URL after */services/
Step 6: Click on connect to establish the connection.
You can see the connection is successfully established.