Steps: Set Up Virtual Classroom Integration with Zoom

Create and activate a server-to-server OAuth application in Zoom.

Add a name to your application. Workday recommends that you use Learning Virtual Classroom Integration
for the application name.

Take note of its Account ID
, Client Secret
, and Client ID
.

Add a short description, contact name, and developer contact information. You can populate the contact information fields at your own discretion.

Add these scopes:

user:read:user:admin
- To ensure all instructors are users in the zoom tenant.

meeting:write:meeting:admin
- To create meetings on behalf of default mailbox and organizer mailboxes

meeting:delete:meeting:admin
- To delete old meetings, when editing lessons to update the organizer field.

meeting:read:list_past_participants:admin
- To get attendance records for meetings created by Workday integration. This scope is optional. This is required if you’re planning to use Virtual Classroom Integration with Zoom - Attendance Synchronization that will be delivered in the future release.

Create a default Zoom account associated with a mailbox for this integration.

Security: Manage: Learning Virtual Classroom Integration
domain in the Learning Core functional area.

You want to integrate Workday Learning with Zoom to enable you to automatically create Zoom meeting links when scheduling virtual classroom lessons in course offerings. This will improve the learning admin experience for scheduling virtual classroom lessons and enhance the virtual classroom lessons for your global workforce.

You can add an organizer for a Zoom virtual classroom lesson. The organizer's mailbox associated with the Zoom account will be used to schedule a Zoom meeting, and the organizer will be the host for the virtual classroom lesson. If you enable calendar integration, Workday sends a meeting invite with a Zoom meeting link to learner's Outlook or Google calendar.

If you don't add an organizer on the course offering with a Zoom virtual classroom lesson, then the Zoom account associated with the default mailbox will be used to generate the Zoom link. Workday strongly recommends that you update the course offering and add the lesson level instructor and organizer after you identify an instructor to avoid limitations from Zoom related to concurrent meetings.

Your integration will fail if you schedule or update an offering with an organizer who isn't in your Zoom tenant.

Workday recommends caution when testing this feature in non-production environments as real email invites will be sent to learners’ mailboxes.

Access the

Create Integration System User

task.

Create an Integration System User (ISU). We recommend using Learning_Integrations_User
for the user name.

Each integration system must have a unique ISU.

Keep the session timeout value of zero to prevent session expiration.

Select the

Do Not Allow UI Sessions

check box to prevent the ISU from signing into Workday through the user interface.

Security: The Integration Security
domain in the Integration functional area.

Access the

Create Security Group

task.

Your Type of Tenanted Security Group is Integration System Security Group (Unconstrained)
.

We recommend you use Learning Integration Group
for the user name.

Assign the ISU that you created to this security group.

Security: Security Configuration
domain in the System functional area.

Access the

Maintain Permissions for Security Group

task to update domain security policies.

Access the Manage: Learning Virtual Classroom Integration
domain.

Add the ISSG to the

Report/Task Permissions

section with View
and Modify
access, and the

Integration Permissions

section with Get
and Put
access so that the integration can run.

Security: The Manage: Learning Virtual Classroom Integration
domain in the Learning Core functional area.

Run the

Activate Pending Security Policy Changes

task.

Activate pending security policy changes for the integration.

Access the

Create Integration System

task to add values for the

System Name

and

Template

fields.

We recommend you use the Workday-delivered Learning Virtual Classroom for Zoom
template.

Security: The Integration Build
domain in the Integration functional area.

Run the

View Integration System

report.

From the related actions menu:

Select

Workday Account

Edit

and add your ISU on the Workday account.

Select

Configure Integration Attributes for Integration System

and populate values for these fields:

Account ID

: From the Zoom app you created on your Zoom setup.

Client ID

: From the Zoom app you created on your Zoom setup.

Client Secret

: From the Zoom app you created on your Zoom setup.

Mailbox

: The mailbox associated to the default Zoom account that you created on Zoom Admin console.

Participant Limit

: Populate this field based on the lowest limit that your Zoom licenses support. Example: If instructor A has a business license with a maximum participant limit of 300 and instructor B has an enterprise license with a maximum participant limit of 500, enter the participant limit as 300 in Workday.

Security: The Integration Build
domain in the Integration functional area.

Access the Manage Course Offering
business process and navigate to the

Edit Business Process Definition

task from the related actions.

Add a new step.

Select Integration
for

Type

This action prompts you to configure the integration system. If you've followed these steps, you don't need to select Run as User
as the integration automatically selects your ISU.

Select your Zoom integration and click

Security: These domains in the System functional area:

Business Process Administration

Manage: Business Process Definitions

From the related actions menu of the new step, select

Business Process

Maintain Step Conditions

In the

Maintain Step Conditions

task, select Create Condition Rule
from the

Rule

prompt.

In the

Create Condition Rule

task, enter

Description

Create these 2 rule conditions:

And/Or	Source External Field or Condition Rule	Relational Operator	Comparison Type	Comparison Value
And	Integration Systems - Proposed	any in the selection list	Value specified in this filter	Zoom Integration System
Or	Integration Systems - Current	any in the selection list	Value specified in this filter	Zoom Integration System

Access the

Edit Tenant Setup – HCM

task.

Select a Zoom integration from the

Select Virtual Classroom Integrations

prompt.

(Optional) Configure attendance synchronization.

Add meeting:read:list_past_participants:admin
and meeting:read:list_past_instances:admin
scopes to your server-to-sever OAuth application.

Access the

Learning

section of the

Edit Tenant Setup – HCM

task. From the

Select Virtual Classroom Integrations

prompt, select the Zoom integration you want to use.

Enter values on the

Minimum Percentage for Full Attendance

and

Minimum Percentage for Partial Attendance

fields. Select the

Track Non-Attendance for Virtual Classroom

check box.

You can automatically add Zoom meeting links to courses or send meeting invites with Zoom meeting links to learner's Outlook or Google mailbox.

See FAQ: Attendance Synchronization for Virtual Classroom Integration with Microsoft Teams and Zoom.

Reference: Zoom Limitations for Virtual Classroom Integration

Virtual Classroom Integration with Zoom