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Administrator Guide
Last Updated: 2023-10-20
Set Up OneTrust in Strategic Sourcing

Set Up OneTrust in Strategic Sourcing

  • Have a subscription with OneTrust Third Party Risk Management module.
  • Obtain your OneTrust API key.
You can screen suppliers for risk levels either through the supplier profile or with scheduled batch screenings. OneTrust provides supplier risk scores that you can use to identify potential risks early in your procurement processes.
OneTrust refers to suppliers as vendors.
  1. Access
    Settings
    Integrations
    .
  2. Select
    OneTrust
    .
  3. Enter the
    API Key
     you retrieved from OneTrust.
  4. (Optional) Select
    Schedule Batch Screening
     to schedule when the integration runs.
    Scheduled times and dates are in the UTC time zone.
    Workday recommends scheduling daily batch screenings.
  5. (Optional) Select the
    Create a supplier in OneTrust when you add a new supplier in Workday Strategic Sourcing
     check box.
    When you select this check box, new suppliers created in Strategic Sourcing create a new vendor in OneTrust when a scheduled batch screen or a manual screen runs.
    When you deselect the check box and run the integration, Strategic Sourcing tries to find an exact name match in OneTrust. If no match is found, OneTrust doesn’t return any risk level data.
  6. In the
    Risk Level Mapping
     section, click Edit to map OneTrust risk levels to your Strategic Sourcing risk levels.
  7. (Optional) Select the
    Receive Notifications
     check box.
    When you select the check box for a risk level, sourcing managers receive a global notification when a supplier changes to that risk level.
The One Trust integration displays as connected in your settings.
From the supplier profile, you can:
  • Click View Details to access the OneTrust vendor profile link or add internal notes for your team.
  • Review the screening results.
  • Rescreen the supplier.
  • View screening history in the Activity tab.
You can also report on OneTrust screening results in the Suppliers dataset.