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Peakon
Last Updated: 2025-05-16
Connect to Workday Using ISU Name and Password

Connect to Workday Using ISU Name and Password

In Workday, create these integration items:
  • Integration system user.
  • Integration system security group.
Security:
Administrator
 access in Peakon.
You can connect Peakon to Workday and authenticate transferred data using integration system users (ISUs) and passwords.
We recommend using this approach instead of OAuth, because it’s easier to set up and is less prone to disconnecting due to external factors.
  1. In Workday, access the
    View API Clients
     report to identify the webservice host and tenant name.
    The
    Workday REST API Endpoint
     includes the web service host and tenant name. Example: When the endpoint is
    https://wd3-services1.myworkday.com/api/v1/tenant_name
    , then the webservice host is
    wd3-services1.myworkday.com
    , and the tenant ID is
    tenant_name
    .
  2. In Peakon, go to
    Administration
    Integrations
    Workday
    .
  3. Click
    Connect
    .
  4. In
    Authentication mode
    , confirm if is set to
    Integration System User
    .
  5. Enter the information that you gathered from step 1 into these fields:
    Tenant
    ,
    Webservice Host
    ,
    Integration System User (ISU) username
    ,
    Integration System User password
    .
    Your ISU credentials are not the same as your personal credentials.
  6. Click
    Connect
    .
    The sync is now active and will run automatically. If you need to prevent this from happening while still being able to continue the setup in Step 6, click
    Disable
    .
  7. Configure the settings that now display on the Workday integration page on Peakon.
    Some of the options require additional domain security access. See Set Up Domains in Security Group for Workday Integration.
    Option
    Description
    Integration System ID
    (Optional) Fill in this field if you need to create field overrides to transfer custom fields or use the
    PEAKON_INCLUDED
     functionality.
    Organization ID
    (Optional) Fill in this field to filter by employees by organization. To sync employees in multiple organizations, separate the organization IDs by a single space. When you enter an Organization ID to filter, we include subordinate organizations automatically.
    We recommend using this instead of the
    PEAKON_INCLUDED
     functionality when filtering by organizations, because:
    • Configuring the
      PEAKON_INCLUDED
       functionality in a way that mirrors the
      Organization ID
       field is difficult to achieve correctly, and the sync may therefore not deliver the intended result.
    • It works faster than the
      PEAKON_INCLUDED
       functionality.
    Time zone
    (Optional) Select this option to sync local employee time zones. Peakon will send a survey to employees in their local time zone.
    Locale
    (Optional) Select this option to sync local employee languages. Peakon will use the synced languages in employee survey communications, if those languages are enabled in your organization’s survey settings.
    Phone number
    (Optional) Select this option to reveal employee phone number sync options.
    • Work
    • Home
    • Sync private numbers
    Syncing phone numbers is useful if you want to send survey notifications using SMS.
    When you select both
    Work
     and
    Home
     numbers, the
    Primary Work
     phone number takes precedence.
    Include specific employees - Based on custom criteria set in Workday
    (Optional) Select this option to only sync certain groups of employees.
    In addition to enabling this checkbox, create a
    PEAKON_INCLUDED
     field override entry in the
    Field Override Service
    . The source override must be a boolean calculated field that returns
    True
     for employees that you wish to include.
    Include specific employees - Contingent workers
    (Optional) Select this option to also include contingent workers.
    Map by external ID (only if data doesn't contain duplicate segments)
    (Optional) Select this option to match external IDs with segments when you map attributes from Workday to Peakon.
    This feature enables you to use more advanced attribute mapping when you don’t have duplicated segments.
    Workday maps the segment external IDs of these attributes to Peakon:
    • Department
    • Employment Type
    • Gender
    • Job Family
    • Management Level
    • Separation Reason
    Workday doesn't map the external ID when there's a field override for the attribute.
    Workday doesn't create a new segment in Peakon when a segment name changes in Workday. Example: When, in Workday, you change the name of the
    Benefits EMEA Region
     segment to
    Benefits Global
    , Peakon automatically updates the existing
    Benefits EMEA Region
     segment name to
    Benefits Global
    .
    When segments contain duplicate names, Peakon doesn't sync the segment for the impacted employees and, instead, displays an error message.
Perform a full sync by clicking
Sync all
 in
Administration
Integrations
Workday
.
After the initial full sync, Peakon will sync any future changes incrementally every hour, however it's possible to initiate a full sync manually.
You can use the
Export to CSV
 button on integration audits to export the latest 5,000 records of integration event audit logs in CSV format.
Steps: Set Up Workday Integration
Run Workday Reports as the Peakon Integration System User