Connect to Workday Using OAuth
In Workday, create these integration items:
- Integration Securitydomain in the Integration functional area.
- Integration system user.
- Integration system security group.
Security:
Administrator
access in Peakon.You can connect Peakon to Workday and authenticate transferred data using OAuth.
We recommend that you Connect to Workday Using ISU Name and Password, which is easier to set up and is less prone to disconnection due to external factors.
- In Workday, access theEdit Tenant Setup – Securitytask.
- Select theOAuth 2.0 Clients Enabledcheck box.
- While still in Workday, access theRegister API Clienttask.
- Enter theClient Nameand selectAuthorization Code Grant.
- SelectBeareras theAccess Token Typeand enter theRedirection URL.The redirection URL format ishttps://companyname.peakon.com/workday/complete. You must substitutecompanyname.peakon.comfor your custom subdomain.
- Select theNon-Expiring Refresh Tokenscheck box.
- Select these functional areas from theScope (Functional Areas)prompt:
- Contact Information
- Implementation
- Personal Data
- Public Data
- Staffing
- System
- ClickOK.
- Collect theTenant,Webservice Host,Client ID,Client Secret, andAuth Hostvalues.TheWorkday REST API Endpointcontains theWebservice Hostand theTenant. Example: When the endpoint ishttps://wd3-services1.myworkday.com/api/v1/tenant_name, then theWebservice Hostiswd3-services1.myworkday.comand theTenantistenant_name.TheAuthorization Endpointcontains theAuth Host. Example: When the authorization endpoint ishttps://wd3.myworkday.com/tenant_name/authorize, theAuth Hostiswd3.myworkday.com.Workday labelsClient IDandClient Secretaccordingly.Take note of theClient Secretvalue, because it’s not possible to recover it after closing this page. It’s required in the event of a disconnection.
- Open Workday in an incognito window to sign in as a Peakon integration system user (ISU).When your company uses SSO to sign in to your Workday tenants, use this URL template to sign in to Workday as the Peakon ISU: (https://<workdayDomain>/wday/authgwy/<tenant>/login.htmld?redirect=n). <workdayDomain> is your Workday tenant domain and <tenant> is your Workday tenant name.Signing in through an incognito window ensures that the integration doesn’t connect with the wrong credentials for the Workday tenant, which would cause syncing issues.
- In Peakon, go to .
- SelectOAuthfrom theAuthentication modeprompt.
- Enter the values from Step 9 in these fields:
- Tenant
- Webservice Host
- Client ID
- Client Secret
- Auth Host
- ClickConnect.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 17, clickDisable.
- (Optional) On the sign-in page, sign in as ISU.
- ClickAllow.
- 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.OptionDescriptionIntegration System ID(Optional) Fill in this field if you need to create field overrides to transfer custom fields or use thePEAKON_INCLUDEDfunctionality.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 thePEAKON_INCLUDEDfunctionality when filtering by organizations, because:
- Configuring thePEAKON_INCLUDEDfunctionality in a way that mirrors theOrganization IDfield is difficult to achieve correctly, and the sync may therefore not deliver the intended result.
- It works faster than thePEAKON_INCLUDEDfunctionality.
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 bothWorkandHomenumbers, thePrimary Workphone 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 aPEAKON_INCLUDEDfield override entry in theField Override Service. The source override must be a boolean calculated field that returnsTruefor 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 theBenefits EMEA Regionsegment toBenefits Global, Peakon automatically updates the existingBenefits EMEA Regionsegment name toBenefits 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 .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.