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Workday Integration Set Up

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For an overview of our HRIS integration, please reference this article.  For set up instructions regarding Workday, continue below.

To set up the integration between Ramp and Workday, navigate to Settings -> Integrations -> HR Integrations and select Workday.

Note: Before linking your Workday, we'll need to make sure that the correct permissions are enabled. Workday permissions are configured on a field-level, so we’ll need access to a number of fields to get things up and running. We’ve outlined steps for granting permissions below.

Workday Configuration

Step One: Create an Integration System User (ISU)

You'll need to create an Integration System User in Workday:

  • In your Workday portal, log into the Workday tenant

  • In the Search field, type Create Integration System User

  • Select the Create Integration System User task

     

  • On the Create Integration System User page, in the Account Information section, enter a user name, and enter and confirm a password.
  • Click OK
    Note:
    • Ensure Require New Password at Next Sign In is NOT checked.
    • You'll want to add this user to the list of System Users to make sure the password doesn't expire.

workdaysystemusers.png

Step Two: Create a Security Group and Assign an Integration System User

Now, add the Integration System User to a Security Group:

  1. In the Search field, type Create Security Group.

  2. Select the Create Security Group task.

  3. Click OK.

  4. On the Create Security Group page, from the Type of Tenanted Security Group pull-down menu, select Integration System Security Group (Unconstrained).

  5. In the Name field, enter a name.

  6. Click OK.

  7. On the Edit Integration System Security Group (Unconstrained) page, in the Integration System Users field, enter the same name you entered when creating the ISU in the first section.

workdaysysgroup.png

Step Three: Configure Domain Security Policy Permissions

  1. In the Search field, type Maintain Permissions for Security Group

  2. Make sure the Operation is Maintain, and the Source Security Group is the same as the security group that was assigned in Step 2.

  3. Add the corresponding Domain Security Policy with GET operation. Required Domains:

    1. Worker Data: Public Worker Reports (minimum required)
    2. Person Data: Work Contact Information
    3. Worker Data: Current Staffing Information
    4. Worker Data: Organization Information
    5. Worker Data: Workers
    6. Worker Data: All Positions

Step Four: Activate Security Policy Changes

  1. In the search bar, type "Activate Pending Security Policy Changes" to view a summary of the changes in the security policy that needs to be approved.

     

  2. Add any relevant comments on the window that pops up

  3. Confirm the changes in order to accept the changes that are being made.

 

 

Step Five: Validate Authentication Policy is Sufficient

Check the Manage Authentication Policies section to ensure the ISU you created is added to a policy that can access the necessary domains. It should not be restricted to only the "SAML" Allowed Authentication Types – if this is the case, you can create a new Authentication Policy with a "User Name Password" Allowed Authentication Type.

 

  1. Editing Authentication Policies

     

  2. Create an Authentication Rule, and add the Security Group to the Rule

     

  3. Make sure the Allowed Authentication Types is set to specific User Name Password or set to Any

     

Step Six: Activate All Pending Authentication Policy Changes

  1. In the search bar type, Activate All Pending Authentication Policy Changes

     

  2. Proceed to the next screen, and confirm the changes. This will save the Authentication Policy that was just created.

Step Seven: Obtain the Web Services Endpoint for Workday Tenant

We'll need access to your specific Workday web services endpoint:

  1. Search in Workday for Public Web Services.

     

  2. Open Public Web Services Report.

  3. Hover over Human resources and click the three dots to access the menu.

  4. Click Web Services > View WSDL.

  5. Navigate to the bottom of the page that opens and you'll find the host.

  6. Copy everything until you see /service. This should look something like

    https://wd5-services1.myworkday.com/ccx.

Enter Credentials into Ramp

Return to Ramp and enter your Workday credentials into the popup window for the integration setup.

  1. Workday URL: Enter the Web Services Endpoint you found from Step 5 

  2. User ID: Enter the Integration System User name for the user created in Step One.

  3. Password: Enter the Integration System User password for the user created in Step One.

  4. Workday Tenant Name: Enter your Workday Tenant name.

    1. Example: If you sign in at "https://wd5-services1.workday.com/acme", enter "acme".