Workday

Visier can retrieve data through this connector if the following requirements are met.

For more information about the data gaps, limitations, and performance expectations of the connector, see Workday Data Coverage and Performance.

For more information about the data that is retrieved through this connector, see the Connector Definitions.

Prerequisites

Create an integration user in Workday.
Workday Reports-as-a-Service (RaaS) is required in some scenarios. For example, when there are international assignees.

Integration user

Create an integration user in your source system and assign it the appropriate security access so that Visier can retrieve your source data through this user.

Access	Description
Domain Security Policy permission	You can assign this permission within a security group. You can then assign the security group to the integration user.
Read access to service endpoints	Visier requires read access to the following service endpoints: Financial_Management Service get_Currency_Conversion_Rates Integration Service get_References (Required) get_Event_Detail (Required) Compensation Service get_Compensation_Grades Human_Resources Service get_Locations get_Job_Family_Groups get_Job_Profiles get_Workers (Required) get_Organizations (Required) get_Worker_Event_History (Required) get_Employee_Reviews get_Positions Recruiting get_Candidates get_Job_Requisitions get_Job_Application_Additional_Data get_Assess_Candidate get_Recruiting_Assessment_Category_Security_Segments get_Recruiting_Assessment_Categories get_Recruiting_Agencies get_Interviews get_Interview_Feedbacks get_Job_Posting Talent get_Skills get_Talent_Pools get_Talent_Surveys Workday_Connect* *get_Campaign_Categories

Access

Description

Domain Security Policy permission

You can assign this permission within a security group. You can then assign the security group to the integration user.

Read access to service endpoints

Visier requires read access to the following service endpoints:

Financial_Management Service

get_Currency_Conversion_Rates

Integration Service

get_References (Required)
get_Event_Detail (Required)

Compensation Service

get_Compensation_Grades

Human_Resources Service

get_Locations
get_Job_Family_Groups
get_Job_Profiles
get_Workers (Required)
get_Organizations (Required)
get_Worker_Event_History (Required)
get_Employee_Reviews
get_Positions

Recruiting

get_Candidates
get_Job_Requisitions
*get_Job_Application_Additional_Data
*get_Assess_Candidate
*get_Recruiting_Assessment_Category_Security_Segments
*get_Recruiting_Assessment_Categories
*get_Recruiting_Agencies
*get_Interviews
*get_Interview_Feedbacks
*get_Job_Posting

Talent

*get_Skills
*get_Talent_Pools
*get_Talent_Surveys

Workday_Connect

*get_Campaign_Categories

Note:

Access to required endpoints is critical. Without access, the data connector won’t work.
Endpoints marked with * are not automatically mapped to Visier’s data model. If loaded, you must manually map your data to Visier’s data model.

Connector credentials

Workday supports the following methods for authentication:

Basic (username and password)
OAuth 2.0 (authorization code grant)

Basic authentication

You need to provide the following credentials to Visier so that we can retrieve data from your source system. To provide your credentials in Visier, see Set Up Data Connectors.

Credential	Description	Example
Domain name	The URL of your Workday instance.	https://services1.myworkday.com https://wd2-impl-services1.workday.com
Username	The integration user’s username.	IntegrationUser
Password	The integration user’s password.	Password1234
Implementation name	The tenant ID.	vcorp
Integration system ID (Optional)	To connect your custom attributes, provide an integration system ID. This is the result of creating a custom field override integration for Worker data in Workday. Note: Visier can only accommodate a single integration system ID, so you need to add every custom or calculated field that you want to bring into Visier to the same Workday system integration.	b0685b69d8ac412582c0a44d7973f707

OAuth 2.0 authentication

You will have to set up an API client in Workday that uses the authorization code grant type. When setting up the client, we recommend that you select a non-expiring refresh token because Visier runs jobs on a scheduled interval. You won't have to worry about regenerating and reconnecting when the token expires at the end of its validity period. When the token expires, Visier will not be able to authenticate against Workday until the credentials are updated with a new token.

After you configure the API client in Workday, you will have an API client ID, client secret, and refresh token.

You need to provide the following credentials to Visier so that we can retrieve data from your source system. To provide your credentials in Visier, see Set Up Data Connectors.

Credential	Description	Example
Domain name	The URL of your Workday instance.	https://services1.myworkday.com https://wd2-impl-services1.workday.com
Username	The integration user’s username.	IntegrationUser
API client ID	The unique identifier of the API client you created in Workday to connect to Visier.	Mixed-case alphanumeric string
Client secret	The client secret of the API client you created in Workday to connect to Visier.	Lowercase alphanumeric string
Refresh token	The generated token of the API client you created in Workday to connect to Visier.	Lowercase alphanumeric string
Implementation name	The tenant ID.	vcorp

Domain security policy permissions

The following operation, domain security policy, permissions, and functional areas are needed for this connector to extract the correct data.

Operation	Domain Security Policy	Domain Security Policies Inheriting Permissions	Functional Areas
Get Only	Job Requisition Data	None	Pre-Hire Process
View Only	Staffing Actions: Job Requisition Attachments	None	Staffing
View Only	Staffing Actions: Job Requisition Cost Information	None	Staffing
View Only	Staffing Actions: Job Requisition Job Details	None	Staffing
View Only	Staffing Actions: Job Requisition Qualifications	None	Staffing
View Only	Staffing Actions: Job Requisition Recruiting	None	Staffing
View Only	Staffing Actions: Job Requisition Organizations - Cost Center	None	Staffing
View Only	Staffing Actions: Job Requisition Organizations - Custom Organization	None	Staffing
View Only	Candidate Data: Background Check History	None	Recruiting
View Only	Candidate Data: Interview Feedback Results	None	Recruiting
View Only	Job Requisitions for Recruiting	None	Recruiting
View Only	Candidate Data: Employee Referrals	None	Recruiting
View Only	Candidate Data: Personal Information	Candidate Data: Birth Place Candidate Data: Citizenship Status Candidate Data: Date of Birth Candidate Data: Marital Status Candidate Data: National and Government IDs Candidate Data: Nationalities Candidate Data: Religion Candidate Data: Social Benefits Data	Recruiting
View Only	My Candidates	None	Recruiting
View Only	Internal Careers	None	Recruiting
View Only	Recruiting Agency Careers	None	Recruiting
View Only	Job Requisition Data	None	Pre-Hire Process
View Only	Candidate Data: Ethnicity	None	Recruiting
View Only	Candidate Data: Gender	None	Recruiting
View Only	Candidate Data: Military Status	None	Recruiting
View Only	Internal Recommended Jobs	None	Recruiting
View Only	Staffing Actions: Job Requisition Positions	None	Staffing
View Only	Candidate Data: Disabilities	None	Recruiting
View Only	Candidate Data: Gender Identity	None	Recruiting
View Only	Candidate Data: Sexual Orientation	None	Recruiting
View Only	Candidate Data: Sexual Orientation & Gender Identity	None	Recruiting
Get Only	Manage Pre-Hire Process: Manage Pre-Hires	None	Pre-Hire Process
Get Only	Candidate Data: Other Information	None	Recruiting
View Only	Job Information	None	Jobs & Positions
View Only	Worker Data: All Positions	None	Staffing
Get Only	Worker Data: Time Off (Adjustments and Overrides)	None	Time Off and Leave
Get Only	Reports: Custom Organization View as of Date	None	Organizations and Roles
Get Only	Worker Data: Time Off	Worker Data: Time Off (Liability Reporting)	Time Off and Leave
Get Only	Worker Data: Historical Staffing Information	None	Staffing
Get Only	Worker Data: Time Off (Accrual and Time Off Adjustments/Overrides by Batch ID)	None	Time Off and Leave
Get Only	Person Data: Ethnicity Visual Survey	None	Personal Data
Get Only	Worker Data: Veteran Status Identification	None	Personal Data
Get Only	Set Up: Compensation	Set Up: Benchmark Jobs Set Up: Commissions Set Up: Compensation Elements Set Up: Compensation General Set Up: Compensation Rule Set Up: Compensation Steps Set Up: Total Rewards	Core Compensation
Get Only	Set Up: Jobs & Positions	Management Level: View Set Up: Job Set Up: Work Hours Profiles Set Up: Work Shifts	Jobs & Positions
Get Only	Set Up: Currency (Compensation functional area)	None	Core Compensation
Get Only	Manage: Organization Integration	None	Organizations and Roles
Get Only	Set Up: Company	None	Common Financial Management
Get Only	Worker Data: Compensation by Organization	None	Core Compensation
Get Only	Custom Object Management	None	System
Get Only	Worker Data: Time Off (Time Off Balances)	None	Time Off and Leave
Get Only	Person Data: Gender	None	Personal Data
Get Only	Person Data: Personal Information	None	Personal Data
Get Only	Worker Data: Current Staffing Information	None	Staffing
Get Only	Integration Event	None	Integration
Get Only	Person Data: Public Work Phone Integration	None	Contact Information
Get Only	Job Information	None	Jobs & Positions
Get Only	Worker Data: All Positions	None	Staffing
Get Only	Person Data: Private Work Address Integration	None	Contact Information
Get Only	Worker Data: Performance Reviews	None	Performance Enablement
Get Only	Manage: Location	Location: View	Organizations and Roles
Get Only	Person Data: Work Phone	None	Contact Information
Get Only	Worker Data: Employee Goals	None	Performance Enablement
Get Only	Person Data: Private Work Phone Integration	None	Contact Information
Get Only	Person Data: Work Email	None	Contact Information
Get Only	Worker Data: Public Worker Reports	None	Staffing
Get Only	Worker Data: Time Off (Time Off Balances Manager View)	None	Time Off and Leave
Get Only	Reports: Pay Calculation Results for Worker	Reports: Pay Calculation Results for Worker (Audits)	Core Payroll
Get Only	Person Data: Name	Person Data: Preferred Name	Contact Information
Get Only	Person Data: Work Contact Information	None	Contact Information
Get Only	Worker Data: Time Off (Limit Overrides)	None	Time Off and Leave
Get Only	Integration Build	None	Integration
Get Only	Set Up: Employee Reviews	Set Up: Goals	Performance Enablement
Get Only	Worker Data: Self-Identification of Disability - USA	None	Personal Data
Get Only	Worker Data: Employee Reviews	None	Performance Enablement
Get Only	Worker Data: Time Off (Time Off Manager View)	None	Time Off and Leave
Get Only	Worker Data: Talent	None	Talent Pipeline Worker Profile and Skills
Get Only	Person Data: Date of Birth	None	Personal Data
Get Only	Set Up: Position	None	Jobs & Positions

How the connector loads data

Initially, data connectors retrieve a full history for each subject to generate an initial history of events. In each subsequent data retrieval, each connector handles the data load differently.

Full load: All data from the source system is loaded into Visier.
Delta load: Only changed data is loaded into Visier. A delta load may take either the entire history or a specific number of years of history for each changed record.
Snapshot load: All data at a particular point in time. A snapshot load does not contain historical records or show changes over time.
Partial load: A subset of data is loaded into Visier.

After the initial load, this connector only retrieves data for changed records. For changed records, this connector retrieves the record's full history. You can configure how many years of history is retrieved.