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Workday Integration — Partner Setup Guide

This integration lets Company-account admins connect their Workday tenant via OAuth credentials and sync employee data into the platform on demand from the Team page.

Written by Richie Kendall

Overview

The Workday integration allows your organization to import employees directly from your Workday tenant into the platform. Once connected, administrators can trigger an employee sync from the Team page at any time.

Availability: This integration is available for Company accounts only.

Prerequisites

Before connecting, you will need the following credentials from your Workday tenant. These are typically obtained by your Workday administrator when setting up an API client in Workday:

Field

Description

Example

Tenant Alias

Your Workday tenant identifier

mycompany

API Base URL

The base URL for Workday's REST API

https://api.workday.com

Authorization Base URL

The base URL for Workday's OAuth authorization server

https://auth.api.workday.com

Client ID

The OAuth client ID from your Workday API client

00000000-0000-0000-0000-000000000000

Client Secret

The OAuth client secret from your Workday API client

(keep confidential)

The default API and Authorization Base URLs shown above are correct for most Workday tenants. If your organization uses a regional Workday environment, your Workday administrator can confirm the correct URLs.

Connecting Workday

  1. Log in to the platform and navigate to Integrations.

  2. Locate the Workday card.

  3. Click Connect.

  4. Fill in all five credential fields:

    • Tenant Alias

    • API Base URL

    • Authorization Base URL

    • Client ID

    • Client Secret

  5. Click Save.

A confirmation toast will appear: "Workday connected".

Importing Employees from Workday

Once the integration is connected, you can import employees from the Team page:

  1. Navigate to the Team page for your company.

  2. Click the import/actions menu (the dropdown near the top of the employee list).

  3. Select Import from Workday.

  4. A confirmation will appear: "Workday import started — Employee sync is running in the background and may take a few minutes."

The sync runs asynchronously. The employee list will refresh automatically once the sync completes.

Updating Credentials

If your Workday API credentials change (e.g., a client secret rotation):

  1. Navigate to Integrations.

  2. Click on the Workday card to expand it.

  3. Update the relevant fields.

  4. Click Save.

A confirmation toast will appear: "Workday updated".

Disconnecting Workday

  1. Navigate to Integrations.

  2. Click Disconnect on the Workday card.

  3. Confirm the action in the dialog: "This action will disconnect Workday from this platform."

Disconnecting removes the integration. Previously imported employees are not deleted.

Troubleshooting

Symptom

Likely Cause

Resolution

"Connect" button not visible

Account is not a Company type

Workday is only available for Company accounts

Import fails immediately

Invalid credentials

Re-check Tenant Alias, Client ID, Client Secret, and Base URLs

Import starts but no employees appear

Sync still running

Wait a few minutes and refresh the Team page

Wrong API Base URL

Regional Workday environment

Confirm the correct URL with your Workday administrator

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