Note: This feature is currently in beta. Please contact the Assembled team at support@assembled.com if you’re interested in using this Workday integration!

What does it do?

The integration syncs in time off that’s been approved in Workday to agent schedules in Assembled, without any added steps on the Assembled side.

Getting started

1. To get started navigate to Settings > Integrations > Teamwide Integrations and click the “Add” button for Merge, our partner for enabling integrations with HR platforms.
   
   
   
2. From there, you’ll be prompted to select your integration from the menu. Select Workday from the list provided (screenshot below).
   
   
   
   
   
3. Next, you’ll have to take some steps in Workday:
   
   
   1. Create an Integration System User
      You'll need to create an Integration System User in Workday, which you can do as follows. Note: You'll want to add this user to the list of System Users to make sure the password doesn't expire.
      1. Signing into Workday
      2. Access the 'Create Integration System User' task
      3. Enter a new username
      4. Enter and confirm password
      5. Click OK
         
         
   2. Create a Security Group and Assign an Integration System User
      Now, add this Integration System User to a Security Group, which you can do by:
      1. Accessing the Create Security Group task
      2. Select 'User-Based Security Group'
      3. Name the group
      4. Click OK
      5. Select the Integration System User and click OK
      6. Click Done
         
         
   3. Configure Domain Security Policy Permissions
      In the Security Group, you will need to edit the Domain Security Policy Permissions and add the following GET operations:
      • Worker Data: Current Staffing Information
      • Worker Data: Public Worker Reports
        
        
   4. Obtain the Web Services Endpoints for Workday Tenant
      We'll need access to the Workday HR endpoints, so you can find these by:
      1. Searching 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
         
         
   5. Some notes:
      • Endpoints differ across tenants, so make sure to provide us with endpoints for each testing environment
      • In production, add the ISU security group to the authentication policy in Workday to allow for access.
        
        
4. You’ve completed the integration!

Limitations

• Right now, this integration is “read only”, and changes that you make in Assembled will not be reflected in Workday. We plan on expanding this functionality in the future, but for now the workflow is: agent submits request into Workday, Workday admin approves the request, the request appears on the agent’s Assembled schedule under the requested time off type.
• After it’s been approved, it will take up to 6 hours to sync into Assembled.
• Once an event is synced in from the HR platform, it won’t be editable inside of Assembled.
• If a time off request is edited post-approval on the Workday side, the edits will not reflect in Assembled. However, if a time-off request is cancelled in Workday, it will be removed from their Assembled schedule.
• If you’d like to make changes to the synced time off event in Assembled, you’ll need to cancel the original request and create a new request with the new details.