Workday

The Workday connector connects to Workday Cloud through SOAP APIs, enabling a wide range of operations for cloud ERP systems in finance, HR, planning, and more.

API versions: 34

API types: SOAP

Authentication and authorization: Basic, OAuth 2.0

Key capabilities: $filter

Prerequisites: Working knowledge of Workday and Workday APIs

Note: From the 2.1.3.1 release, the generic version (v1.0) of the Workday connector is no longer supported. It has been replaced by version-specific Workday connectors instead. Due to this upgrade, your existing workflows and flow services based on the generic version (v1.0) of the Workday connector will no longer work. Re-create such workflows and flow services with the newly released version-specific Workday connectors.

Supported operations

The Workday connector supports the following functional areas during configuration:
  • Absence Management
  • Academic Advising
  • Academic Foundation
  • Admissions
  • Adoption
  • Benefits Administration
  • Campus Engagement
  • Cash Management
  • Compensation
  • Compensation Review
  • Dynamic Document Generation
  • Financial Aid
  • Financial Management
  • Human Resources
  • Identity Management
  • Integrations
  • Inventory
  • Learning
  • Payroll
  • Payroll CAN
  • Payroll FRA
  • Payroll GBR
  • Payroll Interface
  • Performance Management
  • Professional Services Automation
  • Recruiting
  • Resource Management
  • Revenue Management
  • Settlement Services
  • Staffing
  • Student Core
  • Student Finance
  • Student Records
  • Student Recruiting
  • Talent
  • Tenant Data Translation
  • Time Tracking
  • Workday Connect
  • Workday Extensibility
  • Workforce Planning

Custom Actions

You can create custom actions for the supported Workday connectors. These actions can then be used in your workflows to help automate tasks. You have the flexibility to create, edit, or delete your own custom actions as needed.

To create a custom action for the Workday connector, add the Workday connector on canvas and configure an account.

When you are configuring a custom action, you are prompted to select an existing account or create a new account. To create a custom action, click the + icon that is located next to the Select Action label.

  1. To configure an account, click the + icon and provide relevant information that is needed to connect to the Workday account.

    • Account Name: Provide a name for the account, which will be used to connect to Workday.

    • Server URL: The login endpoint to initiate communication with the SaaS provider. Specify the correct instance and tenantID, for example, https://<instance>.workday.com/ccx/service/<tenantID>/

    • Username: Provide the Workday username appended with workday tenantID, for example username@tenantID.

    • Password: Provide the password of the Workday account.

      Version (Mandatory): Provide the SOAP API version of Workday. The supported default version is v31.1. You can provide a lower or higher version unless the WSDL is compatible with the connector certified version.

  2. Click Add to configure the account details.

  3. Select a functional area from the options available in the list. For example, Human Resources.

    Note: The Workday account supports all operations in the following functional areas of the Workday HCM module.

  4. Click Next. The WSDL validation happens for the corresponding functional area. If WSDL validation is successful, the service lists the operations:

    If there are errors while processing, then the WSDL document validation fails, and an error message is displayed. You are prompted to provide a WSDL document to upload or specify a WSDL URL.

  5. Select an operation.

  6. Click Next and confirm the action, and then click Done.

    You are redirected to the Get Test window.

  7. Click Next. You are redirected to the action configuration window. It is mandatory to provide values for all the required fields while configuring an action. Provide values for the fields based on your requirements.

  8. Click Next. You are redirected to a window where you can check whether the action is working as expected before executing the workflow. Next, Test.

    If you have configured the action correctly, you see that the operation returns information for all workers.

This gives you an idea of how your action works when used in a workflow. This output data will then be used to configure the rest of the workflow. With this, the custom action is successfully set up.

Now, click Save. You can now use this account in any workflow that is created under the same project.