Workday

Workday delivers cloud-based solutions that incorporate human capital management, financial management, financial performance management, analytics, and other services. This document describes how to connect IBM watsonx Orchestrate to Workday and use its skills on watsonx Orchestrate.

Note: The Workday app on watsonx Orchestrate includes talent transformation skills that are created in the App Connect Designer and then imported as a skill on IBM watsonx Orchestrate. Hence, it is difficult to modify the Workday skills according to custom requirements. Consequently, access to the Workday app is restricted only to specific tenants based on customer requests. In contrast, the Workday HCM app is accessible to all customers, and like any other skills on watsonx Orchestrate, builders can use the Workday HCM skills to construct skill flows or workflows.

Connecting to Workday

Connect to the app according to the credential type that you or your team want to use.

If you want to connect the app to the Orchestrate Agent skill set, skill sets from AI assistants, or the Team skill set with Team credentials, refer to Managing app connections.

If you want to connect to the app to the Personal skill set or the Team skill set with Member credentials, refer to Connecting to apps.

Configuring the connection

To connect watsonx Orchestrate to your Workday account, complete the following steps:

  1. Click Connect app. You are prompted to enter the following connection details:

  2. Specify the Domain name and Tenant name.

    Domain name: The domain name of your Workday instance or sandbox, for example, wd2-impl-services1.workday.com.

    Tenant name: The tenant name of your Workday instance or sandbox for example: my_company.

  3. Enter your User name and Password.

    • User name: The name of the Workday Integration system user that watsonx Orchestrate can use to connect to your Workday instance or sandbox.

    • Password: The password of the Workday Integration system user.

  4. Select the API version to be used from the available versions on the API version drop-down.

  5. Click Connect app.

Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Creating an Integration system user in Workday

Connections to Workday use a Workday Integration System User. To create and configure an Integration System User, complete the following steps:

  1. Log in to Workday as an administrator.

  2. Add the user to an unconstrained user group by completing the following steps:

    2.a. Search and select the Create Integration System User task.

    2.b. Configure and save an Integration System User. If you do not want the user ID to be used with the Workday UI, select the Do Not Allow UI Sessions option.

    2.c. Save a copy of the user name and password values to use when you connect watsonx Orchestrate to Workday.

  3. Open the Create Security Group task.

    3.a. In the Type of Tenant Security Group field, choose Integration System Security Group (Unconstrained).

    3.b. Enter a group name and click OK.

    3.c. Select the user that you created from the Integration System Users choice list.

    3.d. Click OK.

  4. Select the Activate Pending Security Policy Changes action, if the security policy changes aren't applied automatically.

  5. Add the required comment, then click OK.

  6. Select Confirm.

Finding your domain and tenant names (from your Workday WSDL URL)

You can find the domain and tenant names of the Workday instance from the WSDL URL. To get the domain and tenant names:

  1. Log in to Workday as an administrator.
  2. Search and select Public Web Services to view all the public web services.
  3. Select the menu next to the web service; for example, Absence Management (Public).
  4. Click Web Service > View WSDL.
  5. Scroll through the page to find the WSDL URL.

The format of the WSDL URL must be similar to - "https://<domain_name>/ccx/service/<tenant_name>/<service_name>/<version>". In the example WSDL URL "https://wd2-impl-services1.workday.com/ccx/service/my_company/Absence_Management/v37.0", the domain name is "wd2-impl-services1.workday.com" and the tenant name is "my_company".

Note: The domain name and tenant name values are case-sensitive.

What to do next

After you connect to the app, you can use the Workday skills. For more information see, Using the chat.

To learn about the available skills, see List of prebuilt apps, skills and skill flows.

Parent topic:

→ Connecting to apps