Workday HCM

Workday Human Capital Management (HCM) is a leading HR application used in large enterprises for talent hiring, employee operations, payroll and benefits management activities. You can use the IBM watsonx Orchestrate Workday skills to implement Employee Concierges applications like AskHR assistant for ease of integration. This document describes how to connect IBM watsonx Orchestrate to Workday HCM and use its skills on watsonx Orchestrate.

Before you begin

Before you begin, make sure that you meet the following requirements:

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Start by setting up the configuration outlined below:
1. Login to the Workday HCM console as an admin or an integration user to create the OAuth client app.
  1. Search for "Register API client" in the search box.
  2. Select the Register API Client form and specify the following fields:
  3. Client Name: The name of your app.
  4. Client Grant Type: Select Authorization Code Grant.
  5. Access Token Type: Select Bearer.
  6. Redirection URI: Specify the URL: https://dl.watson-orchestrate.ibm.com/mfe_connectors/api/v1/oauth/_callback
  7. Scope (Functional Areas): Enable Integration. Add any other applicable scopes.
  8. To create the new registration, click OK.
  9. Workday displays the app info. Save the Client ID, Client Secret, Authorization URLs, Workday REST API Endpoint, and Token URLs as you require it when you configure the connection to connect watsonx Orchestrate to Workday HCM.

Note: Workday HCM recommends to access its APIs in production environments for OAuth Authorization Code Flow. The Workday tasks are typically performed using an Integration ID or TaskID on behalf of the employees. IBM watsonx Orchestrate is planning to further streamline the custom authentication process by allowing employees to invoke Workday APIs by themselves.

Connecting to Workday HCM

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 ot the Team skill set with Member credentials, refer to Connecting to apps.

Configuring the connection

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

Click Connect app.
You are prompted to enter the following connection details:
- Specify the Client ID and Client Secret. The Client ID is the value that you received when you created the Register API client.
Click Connect app. You are redirected to the Workday HCM login page.
Specify the Username and Password to log in.

You are now successfully connected to the Workday HCM app.

Note: The icon A green check icon appears to show that the app is connected.

indicates that the connection was successfully established.

Available skills

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

Skills available upon request

There are additional skills and skill flows for Workday HCM available upon request and are not listed on the watsonx Orchestrate skill catalog. To know the additional skills and sskill flows that you can avail for Workday HCM, see here.

To avail the skills:

You can request the additional skills and skill flows by filling the AI agent for HR form. For more information, see Requesting access to AI agent for HR.

Technical parameters

The following table contains the technical parameters required by some skills of this app.

Parameters Details

Integration IDs or Task IDs - Most of the employee operations are performed using the Integration IDs or the Task IDs, since the user ID requires adequate permissions to initiate any changes to the Workday HCM system. For example, sufficient permissions are required for tasks like producing employee letters, changing cost centers, and altering salaries.
- Since most employee operations are performed by using the Integration IDs or Task IDs, it is recommended to use the TaskID to connect the prebuilt Workday HCM skills and use the ClientID andClient Secret to approve the integration.
- After you approve the integration, the individual skills can be added to the AI assistant builder to enable employees to submit their requests via natural language interface.
- If you are using multiple Active Directory implementations, then use Active Directory APIs to collect and log employee details during Single Sign-On (SSO) or other logins for future auditing.

Parameters	Details
`Integration IDs` or `Task IDs`	- Most of the employee operations are performed using the `Integration IDs` or the `Task IDs`, since the user ID requires adequate permissions to initiate any changes to the Workday HCM system. For example, sufficient permissions are required for tasks like producing employee letters, changing cost centers, and altering salaries. - Since most employee operations are performed by using the `Integration IDs` or `Task IDs`, it is recommended to use the `TaskID` to connect the prebuilt Workday HCM skills and use the `ClientID` and`Client Secret` to approve the integration. - After you approve the integration, the individual skills can be added to the AI assistant builder to enable employees to submit their requests via natural language interface. - If you are using multiple Active Directory implementations, then use Active Directory APIs to collect and log employee details during Single Sign-On (SSO) or other logins for future auditing.

What to do next

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

Parent topic:

→ Connecting to apps