Workday HCM Setup Guide link

Follow our setup guide to connect Workday HCM to Fivetran.

Prerequisiteslink

To connect Workday HCM to Fivetran, you need a Workday Integration System User account that has read permissions for human resources domain objects in Workday.

NOTE: The username you provide in the connector setup form must follow the format [user-name]@[tenant-name], where [user-name] is the ISU account's username in Workday.

Setup instructionslink

Create integration system user link

Log in to your Workday application using an Administrator account.
In the application's search box, search for 'create user' and then select Create Integration System User.
Enter a User Name and Password.
Leave the Require New Password at Next Sign In checkbox unchecked.
Check the Do Not Allow UI Sessions checkbox.
Click OK and then click Done.

Create integration security group link

In the search box, search for 'create security group' and then select Create Security Group.
In the Type of Tenanted Security Group drop-down menu, select Integration System Security Group (Unconstrained).
Enter a Security Group Name and click OK.
In the Edit Integration System Security Group (Unconstrained) window, add the integration system user you created in Step 1 to this security group.
Click OK.

Add domain security policies link

In the search box, search for 'security group membership and access' and then select the report link.
Select the security group you created in Step 2 and click OK.
Click the ... symbol next to the security group name.
Select Security Group > Maintain Domain Permissions for Security Group.
In the Integration Permissions section, in the Domain Security Policies permitting Get access field, do the following based on your module:
- For the Human Resource module:
  Add all the Worker Data and Person Data domains along with the following security domains:
  - Job Profile: View
  - Job Directory
  - Job Information
  - Manage: Organization Integration
- For the Payroll module:
  Search for 'payroll'. Select and add all the payroll security domains. On your keyboard, press Shift and the down arrow key, and then press Enter.
  Expand for the complete list of payroll security domains
  - Worker Data: Payroll (Income Withholding Orders) - CAN
  - Audit: Payroll Interface
  - Manage: Effort Certification Work Area
  - Manage: External Payroll Errors
  - Manage: Global Payroll Reconciliation
  - Management Dashboard: Pay Cycle Command Center
  - Management Dashboard: Payroll Year End
  - Pay Calculation (History): Ad-Hoc Actions
  - Pay Calculation: Ad-Hoc Actions
  - Payroll Interface
  - Process: Delete External Payroll Input by Batch ID - batch
  - Process: Delete Payroll Input by Batch ID – batch / Initialize Reference IDs
  - Process: External Payroll Errors
  - Process: Flexible Payments and Deduction Options Management
  - Process: Global Payroll Reconciliation
  - Process: Off-Cycle
  - Process: Payroll (Income Withholding Orders) - USA
  - Process: Payroll Interface Launch
  - Process: Payroll Payment Escheatment
  - Process: Payroll SSP History (Create Data) - UK
  - Process: Payroll SSP History - UK
  - Process: Payroll Settlement
  - Process: Payslip Bulk Print
  - Process: Position Commitment Accounting
  - Process: Run Batch Calculations (Pay Calculation)
  - Process: Run Batch Complete (Pay Complete)
  - Process: Run Batch Payroll Accounting
  - Report: Payroll (Flexible Payments and Deduction Options)
  - Reports: Effort Certification
  - Reports: Manager (Effort Certification)
  - Reports: Pay Calculation Results (Reports: Indexed Data Source Filters)
  - Reports: Pay Calculation Results (Results - Reports based on Pay Component Security)
  - Reports: Pay Calculation Results (Results - Security based on Pay Component Security)
  - Reports: Pay Calculation Results for Organization (Accounting Results)
  - Reports: Pay Calculation Results for Pay Group
  - Reports: Pay Calculation Results for Pay Group (Results) - CAN
  - Reports: Pay Calculation Results for Pay Group - CAN
  - Reports: Pay Calculation Results for Worker
  - Reports: Pay Calculation Results for Worker (Results)
  - Reports: Payroll (BACS) - UK
  - Reports: Payroll (SSP) - UK
  - Reports: Payroll Audit Exception (Assignee)
  - Reports: Payroll SSP History (View Data) - UK
  - Reports: Position Commitments
  - Reports: Pre-Payroll Reporting for Pay Group - UK
  - Reports: Results for Worker (Pay Calculation) - CAN
  - Reports: Results for Worker (ROE) - CAN
  - Reports: Total Rewards Statement (Results - Security based on Pay Component Security)
  - Set Up: Global Payroll Reconciliation
  - Set Up: Maintain Payroll Interface
  - Set Up: Merit and Bonus
  - Set Up: Pay On-Demand
  - Set Up: Payroll
  - Set Up: Payroll (Calculations - Generic)
  - Set Up: Payroll (Calculations - Payroll Specific)
  - Set Up: Payroll (Company Vehicle) – UK
  - Set Up: Payroll (DSN) - FRA
  - Set Up: Payroll (Flexible Payments and Deduction Options)
  - Set Up: Payroll (Holiday Pay) - UK
  - Set Up: Payroll (Income Withholding Orders)
  - Set Up: Payroll (Minimum Wages View) - CAN
  - Set Up: Payroll (Payroll Input Workbooks)
  - Set Up: Payroll (ROE) - CAN
  - Set Up: Payroll (RTI) – UK
  - Set Up: Payroll (SSP) - UK
  - Set Up: Payroll (Taxes View)
  - Set Up: Payroll (US Territory Year End Forms)
  - Set Up: Payroll (Year End) - CAN
  - Set Up: Payroll - CAN
  - Set Up: Payroll - Company Specific
  - Set Up: Payroll - Company Specific (Taxes) - CAN
  - Set Up: Payroll - Company Specific (Taxes) - FRA
  - Set Up: Payroll - Company Specific (Taxes) - USA
  - Set Up: Payroll - FRA
  - Set Up: Payroll - OETH Reporting – FRA
  - Set Up: Payroll - Pay Group Specific
  - Set Up: Payroll - USA
  - Set Up: Payroll Interface
  - Set Up: Payroll Interface (Update Pay Period Status)
  - Set Up: Payroll Interface (deprecated)
  - Set Up: Payroll UK
  - Set Up: Position Commitment Accounting
  - View: Effort Certification
  - View: External Payroll Results
  - View: External Payroll Results - Restricted
  - View: Global Payroll Reconciliation
  - View: Maintain Payroll Interface
  - View: Payee Bank Account for Settlement
  - View: Payroll (Payslip Printing Elections)
  - Worker Data: Effort Certification
  - Worker Data: Payment Elections by Organization
  - Worker Data: Payroll
  - Worker Data: Payroll (Company Specific) - CAN
  - Worker Data: Payroll (Company Specific) - FRA
  - Worker Data: Payroll (Company Specific) - UK
  - Worker Data: Payroll (Company Specific) - USA
  - Worker Data: Payroll (Company Vehicle) - UK
  - Worker Data: Payroll (Costing Override)
  - Worker Data: Payroll (Court Orders) - UK
  - Worker Data: Payroll (Income Withholding Orders)
  - Worker Data: Payroll (Income Withholding Orders) - CAN
  - Worker Data: Payroll (Income Withholding Orders) - USA
  - Worker Data: Payroll (Input by Batch ID)
  - Worker Data: Payroll (Non-Company Specific) - UK
  - Worker Data: Payroll (Pay Group Specific)
  - Worker Data: Payroll (Payroll Input Workbooks)
  - Worker Data: Payroll (Timesheets)
  - Worker Data: Payroll (UK IR35) - UK
  - Worker Data: Payroll (Withholding Orders) - FRA
  - Worker Data: Payroll Interface
  - Worker Data: Payroll Interface (Costing Overrides)
  - Worker Data: Payroll Interface (External Payroll Actuals)
  - Worker Data: Payroll Interface (External Year End Tax Documents)
  - Worker Data: Payroll Interface (Payroll Input by Batch ID)
  - Worker Data: Payroll Public API (Payroll Input)
  - Worker Data: Position and Employee Worktag
  - Worker Data: Unions
  - Worklet: Payroll
- For the Compensation module:
  Search for 'compensation'. Select and add all the compensation security domains. On your keyboard, press Shift and the down arrow key, and then press Enter.
  Expand for the complete list of compensation security domains
  - Audit: Compensation
  - Worker Data: Compensation Summary by Job Profile
  - Add Compensation Plans: Add Unit Salary
  - Add Compensation Plans: Add Salary
  - Add Compensation Plans: Add Period Salary
  - Set Up: Compensation Surveys
  - Add Compensation Plans: Add Hourly
  - Add Compensation Plans: Add Allowance
  - Set Up: Compensation Packages
  - Add Compensation Plans: Add Commission
  - Worker Data: Compensation Plan Type
  - Worker Data: Compensation - All Worker's Positions Past and Present
  - Worker Data: Compensation
  - Audit: Compensation Overall
  - Set Up: Compensation
  - Select Any Compensation Package
  - Process: Compensation Plan Employee Management
  - Worker Data: Compensation Partner Organizations Worklet
  - Process: Cancel Compensation Plan Processes
  - Worker Data: Compensation by Organization
  - Compensation Change
  - Add Compensation Plans
  - Compensation Change: Compensation Basis Details
  - Audit: Compensation for Organizations
  - Compensation Change: Guidelines
  - Compensation Change: Hourly
  - Compensation Change: Manage Compensation Basis
  - Compensation Change: Salary
  - Add Compensation Plans: Add Calculated
  - Compensation Change: Total Base Pay
  - Worker Data: Compensation Basis
  - Non-Worker Data: Compensation Pay Range
  - Non-Worker Data: Compensation
  - Non-Worker Data: Compensation Grade
  - Non-Worker Data: Compensation Basis Pay Range
  - Process: Compensation Plan Events
  - Worker Data: Compensation Pay Range
  - Worker Data: Compensation Grade
  - Worker Data: Compensation Basis Pay Range
  - Non-Worker Data: Compensation by Organization
  - Worker Data: Insurance Calculated Coverage
  - Worker Data: Total Rewards
  - Process: Compensation Review Process Reviewer
  - Worker Data: Compensation Review Statements
  - Add Compensation Plans: Add Bonus
  - Add Compensation Plans: Add Stock
  - Add Compensation Plans: Add Merit
  - Process: Compensation Review Process Controls
  - Process: Compensation Review Events
  - Process: Compensation Review Process Participant
  - Worker Data: Propose Stock Award as Part of Compensation Review
  - Worker Data: Compensation Management by Organization
  - Process: Compensation Management Plan Employee Management
  - Set Up: Compensation Management
  - Process: Compensation Management Events
  - Worker Data: Compensation Management
  - Change Compensation Management Plans
  - Add Compensation Management Plans
  - Process: Compensation Plan Employee Management by Organization
  - Worker Data: Funded Plan Assignments
  - Worker Data: Stock Grants
- For the Recruiting module:
  Search for 'recruiting'. Select and add all the recruiting security domains. On your keyboard, press Shift and the down arrow key, and then press Enter.
  Expand for the complete list of recruiting security domains
  - Reports: Job Requisition & Positions
  - Reports: Open Positions
  - Manage Pre-Hire Process: View Pre-Hire Interviews
  - Pre-Hire Personal Data
  - Pre-Hire Data: Name and Contact Information
  - Manage Pre-Hire Process: View Pre-Hire
  - Pre-Hire Process: Mass Action on Job Requisitions
  - Manage Pre-Hire Data
  - Manage Pre-Hire Process: Pre-Hire Eligibility
  - Set Up: Pre-Hire Process
  - Reports: Manager (Pre-Hire)
  - Pre-Hire Demographics by Organization
  - Manage Pre-Hire Process: Manage Pre-Hires
  - Pre-Hire Data: Background Check Status
  - Manage Pre-Hire Process: Hire Eligibility Status Comment
  - Manage Pre-Hire Process
  - Pre-Hire Data: Employment Agreement
  - Job Requisitions for Recruiting
  - Recruiting Agency Careers
  - Manage: Job Requisition Recruiting Self-Schedule Calendars
  - Manage: Recruiting Agency
  - Manage: Recruiting Self-Schedule Events
  - Self-Service: Recruiting Agency User
  - Manage: Candidate Recruiting Self-Schedule Event
  - Worklet: Recruiting
  - Recruiting Agency Careers Self-Service
  - Recruiting Email Analytics
  - Candidate Data: Offer Initiation Business Title
  - Candidate Data: Offer Initiation
  - Manage: Candidate Notes
  - Candidate Data: Offer Initiation Weekly Hours
  - Candidate Reporting
  - Candidate Data: Web Service LinkedIn Recruiter System Connect
  - Candidate: Global Search
  - Candidate Data: Other Jobs
  - Candidate Data: LinkedIn Recruiter System Connect
  - Candidate Drop Off Data
  - Candidate Data: Interview Schedule
  - Manage: Candidate Engagement
  - Candidate Data: Mass Actions (Do Not Use)
  - Copy Candidate
  - Set Up: Candidate Engagement
  - Move Candidate
  - Candidate Pools
  - Candidate Data: SMS Opt-In/Opt-Out
  - Candidate Data: Questionnaire Total Score
  - Candidate Communication
  - Candidate Data: Reference Check Results
  - Candidate Pool: Manage Membership
  - Candidate Data: Background Check History
  - Manage: External References
  - Candidate Pool: View and Modify Pool
  - Candidate Pool: Private Pool View and Modify
  - Candidate Pool: Restricted View
  - Candidate Data: Referral Candidate Ownership
  - Candidate Data: Edit Job Application
  - Candidate Data: Other Information
  - Move Candidate to Linked Requisition
  - Candidate Pool: Private Pool Create
  - Candidate Merge
  - Candidate Data: Language Skills
  - Candidate Data: Attachments
  - Candidate Data: Job Application
  - Candidate Data: Employee Referrals
  - Candidate Data: Questionnaires
  - Candidate Data: Aboriginal/Indigenous Identification
  - Manage: Candidate Job Application Notes
  - Manage: Candidate Account
  - Candidate Data: Personal Information
  - Manage: Candidates
  - Candidates for My Jobs
  - Candidate Data: Stock Grant Offer
  - Candidate Data: One-Time Payment Offer
  - Move Candidate from Job Requisition to Job Requisition
  - Candidate Tags
  - Move Candidate from Evergreen to Evergreen
  - Manage: Prospect Consent
  - Create Confidential Prospects
  - View Confidential Prospects
  - Create External Prospects
  - Undo Move from Hire
  - Manage: Maintain Recruiting Notes
  - Set Up: Recruiting Agency
  - Set Up: Recruiting Self-Schedule Calendar
  - Set Up: Recruiting
  - Set Up: External References
  - Prospect Sharing
  - Prospects
TIP: You will see an alert. You must activate the security policy changes.
Click OK and then click Done.

Activate security policy changeslink

In the search box, search for 'Activate Pending Security Policy Changes'.
Select Activate Pending Security Policy Changes.
In the comment box, enter 'I approve the changes' and then click OK.
Check the Confirm checkbox and then click OK.

Finish Fivetran configuration link

In the connector setup form, enter the Destination schema name of your choice.
Enter your Workday Username and Tenant in the following format: {Workday_Username}@{Tenant}. You can find the tenant in your Workday Web Services URL: https://<Workday-host-name>/ccx/service/<Workday-Tenant>/....
Enter your Workday Password.
Enter your Workday Hostname. You can find the Workday Hostname from your Workday Web Services URL, which has the following format: https://<Workday-host-name>/ccx/service/....
Click Save & Test. Fivetran will take it from here and sync your Workday HCM data.

Documentation