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: An ISU account’s username has the following format:
[user-name]@[tenant-name]
.
Setup instructionslink
Create an 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 an 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
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In the search box, search for ‘security group membership and access’ and then select the report link.
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Select the security group you created in Step 2 and click OK.
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Click the … symbol next to the security group name.
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Select Security Group > Maintain Domain Permissions for Security Group.
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In the Integration Permissions section, in the Domain Security Policies permitting Get access field, add all the Worker Data: domains along with the following security domains:
- Job Profile: View
- Job Directory
- Job Information
- Manage: Organization Integration
TIP: You will see an alert. You must activate the security policy changes.
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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 copy and paste the hostname part of 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.
Related Contentlink
description Connector Overview
account_tree Schema Information
settings API Connector Configuration