Add connector for Workday

Workday is a cloud-based enterprise software platform that provides solutions for human resources (HR), payroll, finance, and workforce management. For Atlassian users, installing the Teamwork Graph connector for Workday can streamline HR processes, automate onboarding and offboarding workflows, and enhance collaboration by connecting employee data with apps like Talent and Teams, improving productivity and operational efficiency.

What data is imported?

The Workday connector imports and stores these objects:

• Organizations

• Positions

• Workers

The metadata and attributes ingested is detailed in the reports generated below.

Before you begin

• To connect to Workday, many of the following steps must be completed by a Workday Admin. You will also need an Atlassian Organization admin to finish the setup.

• Data from this connector will be used by multiple apps like Talent and Teams. To understand permissions and data use, read the Teamwork Graph data, privacy, and usage guidelines.

• Some fields you need to configure are specific to the app you’re using this connector for, like Talent.

Overview of Workday setup

In Workday, you’ll need to setup an Integration System User (ISU), and three different reports to sync your organization data. The steps required to complete this are:

1. Create an ISU and security group

2. Set up Organizations report

3. Set up Positions report

4. Set up Workers report

5. Copy report URLs

This page will guide you through all the steps, which may take up to one hour to configure.

Create an Integration System User (ISU) and security group

You’ll need Workday Security Admin access to complete these steps.

1. In the Search Bar, search for create integration system user and select the Create Integration System User Task.

2. On the user create screen, fill in the fields:

   1. User Name: Can be whatever.

   2. Generate Random Password: Unchecked

   3. New password and New Password Verify: Can be whatever.

   4. Require New Password at Next Sign In: Unchecked

   5. Session Timeout Minutes: 0

   6. Do Not Allow UI Sessions: Checked

3. Select OK, and then select Done on the next screen.

4. From the Search bar, search for create security group and select the Create Security Group Task.

5. From the dropdown that appears, select:

   1. Type of Tenanted Security Group: Integration System Security Group (unconstrained)

   2. Name: Can be whatever, but something like Atlassian Integration group

6. Select OK. On the following screen, add your newly created user to the Integration System Users field, and select OK. Select Done.

7. From the Search bar, search for view security groups for user and select the View Security Groups for User Report.

8. In the Person field, search for the user you created above. Select OK.

9. In the displayed table, hover over the row with the newly created group, and next to the group name, select the three dots icon > Security Group > Maintain Domain Permissions for Security Group:

10. On the following form, add these Integration Permissions:

    1. For Domain Security Policies permitting Get access:

       • Indexed Data Source: Workers

       • Manage: Supervisory Organization

       • Organization: Supervisory Organization

       • Person Data: Work Contact Information

       • Staffing Actions: Business Title

       • Worker Data: Active Employees

       • Worker Data: All Positions

       • Worker Data: Business Title on Worker Profile

       • Worker Data: Current Job Profile Information

       • Worker Data: Current Staffing Information

       • Worker Data: Historical Staffing Information

       • Worker Data: Job Details

       • Worker Data: Organization Information

       • Worker Data: Public Worker Reports

       • Worker Data: Service Dates

       • Worker Data: Staffing

       • Worker Data: System ID

       • Worker Data: Time in Position

       • Worker Data: Worker ID

       • Worker Data: Workers

       • Worker Position: View

11. You’ll have some alerts warning that you need to update security policy changes. These will be handled in the next step. Select OK, and then select Done.

12. From the top Search bar, search for activate pending security policy changes and select the Activate Pending Security Policy Changes Task.

13. On the next screen, you need to add a comment about the changes you’ve made. Note down something like Changing security policy for Atlassian integration and select OK.

14. To confirm the policy changes, tick the Confirm tickbox and select OK.

Organizations Report

1. In the Search Bar, search for create custom report and select the Create Custom Report Task.

2. On the new report, fill in the fields:

   1. Report Name: Can be whatever, but something unique like Atlassian organizations report

   2. Report Type: Set to Advanced

   3. Temporary Report: Unchecked

   4. Enable as a web service: Checked

   5. Optimized for Performance: Unchecked

   6. Data Source: Search and select Supervisory Organizations
      When you uncheck Optimized for Performance you’ll see an alert that you can ignore. Select OK.

3. You’ll be taken to a screen where you can add Additional Info. In the Columns tab, add the following fields. After adding each, you’ll need to select the plus icon at the beginning of the row to add a new row in the table.

4. Scroll down to Group Column Headings and add the following Business Objects. It doesn’t matter what order they appear:

  5. Confirm your data looks like this:

6. Select the Share tab.
7. For Report Definition Sharing Options, select Share with specific authorized groups and users
8. For Authorized Groups, add the security group you created above. For Authorized Users, add the ISU account you created.
9. Select OK to save the report.

Positions Report

1. In the Search Bar, once again search for create custom report and select the Create Custom Report Task.

2. On the new report, fill in the fields:

   1. Report Name: Can be whatever, but something unique like Atlassian position report

   2. Report Type: Set to Advanced

   3. Temporary Report: Unchecked

   4. Enable as a web service: Checked

   5. Optimized for Performance: Unchecked

   6. Data Source: Search and select All Positions Including Closed Positions
      When you uncheck Optimized for Performance you’ll see an alert that you can ignore. Select OK.

3. You’ll be taken to a screen where you can add Additional Info. In the Columns tab, add the following fields. After adding each, you’ll need to select the plus icon at the beginning of the row to add a new row in the table.

*Fields marked with an ( * ) are specific to Talent use only.

6. Scroll down to Group Column Headings and add the following Business Objects:

7. Confirm your data looks like this (the order of the rows does not matter):

8. Select the Share tab.
9. For Report Definition Sharing Options, select Share with specific authorized groups and users.
10.For Authorized Groups, add the security group you created above. For Authorized Users, add the ISU account you created.
11.Select OK to save the report.
12.Select Done.

Worker Report

1. In the Search Bar, once again search for create custom report and select the Create Custom Report Task.

2. On the new report, fill in the fields:

   1. Report Name: Can be whatever, but something unique like Atlassian worker report

   2. Report Type: Set to Advanced

   3. Temporary Report: Unchecked

   4. Enable as a web service: Checked

   5. Optimized for Performance: Unchecked

   6. Data Source: Search and select All Active Workers and Terminated Workers

3. When you uncheck Optimized for Performance you’ll see an alert that you can ignore. Select OK.

4. You’ll be taken to a screen where you can add Additional Info. In the Columns tab, add the following fields. After adding each, you’ll need to select the plus icon at the beginning of the row to add a new row in the table. Be sure to note the Column Heading Overrides XML Alias. These must be entered exactly as below.

5. Confirm your data looks like this (the order of the rows does not matter):

6. Select the Share tab.
7. For Report Definition Sharing Options, select Share with specific authorized groups and users.
8. For Authorized Groups, add the security group you created above. For Authorized Users, add the ISU account you created.
9. Select OK to save the report. You may have to press it twice due to the alert mentioned above.
10.Select Done.

Copy report URLs

The final step in Workday is to copy URLs for each of the reports you set up.

For each of the three reports (Organizations, Positions, Workers)

1. Open each report (you can use the Search box to find them by name).

2. Navigate to > Web Service > View URLs

3. Scroll down to the JSON section, right-click on the JSON link, and select Copy URL.

Do this for each of the three reports and keep the URLs. You’ll need them in just a moment.