How to integrate Workday HRIS with Exclaimer

Description

Many customers use Workday as their primary source of employee data rather than Active Directory or Google Directory. The Workday integration allows employee data to be synced directly from the HR system, improving data accuracy while reducing manual effort, minimizing points of failure, and supporting smoother onboarding without disrupting existing workflows.

How to access it

To access the Enable Workday access option:

From the header bar, select the cogwheel icon, then select Sender Management (Microsoft 365 and Google Workspace).

_{The example image is for a Microsoft 365 subscription and shows the Settings menu.}
Navigate to the Enable HRIS access section.

_{The Enable HRIS access section.}

Select an option below to view the related instructions:

Connecting to the Workday HRIS system

To connect to your HRIS to allow Exclaimer to synchronize user contact details:

From the drop-down list, select Workday.

_{From the drop-down list, select Workday.}
Select Connect.

The Workday Permissions window is displayed. Grant read-only access and choose which data models are shared.

_{The Workday Permissions window.}
Select Allow and Continue.
Enter the User ID and password.

_{Enter the username and password.}
Select Next.
Enter your Workday Web Services Endpoint URL.
Follow the instructions on the screen on How to find my Workday Web Services Endpoint URL?

_{Follow the on-screen instructions and enter the Workday URL.}
Select Next.
Enter your Workday tenant name.
Follow the instructions on the screen on How do I find my Workday Tenant Name?

_{Follow the on-screen instructions and enter the Workday tenant name.}
Select Connect.

_{Sreen is showing that the connection has been established.}
WARNING! Keep the above window open until the connection is complete. If you close it too soon, the connection may not finish setting up, and it may not appear as connected in Exclaimer.

If you try to connect to Workday again, you may see a message saying that the connector already exists. If this happens, raise a support ticket so the team can assist you.

Once a connection is established with the Workday HRIS system, the Connected text is displayed within Exclaimer.

_{Once a connection is established with the Workday HRIS system, the Connected text is displayed within Exclaimer.}

Re-Connecting to the Workday HRIS system

To re-connect to the Workday HRIS system:

Select Re-connect.

A message is displayed that reconnecting will entirely remove your connection to Workday, and any data will no longer be available, and a new connection flow will start automatically.

_{Select OK to reconnect to the Workday HRIS system.}
Select OK to continue.

Disconnecting from the Workday HRIS system

To disconnect from the Workday HRIS system:

Select Disconnect.

A message is displayed that disconnecting will entirely remove your connection to Workday, and any data from the system will no longer be available.

_{Select OK to disconnect from the Workday HRIS system.}
Select OK to continue.

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