What you can expect after connecting with Workday:
You will be able to link a position in OfferZen to the corresponding Workday job.
Candidates will automatically be sent to the relevant job in Workday when they accept your interview request on OfferZen.
As you move a candidate through the stages in your hiring process, the application stage syncs back and is displayed on OfferZen.
Your Account Manager will be able to see upcoming interviews scheduled with a candidate in Workday to make collaboration even easier.
Follow these steps to see candidates in Workday:
1. Create an Integration System User (ISU)
From your Workday portal, log into the Workday tenant. Once there, type “Create Integration System User” into the Search field.
Select the task called Create Integration System User. On Create Integration System User page, go to the Account Information section, enter a username and confirm a password, then click OK.
2. Add this Integration System User to a Security Group:
In the Search field, type “Create Security Group.” Select the task called Create Security Group and click OK.
On the Create Security Group page, find the Type of Tenanted Security Group pull-down menu, and select Integration System Security Group from it. Enter a name for the group into the Name field, and click OK.
On the Edit Integration System Security Group (Unconstrained) page, in the Name field, enter the same name you entered when creating the Integration System User above. Click OK.
3. Configure Domain Security Policy Permissions
Functional Areas you need enabled
Candidate Data: Job Application
Candidate Data: Interview Schedule
Candidate Data: Offer Details
Candidate Data: Other Jobs
Jobs Requisitions for Recruiting
Candidate Data: Personal Information
Candidate Data: Personal Information
Candidate Data: Other Information
Candidate Data: Photo
Candidate Data: Attachement
Pre-Hire Process Data: Name and Contact Information
Pre-Hire Data: Contact Information
Pre-Hire Data: Names
Job Requisition Data
Person Data: Personal Data
Person Data: Citizenship Status
Person Data: Disabilities
Person Data: ID Information
Person Data: Marital Status
Person Data: Date of Birth
Person Data: Gender
Person Data: Government IDs
Person Data: Personal Information
Person Data: Home Contact Information
Person Data: Home Address
Person Data: Home Email
Person Data: Home Instant Messenger
Person Data: Home Phone
Person Data: Home Web Address
Person Data: Work Contact Information
Person Data: Work Address
Person Data: Work Email
Person Data: Work Instant Messenger
Person Data: Work Phone
Person Data: Work Web Address
4. Activate Security Policy Changes
Type “Activate Pending Security Policy Changes” to view a summary of the changes in the security policy that will need to be approved. After reviewing, approve the pending changes in order to activate them.
5. Validate Authentication Policy is Sufficient
Check the Manage Authentication Policies section and ensure the ISU you created is added to a security policy that can access the necessary domains. It should not be restricted to only the "SAML" Allowed Authentication Types – if it is, though, you can create a new Authentication Policy with a "User Name Password" Allowed Authentication Type.
Type "Activate All Pending Authentication Policy Changes" in the search bar to view a summary of the changes in the authentication policy that need approval. After reviewing them, approve the pending authentication policy changes in order to activate them.
6. Obtain the Web Services Endpoint for Workday Tenant
OfferZen will need access to your specific Workday web services endpoint: To obtain it, search in Workday for Public Web Services and open the Public Web Services Report.
Hover over Human resources and click the three dots to access the menu. On the menu, click Web Services > View WSDL. Navigate to the bottom of the page that opens and you'll find the host. Copy everything until you see /service.
7. Enter credentials into OfferZen
Find the OfferZen Integrations page by logging into your OfferZen account, clicking More on the navigation bar, and then Integrations.
Click on the Connect button for Workday.
Follow the prompts on the page, and enter the link you copied from Workday into the text box when prompted to enter your Workday Web Services Endpoint URL.