Workday Reports as a Service (Raas) Integration

Contents

What can you do with a Dado-Workday RaaS integration?

Integrating Dado with Workday via Reports-as-a-Service enables you to sync the worker data of your choice from Workday to Dado.

If you'd also like to sync data from Dado back to Workday, ask your Customer Success Manager about the Workday API integration.

What data is exchanged between Dado and Workday?

Workday data accessible to Dado:

Dado receives data from Workday via a dedicated report (or reports) that you will create. You have complete control of which data fields are included in that report, as well as which users’ data will be accessible. 

In short, it’s completely up to you.


Dado data accessible to Workday:

The Reports as a Service (Raas) integration does not make any Dado data accessible to Workday.

If you'd like to sync data from Dado back to Workday, ask your Customer Success Manager about the Workday API integration.

How to set up the Workday Raas integration

Most of the following steps will need to be done by your IT or Workday Team. Your Dado Customer Success Manager will take over for the final configuration.


Time required: 30-60 minutes

Pre-requisites: a Workday user account with access to the Security Administration and Report Administration functional areas


Step 1: Create a Dedicated Integration System User (ISU)

Workday's security model requires that web service access be tied to a specific, non-human user. You should never use a regular user's account for this purpose.

  • Search for the task Create Integration System User in the Workday search bar.
  • In the Account Settings step, input the following:
    • User Name: we recommend using ISU_Dado, or another username that includes ‘Dado’
    • Password: choose a strong password, as you usually would
    • Require New Password at Next Sign In: this should be unchecked
  • Make a note of the password and username; you’ll need them later.
  • In the Security Settings step, select the following:
    1. Session Timeout Minutes: set this to zero
    2. Do Not Allow UI Sessions: check this box
  • In the Finish step, click “OK”
  • Search for the task Maintain Password Rules
  • Scroll to the bottom to find the field System Users exempt from password expiration
  • Add the ISU you just created. This ensures the integration will not break because the password has expired.

Step 2: Create an Integration System Security Group (ISSG)

This security group will hold the permissions for your integration user and the data it can access. Alternatively, if you already have a suitable ISSG, add the newly created ISU to it.

  • Search for the task Create Security Group.
  • Choose Integration System Security Group (Unconstrained) as the type. This grants the user access to all data instances within the group's security permissions.
  • Give it a name (e.g., ISSG_Dado_RaaS_Reports).
  • Add the Integration System User you created in Step 1 to this new security group.
  • Search for the task Activate Pending Security Policy Changes and confirm all changes you've made so far.
  • Now it’s time to grant access to this security group. Search for the security group you’ve just created. 
  • From the group's related actions menu (...), go to Security Group > Maintain Domain Permissions for Security Group.
  • Add the necessary security domains to the Domain Security Policies permitting Get access field. These domains correspond to the business objects and data fields used in your report (e.g., Worker Data: Current Staffing Information)

Step 3. Create an Advanced Custom Report in Workday

Depending on the kinds of workers whose data you want to sync to Dado, you might need to set up more than one report. For instance, you often need separate reports for pre-start candidates and for workers.

  • Decide which data you want to sync to Dado: specifically, which data points about which workers.
    • Your Dado Customer Success Manager will support you in determining which data is needed for your use case.
  • Search for the task Create Custom Report
  • On the initial setup screen, set the Report Type to Advanced.
  • Crucially, check the box for Enable As Web Service.
  • Build your report as needed, adding all the fields you want Dado to be able to access. 
    • The column heading override values will become the JSON element names. Make a note of these values; you will need to provide them to your Dado Customer Success Manager
  • On the Share tab of the report, add the Integration System Security Group you created in the previous step to the Authorized Groups field.
  • Ensure the report's owner is the ISU you created. You may need to transfer ownership using the report's related actions.

Step 4: Retrieve the report URL

  • Navigate to the custom report you set up in Step 3.
  • Click the related actions button (...) next to the report name.
  • Go to Web Service > View URLs.
  • A new page will display different URL formats (e.g., XML, JSON, CSV).
  • To get the URL, right-click JSON and select Copy Link Address.

Step 5. Set up the integration in Dado

  • Log in to Dado and navigate to Settings in the top navigation. 
  • Under Settings, choose Integrations from the left-side menu. A list of integrations is shown. Click Workday Raas.
  • Fill in the following information from the previous steps:
    • Endpoint Name: this is only visible in Dado; choose something that indicates what kind of data is being synced to Dado (for instance "Worker and Intern data" or "New Hire data")
    • Import API URL: the URL from step 4
    • Username: the username of the ISU you set up in Step 1
    • Password: the password of the ISU you set up in Step 1
  • If you need to set up more than 1 report, then you can now click Add another endpoint, and input the details of your second report.
  • Click save.
    • It may take a few seconds to finalize the connection with Workday. The connection has been successfully set up when you're returned to the Integrations page.

At this point, let your Dado Customer Success Manager know, and they’ll complete the set-up in the Dado platform.

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