Workday connectors | Zoho Creator Help

Workday connectors

Overview

Zoho Creator offers built-in connectors to integrate with Workday, enabling organizations to access and manage HR, payroll, and finance data within their Creator applications. With this integration, you can automate workflows, fetch employee information, manage organizational hierarchies, and handle time-tracking data. 

The different connectors supported for Workday services are: 
  1. Workday Human Capital Management
  2. Workday Financial Management
These connectors operate in a bring your own credentials (BYOC) mode, meaning you'll need to provide your own credentials to authorize and establish the connection. They're available in two authentication types:
  1. Basic authentication: Where you need to provide the username and password for authentication
  2. OAuth 2.0: Where you provide the client ID, client secret, base URL, and tenant.

Meta Information

Connector
Workday Human Capital Management and Workday Financial Management
Authentication type
OAuth 2.0
Data centers
US, IN, EU, AU, CN, CA, SA, JP, and UAE
Applicable for 
C5, C6
Website
Privacy policy
API documentation

Setting up Workday connectors

To connect Zoho Creator with Workday, you need to register an OAuth 2.0 client in your Workday tenant:
  1. Navigate to your Workday account. Search for and open the Create Integration System User task. Provide a unique username and password for this user (Note: Please store these credentials securely). Leave the default settings unchanged and complete the process by clicking OK.
  2. Next, create a security group that will be associated with the ISU. Search for "Create Security Group" and select the option Integration System Security Group (Unconstrained). Assign a relevant name to this group and click OK.
  3. Once created, search for "Edit Security Group", open the newly created group, and add the ISU from Step 1 to it.
  4. Then search for "View Domain" and select the relevant domain, such as Worker Data: Public.
  5. Click Domain Security Policy Permissions, then choose Edit Permissions. Grant Get access (or other permissions as required) to the security group created earlier. After updating the permissions, be sure to Activate Pending Security Policy Changes to bring the new settings into effect.
  6. Search for the "Register API Client (OAuth2)" task. Then fill in the required fields, such as the Client Name, set the Client Grant Type to Client Credentials, and select the appropriate scopes based on the data your integration needs. Once you complete the registration, Workday will generate the client ID and client secret. 
  7. Search for "View API Clients" in Workday and locate your newly registered client. Verify that the correct scopes have been granted and that the associated security group from Step 2 has access to the relevant domains.
  8. Generate refresh tokens by navigating to Workday > View API Clients > Manage Refresh Tokens for integrations.
Creating a Workday connector in Zoho Creator
  1. Navigate to Microservices in the left pane and click + Create New. Then click Pick & Create next to Connections. 

  2. The list of built-in connectors will be displayed. Now select the connector of the required Workday service to create the connection.
  3. Make the required customizations in the Add Connection pane and click Create And Authorize

    If you choose basic authentication, then you'll be required to provide the username and password for authentication. 
    If you choose OAuth authentication, then you'll need to provide the client ID, client secret, authorization URL, token URL, refresh token URL, and revoke token URL. 
  4. Next, the Link Account popup will be displayed requesting the credentials. Then paste the values copied from your Workday account. 
    Client ID and Client Secret: The values from step 4 in the previous section. 
    Base URL: https://{workday_instance}.workday.com
    Tenant: Your unique Tenant ID provided by Workday.

  5. Click Authorize and you'll be redirected to Workday's authorization page.
  6. Enter your authorization credentials and accept the access permissions. After successful authorization, the connection is ready to be used in your applications.

Where this connector can be used

Deluge

All actions supported through this connector can be performed using Deluge workflows.
Method
Description
invokeURL
The Deluge invokeURL task can be used to access the Workday APIs for the supported actions.

For complete information on the APIs, visit the Workday API doc.

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