> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oleria.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workday

Oleria's Trustfusion platform offers a central place to continuously monitor and manage access for all identities - human, non-human, and AI - across all systems: on-prem, in the cloud, or custom. It provides adaptive and autonomous access security that sets your business free. As part of that promise, we integrate your Workday into the Oleria platform.

This document provides step-by-step guidance for integrating Workday with your Oleria workspace.

## Prerequisites

* Administrator permission on the Oleria workspace
* Workday admin credentials

<Note>Use a service account (and not an employee account) with the suggested privileges for the integration to ensure continuity.</Note>

## Create an Integration System User in Workday

Create an Integration System User and grant View Only permissions.

<Steps>
  <Step title="Create the Integration System User">
    Log in to Workday. Type **Create integration system user** in the search window and select the task.

    The Create Integration System User window opens. Provide the following:

    * **User Name**
    * **Password**
    * Set **Session timeout minutes** to `0`
    * Select the **Do Not Allow UI Sessions** checkbox

          <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-1.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=ed93918a10ca8e2657ec30d8e0451a31" alt="Select the checkbox Do Not Allow UI Sessions" width="935" height="661" data-path="images/integrations/workday/step-1.png" />
  </Step>

  <Step title="Exempt the user from password expiration">
    In the search window, type **Maintain Password Rules** and select the task.

    Under **System Users exempt from password expiration**, search and add the **Oleria Integration System User**.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-2.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=979a7933511d1a1dc7354a3574282318" alt="Workday System Users exempt from password expiration with Oleria user added" width="579" height="446" data-path="images/integrations/workday/step-2.png" />
  </Step>

  <Step title="Create an integration security group">
    In the search window, type **Create security group** and select the task.

    From the **Type of Tenanted Security Group** dropdown, select **Integration System Security Group (Unconstrained)** and give it a name, for example, **Oleria Integration Security Group**.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-3.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=b49aeb5a22a6f684c6253605b054a1e5" alt="Workday security group type dropdown with Integration System Security Group selected" width="589" height="379" data-path="images/integrations/workday/step-3.png" />
  </Step>

  <Step title="Add the user to the security group">
    From the **Integration System User** field, search and select the **Oleria Integration System User** created in the previous step.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-4.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=4cc4f77b51fab66d84654d3c3030d078" alt="Workday Integration System User field with Oleria user selected" width="821" height="323" data-path="images/integrations/workday/step-4.png" />
  </Step>

  <Step title="Add permissions to the security group">
    In the search window, type **Maintain permissions for Security Group** and select the task.

    Search and add the **Oleria Integration Security Group** in the **Source Security Group** field. Select **Ok**.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-5.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=8fe06e454fead653a39c9d18315bfc2f" alt="Click Ok." width="942" height="512" data-path="images/integrations/workday/step-5.png" />

    In **Maintain Permissions for Security Group** → **Domain Security Policy Permissions**, add the following permissions:

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-6.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=6c4d7749ed4c79a62a74fbc361f1c995" alt="Workday Domain Security Policy Permissions table with Oleria required permissions" width="1109" height="764" data-path="images/integrations/workday/step-6.png" />

    1. *("View Only", "Integration Event", "Integration")*
    2. *("View Only", "Integration Debug", "Integration")*
    3. *("View Only", "Integration Process", "Integration")*
    4. *("View Only", "Integration Build", "Integration")*
    5. *("View Only", "Worker Data: Workers", "Staffing")*
    6. *("View Only", "Person Data: Personal Data", "Personal Data")*
    7. *("View Only", "Worker Data: Employment Data", "Staffing")*
    8. *("View Only", "Worker Data: Staffing", "Staffing")*
    9. *("View Only", "Worker Data: Public Worker Reports", "Staffing")*
    10. *("View Only", "Worker Data: Organization information", "Staffing")*
    11. *("View Only", "Person Data: Personal information", "Personal Data")*
    12. *("View Only", "Person Data: Name", "Contact information")*
    13. *("View Only", "Person Data: Person Reports", "Personal Data")*
    14. *("View Only", "Worker Data: Service Dates", "Staffing")*
    15. *("View Only", "Worker Data: Current Staffing Information", "Staffing")*
    16. *("View Only", "Person Data: Public Work Email Address Integration", "Contact information")*
    17. *("View Only", "Person Data: Private Work Email Integration", "Contact information")*
    18. *("View Only", "View: Supervisory Organization", "Organizations and Roles")*
    19. *("View Only", "Person Data: Private Home Email Integration", "Contact information")*
    20. *('View Only', 'Person Data: Public Home Email Address Integration', 'Contact Information')*
    21. *('View Only', 'Person Data: Home Contact Information', 'Contact Information')*
    22. *('View Only', 'Worker Data: Employee Contracts', 'Staffing')*
    23. *('View Only', 'Worker Data: All Positions', 'Staffing')*
    24. *('View Only', 'National ID Identification', 'Personal Data')*
    25. *('View Only', 'Manage: Supervisory Organization', 'Organizations and Roles')*
    26. *('View Only', 'Indexed Data Source: Workers', 'Staffing')*
    27. *('View Only', 'Reports: Organization', 'Organizations and Roles')*
    28. *('View Only', 'Worker Position: View', 'Staffing')*
    29. *('View Only', 'Person Data: Work Contact Information', 'Contact Information')*
    30. *('View Only', 'Person Data: ID Information', 'Personal Data')*
    31. *('View Only', 'Job Information', 'Jobs and Positions')*
    32. *('View Only', 'Staffing Actions: Additional Job Classifications', 'Staffing')*
    33. *('View Only', 'Staffing Actions: Primary Job', 'Staffing')*
    34. *('View Only', 'Worker Data: Job Family on Worker Profile', 'Staffing')*
    35. *('View Only', 'Worker Data: Directory', 'People Experience')*
    36. *('View Only', 'Worker Data: General Staffing Information', 'Staffing')*
    37. *('View Only', 'Worker Data: Job Details', 'Staffing')*
    38. *('Get Only', 'Worker Data Current Job Profile Information', 'Staffing')*
    39. *('View Only', 'Worker Data: Active and Terminated Workers', 'Staffing')*
    40. *('View Only', 'Worker Data: Business Title on Worker Profile', 'Staffing')*
    41. *('View Only', 'Worker Data: Current Job Profile Information', 'Staffing')*
    42. *('View Only', 'Staffing Actions: Job Profile', 'Jobs & Positions')*
    43. *('View Only', 'Job Profile: View', 'Integration')*
    44. *('Get Only', 'Integration Event', 'Integration')*
    45. *('Get Only', 'Integration Build', 'Integration')*
    46. *('Get Only', 'Integration Process', 'Integration')*
    47. *('Get Only', 'Integration Debug', 'Integration')*
    48. *('Get Only', 'Worker Data: Organization Information', 'Staffing')*
    49. *('Get Only', 'Worker Data: Public Worker Reports', 'Staffing')*
    50. *('Get Only', 'Worker Data: Current Staffing Information', 'Staffing')*
    51. *('Get Only', 'User-Based Security Group Administration', 'System')*
  </Step>

  <Step title="Activate pending security policy changes">
    Type **Activate Pending Security Policy Changes** in the search window and select the task.

    Provide a comment and select **OK**.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-7.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=06390a1d75016f3e78284dacf627fd01" alt="Provide a comment and click OK." width="649" height="529" data-path="images/integrations/workday/step-7.png" />

    On the next screen, select the **Confirm** checkbox and select **OK**.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-8.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=fd1053b9292bab07f67e5a10c286018d" alt="On the next screen, select the Confirm checkbox and click OK." width="663" height="405" data-path="images/integrations/workday/step-8.png" />
  </Step>

  <Step title="Register a new API client">
    Type **Register API Client for integrations** in the search window and select the task.

    * Enter a name for your API client in the **Client Name** field.
    * Unselect the **Non-Expiring Refresh tokens** checkbox.
    * Add **180** in the **Refresh Token Timeout (in days)** field.
    * Search and add the following scopes in the **Scope (Functional Areas)** field:
      * Integration
      * Jobs & Positions
      * Organizations and Roles
      * Personal Data
      * Public Data
      * Staffing
      * System
      * Tenant Non-Configurable
      * Worker Profile and Skills
      * Contact Information
    * Select the **Include Workday Owned Scope** checkbox.

          <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-9.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=fde1e81e74ebc8aaacdc4de8f639d724" alt="Select the Include Workday Owned Scope checkbox" width="772" height="680" data-path="images/integrations/workday/step-9.png" />

    Copy the **Client ID** and **Client Secret** shown on the next page.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-10.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=6a1da4530158ead36eb112e540ab64a7" alt="Copy Client ID and Client Secret shown in the next page" width="842" height="798" data-path="images/integrations/workday/step-10.png" />
  </Step>

  <Step title="Generate a refresh token">
    Type **View API Clients** in the search window and select the task.

    Select **API Client for Integrations**.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-11.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=6e0a91ceddeba3d61c55ae1dc263655e" alt="Select API Client for Integrations" width="869" height="627" data-path="images/integrations/workday/step-11.png" />

    Select the API client registered in the previous step.

    Select the ellipsis → **API client** → **Manage Refresh Tokens for Integrations**.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-12.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=081b2b3319e18724422b1f611a25ffa4" alt="Select the eclipse → API client → Manage Refresh Tokens for Integrations" width="1004" height="342" data-path="images/integrations/workday/step-12.png" />

    Search and select the **Oleria Integration System User** created above. Select **Ok**.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-13.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=639d82afc5c5653e12f6f9985ea0f040" alt="Click Ok." width="702" height="346" data-path="images/integrations/workday/step-13.png" />

    The **Delete or Regenerate Refresh Token** dialog opens. Select the **Generate New Refresh Token** checkbox.

    <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-14.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=a53c9fd693d4ed535dc8871910b51088" alt="Delete or Regenerate Refresh Token opens, select Generate New Refresh Token checkbox." width="654" height="749" data-path="images/integrations/workday/step-14.png" />
  </Step>
</Steps>

## Connect Workday to Oleria

<Steps>
  <Step title="Open the integration and provide credentials">
    Go to your Oleria workspace, select **Integrations** → select **Workday**, and provide the following:

    * **Host Name** - your Workday home URL
      * To find it: log in to Workday, search for **View API clients**, and the **Workday REST API endpoint** will be visible at the top of the page
    * **Tenant ID** - select your account and the organization ID
    * **Client ID** - captured in the previous section
    * **Client Secret** - captured in the previous section
    * **Refresh Token** - captured in the previous section
    * **Refresh Token Expiry** (optional) - leave empty if a non-expiring refresh token was set up

          <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-15.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=16ff5c71fa56b19ee1584e8b38696a78" alt="Tenant ID: To find the tenant ID, select your account and the  organization ID" width="378" height="202" data-path="images/integrations/workday/step-15.png" />

          <img src="https://mintcdn.com/oleria/qn6A7RIhybLn0JXz/images/integrations/workday/step-16.png?fit=max&auto=format&n=qn6A7RIhybLn0JXz&q=85&s=4ae93fb89c04f9b42ad3234d23383f30" alt="Oleria workspace Workday integration form showing optional Refresh Token Expiry field" width="1131" height="855" data-path="images/integrations/workday/step-16.png" />
  </Step>

  <Step title="Confirm the connection">
    Find the newly integrated Workday instance in your Oleria workspace connected integrations.
  </Step>

  <Step title="Verify the integration health">
    Select **Connected Integrations** → **Workday** → select **View Details** to open the side pane and view the agent health status.
  </Step>
</Steps>

## Contact us

For questions about this integration, contact us at [support@oleria.com](mailto:support@oleria.com).
