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Workday Integration Steps

How to setup your integration for Workday

K
Written by Kathleen Webber
Updated over 3 weeks ago

To connect Workday to LiveRem, you need to set up a URL, Client ID and Client Secret via Workday's system.

Here’s a step-by-step guide:

Setting up the LiveRem connection in Workday

Step 1: Create API Client in Workday

The Workday portal allows you to register the required API client based on the category and locate all the necessary information for setting up the Workday REST OAuth2 Account.

  1. Log into the Workday portal with valid Workday Org admin credentials.

  2. From the Search menu for the Workday categories, select Register API Client and click Register.

  3. Specify the fields for the new client:

Field

Description

Client Name

LiveRem

Client Grant Type

Authorization Code Grant

Support Proof Key for Code Exchange (PKCE)

No

Enforce 60 Minute Access Token Expiry

Yes

x509 Certificate

(empty)

Access Token Type

Bearer

Redirection URL

Allow Integration messages

Refresh Token Timeout (in days)

Non-Expiring Refresh Tokens

Yes

Grant Administrative Consent

Yes

Disabled

No

Scope (Functional Areas)

Adaptive Planning

Benefits

Core Compensation

Organizations and Roles

Performance Enablement

Staffing

Worker Profile and Skills

System

Worker Profile and Skills

Contact Information

Core Payroll

Personal Data

Include Workday Owned Scope

Yes

Locked Out due to Excessive Failed Signon Attempts

No

Restricted to IP Ranges

(empty)

4. Click on Done.

Step 2: After the API client is registered in the Workday portal, note down the following that are automatically generated to be used in the Workday REST OAuth2 Account.

  • Client ID

  • Client Secret

  • Authorization Endpoint

  • Token Endpoint

Step 3: Click on the Authorize button in the Workday OAuth2 Account. You will be redirected to the Workday Portal. Provide valid login credentials and click Allow.

We recommend you use the Admin login credentials (who initially created the API) for authorization. The required permissions are granted only to the admin who creates the application.

The OAuth2 credentials generated in the Register API Client Admin console grants you only GET permission for Workday services and OpenAPI paths.

While registering an API client, when you encounter Insufficient permission or such permission-related errors, we recommend that you contact the Workday Org Admin to resolve the POST permission issue.

Setting up your Workday integration in LiveRem

Step 3: Log in to LiveRem

Step 4: Click on Integrations on the left hand menu

Step 6: Click 'Add Integration' on the top right hand corner. Find 'Workday' and click 'Connect'

Step 7: Add the details you created within Workday, including the

  • Workday authorisation URL

  • Workday token URL

  • Client ID

  • Client Secret

Step 8: Click Connect. You should be redirected to Workday to login using your admin credentials.

Step 9: Your connection is complete. You can start mapping your roles.


If you have any issues please contact us.

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