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Integrating Workday with Atomicwork

Learn how to connect Workday to Atomicwork for automated leave and team management workflows.

R
Written by Riya Sebastian
Updated over a week ago

The Workday integration connects your Atomicwork workspace to Workday's Human Capital Management (HCM) module. This integration focuses on Leave Management, such as leave balances and time off requests, and Staffing, which includes employee details.

Prerequisites

Before you begin, you need to create an API Client for Integrations in your Workday tenant. This OAuth 2.0 client allows Atomicwork to authenticate securely. You must have Security Administrator access in Workday to complete this setup.

Field

Description

Client ID

The OAuth 2.0 Client ID from the Workday API Client registration

Client Secret

The OAuth 2.0 Client Secret from the Workday API Client registration

Tenant Name

The Workday tenant name (e.g., acme_impl1)

REST API Base URL

The base URL for Workday REST APIs (Look at the URL you use to access Workday. If your login URL is https://acme.workday.com, your REST API Base URL is likely https://acme-services1.workday.com)

Authorization Base URL

The base URL for Workday OAuth authorization (e.g., https://acme.workday.com)

Step 1: Create a Workday API client

  1. Log in to your Workday tenant as a Security Administrator.

  2. Search for Register API Client for Integrations in the Workday search bar.

  3. Fill in the required fields, such as setting the Client Name to "Atomicwork Integration".

  4. Enable Non-Expiring Refresh Tokens to ensure continuous connectivity.

  5. Select the required scopes for Staffing and Absence Management (listed below).

  6. Click Done and securely store the Client ID and Client Secret.

Step 2: Configure required permissions

You must grant specific Functional Area scopes to the API Client and configure an Integration System User (ISU) with the correct security group permissions.

  • Staffing: Grants access to list workers and get worker details.

  • Absence Management: Grants access to get leave balances, eligible leave types, valid time off dates, and apply for time off.

Ensure your ISU has Get permissions for Worker Data (Staffing and Public Worker Reports) and Time Off and Leave of Absence, as well as Put permissions to submit time off requests.

Step 3: Connect Workday in Atomicwork

Once your Workday environment is prepared, you can connect it to your workspace.

  1. Navigate to Settings > App store > Workday.

  2. Click Connect button.

  3. Enter your Client ID, Client Secret, Tenant Name, REST API Base URL, and Authorization Base URL.

  4. You are redirected to Workday's authorization page to grant consent.

  5. After granting consent, you are redirected back to Atomicwork, and the connection is established automatically.

Supported actions and modules

After connecting, the integration supports three configurable feature modules: Absence Management, Team Management, and Time Tracking. These modules enable the following actions in your workflows:

  • Get leave balances: Retrieves leave balances for a specific worker.

  • Get eligible leave types: Retrieves eligible absence types for a specific worker, filterable by category.

  • Apply for time off: Submits a time off request for a specific worker, supporting multiple dates.

  • Get worker details: Retrieves detailed information including job, location, and organization data.

  • Get valid time off dates: Validates which dates are valid for time off for a specific worker.

  • List workers: Retrieves a list of all workers with optional search and pagination.

  • Call API: Executes a generic API call to any Workday endpoint for custom operations.

Troubleshooting common issues

  • Worker not found: The worker ID is a Workday internal UUID, not the employee number. Use the List Workers action to find the correct UUID.

  • Leave type requires reason: Some leave types require a reason. Use the Get Eligible Leave Types action to check if a reason is required and provide the reason ID.

  • Position-based leave type: Some leave types require a position ID. Use the Get Leave Balances action to find the position ID associated with the worker.

  • Token expired: If the refresh token expires due to prolonged inactivity, you must reconnect the integration in Atomicwork.

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