Set up your Workday account
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In order to enable the Workday<>Starred integration, you first need to complete the below steps from your Workday environment:
A. Create Integration Security User
B. Create Integration Security Group
C. Create Report Definition
A. Create Integration Security User
- Type “Create Integration System User” in the Search Box and select the option in the list.
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- Assign fields like User Name, New Password and New Password Verify. For the User
Name put 'ISU_Starred', and click OK.
Please note Note down the username and password as these need to be shared with Starred.
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B. Create Integration Security Group
- Type “Create Security Group” in the Search Box and select the option in the list.
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- For the option 'Type of Tenanted Security Group', select Integration System Security Group (Unconstrained) from the drop-down list.
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- For the option Name, type “ISSG Starred Integration” and click OK.
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- On the next page titled “Edit Integration System Security Group (Unconstrained)”,
click on the box for Integration System Users and search for “ISU_Starred” and
select it. Click OK.
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- Click on the related actions (i.e., the three dots) for the Security Group and navigate to Security Group -> Maintain Domain Permissions for Security Group.
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- On the next page, fill the various domain security policies as per different operations
(View/Modify = Report/Task Permission and Get/Put = Integration Permission):
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They refer to this table:
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- Click OK and then Done.
C. Create Report Definition
- Type Create Custom Report in the Search Box and select the option in the list.
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- Fill the various fields as follows. Check if the report name is exactly: ‘Starred_Integration’.
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- On the next page, fill in the details in tabs: Columns, Filter and Prompts as per the tables below.
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- Columns
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Please note:
🌟 the order and the spelling of the columns needs to match exactly what you see in the table, including underscores and capital letters.
🌟 you can add any field to the report that you want to be able to pull. These extra columns can be added after the standard ones shown in the table.
- Filters
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- Prompts
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- For the Share tab, fill in the report sharing options (highlighted) as below and click OK.
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- On the next page, click Run (at the bottom) to run the report.
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- Fill in the report prompts and click OK to validate the required information.
- After you've run your report once, you'll be able to copy the Report URL.
Updated about 1 year ago
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