Set up your Workday account

In order to enable the Workday / Starred integration, you first need to complete the below steps from your Workday environment:

• A. Create Integration System User
• B. Create Integration Security Group
• C. Create Report Definition

A. Create Integration System User

1. Type “Create Integration System User” in the Search Box and select the option in the list.

2. Assign fields like User Name, New Password and New Password Verify. For the User Name put 'ISU_Starred', and click OK.

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Note down the username and password as these need to be shared with Starred.

B. Create Integration Security Group

1. Type “Create Security Group” in the Search Box andselect the option in the list.

2. For the option Type of Tenanted Security Group:

• Integration System Security Group (Unconstrained) from the drop-down list.

3. For the option Name:

• type “ISSG Starred Integration”
• click OK.

4. On the next page titled Edit Integration System Security Group (Unconstrained):
   • click on the box for Integration System Users
   • search for “ISU_Starred” and select it
   • click OK.

5. Next:

• click on the three dots for the Security Group
• navigate to the option called Security Group
• click on Maintain Domain Permissions for Security Group.

6. On the next page:

• fill the various domain security policies as per different operations: View/Modify Access / View access / Piut access / Get access as per the table below

7. Click OK and then Done.

C. Create Report Definition

1. Type Create Custom Report in the Search Box and select the option in the list.

2. Fill the various fields as follows.

• Check if the report name is exactly: ‘Starred_Integration’.

3. On the next page:

• fill in the details in tabs: Columns, Filter and Prompts as per the tables below.

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Note: disable Do not prompt at runtime. See screenshot below.

• 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.

🌟 you need to add more than one field under each Business Object in order to show in Starred.

• Filters

• Prompts

4. For the Share tab:

• fill in the report sharing options (highlighted) as below
• click OK.

5. On the next page:

• click Run (at the bottom) to run the report.
• fill in the report prompts
• click OK to validate the required information.

6. After you've run your report once, you'll be able to copy the Report URL.