🤝 Workday | Connect

Article author
Nick Doumlele
  • Updated

With the Connect integration, candidates you find in public profile search are expanded to include the following information from your ATS:

  • Is this candidate already in my ATS as a prospect or applicant?
  • Their stage & status, and when they were last updated
  • The name of the recruiter who worked with them previously
  • View their email, phone number, and resumes/other attachments

Before You Begin

Please contact your Customer Success Manager or our support team so we can coordinate your integration setup.

Make sure you have access to the following APIs in Workday

  • Get_Candidates
  • Get_Candidate_Attachments
  • Get_Job_Requisitions
  • Get_Job_Postings

Setting up the Workday Integration

You will need to do the following in Workday:

  • Create a new ISU account
  • Create a new Security group
  • Add the ISU account to the security group
  • Add permissions to the security group
  • Activate your security changes
  • Copy your service endpoint
  • Copy your tenant name
  • Optional: Whitelist IP addresses

Create a new ISU account in Workday for your SeekOut integration

Login to Workday, search for Create Integration System User, and run the task. Enter a user name and password. Uncheck the box Require New Password at Next Sign In. Ensure that Session Timeout Minutes is set to 0. Click OK to create the new user.

workday_isu_1.png

Copy the username and password somewhere safe; you will be entering this into SeekOut later.

Create new Security Group

Search for Create Security Group and run the task. Select Integration System Security Group (Unconstrained) from the Type of Tenanted Security Group dropdown, and name your security group something easy to remember like seekout2way. Click OK to go to the next step.

On the next page, use the search box next to the Integration System Users field to find your username. Make sure your username is added to this box. Click OK.

workday_security_group_1.png

Click Done on the next page to finish creating the security group.

Add Permissions to Security Group

There are five permissions you need to add to your security group. You'll need to repeat these steps to add them one at a time.

1. In your Workday account, search for View Security for Securable Item and run the report. A pop up will appear.

workday_securable_item_1.png

2. Enter Get Candidates in the Securable Item field and click OK. On the search results, click the three-dots next to Get Candidates (Web Service) (Web Service Task), then click Security, then View Security. 

workday_view_security_3.png

3. Click the three-dots next to Candidate Data: Job Application, then Domain Security Policy, then click Edit Permissions.

workday_edit_permissions_1.png

4. Scroll down to the Integration Permissions section and click the Plus + sign next to *Security Groups. Search for the seekout2way group and add it to the field. Click the checkbox under the Get column and then click OK.

workday_integration_permissions_2.png

5. Click Done to return to the list of policies for Get Candidates. Repeat steps 3 and 4, this time clicking the three-dots next to Prospects.

Repeat steps 2 - 4 with the following:

  • Search for the Get Candidate Attachments securable item
  • Click the three-dots > View > View Security
  • Find the policy Candidate Data: Attachments
  • Click the three-dots > Domain Security Policy > Edit Permissions
  • Scroll to Integration Permissions, add the seekout2way security group, check the box under Get, and click OK.
  • Search for the Get Job Requisitions securable item
  • Click the three-dots > View > View Security
  • Find the policy Job Requisition Data
  • Click the three-dots > Domain Security Policy > Edit Permissions
  • Scroll to Integration Permissions, add the seekout2way security group, check the box under Get, and click OK.
  • Search for the Get Job Posting securable item
  • Click the three-dots > View > View Security
  • Find the policy Job Postings: External
  • Click the three-dots > Domain Security Policy > Edit Permissions
  • Scroll to Integration Permissions, add the seekout2way security group, check the box under Get, and click OK.

Activate Security Changes

Search for Activate Pending Security Policy Changes and run the task. Enter a comment and click OK.

activate_pending_security_1.png

On the next page, check the box next to Confirm and then click Done to activate your new security policies.

How do I find my service endpoint?

In your Workday account, search for Public Web Services and view the report. Scroll down and click the three dots next to Recruiting: Public, then select Web Service > View WSDL. A new tab will open with an XML file.

Using the Find feature in your browser (press Ctrl + F if you are using Windows, or Cmd + F on a Mac), search for soapbind:address. The URL on this line is your service endpoint. 

workday_endpoint_1.png

Copy the URL without the quote marks and save it somewhere safe; you'll be entering this in SeekOut.

How do I find my tenant name?

Your tenant name is part of your url when you're logged into Workday. It's the text between the two forward slashes after workday.com.

workday_tenant_name.png

Copy your tenant name, be sure not to copy any of the slashes or any other part of the URL. Save this somewhere safe; you'll be entering it into SeekOut.

Optional: Whitelist IP Addresses

You can whitelist the following IP addresses that are used for the Workday <> SeekOut integration:

13.64.9.73

13.64.9.74

64.159.116.250

73.140.212.100

104.42.5.227

Integrate with SeekOut

Login to your SeekOut account, click your initials at the top right of the dashboard, and select Integrations.

access_integrations_4.png

Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.io and ask to enable ATS integrations for your org.

Connecting to Workday

On the Integrations page, scroll down to Workday in the Connect section and click the Connect button. Leave Workday in the Name field, then enter your service endpoint and your ISU password. In the UserName field, enter your ISU username, followed by @ and then your Workday tenant name. 

workday_connect_1.png

Removing the Integration

Click the horizontal three-dot button next to a connected integration to Edit or Remove the integration from your SeekOut account.

How to use Connect

With ATS Connect enabled, profiles you find when searching in SeekOut will be enriched with additional information (highlighted in yellow below) if the prospect is already in your ATS.

ats_connect_profile_1.png

How Candidate Matching Works

SeekOut matches the profile data from your ATS with the up-to-date candidate profile in SeekOut. SeekOut will use ATS data you provide to do this match, including:

  • Name, company, title, or other fields
  • LinkedIn profile URL
  • PDF resume

We use this data only to find the correct person in SeekOut and note whether they are in your ATS or not. This information is not shared with any other SeekOut customer and is deleted once the match is attempted.

This matching process happens regularly (typically daily or weekly) so new candidates in your ATS are always matched with their profile in SeekOut.

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