Page Contents

• Workday Credentials | Workday URLs | Historic Vacancy Sync Date
• API Permissions Required
• Security Domains Required
• API End Points Used
• Mandatory & Optional Permissions Explained 
• Vacancy Stages Setup

Workday Credentials | Workday URLs | Historic Vacancy Sync Date

Below are a list of pieces of information we need from you to be able to enable the integration.

Helpful Guides

• To create the Integration Service User (ISU) see the guide Workday ISU Account Creation
• To setup x509 authentication (after your integration consultant has provided the x509 certificate to you) see the guide Workday Integration X509 Certificate based Auth
• To setup the Vacancy Owner Integration Override mapping field see the guide Vacancy Recruiter & Manager Mapping Instructions

API Permissions Required

These are the Workday API permissions we require you to assign to the ISU:

Security Domains Required

API End Points Used

Mandatory & Optional Permissions Explained 

Mandatory Permissions for Vacancy Pull

• Get_Job_Requisitions: Allows Beamery to periodically retrieve the newly created or updated vacancy
• Get_Locations: Used to retrieve more information about the location found in the requisitions
• Get_References: Used to resolve the values of references found in the requisitions, for example, vacancy type

Optional Permissions for Vacancy Pull

• Get_Workers: Used to assign an owner to the vacancy in Beamery.

Every vacancy that originates in Workday and is then created in Beamery is, by default, owned by the "Workday Integration User” (this is a user we setup to act on behalf of the integration between both systems). To get requisitions from Workday we call Get_Job_Requisitions, which returns us the position id of the user. By granting permission to Get_Workers, this allows us to query this endpoint to reconcile this position id with the email address of the actual Workday user. This then allows us to display the Vacancy Owner in Beamery in a meaningful way - namely by showing the name of the owner rather than the generic "Workday Integration User”.

There is an alternative to this by using a Vacancy Owner Integration Override Field, see guide for that here.

• Get_Job_Postings: Used to extract a publicly accessible URL which will be used inside Beamery UI.
• Get_Evergreen_Requisitions: Used to get evergreen requisitions from Workday into Beamery.
• Get_Job_Family_Groups: Used to find the Job Family Group for a job requisition in Workday, which is mapped to Department in Beamery. This requires Get_Job_Postings access to function correctly as the Job Family Group ID is found on the job posting. We use Get_Job_Family_Groups to map this ID to a readable value.

Mandatory for Contact Pull

• Get_Candidates: Allows Beamery to periodically retrieve the newly created or updated candidates.

Mandatory for Contact Push

• Put_Candidates: Allows Beamery to push a contact to Workday.

Vacancy Stages Setup

Vacancy stages must be set in Beamery to mirror requisition stages in Workday. This is important for correct synchronization of which stage a candidate is in (an application). Earlier in this document we covered the mapping of Vacancy Stages between Workday and Beamery. For implementation of the integration, we need a list of your vacancy stages set in Workday, so that we can replicate them into Beamery. The table below is an example of this (stage values can differ as per your Workday setup).