Step 1: Confirm you accept the expected behaviour of this merging feature
- Checkout this comprehensive guide on how the merging works in Workday
- Understand what happens to the data fields in Beamery when contacts merge: in particular, make sure you understand the “What to Watch Out For” section!
- Sign-up to our merging logic using this form.
Step 2: Assign security permissions in Workday
- Search for “View Security for Securable Item”
- Enter your Web service name in the Securable Item : Get Person Merge Records
- Click on the Functional Area from the table : Duplicate Management to view the status and description of the Functional Area
- Go back to Edit the status of the Functional Area, and click on Edit Functional Area. Check / uncheck the Enabled checkbox to Enable / disable the Functional Area.
Note: that the associated web services won’t work unless it is enabled even if the Security permissions are correctly assigned for Beamery ISSG group
Step 3: Assign domain security policy for Beamery ISSG in Workday
- Search for “View Security for Securable Item”
- Enter your Web service name in the Securable Item: Get Person Merge Records
- Click “View Security”
- Click on “Edit Permissions” from security policy actions
- Make sure that the Beamery ISSG is added in the Integration permissions with “Get Access” checkbox checked
- Click OK
- Now approve this change by going to “Activate Pending Security Changes”
Step 4: Inform us you have completed these steps
- Submit a ticket to our support team to alert us that you have completed these steps and ready for configuration.
- Sit back and relax - we’ll be in touch!
- Once we confirm the configuration from our side, we can work collaboratively to verify the features success through testing in your Sandbox, before going live.