Setting up the Workday Connector app

Account owners and administrators can efficiently integrate and configure Workday credentials, perform initial setup procedures, and implement Workday within the Workforce Management integration interface. This integration enables agents and supervisors to submit and authorize leave requests, which are subsequently reflected in Workday upon approval.

Requirements for using the Workday Connector app


Important: Currently, the system manages the Time Off leave category. Zoom does not provide technical support for the Workday. If you need help, contact Workday or your IT admin that manages the application.

Table of Contents

How to access the Workday Connector app

You can access Workday for Workforce Management marketplace connector apps from the Zoom App Marketplace listing page.

  1. Sign in to the Zoom App Marketplace using admin credentials.
  2. Use the search box to find the Workday for WFM Connector app.
  3. Click on the app's icon or name to access it.
  4. Click Add to create the connector.

How to create an Integration System User (ISU)

You can use an existing user, but it is recommended to create a dedicated Integration System User in Workday.
  1. Sign in to Workday.
  2. In the search bar, enter Integration System User (ISU).
  3. Click Create ISU and complete the required details:
  4. Click OK.

How to create security group to be used in your integration

  1. Sign in to Workday.
  2. In the search bar, enter Security Group.
  3. Select Create Security Group.
  4. Next to Type of Tenanted Security Group, select Integration System Security Group (Unconstrained).
  5. Enter a name for your ISSG (for example, ISSG_WFM) and click OK.
  6. Assign the Integration System User created in previous section (ISU_WFM) to this security group.

How to add permissions to ISSG for APIs

  1. Sign in to Workday.
  2. Search for Integration System Security Group (Unconstrained) and open it.
  3. Click the ellipsis icon next to the group and select Security Group.
  4. Click Maintain Domain Permissions for Security Group.
  5. Add the following domain security policies:
  6. Click OK.

Configure business process permissions

For Request Time Off business process:
  1. Search for bp: Request Time Off.
  2. Click the ellipsis icon next to the business process definition.
  3. Select Business Process Policy then Edit.
  4. Add ISSG_WFM to:
For Correct Time Off business process:
  1. Search for bp: Correct Time Off.
  2. Click the ellipsis icon next to the business process definition.
  3. Select Business Process Policy then Edit.
  4. Add ISSG_WFM to:

How to activate pending security policy changes

This step ensures that all permissions assigned above take effect.
  1. Sign in to Workday.
  2. Search for Activate Pending Security Policy Changes and select it.
  3. Review your changes, check Confirm, and click Submit.
    After this step, ISSG_WFM will have the assigned permissions.

How to generate a Refresh Token for API Integration

  1. Sign in to Workday.
  2. Search for Register API Client for Integrations and select it.
  3. Specify Client Name and Scope (Functional Areas). Minimum scopes for WFM functionality:
  4. Click OK and copy the Client ID and Client Secret. Save them securely.
  5. Search for View API Client, then click the API Client for Integrations tab.
  6. Select the API Client you created.
  7. Click the ellipsis icon and select API Client.
  8. Click Manage Refresh Tokens for Integrations.
  9. Enter the Workday account created in the previous section (ISU_WFM).
  10. Click OK and save the generated refresh token securely.

How to set up the Workday Connector app

To set up the Workday for Workforce Management connector, the Workday instance has to be associated with the Workday for Workforce Management connector available in the Zoom App Marketplace. Follow these steps:

  1. Enter the following required information:
  2. Click Submit.

How to delete the Workday for WFM integration connection

From Zoom App Marketplace

After you have established the Workday for WFM integration connection, it cannot be edited. If you need to make changes due to any change in configuration setting, you can delete the connection and create it again.
Note: This will delete the connection from WFM and stop the sync.
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, expand Advanced and click App Marketplace.
  3. Search for Workday for WFM. Click the ellipsis icon and select Settings.
  4. Go to Connections tab.
  5. Click on ellipsis icon next to your connection name.
  6. Select Delete.
  7. Click Delete to confirm.

From Workforce Management

After you have established the Workday for WFM integration connection, it cannot be edited. If you need to make changes due to any change in configuration setting, you can delete the connection and create it again.
Note: This will not delete the connection from App Marketplace. The same connection can be reused.
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Workforce Management.
  3. In the sidebar, click the Preferences tab.
  4. Go to Integrations tab.
  5. Click on the ellipsis icon next to your connection and select Delete integration.
  6. Click Delete to confirm.

How your data is used

The Workday Connector allows Zoom Communications Inc. to manage your employee absence management. To ensure proper functionality, you'll need to add a refresh token with the appropriate permissions (scopes). The permissions you share with Zoom Communications Inc. include:

Admin experience

Administrators are required to incorporate the Workday Connector from Zoom App Marketplace and establish the connector with the required information.

Supervisor experience

Agent experience

Support responsibilities

Zoom

For the following issues, contact Zoom Support:

Marketplace:

Workforce Management (WFM):

Workday

For the following issues, contact Workday Support: