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
- Account owner or administrator privileges
- Zoom Workforce Management license
- Refresh token with appropriate permissions generated and accessible from Workday
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.
How to access the Workday Connector app
You can access Workday for Workforce Management marketplace connector apps from the Zoom App Marketplace listing page.
Access the app from the Zoom App Marketplace
- Sign in to the Zoom App Marketplace using admin credentials.
- Use the search box to find the Workday for WFM Connector app.
- Click on the app's icon or name to access it.
- Click Add to create the connector.
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:
- Enter the following required information:
- Click Submit.
How to obtain the client ID and client secret from Workday
- Log in to your Workday admin account.
- Search for Register API Client for Integrations, and then select Register API Client for Integrations.
The Register API Client for Integrations window will open. Enabling Non-Expiring Refresh tokens ensures the refresh token generated for this API client will never expire and needs to be manually revoked. - Specify the Client Name and Scope (Functional Areas) based on your requirements. Below are the minimum scopes needed for a fully functional WFM:
- Integration
- Staffing
- Time Off and Leave
- Click OK and copy client ID and client secret values and save them.
How to obtain the refresh token from Workday
- Log in to your Workday admin account.
- Search for View API Client, and then click the API Client for Integrations tab.
- Select the API Client that you created.
- On the API Client page that appears, click the ellipsis icon
. - Click API Client then Manage Refresh Tokens for Integrations.
- Enter your Workday account name, and then click OK.
- Select the checkbox Generate New Refresh Token, and then click OK.
- Save the successfully generated refresh token.
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:
- Integration: Zoom Communications Inc. will have permission to retrieve time-off types from the connected Workday instance.
- Staffing: Zoom Communications Inc. will have permission to search and list workers and worker details.
- Time Off and Leave: Zoom Communications Inc. will be authorized to:
- Access existing leave categories, types, and employee leave balances.
- Submit absence requests on behalf of employees.
- Create Enter Time Off entries on behalf of supervisors.
- Modify existing absence requests submitted through Zoom Communications Inc.
Admin experience
Administrators are required to incorporate the Workday Connector from Zoom App Marketplace and establish the connector with the required information.
- A new integration must be configured in Workforce Management by selecting the established connector.
- Administrators are required to establish a mapping correlation between workforce management out-of-office activities and the corresponding Workday leave codes for all applicable categories and classifications.
- Administrators shall have the capability to incorporate Workday employee records for each agent within the Workforce Management user interface.
Note: Currently, only one Workday Connector/App can be implemented or added per account.
Supervisor experience
- Supervisors shall have access to view all out-of-office requests from agents through a unified interface.
- Supervisors possess the authority to approve or deny out-of-office requests submitted by agents.
- Supervisors maintain the capability to delete time-off requests for agents, and these changes will be reflected in the Workday system.
- Upon supervisory approval, Workforce Management shall generate a time-off request on behalf of the agent, which will receive automatic approval (functions effectively with basic time-off approval protocols).
Agent experience
- Agents may submit out-of-office requests by selecting the appropriate Workforce Management activity.
- Agents shall have access to view their accrued leave balances.
- All approved out-of-office requests will be displayed in the Workforce Management interface
- Agents have the capability to withdraw previously submitted leave requests.
Support responsibilities
Zoom
For the following issues, contact Zoom Support:
Marketplace:
- Issues adding the Workday app to an account
- Issues when updating or configuring Workday
Workforce Management (WFM):
- Time-off codes not visible after integration
- Issues mapping WFM users via Employee ID
- Out-of-office (OOO) requests in WFM not reflecting in Workday
- Discrepancies in user balances between WFM and Workday
Workday
For the following issues, contact Workday Support:
- Creating an integration user (a designated user for all integration activities)
- Setting up an API client for integration
- Generating a refresh token
- Creating time-off plans and assigning them to workers