Comment on page

Report as a Service (RaaS)

Create a Workday Report URL for Oort to integrate via Web Service

Overview

The Oort security platform can integrate with Workday Report as a Service (RaaS) functionality to ingest Workday HR data in an automated fashion.
Workday HR data provides a key element to managing identities and identity security in your organization, as the HRIS system is frequently the source of truth for both internal and third party B2B users.
This document will walk you through the process of setting up access to Workday and will also walk you through the setup inside of the Oort console.
New Workday Integration General Settings
New Workday Integration - General Settings

Workday Report as a Service Configuration

NOTE - This article assumes some familiarity with Workday platform administration. The purpose of the document is to provide the report structure and parameters, as well as provide guidance in the Oort configuration.
The high level steps to complete this task in Workday are as follows:
  1. 1.
    Create a Workday Integration System User (ISU) (example documentation) - this user will act as the report owner and provide access to it from the Oort platform
  2. 2.
    Create the custom report as defined below
  3. 3.
    Enable the report as a web service in Advanced settings
  4. 4.
    Ensure that the ISU created in Step 1 is the owner of the report in the Share settings
  5. 5.
    Configure the Workday Report inside of the Oort console.

Create Workday ISU

To create the integration system user, follow the example documentation above or proceed as follows:
  1. 1.
    Go to your Workday tenant and enter create integration system user in the search field. Under Tasks & Reports, click Create Integration System User.
  2. 2.
    Enter a username and password for the new user.
  3. 3.
    Leave the Require New Password at Next Sign In option clear.
  4. 4.
    For Session Timeout Minutes, enter 0.
  5. 5.
    Select Do Not Allow UI Sessions to prevent this user from signing into Workday.
  6. 6.
    Click OK.
Ensure that the ISU created above is a member of the necessary security groups within Workday to be an owner of the report to be created in the next step.

Create Custom Report

Create a custom report in Workday with the following properties:
  • Report type - Advanced
  • Data source - All users (active, terminated, pre-hire) - This will depend on your Workday data structure.
  • Data source type - Standard
  • Primary business object - Worker
Workday Custom Report Details
Workday Custom Report
Add the following columns to the report, in this order. Some of the columns will be Workday native or static fields and some will be calculated fields.
  1. 1.
    user_id
  2. 2.
    first_name
  3. 3.
    middle_name
  4. 4.
    last_name
  5. 5.
    nickname
  6. 6.
    email
  7. 7.
    active
  8. 8.
    org_name
  9. 9.
    business_title
  10. 10.
    super_ref - (Manager ID)
  11. 11.
    managername
  12. 12.
    position_title
  13. 13.
    division
  14. 14.
    city
  15. 15.
    state
  16. 16.
    country
  17. 17.
    hire_date
  18. 18.
    termination_date
  19. 19.
    category
Workday Worker Fields
Workday - Report Fields for Worker

Work Report Properties & Examples

Please note that value names are case sensitive!
Name
Description
Value Examples [Usage Notes]
user_id
Employee/User ID
14651848
first_name
First Name
Robert
middle_name
Middle Name
Douglas
last_name
Last Name
McGurrin
nickname
Nickname
Bob
email
Email Address
active
Is User Active?
true or false
org_name
Organization Name
P&S Broadcast
business_title
Business Title
Partner Account Director [Combined with position_title]
super_ref
Employee/User ID of the Supervisor/Manager
91601870
managername
Name of the Supervisor/Manager
Marc Heady
position_title
Position Title
SW Development Eng [Combined with business_title]
division
Company Division
Belgium Division
city
City
Sacramento
state
State
CA
country
Country
United States
hire_date
Initial Hire Date
2022-10-26 or 2022-10-26T17:30:00.000
termination_date
Termination Date
2022-10-26 or 2022-10-26T17:30:00.000
category
Category of User
Contingent Worker
Enable this Report as a Web Service in the Advanced tab.
Enable as a Web Service should be Yes
Enable As Web Service
Ensure that the ISU user created above is listed as the Owner of the report in the Share tab.
Note - The ISU user will need access to ALL of the data fields in the report.
Workday Report Owned By
Verify the Report Owned by field
Copy the Report URL in JSON format for use in the Oort integration configuration.
Note - the Report URL can be obtained at the following location in the Workday report console.
The report URL must be for the JSON format.
Open the list of Report URLs in a new tab and right-click -> copy the JSON URL link below.
Copy the Workday JSON URL
Copy the JSON URL

Oort Configuration

Within the Oort console, navigate to -
Integrations -> New Integration -> Workday
Enter the following information according to the instructions below.
New Workday Integration - General Settings
  1. 1.
    Enter a Name for the integration (just a display name)
  2. 2.
    Enter your Workday Report JSON URL created previously
  3. 3.
    Enter the ISU username and password for the Workday ISU service account that was created previously
  4. 4.
    Click Save.

Start Collection for the Workday Integration

Data collection for new integrations occurs automatically every 24 hrs overnight, but to manually start the collection process, do the following.
Click the three dot option menu on the newly created Workday RaaS integration and select Collect Now.
This process may take some time depending on the size of the Workday user population.
Click the Collect Now button to start the data collection
Collect Now