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

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. 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. Create the custom report as defined below

3. Enable the report as a web service in Advanced settings

4. Ensure that the ISU created in Step 1 is the owner of the report in the Share settings

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. Go to your Workday tenant and enter create integration system user in the search field. Under Tasks & Reports, click Create Integration System User.

2. Enter a username and password for the new user.

3. Leave the Require New Password at Next Sign In option clear.

4. For Session Timeout Minutes, enter 0.

5. Select Do Not Allow UI Sessions to prevent this user from signing into Workday.

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

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. NOTE - Please ensure that the Column Heading Override and Column Heading Override XML Alias columns use these specific names, so that the product can map the attributes correctly.

1. user_id

2. first_name

3. middle_name

4. last_name

5. nickname

6. email

7. active

8. org_name

9. business_title

10. super_ref - (Manager ID)

11. managername

12. position_title

13. division

14. city

15. state

16. country

17. hire_date

18. termination_date

19. category

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	[e-mail]
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 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.

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 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. Enter a Name for the integration (just a display name)

2. Enter your Workday Report JSON URL created previously

3. Enter the ISU username and password for the Workday ISU service account that was created previously

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.

Collect Now