# Report as a Service (RaaS) ## 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. Create a Workday Integration System User (ISU) ([example documentation](https://docs.pingidentity.com/bundle/pingone/page/yia1649796283042.html)) - 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 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. \ \ **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 Worker Fields — Workday - Report Fields for Worker

#### Work Report Properties & Examples {% hint style="info" %} Please note that value names are case sensitive! {% endhint %}

Name	Description	Value Examples [Usage Notes]	Type/Format	Is Required	How used in Oort
user_id	Employee/User ID	14651848	Numeric	Yes
first_name	First Name	Robert	String	No
middle_name	Middle Name	Douglas	String	No
last_name	Last Name	McGurrin	String	No
nickname	Nickname	Bob	String	No
email	Email Address	dmcgurrin@personal.com	String	No
active	Is User Active?	`true` or `false`	Boolean	No
org_name	Organization Name	P&S Broadcast	String	No
business_title	Business Title	Partner Account Director [Combined with `position_title]`	String	No
super_ref	Employee/User ID of the Supervisor/Manager	91601870	String	No
managername	Name of the Supervisor/Manager	Marc Heady	String	No
position_title	Position Title	SW Development Eng [Combined with `business_title`]	String	No	Maps to `Title`
division	Company Division	Belgium Division	String	No
city	City	Sacramento	String	No
state	State	CA	String	No
country	Country	United States	String	No
hire_date	Initial Hire Date	2022-10-26 or 2022-10-26T17:30:00.000	ISO 8601 Date Format	Yes	Maps to `Start Date` (verify)
termination_date	Termination Date	2022-10-26 or 2022-10-26T17:30:00.000	ISO 8601 Date Format	Yes, if user is not active
category	Category of User	Contingent Worker	String	Yes	Used as User Type and to determine User Type Classification (internal/external)

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.

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.