Please follow all of the steps below in order to ensure that the integration will work correctly. Skipping any step will cause delays in testing (and possibly development) which can negatively impact your overall progress in using Element successfully.
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Leave “Do Not Allow UI Sessions” unset (null) during testing and development.
Set “Do Now Allow UI Sessions” = Yes in the production environment/after testing and development.
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Configure the Integration System User so that it is excluded from password expiration policies during development and testing.
Prior to production deployment, your IT security team can coordinate with our team to establish an appropriate password expiration policy and process.
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Create a dedicated Integration System Security Group (ISSG) for the integration and assign the newly created Integration System User to this security group.
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Workday security access is typically granted through the following mechanisms:
Appropriate permissions will need to be assigned to the Integration System Security Group to support the integration requirements. Below is our recommended security policy permissions:
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Once ready, we will need the following connection details:
It is essential to send the above information securely. Sending over plain text email is not secure and if done, we will request a new credentials to be generated and sent in an encrypted fashion.
If you do not have a way of transmitting the above information in a secure fashion, please let the Integration staff assigned to your project know and they will send you an encrypted email that you can reply to with the required information.
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