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OrgChart Help Guide

Workday Connector

Audience

Audience: Administrators

Overview

Workday is a Human Resource Capital Management solution. OrgChart directly connects to Workday. The following article provides step-by-step instruction for setting up a Workday connector.

Setting up a Workday Connector

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  3. Click on the Chart Settings tile. The Source panel is displayed.

    5_2_1_CS_Source.png

  4. Click on the 5_2_ElipsesinSourcePanel.png under the Main Data Source heading. The list of Main Data Source connectors is displayed.

  5. Click on the Workday icon, and then click on Select.

    5_2_2_WorkdaySelect.png

  6. Enter the following information into the corresponding text boxes:

    • User Name - User name of the Workday service user account that created the employee report

    • Password - Password for the Workday service user account

    • Endpoint - JSON URL copied in step 16 of the Workday Configuration article.

  7. Click on the 5_2_2_TestAuth_Icon.png icon (under the Main Data Source heading) to test that the credentials provided are valid.

    5_2_2_Workday_TestCreds.png

    Note

    If authorization fails, a Failed Authorization alert is displayed, detailing the invalid credential(s). Re-enter valid credentials, and then re-test until you receive a successful authorization.

  8. Click on the yellow Configure Mapping button, and then click on Save Changes. The Chart Settings: Mapping panel is displayed.

  9. Click on the yellow Load Mapping button.

  10. Ensure that OrgChart has mapped the fields correctly, and then click on Save, and then Refresh.