> For the complete documentation index, see [llms.txt](https://docs.harmony.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.harmony.io/integrations/hris/workday.md).

# Workday

Workday is an enterprise cloud platform for finance and human resources management. Connecting Workday to Harmony enables automated IT provisioning triggered by HR events, comprehensive employee lifecycle management, and data-driven workforce analytics for IT operations.

#### What the Workday integration enables

| Capability             | Description                                                         |
| ---------------------- | ------------------------------------------------------------------- |
| Automated Provisioning | Trigger IT workflows automatically based on Workday HR events       |
| Employee Lifecycle     | Manage onboarding, transfers, and offboarding seamlessly            |
| Organizational Sync    | Keep employee data and org structure synchronized across IT systems |
| Lifecycle Automation   | Automate IT tasks for role changes, transfers, and promotions       |

Anything defined in the [Workday REST API](https://community.workday.com/sites/default/files/file-hosting/restapi) can be accessed through Harmony workflows.

#### Prerequisites

* **Workday Administrator Access**: Admin role with permissions to create Integration System Users (ISUs)
* **Permissions to configure security groups and policies**
* **Your Workday tenant name** (e.g., `company`)
* **Harmony Account**: Active Harmony workspace with admin privileges

#### Connect Workday to Harmony

**Step 1: Create Integration System User in Workday**

1. Log in to your Workday tenant
2. Search for **Create Integration System User** and fill in:
   * **User Name**: `HarmonyIntegration`
   * **Password**: Create a strong password (no `&`, `<`, or `>` characters)
3. Search for **Maintain Password Rules** and add the ISU to **System Users exempt from password expiration**
4. Search for **Create Security Group**, select **Integration System Security Group (Unconstrained)**, and name it `Harmony Integration Group`
5. Assign `HarmonyIntegration` to the new security group
6. Search for **Maintain Permissions for Security Group** and add the following domain security policies (Get Only):
   * Worker Data: Public Worker Reports
   * Person Data: Name
   * Person Data: Work Contact Information
   * Worker Data: Current Staffing Information
   * Worker Data: Organization Information
   * Worker Data: Workers
7. Search for **Activate Pending Security Policy Changes** and confirm

**Step 2: Register API Client in Workday**

1. Search for **Register API Client for Integrations**
2. Configure:
   * **Client Name**: `Harmony Workday API Client`
   * **Non-Expiring Refresh Tokens**: Enabled
   * **Grant Type**: Client Credentials
3. Click **Save** and copy the **Client ID**, **Client Secret**, and **Token Endpoint URL**
4. Search for **Manage Refresh Tokens for Integrations**, select your API client, add the ISU as **Authorized User**, and copy the generated **Refresh Token**

**Step 3: Navigate to Integrations**

1. Log into your Harmony dashboard
2. Navigate to **Settings** > **Integrations**
3. Find **Workday** under **HRIS** and click **Connect**
4. Enter your **Tenant Name**, **Client ID**, **Client Secret**, and **Refresh Token**

   Each configuration field includes a descriptive label to guide you through the setup. For select and multi-select fields, supporting descriptions are displayed alongside each option so you can clearly understand what each choice does before confirming your configuration.
5. Click **Connect**

Once connected, Harmony automatically pulls employee data from your Workday instance to keep your team and agent data synchronized with your support platform.

#### What Harmony Syncs

**From Workday:**

* Employee profiles (name, email, employee ID)
* Job information (title, position, job profile)
* Department and cost center
* Manager relationships and organizational hierarchy
* Work location and address
* Employment status and type
* Employment dates (hire date, termination date)
* New hire, termination, job change, and transfer events

#### Use Cases

<details>

<summary>Day-One Ready Onboarding</summary>

Trigger complete IT setup when new employees are added in Workday, ensuring accounts and equipment are ready on day one

</details>

<details>

<summary>Role Change Management</summary>

Automatically adjust access when employees change roles or departments in Workday

</details>

<details>

<summary>Seamless Offboarding</summary>

Automate access revocation and asset recovery when employees are terminated in Workday

</details>

<details>

<summary>Compliance &#x26; Audit</summary>

Maintain audit trails linking IT access to Workday employee records for compliance reporting

</details>


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