Workday Authentication action

Workday Authentication action is the first command action that you need to call to get authenticated with your Workday instance.

Prerequisites

Note: The examples and graphics provided on this page are for representation purposes only and may not accurately reflect your specific instance. We do not assume responsibility for their maintenance or accuracy.
  • To authenticate to Workday, you need to know your Environment base URL (domain), Tenant ID, Username, and Password.
  • Log in to the Workday as an admin. For more information on logging in to a Workday instance, see Workday Login.
  • To find the base URL (domain) and tenant of your Workday environment, search for View API Clients. You will be able to derive the base URL from the Workday REST API Endpoint field. The format is https://{domain}.workday.com/ccx/api/v1/{tenant}.
    1. The base URL is https://{domain}.workday.com/. For example, if the Workday REST API Endpoint is https://wd2-impl-services1.workday.com/ccx/api/v1/yourtenant_abc, your base URL is https://wd2-impl-services1.workday.com

      Workday View API Clients
    2. The tenant is derived from the Workday REST API Endpoint field as well. For example, if the Workday REST API Endpoint is https://wd2-impl-services1.workday.com/ccx/api/v1/yourtenant_abc, your tenant is yourtenant_abc

Procedure

  1. Create a new bot.
    1. Log in to your instance of the Control Room.
    2. On the left panel, click Automation.
    3. Click Create new > Bot.
    4. In the Create Task Bot window, enter the bot name.
    5. Accept the default folder location: \Bots\
      To change the default bot storage location, click Choose and follow the prompts.
    6. Click Create and edit.
  2. From the Actions pane, select Workday > Authentication and place it under the Start of the bot flow.
    1. In the Environment field, enter the base URL copied from Workday.
    2. In the Tenant field, paste the tenant copied from Workday.
    3. Enter the Workday Username. Select one of the following options to specify the Username:
      • Credential: Enables you to use a value available in the Credential Vault that contains information about the Username/Password. For more information on creating a credential, see Set up lockers and credentials in Credential Vault.
      • Variable: Enables you to use a credential variable that contains information about the Username/Password. For more information on creating a variable, see Credentials and credential variables in the Bot editor.
      • Insecure string: Enables you to manually enter the Username/Password for the Workday Authentication.
    4. Enter the Workday Password. Select one of the following options to specify the Password:
      • Credential: Enables you to use a value available in the Credential Vault that contains information about the Username/Password. For more information on creating a credential, see Set up lockers and credentials in Credential Vault.
      • Variable: Enables you to use a credential variable that contains information about the Username/Password. For more information on creating a variable, see Credentials and credential variables in the Bot editor.
      • Insecure string: Enables you to manually enter the Username/Password for the Workday Authentication.
    5. Enter Default as the session name or create a session of type Workday Session.

      Integrating Workday