# Workday Integration

Workday is a popular cloud-based human capital management system that helps organizations manage their workforce, optimize process , and improve employee experience.

### How does this integration help Sprinto <a href="#how-does-this-integration-help-sprinto" id="how-does-this-integration-help-sprinto"></a>

The integration primarily helps Sprinto retrieve staff-related information such as name, email address, job roles, onboarding dates, reporting managers, etc. These details are crucial for managing compliance needs related to people management. Sprinto initiates relevant checks if any of the required information needs to be updated to ensure compliance framework requirements are met.

#### Sprinto checks for Workday <a href="#sprinto-checks-for-workday" id="sprinto-checks-for-workday"></a>

Here's a list of Sprinto checks available for Workday integration, along with reference procedures on how to fix them:

<table><thead><tr><th>Sprinto check</th><th width="377.203125">Check description</th><th>Reference procedure</th></tr></thead><tbody><tr><td>Staff role should be assigned<br></td><td><ul><li>Define the joining date for all newly onboarded staff members.</li><li>All in-scope staff members must have an assigned staff role.</li><li>All in-scope staff members should have an assigned reporting manager.</li></ul><p><strong>Note</strong>: Top management roles like CEO, CTO, etc. are exceptions.</p></td><td><a href="../../data-library/people/dashboard-actions/manage-staff-and-organisational-configuration">How to fix</a></td></tr></tbody></table>

### Before you begin <a href="#before-you-begin" id="before-you-begin"></a>

* Log in to Sprinto as an administrator.
* You must have a paid account on Workday to access API for the integration.
* Ensure you have "Admin" access on the Workday account you want to integrate.
* You need to create an Integration System User (ISU) on the Workday account to build the integration.

### Integrate Sprinto with Workday <a href="#integrate-sprinto-with-workday" id="integrate-sprinto-with-workday"></a>

* Go to System Admin > User, then select the user you want to update.
* Click on your desired user and select checkbox for “Is default”.

1. Create an integration system user on your Workday account.

   * Log in to the Workday tenant through Workday portal using your credentials.
   * Take the following steps to create an ISU.

     * From the Search field, search for Create Integration System User.

       <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721028/original/rx267wcENnSBlbpfhcl82yLGBPFyM02o1Q.png?1704197851" alt="" width="563"><figcaption></figcaption></figure>
     * Select Create Integration System User from the search result.
     * On Create Integration System User page, enter the user name. Enter a new password and verify the new password.\
       Note: You cannot use “&”, “<”, and “>” symbols in the password.
     * Ensure the checkbox is unchecked for the Require New Password at Next Sign In.

     Note - Search for **“Maintain Password Rules”** in Workday. In the **System Users exempt from password expiration** field, add the newly created ISU and save your changes to prevent the password from expiring.

     <figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2F9QRtg5FQnAgGRiEGy19Z%2FScreenshot%202026-03-20%20at%2017.22.45.png?alt=media&#x26;token=9a9ec0e2-5827-4e46-a5b0-170dd2fa6b09" alt="" width="563"><figcaption></figcaption></figure>

     * Click Ok to create the ISU.

   <figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2Fa6glILQGL5TycAoLRobz%2FScreenshot%202026-03-20%20at%2017.23.47.png?alt=media&#x26;token=a2ccf118-8558-46b9-924d-9cb129b075dd" alt="" width="563"><figcaption></figcaption></figure>

   * Take the following steps to create a security group.
     * From Search field, search for Create Security Group and select it from the search result.

       <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721092/original/p6fjNY46TbZH3zA43GU8OEddQbyOR2gT_w.png?1704197898" alt="" width="563"><figcaption></figcaption></figure>
     * Click Ok.
     * On the Create Security Group page, from the Type of Tenanted Security Group drop-down menu, select Integration System Security Group (Unconstrained).
     * In the name field, enter a name, then click Ok.
     * On the Edit Integration System Security Group (Unconstrained) page, in the Name field, enter the same name you entered earlier while creating the ISU.

       <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721192/original/cGXskJGwiqoz4H0WG8c12--GgW-hJ_VSZg.png?1704197937" alt="" width="563"><figcaption></figcaption></figure>
     * Click Ok to save changes.
   * Take the following steps to configure Domain Security Policy Permissions.
     * From Search field, search for Maintain Permission for Security Group, and select it from the search result.

       <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721218/original/qf0x2EEK6C67w7r6kZweIschY8OlGVldxg.png?1704197958" alt=""><figcaption></figcaption></figure>
     * For Operations, select Maintain.
     * For Source Security Group, select the security group you have created in the previous step.

       <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721241/original/yv7PfKUoo9o2y38qN4ApvXKER4mA37oe5w.png?1704197985" alt="" width="563"><figcaption></figcaption></figure>
     * Click OK, to save changes.
   * On Domain Security Policy Permissions, select all policies with Get operations.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721262/original/FlR9DgseRP2NQootOZX-HaPTyprfDRn44w.png?1704198006" alt="" width="563"><figcaption></figcaption></figure>
   * Here's a table with the list of domain security policies you need to select.

<table><thead><tr><th width="183.25">Data needed</th><th width="419.08984375">Domain security policy</th><th width="100">Access</th></tr></thead><tbody><tr><td>Name</td><td>Person Data: Name</td><td>Get only</td></tr><tr><td>Employee ID</td><td><ul><li>Worker Data: Workers</li><li>Worker Data: Public Worker Reports</li></ul></td><td>Get only</td></tr><tr><td>Onboarding date</td><td>Worker Data: Employment Data</td><td>Get only</td></tr><tr><td>Employment type</td><td>Worker Data: Employment Data</td><td>Get only</td></tr><tr><td>Employment status</td><td><ul><li>Worker Data: Workers</li><li>Worker Data: Current Staffing Information</li></ul></td><td>Get only</td></tr><tr><td>Work email</td><td>Person Data: Work Contact Information</td><td>Get only</td></tr><tr><td>Manager ID / email</td><td>Worker Data: Management Chain</td><td>Get only</td></tr><tr><td>Termination date</td><td>Worker Data: Employment Data</td><td>Get only</td></tr><tr><td>Job role</td><td>Worker Data: All Positions</td><td>Get only</td></tr><tr><td>Employee groups</td><td>Worker Data: Organization Information</td><td>Get only</td></tr></tbody></table>

* Take the following steps to activate the Security Policy Changes.
  * From Search field, search for Activating Pending Security Policy Change, then select it from the search result.

    <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721307/original/yy259IILFvQ72rZJGEz6sg8RcnfPuqj6yA.png?1704198027" alt=""><figcaption></figcaption></figure>
  * Add any relevant comments on the pop-up window.
  * Select the checkbox next to Confirm.

    <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721354/original/eVFD8dPaebzM_EiMZTKG6ysFh1KNPoefvQ.png?1704198046" alt="" width="563"><figcaption></figcaption></figure>
* Take the following steps to validate the Authentication Policy.
  * Check the Manage Authentication Policies section to ensure the created ISU is added to the policy and can access all the necessary domains. The access must not be restricted to only the “SAML” allowed authentication type. If the access is restricted, you can create a new authentication policy with a “User name password” allowed authentication type:
    * Edit the authentication policies.

      <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721393/original/g852S_Btuff434CrsFSB0kBDVpPdPdf4Fg.png?1704198068" alt=""><figcaption></figcaption></figure>
    * Create an Authentication Rule and add the Security Group to the Rule.

      <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721442/original/uW8MUYC36b9J9fGDYuoCKVCFQ5-CtMxxhg.png?1704198085" alt=""><figcaption></figcaption></figure>
    * Make sure the Allowed Authentication Types is set to a specific User Name Password or set to Any.

      <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721535/original/dN7YUZ7429CE014rMBmT2Wo1IniGAVZbPQ.png?1704198107" alt="" width="563"><figcaption></figcaption></figure>
* Activate all pending authentication policy changes.
  * From the search bar, search for Activate All Pending Authentication Policy Changes.

    <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721547/original/ZVYj1imRMyiM45k_JTRpwN3-stMxZo97pA.png?1704198134" alt="" width="563"><figcaption></figcaption></figure>
  * This proceeds to the next screen and confirms the changes. This will save the Authentication Policy that was created.

    <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721595/original/ki6Ozvzp5FRygkJsk2vFboOzPZWAv9G3Vw.png?1704198164" alt="" width="563"><figcaption></figcaption></figure>
* Get the Web Services Endpoint for Workday Tenant
  * Search for Public Web Services.

    <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721662/original/bbO4TRRZgtkmNqVCWg6zBN7bk-yRqOmwTA.png?1704198187" alt="" width="563"><figcaption></figcaption></figure>
  * Open the Public Web Services Report.
  * Hover over the human resources and click the three dots to access the menu.
  * Go to Web Services > View WSDL.
  * Scroll to the bottom of the opened page and find the host.
  * Scroll to the bottom of the page and copy the full URL listed under **“Human\_ResourcesService”**. The URL will be in the format:

    `https://wd2-impl-services1.workday.com/ccx/service/{tenant}/Human_Resources/v43.0`

    Paste this URL into the **Web Services Endpoint** field in Sprinto.

    <figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2FmFfScAcowUppwKm9LJXb%2Fimage%20(59).png?alt=media&#x26;token=88e12dad-4aa2-4f31-b3bf-3c35ab023e98" alt="" width="563"><figcaption></figcaption></figure>

1. Integrate to Workday on Sprinto
   * Go to Settings > Integrations > Available, then click Connect next to Workday.

     <figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2FbiPu9R4iYjJNvuf62CHj%2FScreenshot%202025-09-25%20at%2015.46.01.png?alt=media&#x26;token=e446a8d5-2550-4393-aaba-24873a54c80c" alt="" width="563"><figcaption></figcaption></figure>
   * On Integration page, select the acknowledgment checkbox and click Connect to Workday.\
     Note: Ensure you have a pop-up window enabled on your browser.
   * On Workday window, enter your Workday account’s Web Services Endpoint URL, then click Submit.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721756/original/T2-qznlymknUiXLRY1fpSt18EBnrXj7EEg.png?1704198251" alt="" width="375"><figcaption></figcaption></figure>
   * Enter the ISU credentials you created in Step 1, then click Submit.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721825/original/g74btVMMkYhvB1jN8cmfrPkAM-_hlXNFwA.png?1704198270" alt="" width="375"><figcaption></figcaption></figure>
   * Enter the Workday Tenant Name you copied from Step 1, then click Submit.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721857/original/q4Pm-U4NExfeTvqliatiS19A1pTv9Lr4TA.png?1704198291" alt="" width="375"><figcaption></figcaption></figure>
2. Configure Workday on Sprinto.
   * Go to Data Library > People > Configuration, and click Manage.
   * On Staff information provider page, click Add staff.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721906/original/KQrvztSdXC6sz09WO0inwsZAQWzmM_NlxA.png?1704198328" alt=""><figcaption></figcaption></figure>
   * On Add staff member page, select Add staff from HRMS, then click the details button next to Workday.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721943/original/MlHlqZyHpHOqIN4zSHLriPiBeNWKbbz2VA.png?1704198348" alt="" width="375"><figcaption></figcaption></figure>
   * On Add Workday as a provider page, click Add Workday.\
     Note: You should see “Connected” highlighted next to Workday. This means the Workday account is connected and ready for sync information

### Final step <a href="#final-step" id="final-step"></a>

Note: After completing Step 3, wait 15 to 20 minutes to let Sprinto finish the data syncing process.

* If required, go to Data Library > People > Configuration, click Manage, and then click Sync next to Workday to refresh the synced information.

  <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72079721988/original/xDMT0Vnm3_aHyIgixRNnkbjJkD7zsKtt5g.png?1704198367" alt="" width="375"><figcaption></figcaption></figure>
