Workday RaaS

Follow these steps to connect Workday via Report as a Service (RaaS) successfully.

This guidance assumes that you have admin privileges for your Workday account.

Workday Report as a Service (RaaS) allows you to create custom reports and expose them as web services for integration purposes. This guide will walk you through setting up an Integration System User, creating a custom report, and connecting it through the integration platform.

Set up an Integration System User

Setting up an Integration System User (ISU) is recommended but optional. You can use an existing Workday user account with appropriate permissions instead. The key requirement is having valid credentials (username and password) with access to create and manage custom reports.

1. Search for Create Integration System User

   Search and navigate to the Create Integration System User task.

   
2. Enter account information

   Enter a username and password in the Account Information section.

   

   Click OK to create the user.

Create Custom Report

1. Navigate to Report Designer

   Enter “Create Custom Report” in the Workday search bar and select it from the results.

   
2. Initialize Report Creation

   Click “Create Custom Report” to begin the setup process.

Configure Report Settings

1. Set Report Properties

   Enter the required information:

   • Report Name: Must be unique within your tenant
   • Report Type: Select “Simple”

   
2. Select Data Sources

   Choose the appropriate data sources for your report based on the information you need to extract.

3. Configure Fields

   Add and configure the necessary fields for your integration:

   1. Click “Add Field”
   2. Select the source object
   3. Choose the specific field
   4. Configure field properties as needed
   5. Set each “Column Heading Override XML Alias” to the corresponding field names

   For employee data, you may want to include fields such as:

   • Employee_ID
   • First_Name
   • Last_Name
   • Display_Name
   • Email_Work
   • Email_Home
   • Phone_Work
   • Phone_Home
   • Job_Title
   • Hire_Date
   • Gender
   • Date_Of_Birth
   • Termination_Date
   • Company_Name

   
4. Add Filters (Optional)

   Add filters to refine the data displayed in your report. You can select the field and operators to filter by.

   

Enable RaaS Settings

1. Configure RaaS

   Navigate to the “Advanced” tab and enable web service settings:

   

   1. Check “Enable as Web Service”
   2. Press “OK” to save
2. Find Report URL

   Press the three-dot menu and select “Web Service” => “View URLs”.

   
3. Copy Report URL

   Copy the URL and save it. This will be used to configure the integration.

   

Configure Security Group Permissions

1. Create Security Group

   Search for “Create Security Group” and select “Integration System Security Group (Unconstrained)” as the type. Enter a name for the security group and add the Integration System User you created earlier.

2. Set Report Permissions

   Ensure the Integration System User has access to the custom report:

   • Navigate to “Maintain Permissions for Security Group”
   • Select your security group
   • Grant Get Only access to the custom report
   • Verify the ISU has access to the report’s data source

Approve Security Policy Changes

1. Activate Pending Changes

   In the Search bar, search for “Activate Pending Security Policy Changes”. Review the policies that need approval in the summary of the changes in the security policy. Approve the pending security policy changes to activate them.

Linking your Account

Now that you have all the required information, you can link your account.

1. Access Integrations

   Navigate to the Integrations page in your platform.

2. Find Workday RaaS

   Search for Workday RaaS in the list of available integrations and click on it.

3. Enter Connection Details

   Fill in the required fields with the information you gathered:

   • Report URL: The URL you copied from the custom report
   • Username: The Integration System User username
   • Password: The Integration System User password
4. Test and Save

   Click Test Connection to verify the connection, then click Save to complete the integration.

Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing [e-mail]. We’re always here to assist you!

Available data

This integration provides access to custom report data from Workday. The available data depends on the fields you configured in your custom report and can include:

• Employee Information
• Job Details
• Compensation Data
• Organizational Information
• Time Off and Leave
• Custom Fields

Troubleshooting

1. Authentication Issues

   If experiencing authentication errors:

   • Verify security group settings
   • Check that the ISU has access to the report
   • Ensure the username and password are correct
2. Performance Optimization

   To improve performance:

   • Use indexed fields where possible
   • Use filters to limit the data returned
   • Consider scheduling report generation during off-peak hours

Useful Links

Workday Community

https://community.workday.com