Follow the steps below to connect your Workday tenant with Crosschq's TalentWall and Insights applications. Please note, both a Workday system admin and a Crosschq admin user will be required to set up this integration.
- Step 1: Navigate to TalentWall settings
- Step 2: Retrieve Workday REST API endpoint and token endpoint
- Step 3: Generate a new Client ID and Client Secret
- Step 4: Create Workday integration system user
- Step 5: Generate new refresh token
Step 1: Navigate to TalentWall settings
Login to Crosschq, and navigate to the TalentWall app.
From TalentWall, click your email at the top-right corner and select Account Settings > ATS Settings > Workday OAuth Configuration.
Keep this TalentWall page open on a separate browser tab. The next steps will walk through how to retrieve each Workday field.
Step 2: Retrieve Workday REST API endpoint and token endpoint
On new browser tab, login to Workday, and navigate to View API Clients.
Copy the REST API endpoint and token endpoint from the top of the page.
Toggle back to the TalentWall settings, and enter both endpoints under their respective field names:
Step 3: Register a new Client ID and Client Secret
Toggle back to the Workday, and navigate to Register API Clients for Integrations.
Fill out the subsequent form using the following criteria:
- Client Name (something that can be recognized as being used for Crosschq/TalentWall)
- Enable the flag for "Non-Expiring refresh tokens"
- Leave the "Disabled" flag unchecked
- Scope (Functional Areas): System AND Recruiting
- Enable the flag for "Include Workday Owned Scope"
Click OK. Afterward, you will be taken to a summary page of your newly registered API Client. The summary will include your Client ID and Client Secret. Copy these two fields as they will need to be entered in Crosschq.
Client secrets can be viewed only when you register an API client or generate a new client secret. For security reasons, store your client secret securely and don't share it.
Toggle back to the TalentWall settings, and enter both Client ID and Secret under their respective field names:
Step 4: Create Workday integration system user
Follow the instructions from this article to create a new Workday ISU. Once created, enter the ISU credentials under the Workday ISU and Workday Password fields in the TalentWall settings:
Step 5: Generate new refresh token
Toggle to your Workday browser tab, and navigate back to View API Clients. Click the API Clients for Integrations tab.
Search for the client that you registered in step 3. Click the ellipsis after the client name and select API Client > Manage Refresh Tokens for Integrations.
On the next window, enter the ISU that you created in step 4.
Click OK. On the next page, enable the flag for Generate Refresh Token.
Click OK. A summary page will appear with the refresh token. Copy the token so it can be entered in Crosschq.
Back in the TalentWall settings tab, paste the refresh token under the respective field name.
Click Save.
At this point, Crosschq will begin syncing data with Workday. Please reach out to support@crosschq.com to let us know that all Workday credentials have been stored in your TalentWall settings.