Workday Settings

Written by Uday Kumar Updated

Overview

Use the Workday Settings form to connect Auditoria to your Workday Financials tenant. This connection lets Auditoria read and write business record data required for SmartFlow Skills. Workday is available under the ERP connection type on the System Settings page.

Before You Begin

Gather the following from your Workday administrator:

  • Workday Tenant ID and Host Name
  • Integration System User (ISU) User ID and User Password for Auditoria
  • OAuth credentials: Client ID, Client Secret, and Refresh Token
  • (Optional) Account Posting Rule Set and Account Set ID if your tenant uses spend category rules
  • List of entities (companies) to sync

Note: For guidance on creating the Auditoria ISU in Workday, see the Workday ISU setup guide.

Configure Workday Settings

  1. On the Add New Connection view, click the ERP icon, then click Workday. The ERP Settings form opens.
  2. Complete the fields described in Table 1.
  3. Under Entities to sync, complete the connection settings first, then select the entities to sync.
  4. (Optional) Turn on Enforce Controlled Record Access.
  5. Click Save.

Figure 1. Workday ERP Settings

Table 1. Workday ERP settings

FieldDescription
Instance NameUser-defined label for this ERP connection.
Tenant IDWorkday Tenant ID.
User IDISU user ID used to authenticate the connection.
User PasswordPassword for the ISU.
Host NameWorkday host name for the tenant.
Client IDOAuth Client ID registered for Auditoria in Workday.
Client SecretOAuth Client Secret paired with the Client ID.
Refresh TokenOAuth refresh token for the integration.
Account Posting Rule SetWorkday Account Posting Rule Set. Enter - for no Spend Category.
Account Set IDWorkday Account Set ID. Enter - for no Account Set.
Entities to syncList of Workday companies (entities) to sync. Entities are fetched after the connection settings are completed.

Enforce Controlled Record Access

Record Access Control aligns Auditoria record visibility with Workday record access for the same user. When the toggle is on, users can only view and handle tasks for records they can access in Workday.

Enable Controlled Record Access

  1. Click the Enforce Controlled Record Access toggle to turn it on.
  2. In the Enable Controlled Record Access confirmation dialog, review the message: Access to this ERP source will be restricted when controlled record access is enabled.
  3. Click Continue to confirm.
  4. Click Save to apply the setting.

Figure 2. Enable Controlled Record Access confirmation

Disable Controlled Record Access

  1. Click the Enforce Controlled Record Access toggle to turn it off.
  2. In the Disable Controlled Record Access confirmation dialog, review the message: Access to this ERP source will be unrestricted when controlled record access is not enabled.
  3. Click Continue to confirm.
  4. Click Save to apply the setting.

Figure 3. Disable Controlled Record Access confirmation

Important: Controlled record access cannot be enabled after the ERP connection is configured with SmartFlow Skills.