The Workday integration can be set up on the following plans:

Section overview:

Integration Overview

<aside> 💡 The Workday integration requires a conversation between your Ashby Customer Success team, your Workday administrator, and your talent team. In order to start the process of integrating, please reach out to your Ashby CSM to get a Workday kickoff call scheduled.

The process of setting up the full integration can take a variable amount of time and is highly dependent on how you use Workday today and what your strategy will be moving forward. We've seen this take anywhere between a couple of days to up to 4 weeks. The stages include a conversation about strategy, then setting the integration up in a sandbox, and then moving that to production.

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| Sync custom fields | Sync offer letters | Sync file uploads | One or two-way sync | Notes | | --- | --- | --- | --- | --- | |   See Notes |   ✔ | **❌ | Two-way sync between Ashby and Workday. See Notes. | * Custom fields: sync custom fields on Openings / Jobs, limited fields on pushing hire.

• Syncing: Openings from Workday to Ashby, Candidate Hires flow from Ashby to Workday. |

Ashby allows setting up an integration with Workday. The integration has the following features:

• Sync Workday Positions into Ashby Openings (optional): Whenever a position gets available for recruiting, the integration creates an Opening in Ashby.
• Sync Job Requisitions into Ashby Jobs
• Send Hired candidates to Workday
• Create ad-hoc Positions for hired candidates in Workday (optional)

The Workday sync runs once every 20 minutes, on the 10th, 30th and 50th minute (this rate can be customized if needed at the Workday integration settings page). As part of the sync, it updates data according to the current configuration.

Enabling the integration

<aside> 💡 While it is possible to use it without headcount planning, it’s strongly recommended to enable manual headcount planning if you’re looking to use the Workday integration.

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1. Head over to the Ashby Integration Marketplace at https://app.ashbyhq.com/admin/integrations/marketplace/workday and click on the +Enable Workday button.
2. Configure the “Access Settings”
   1. Webservice Endpoint URL: This information can either be obtained from your Workday consultant, or you can complete the following steps to retrieve the URL:
      • Search in Workday for Public Web Services.
      • Open Public Web Services Report.
      • Hover over Human resources and click the three dots to access the menu.
      • Click Web Services > View WSDL.
      • Navigate to the bottom of the page that opens, and you'll find the host.
      • Copy the whole URL into Ashby. Usually, this should automatically extract the Tenant Name from the URL and only keep the part of the URL up until /service. This should look something like https://wd5-services1.myworkday.com/ccx
   • Tenant Name: This should be automatically extracted from the Webservice Endpoint URL (see previous step). If not, this is usually part of the customer’s Workday login URL and usually contains the company name
   • ISU Username: This is the username of a Workday system user specifically created for the Workday HRM integration. Usually, this should be something like ISU_Ashby. In case you got a username that includes an @ character, omit the part starting from the @ character since the remaining part is the tenant name that we automatically append.
   • ISU Password: The password of the ISU. The password gets encrypted before it’s stored in the database.