Connecting SailPoint and Workday Accounts SaaS

To connect SailPoint with Workday Accounts, perform the following tasks:

Adding the Source in SailPoint

To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs.

To configure a new source:

1. Sign in to SailPoint.
2. Go to Admin > Connections > Sources.
3. Select Create New.
4. Search for the connector by entering the name in the search box, and then select Actions.

5. In the Actions dropdown list, select the setup method:

   • Express Setup - Quickly create a read-only connection to your target system by providing minimal configurations and authentication. On completion, aggregation is automatically started.

     Note

     Express Setup supports Credential Providers. For information on supported credential providers and configuration, refer to Credential Providers. For more information, contact your SailPoint Customer Service Manager.

   • Standard Setup - Provide detailed basic configuration to create the source. Once the source is created, continue with source setup.

Configuring a Source Using Express Setup

Express Setup minimizes the initial configuration process so you can quickly connect the application and immediately begin aggregating user account and entitlement data.

1. Review the directions and select Start Express Setup.

2. Review the pre-populated Source Name, Source Owner, and Description. To update, select Edit.

   Note

   The source name must be unique. You can change these settings later in the source configuration.

3. (Optional) If enabled for your organization, select the Use a Credential Provider checkbox to manage the source's authentication using a credential provider.

   Note

   To add a Credential Provider in SailPoint, go to Admin > Connections > Credential Providers. For more information about credential providers, refer to Credential Providers.

4. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the Connection Settings section.

5. Select Finish.

   After a successful test connection, the system creates your source and prompts you to run an aggregation.

   • If you want to aggregate now, select Aggregate.

     • To see the latest account aggregation history, go to Account Management > Account Aggregation.
     • To see the list of aggregated source accounts, go to Account Management > Accounts.

   • If you want to aggregate later, select Exit. This returns you to the Sources page. Your new source is listed, but contains no accounts or aggregation history yet.

Configuring a Source Using Standard Setup

Use Standard Setup to configure the connector for full feature support.

1. In the Source Name field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters.
2. In the Description field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters.
3. In the Source Owner field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to Assigning a Source Owner.
4. (Optional) Select a governance group to grant its members source or role sub-admin level oversight of the source and its access. For more information, refer to Creating and Managing Governance Groups.
5. If this source represents a primary system containing your organization's personnel records, select the Authoritative Source checkbox. For more information, refer to Creating Identity Profiles.
6. Select Continue. The source is created, and you are navigated to the Source Setup > Base Configuration page. Continue to configure your connected source there.

Base Configuration

Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary.

1. Enter a unique name and description for the source.

2. In the Source Owner dropdown list, select the identity that owns this source.

   • To find a source owner, begin entering their name.

3. (Optional) If enabled for your organization, select the Use a Credential Provider checkbox to manage the source's authentication using a credential provider.

   Note

   To add a credential provider, go to Admin > Connections > Credential Providers. For more information about credential providers, refer to Credential Providers.

4. Configure the authentication to allow SailPoint to connect to the source. Refer to Connection Settings for more information.

5. (Optional) In the Governance Group for Source Management dropdown list, select a governance group to associate with this source. For more information about governance groups, refer to Associating Governance Groups with a Source.

6. (Optional) Choose whether to enable or disable provisioning for the source. Provisioning is disabled by default.

   • Enable Provisioning - Set the toggle to Enabled to allow the source to create, update, and deactivate accounts in the connected source system.

   • Disable Provisioning - Set the toggle to Disabled to disable provisioning for the source. Disabling provisioning will prevent the creation, updating, or deactivating of accounts on this source.

7. Select Save.

Connection Settings

Provide the information required to connect to Workday Accounts SaaS.

1. In Workday URL, enter the fully qualified URL to connect to Workday's Human Resource module.

2. Select the required Authentication Type:

   • Basic
   • OAuth 2.0

3. Select Save.

Basic Connection Settings

For the Basic authentication type, provide the following details:

1. In Service Account, enter the name of the Integration System User that has all the required permissions.

   Note

   Service Account must always be in the username@tenantname format.

2. Enter the Service Account Password of the Integration System User.

3. Select Save.

OAuth 2.0 Connection Settings

For the OAuth 2.0 authentication type, provide the following details:

1. In Grant Type, select the authorization grant type supported by the managed system:

   • Refresh Token

2. Enter the Workday API Client ID and Client Secret.

3. Enter the Workday API Refresh Token.

   Note

   Ensure that the token never expires.

4. In Token URL, enter the Workday token URL.

5. Select Save.

Additional Settings

Filter Settings

1. Select the Exclude Inherited Organization Roles checkbox to aggregate only the account's assigned roles and ignore any inherited roles during account aggregation. Refer to Organization Roles for more information.
2. Select Aggregate Terminated Account to include terminated workers in account aggregation processes.
3. In Termination Offset, enter the offset value in days, which indicates the number of past days to aggregate the terminated worker's account. Default: 60 days.
4. Select the Aggregate Future Accounts checkbox to aggregate future accounts ahead of their hire date.
5. In Future Offset, enter the number of days in advance of their hire date to aggregate future accounts.
6. Enable the Filter Accounts By Organization option to aggregate Workday Accounts based on the organization filters provided.
7. Select the Organization Type option to get the Workday Accounts based on organization type. Workday uses the default COST_CENTER organization type.

8. Select the Organization Reference ID option to get the Workday Accounts based on a specific organization. If you want to add multiple organizations, enter the organizations separated by a comma. For example, OrgRefID, OrgRefIDOne.

   Note

   To find your organization's reference IDs, complete the following:

   1. Search for the required organization.
   2. Hover over Action, and then select Integration ID.
   3. Select View IDs, and write down the ID displayed in front of the organization type.

Manage Additional Workday Accounts Settings

1. Enable the Manage Service Center Representative Accounts checkbox to manage Service Center Representative accounts.
2. Enable the Manage Extended Enterprise Learner Accounts checkbox to manage Extended Enterprise Learner accounts.
3. Enable the Manage Implementers Accounts checkbox to manage Implementers accounts.
4. Enable the Manage Integration System Accounts checkbox to manage Integration System accounts.

Manage Workday Accounts for Students

1. Enable the Manage Prospects Accounts checkbox to aggregate Prospects accounts.
2. Enable the Manage Applicants Accounts checkbox to aggregate Applicants accounts.
3. Enable the Manage Pre-Matriculant Accounts checkbox to aggregate Pre-Matriculant accounts.
4. Enable the Manage Matriculant Accounts checkbox to aggregate Matriculated accounts.

Manage Additional Group Schema Attributes

1. Enter the Integration System ID created to retrieve the custom or calculated attributes for the OrganizationRole Group.
2. Select Save.

XPath Schema Mapping

The source schema for the Workday Accounts SaaS is used to configure the objects returned from the source.

The Workday Accounts SaaS currently supports the following attributes and corresponding XPaths:

The Workday Accounts SaaS supports updating all the schema attributes supported in the Workday managed system.

Custom XPath

The Workday Accounts SaaS supports camel-case XPath for fetching supervisory organization records during role provisioning.

You can provide a custom XPath for the supervisory organization as given in the following example:

ns1:Worker_Data/ns1:Organization_Data/ns1:Worker_Organization_Data[ns1:Organization_Data[ns1:Organization_Type_Reference[ns1:ID[@ns1:type='Organization_Type_ID']='Supervisory']]]/ns1:Organization_Reference/ns1:ID[@ns1:type='Organization_Reference_ID']

Review and Test

Perform a test to confirm the connection to SailPoint.

1. Go to Review and Test.

2. Confirm that the entries in each field are correct.

   If you note any mistakes, return to the section and make corrections.

3. Select Test Connection.

SailPoint Application Onboarding

SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to Discovered Applications in the SailPoint user interface.

For more information, refer to Application Onboarding in the SailPoint SaaS documentation.

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