# 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.

> [!IMPORTANT]
>
> By default, the provisioning feature is **disabled**, and the connector only supports read-only operations. To support provisioning operations, you must manually enable the feature in the source configuration.

**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**](<#configuring-a-source-using-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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>). For more information, contact your SailPoint Customer Service Manager.
   - [**Standard Setup**](<#configuring-a-source-using-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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
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](<https://documentation.sailpoint.com/saas/help/sources/index.html#assigning-a-source-owner>).
4. (Optional) Select a governance group to grant its members [source](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#source-sub-admin-user-level>) or [role](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#role-sub-admin-user-level>) sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html>).
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](<https://documentation.sailpoint.com/saas/help/setup/identity_profiles.html>).
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](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
4. Configure the authentication to allow SailPoint to connect to the source. Refer to [Connection Settings](<#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](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html#associating-a-governance-group-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:

> [!NOTE]
>
> To use the lightweight test connection operation, set `lightWeightTestConnection` to `true` using the SailPoint REST APIs. Refer to [Best Practices: REST API Authentication](<https://developer.sailpoint.com/docs/api/authentication/>) and [REST API - Update Source (Partial)](<https://developer.sailpoint.com/docs/api/update-source-v-1>).

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](<https://documentation.sailpoint.com/connectors/workday_accounts/saas/help/schema.html#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:

| Attributes | Description | Path |
| --- | --- | --- |
| `USERID` | Workday account username. | `Workday_Account_for_Worker_Data/User_Name` |
| `FILENUMBER` | Unique identifier for the employee or contractor. This identifier can be an alphanumeric value based on the value present in the Workday system.<br>**Note:** When aggregating service center representative accounts, the service center representative ID is populated in the `FILENUMBER` attribute. | `Workday_Account_Reference/ID[@type='Employee_ID'] &#124; Workday_Account_Reference/ID[@type='Contingent_Worker_ID']` |
| `ACCOUNT_DISABLED` | Identifies whether the Workday Account is disabled. | `Workday_Account_for_Worker_Data/Account_Disabled` |
| `REQUIRE_NEW_PASSWORD_AT_NEXT_SIGN_IN` | Indicates whether the Workday account will require a new password at next sign in. | `Workday_Account_for_Worker_Data/Require_New_Password_at_Next_Sign_In` |
| `SESSION_TIMEOUT_MINUTES` | The number of minutes the user may be idle. | `Workday_Account_for_Worker_Data/Session_Timeout_Minutes` |
| `MULTI_FACTOR_AUTHENTICATION_EXEMPT` | Exempt user from multi-factor authentication. | `Workday_Account_for_Worker_Data/Multi-factor_Authentication_Exempt` |
| `MULTI_FACTOR_AUTHENTICATION_GRACE_PERIOD_ENABLED` | Enable user's multi-factor authentication grace period. | `Workday_Account_for_Worker_Data/Multi-factor_Authentication_Grace_Period_Disabled` |
| `GRACE_PERIOD_LOGINS_REMAINING` | The remaining number of times the user can login without providing a multi-factor authentication passcode. | `Workday_Account_for_Worker_Data/Grace_Period_Logins_Remaining` |
| `ACCOUNT_EXPIRATION_DATE` | Prevents the user from signing on to the system after this date. | `Workday_Account_for_Worker_Data/Account_Expiration_Date` |
| `OPENID_IDENTIFIER` | The email address associated with the Open ID account. | `Workday_Account_for_Worker_Data/OpenID_Identifier` |
| `OPENID_INTERNAL_IDENTIFIER` | Open ID GUID. | `Workday_Account_for_Worker_Data/OpenID_Internal_Identifier` |
| `OPENID_CONNECT_INTERNAL_IDENTIFIER` | OpenID Connect subject. | `Workday_Account_for_Worker_Data/OpenID_Connect_Internal_Identifier` |
| `EXEMPT_FROM_DELEGATED_AUTHENTICATION` | Exempt from Delegated Authentication. | `Workday_Account_for_Worker_Data/Exempt_from_Delegated_Authentication` |
| `WORKER_TYPE` | Worker's type (`Employee`\|`Contingent_Worker`). | `Workday_Account_Reference/ID[@type='Employee_ID']/@type &#124; Workday_Account_Reference/ID[@type='Contingent_Worker_ID']/@type` |
| `USER_BASED_SECURITY_GROUPS` | Enables aggregation of user-based security groups. | `Get_Assign_User-Based_Security_Groups_Response/ns1:Response_Data/ns1:Assign_User-Based_Security_Groups` |
| `ORG_ROLE##ORG_NAME` | Fetches the role name along with the organization separated by a `##` delimiter. | Path is automatically assigned. |

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

> [!NOTE]
>
> The `ACCOUNT_EXPIRATION_DATE` attribute must be in the `MM/DD/YYYY` format. For example, `07/22/2021`.

### 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:

```text
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](<https://documentation.sailpoint.com/saas/help/ai/app_onboarding/index.html>) in the SailPoint SaaS documentation.