Workday Custom Reports
This article covers the following topics:
Create a custom report in Workday
Log in to Workday, create a custom report, and add a report name.
Select
Advanced
from the Report Type dropdown, selectEnable as Web Service
, and selectAll Active and Terminated Workers
from the Data Source dropdown.Edit the columns for the custom report. The field column in below table represents the field from the
Worker
object in Workday. Add all required fields in the table to the custom report.
Any optional fields can be omitted. Fields such as Manager_Email and Bustiness Title must be synced to Zilla for downstream use cases.
Field | Column Heading Override | Required/Optional |
---|---|---|
Email_-_Work | Email_-_Work | Required |
Employee_ID | Employee_ID | Required |
Active_Status | Active_Status | Required |
Preferred_Name_-_First_Name | Preferred_Name_-_First_Name | Required |
Preferred_Name_-_Last_Name | Preferred_Name_-_Last_Name | Required |
Worker | Worker | Optional |
Hire_Date | Hire_Date | Optional |
Last Termination Date | lastTerminationDate | Optional |
Manager | Manager | Optional |
Manager_Email | Manager_Email | Optional |
Business Title | businessTitle | Optional |
Worker_Type_-_Text | Worker_Type_-_Text | Optional |
Cost_Center | Cost_Center | Optional |
Cost_Center_Hierarchy | Cost_Center_Hierarchy | Optional |
Add last termination date (optional)
This field is optional. If provided, it is used to generate the security findings for terminated users that have logged in after their termination date.
If this calculated field does not exist, create it in the Workday Custom Report. Workday utilizes the ISO 8601 date format (YYYY-MM-DD) for exporting data in custom reports.
Add manager_email (optional)
This field is optional. If provided, it is used to show the manager for the worker. If this calculated field does not exist, create it in the Workday Custom Report.
Register the API client
Go to
View Custom Report
and select the report from custom report drop down.Click the
ellipses
next to the custom report name, selectWeb Services
, and clickView URLs
.Click
JSON
. A new tab opens containing the API response for your custom report.Copy the URL to use for the API endpoint containing the custom report's data and save it to use when configuring the application in Zilla.
Go to
Register API Client
task and add aClient Name
.Select
Authorization Code Grant
as the client grant type and selectBearer
as the access token type.
Type
https://app.zillasecurity.com/api/auth/callback/workday_custom_reports
as the redirection URI, and selectStaffing
,System
andTenant Non-Configurable
as the scope (functional areas) for the API client. The redirection URI may differ depending on geographic location.Click
OK
. Save theClient ID
,Token Endpoint URL
, andAuthorization Endpoint URL
to use when configuring the application in Zilla.Go to
Generate New API Client Secret
task, selectAPI Client
, and clickOK
.Check
Confirm
and clickOK
.Save the
Client Secret
to use when configuring the application in Zilla.
Set up Workday Custom Reports application integration
Log in to Zilla with admin credentials and click
Add Application
.
Search for
Workday (Custom Reports)
and clickAdd to Applications
.
Add a business owner and technical owner and indicate whether the app is mission-critical to your organization. Click
Add to Applications
.
Click
Sync now
.
Enable
API Integration
and add the URL for the JSON formatted custom report in theCustom Reports URL
field. We highly recommend using OAuth2.0 authentication, but the integration does support basic auth.
Configure the
Client ID
,Client Secret
,Authorization URL
, andToken URL
with the saved values from Workday.To use basic authentication, configure
Username
andPassword
fields only.Click
Next
to start the sync.