Set Up Workday Integration with Testlify

Connect Workday with Testlify to synchronise recruitment workflows, automate assessment invitations, and keep candidate records up to date in one platform.

Before you begin

• You have admin access to both your Testlify workspace and your Workday tenant.
• Your Workday instance is an ATS (Applicant Tracking System) or HRIS (Human Resource Information System).
• You have permission to create Integration System Users and Security Groups in Workday.

Quick Video

Step 1: Start the Workday integration on Testlify

1. In your Testlify workspace, open Workspace Settings and click Integrations.

   

2. Select Workday from the integrations list.

   

3. Fill in the connection details as described in the steps below.

   

Step 2: Obtain the REST API endpoint

1. Log into your Workday tenant.
2. In the Search field, type View API Clients.
3. Copy the URL from Workday REST API Endpoint and paste it into the integration connection page on Testlify.

   

Step 3: Create an Integration System User (ISU)

1. Log into your Workday tenant.
2. In the Search field, type Create Integration System User and select the task.

   

3. Configure the new Workday account for the integration:
   • Name the account Testlify_ISU.
   • Set Session Timeout Minutes to 0 to prevent session expiration (an expired session stops the integration mid-run).
   • Select Do Not Allow UI Sessions to block sign-in via the Workday UI.

   

4. To prevent password expiration, search for the Maintain Password Rules task.

   

5. Add the ISU to the System Users exempt from password expiration field.

   

6. Enter the Integration System Username and Password.

   

Step 4: Create a security group and assign the ISU

1. In the Search field, type Create Security Group and select the task.

   

2. Select Integration System Security Group (Unconstrained) from the Type of Tenanted Security Group menu.

   

3. In the Name field, enter Testlify_Integration_SG and click OK.

   

4. On the Edit Integration System Security Group page, enter the ISU name you created in Step 3 in the Integration System Users field.

   

5. Click OK.

Step 5: Configure domain security policy permissions

1. In the Search field, type Maintain Permissions for Security Group.

   

2. Set the Operation to Maintain and set the Source Security Group to the group created in Step 4.

   

3. Add the following Domain Security Policies with Get and Put access:
   • Integration Build
   • Job Requisition Data
   • Manage: Evergreen Requisitions
   • Candidate Data: Job Application
   • Candidate Data: Attachments
   • Candidate Data: Reference Check Results

   

4. Any warnings shown on this screen can be safely ignored.

   

Step 6: Activate security policy changes

1. In the search bar, type Activate Pending Security Policy Changes.

   

2. Add any relevant comments in the confirmation window.
3. Click OK to confirm and apply the changes.

   

4. Back on Testlify, click Save on the Workday Integration linking page.

   

5. Go back to Testlify's Settings page and refresh. Workday should now appear in your integrations list.

   

Step 7: Add assessment statuses on Workday

Add the following assessment statuses in Workday exactly as shown — these status codes enable the Testlify integration to track invitation and completion events.

1. Click the + button to add each new status from the table above.

   

2. Save each status after adding it.
3. After saving, hover over the magnifying glass icon and click the three dots for more options. Go to Integration IDs → Edit Reference ID.

   

4. Enter the Reference ID from the table and save.

   

5. Repeat for all seven statuses. Your final table should look like this — leave any pre-existing statuses in place.

   

Step 8: Add recruiting assessments on Workday

1. In your Testlify dashboard, navigate to the assessment you want to link to Workday.
2. Note the Assessment Name and Assessment ID.

   

3. In Workday, use the Maintain Recruiting Assessment Tests task to add the assessment name and click OK.

   

4. After saving, hover over the magnifying glass icon and click the three dots. Go to Integration IDs → Edit Reference ID.

   

5. Paste the Assessment ID copied from Testlify and click OK.

   

Step 9: Invite candidates for assessment

1. In Workday, navigate to your target Requisition.

   

2. Select the Candidates tab and move the desired candidates to the Assessment stage.

   

3. Click the Assess button next to the candidate.

   

4. Set Overall Status to Testlify Send Invite, select the assessment test, and click Submit. Add only one assessment test per submission.

   

5. A background job runs every 15 minutes to check all records in Testlify Send Invite status and sends the assessment invitation to each candidate.
6. Once invited, the candidate's status updates to Testlify Accepted and the test status shows Testlify Invited. If the invitation fails, the overall status becomes Testlify Declined with the reason in the Overall Comment field.

   

7. When the candidate completes the assessment, results are automatically updated in Workday.

   

Step 10: Send bulk invitations

Tip: Use bulk invitations to automatically assess all candidates who reach the Assessment stage for a given requisition — no manual action needed per candidate.

1. Log into Workday and search for Edit Job Requisition.

   

2. Enter the requisition name, press Enter, and click OK.
3. Click the Job tab in the sidebar.

   

4. In the Assessments section, click the pencil icon to edit.

   

5. Click the Default Assessments field and add the assessment test(s) for this requisition. Click the checkmark to save.

   

6. Click the Summary tab in the sidebar.

   

7. Click Submit.

   

8. Once approved, candidates are automatically invited to the configured assessment when they reach the Assessment stage.
9. When candidates complete the assessment, results are updated in Workday automatically.

   

Need help? Contact support.