Workday Integration

The integration of Workday with Testlify empowers you to seamlessly synchronize recruitment workflows, improving efficiency and streamlining the hiring process. By linking Testlify to your Workday ATS (Applicant Tracking System), you can easily manage candidate assessments and records all in one centralized platform.

Below is a step-by-step guide to help you complete the Workday-Testlify integration effortlessly.

Step 1: Start Workday Integration on Testlify

1. In your Testlify workspace, open Workspace Settings. Click on Integrations

2. Select Workday from the list. Follow the below steps to complete the integration!

3. Fill in the details according to the below guide.

Step 2: Obtain REST API Endpoint

1. Open your Workday portal, log into the Workday tenant
2. In the Search field, type “View API Clients”
3. Copt the URL from Workday REST API Endpoint and paste it into integration connection page on Testlify

Step 2: Create an Integration System User (ISU)

1. Open your Workday portal, log into the Workday tenant
2. In the Search field, type “Create Integration System User”

3. Select the Create Integration System User task

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4. Access the Create Integration System User task and configure a Workday account for the integration.

• Name the account “Testlify_ISU”
• Keep the Session Timeout Minutes to the default value of zero to prevent session expiration. An expired session can cause the integration to stop before it completes.
• Select Do Not Allow UI Sessions. This option prevents the integration system user from signing in to Workday through the UI.

5. To ensure the password doesn't expire, you'll want to add this new user to the list of System Users. To do this, search for the Maintain Password Rules task.

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

   

   
   
   
   
7. Enter the Integration System Username & password

Step 3: Create a Security Group and assign an Integration System User

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

2. On the Create Security Group page, select Integration System Security Group (Unconstrained) from the Type of Tenanted Security Group pull-down menu.

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

4. On the Edit Integration System Security Group (Unconstrained) page, in the Integration System Users field, enter the same name you entered when creating the ISU in the first section

5. ​Click OK

   
   
   

Step 4: Configure domain security policy permissions

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

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2. Make sure the Operation is Maintain, and the Source Security Group is the same as the security group that was assigned in Step 2

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3. On the next screen, add the following Domain Security Policies:

• Get Only: Integration Build
• Get Only: Job Requisition Data
• Get Only: Manage: Evergreen Requisitions
• Get and Put: Candidate Data: Job Application
• Get and Put: Candidate Data: Attachments

4. You might see some warnings, which can be ignored

Step 5: Activate security policy changes

1. In the search bar, type "Activate Pending Security Policy Changes" to view a summary of the changes in the security policy that needs to be approved

   

   
   
   
2. Add any relevant comments on the window that pops up
3. Confirm the changes in order to accept the changes that are being made and hit OK.

4. Click on save on Testlify’s Workday Integration Linking Page. 

5. Go back to Testlify's Settings page and refresh the page. Workday should be listed here.

Step 6: Add Assessment Statuses on Workday

In this step, you need to set up the assessment status on the workday. 

1. Access the Maintain Assessment Statuses task.
2. Click on the Plus mark at the top to add a new Status. Add the statuses from the above table.

3. Click On to save the status. 
4. After the page saves, hover over the magnifying glass and click on the three dots for more options. Go to Integration IDs -> Edit Reference ID.

5. Add the Reference ID for the Status

6. The Final table may look like this. You may have predefined and other status. You can leave them as it is.

Step 7: Add Recruiting Assessments on Workday

1. On Testlify Dashboard, Navigate to the Assessment that you want to add to Workday to assess candidates. 
2. Note down the Assessment Name and and the Assessment ID here.

3. On Workday, use the Maintain Recruiting Assessment Tests tasks to add the assessment name and click Ok.

4. After the page saves, hover over the magnifying glass and click on the three dots for more options. Go to Integration IDs -> Edit Reference ID.

5. Paste the Assessment ID that you have copied from Testlify and click Ok to save.

Step 8: Invite Candidates for Assessment

1. Navigate to your desired Requisition on Workday. 

2. Select the Candidates Tab and move the desired candidates to the Assessment Stage.

3. Click on the Assess button next to the Candidate in the Assessment Stage.

4. Select the Overall Status as “Testlify Send Invite” and select the assessment in the assessment test option and click Submit. Note, you should add 1 assessment test.

5. Every 15 minutes, a job checks all those records in the Testlify Send Invite state and sends the invitation to respective candidates for taking up the assessment.
6. Once the candidate has been invited successfully on Testlify, their status will be updated on Workday to Testlify Accepted. The Assessment Test status will also show the status as “Testlify Invited”. In case there was an issue inviting the candidate, the overall status will be “Testlify Declined” with the reason for Decline in the Overall Comment.

7. Once a candidate completes the assessment, the Results will be updated: