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) or Workday HRIS (Human Resource Information 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-by-Step Guide
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- Select “Use my credentials (recommended)” option and then select “I am an admin”
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
4- On the Create Integration System User page, in the Account Information section, enter a user name, and enter and confirm a password.
Important: "&", "<", or ">" characters cannot be included in the password.
5- Click OK.
6- 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.
Add the ISU to the System Users exempt from password expiration field.
7- Enter the Integration System User name in the linking flow.
8- Enter the Integration System User password in the linking flow.
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 a name.
4- Click OK.
5- 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
6- Click OK
Step 4: Configure domain security policy permissions.
1- In the Search field, type “Maintain Permissions for Security Group”
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.
3- On the next screen, add the corresponding Domain Security Policies depending on your use case:
If you are connecting Workday HRIS HRIS Permissions
If you are connecting Workday ATS (Recruiting)
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.
Step 6: Validate the authentication policy is sufficient.
1- Search for Manage Authentication Policies.
2- Click Edit on the authentication policy row.
3- Create an Authentication Rule.
4- Enter a name, add the Security Group, and ensure Allowed Authentication Types is set to Specific User Name Password or Any.
Note: You don't have to create a new Authentication Rule if you already have an existing one set to User Name Password or Any. You can add the ISU you created to that rule instead.
You will need to create a new rule if SAML is the only Authentication Rule you see for "Allowed Authentication Types."
Step 7: Activate all pending authentication policy changes.
1- In the search bar type, activate all pending authentication policy changes.
2- Proceed to the next screen and confirm the changes. This will save the Authentication Policy that was just created or edited
Step 8: Obtain the web services endpoint URL.
1- Search in Workday for Public Web Services.
2- Find Human Resources (Public) if you are connecting Workday HRIS. Find Recruiting if you are connecting Workday ATS.
Click the three dots to access the menu. Click Web Services > View WSDL
3- Navigate to the bottom of the page that opens (it may take a few seconds to load)
4- Copy the full URL provided under Human_ResourcesService (Workday HRIS) or RecruitingService (Workday ATS). The URL will have a format similar to
5- Enter the Web Services Endpoint URL into the linking flow.
6- Click Next. Refresh the page and you will see Workday Integration as active.
FAQs
Q: Can I integrate both Workday HRIS and ATS simultaneously with Testlify?
A: Yes, Testlify supports both integrations. You can select the respective permissions and domain policies during the integration process.
Q: How secure is the Workday integration with Testlify?
A: Testlify adheres to stringent security standards. The integration follows Workday’s security policies and uses secure authentication and endpoint access protocols.
Q: What if I encounter issues during integration?
A: You can refer to the steps mentioned in this guide. If further assistance is needed, contact our support team at [email protected].
Q: Is there an additional cost for Workday integration?
A: Workday integration is included in Testlify's plans at no additional cost.
Q: How do I know if the integration is successful?
A: After completing the steps, refresh your Testlify page. If the integration is active, it will be marked as “Connected” under the Integrations tab.
Conclusion
Integrating Workday with Testlify simplifies your recruitment and HR workflows, providing a streamlined experience for candidate management. Following the steps in this guide ensures a successful setup, enabling you to leverage the full potential of both platforms.
If you need further assistance or have any questions, please reach out to us at [email protected].