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Editing pages/workday_integration_with_15five.org

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#+title: Workday Integration with 15Five

- source :: https://success.15five.com/hc/en-us/articles/360007616652-Configuring-SCIM-with-OneLogin

* Configuring Workday provisioning for 15Five
** This guide provides the steps required to configure provisioning for 15Five, and includes the following sections:
+ Features
+ Prerequisites
+ Configuration Steps
+ Groups
+ Troubleshooting Tips

** Features
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Automatic User Provisioning is supported for the 15Five application.

This enables Workday to:

+ Add new users to 15Five
+ Update select fields in users’ profile information in 15Five
+ Deactivate users in 15Five

The following provisioning features are supported:

+ Push New Users
+ New users created through Workday will also be created in 15Five.
+ Push Profile Updates
+ Updates made to the user's profile through Workday will be pushed to 15Five.
+ Push User Deactivation
+ Deactivating the user or disabling the user's access to the application through Workday will deactivate the user in 15Five.
+ Import New Users
+ New users created in the third party application will be downloaded and turned into new AppUser objects, for matching against existing Workday users.

Prerequisites

Before you configure provisioning in Workday …

1. Click on 'Settings' from the left navigation
   [[https://success.15five.com/hc/article_attachments/360061690311/Screen_Shot_2020-07-09_at_1.20.23_PM.png]]
2. Then click on 'Features' to expand the feature settings
[[https://success.15five.com/hc/article_attachments/360062442932/Screen_Shot_2020-07-21_at_2.52.42_PM.png]]
3. Last, click on 'Integrations'
   [[https://success.15five.com/hc/article_attachments/360062612251/Screen_Shot_2020-07-21_at_2.52.56_PM.png]]
4. Click on 'Enable' to the right of the Workday option
   [[file:images/workday-enable.png]]
5. Access your SFTP credentials under the 'Setup' tab
   [[file:images/workday-config.png]]

** Workday Configuration steps

1. Create an EIB Integration using SFTP:
   a. Create a Custom Report in Workday and enable it as Web Service (Advanced Tab)
   b. Add sorting or filtering, i.e. you may want to exclude contractors from the report
   c. Create Integration System User (ISU) using the Create Integration System User task in Workday.
   d. Add the new ISU to an existing integration system security group (ISSG) or create a new one.
   e. Using the Maintain Password Rules task, add this ISU account to the System Users exempt from password expiration list
   f. Update the relevant domain security policies giving the security group access to Get integration permissions
   g. Activate pending security policy changes
   h. Share the report with authorized users including the ISSG/ISU
2. Create an EIB (Integration) using "Create EIB Task"
   a. Choose name -> Select Outbound
   b. Under "General Settings" enter a unique ID if you choose, and a description
   c. Next, select "Get Data" in the sidebar and choose "Custom Report" as the "Data Source Type" and select Custom Report created in step 1 above
   d. Under "Transform" choose "New Custom Report Transformation" for your report type. This will default the name of the custom report to the name you gave the report above + the date it was created
   e. Under "Deliver" add the file name, type and document retention policy for the Workday file that will be sent to 15Five via the integration. Create a sequence generator for the filename if desired and restrict the Workday file to specific environments.
   f. Click "Ok/Done"
3. Ensure Transformation contains proper field names for the 15Five integration
   a. Before enabling SFTP integration with 15Five, you may need to update fields in the Workday Transformation
   b. From the Integration System name, select the "Actions" button
   c. Choose "Enterprise Interface -> Configure Transformation"
   d. Make any changes necessary, using the filed list available to our bulk import tool here: https://my.15five.com/company/users/bulk-import/
   e. Note, if you create the transformation, any fields are updated, you will need to delete the transformation and create it again beginning with Step 2d. above
4. Create Business Process Definition for Integration
   a. Under "Business Process Step" click on "Configure Document Delivery"
   b. Add SFTP connection information from Step 5 under Prerequisites above
       [[file:~/tmp/workday-sftp-config.png]]