Overview

Persona’s Workday integration enables organizations to securely retrieve and verify employee information from their Workday Human Capital Management (HCM) system. This integration helps automate identity verification for employees and contractors, synchronize user data across systems (e.g., IAM, HRIS, productivity tools), and enhance security during onboarding or sensitive actions.

Prerequisites

To set up the integration, ensure you have:

• Admin access to your Workday tenant
• An Integration System User (ISU) with necessary API permissions
• OAuth 2.0 credentials for secure authentication

Authentication

The Workday integration authenticates using OAuth.

Steps

Setting up you Workday integration

Register an API Client in Workday

1. Register an API Client in Workday

• In your Workday tenant, search for “Register API Client for Integration.”
• Follow prompts to create a new client and note the client ID and secret.

2. Configure OAuth in Persona

• In the Persona dashboard, go to Marketplace Integrations and select Workday.

3. Create or Edit a Workflow

• Navigate to the Workflows tab in Persona.
• Add a new step: Marketplace → Workday Integration → Retrieve a specific worker (using employee ID).

• Map the desired fields from Workday to your Persona case or account fields.

4. Test the Integration

• Use the “Get Worker” action in a test workflow to ensure data is being pulled correctly.

• Review logs under Integrations > Integration Logs for troubleshooting.

5. (Optional) Write Verification Status Back to Workday

• If you want to update custom fields in Workday configure the appropriate API calls or use custom objects as needed.

Retrieving Workday data fields

Depending on your Workday configuration and permissions, you can retrieve:

• Worker ID / Employee ID
• Name (First, Last, Preferred)
• Date of Birth
• Email
• Job Title
• Hire Date
• Employee Type (Full-Time, Contingent)
• Business Title & Work Location
• Manager
• Organization details (Cost Center, Supervisory Org)
• Status (Active, Terminated)

Frequently Asked Questions

What permissions are required in Workday?

You’ll need an ISU with access to the People API and any custom objects you wish to update.

What data can I pull from Workday?

You can retrieve most standard employee attributes (name, DOB, email, job title, etc.) as well as any custom fields configured in your tenant.

Can I trigger a Persona verification from within Workday?

You can retrieve most standard employee attributes (name, DOB, email, job title, etc.) as well as Yes. You can set up workflows that trigger verification based on events in Workday or via API/webhooks.

How do I map fields between Workday and Persona?

Use the field mapping UI in the workflow editor to connect Workday attributes to Persona case/account fields.

What's the best way to troubleshoot?

If you encounter issues:

1. Check that your ISU has the correct permissions in Workday.
2. Review integration logs in Persona for error messages.
3. Ensure your OAuth credentials are valid and not expired.
4. Contact Persona Support for further assistance.

Plans Explained

	Startup Program	Essential Plan	Growth Plan	Enterprise Plan
Workday Integration	Not Available	Not Available	Available	Available