What is your integration use case?
Use case 1: I have not yet created any stakeholder profiles in my Ledgy account.
1. Connect Workday with Ledgy
First, go to Company Settings > Data Management > HR system integration > Connect.
Scenario 1: Existing connection
If you’re already connected — there is nothing to do! Feel free to jump to ‘Configure your HRIS field import into Ledgy’
Scenario 2: Establishing a new connection / no existing connection
1.1 Select Workday from the HR system logo picker
For the authentication method, select "Use just my OAuth Credentials"
A warning will remind the user that an admin user is required to connect with Ledgy. Click "I am an Admin" to confirm.
Review your data permissions
1.2: Obtain the web services endpoint URL
Search in Workday for Public Web Services
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
Navigate to the bottom of the page that opens (it may take a few seconds to load)
Copy the full URL provided under Human_ResourcesService (Workday HRIS) or RecruitingService (Workday ATS). The URL will have a format similar to
https://wd2-impl-services1.workday.com/ccx
Enter the Web Services Endpoint URL prefix into the linking flow
6. Click Next
1.3 Enter in your tenant name
From the web services URL find your tenant name. In this example, the value is "acme"
Enter the tenant name into the linking flow
3. Click Next
1.4: Register a new API Client for Integrations
In the Search field, select the Task Register API Client for Integrations.
On the Register API client for Integrations page, in the Client Name field, enter the Client Name, Scope (Functional Areas), and check Non-Expiring Refresh Tokens. Add the following Scope (Functional Areas) depending on the category:
HRIS | ATS |
Staffing | Recruiting |
Time Off and Leave *if you need access to Time Off data | Tenant Non-Configurable |
Tenant Non-Configurable | Public Data |
Public Data |
|
3. Click Ok. Save the Client Secret and Client ID. Click Done.
4. Enter the Client Secret and Client ID to the linking flow
5. Click Next
1.5: Generate a non-expiring Refresh Token
In the Search field, select View API Client.
2. On the View API Clients page, click the API Clients for Integrations tab. Save your Token Endpoint.
3. Click the client you created in Step 3: Register a new API Client for Integrations
4. Open the three dots > API Client > Click on Manage Refresh Tokens for Integrations
5. On the Manage Refresh Tokens for Integrations page, in the Workday Account field add a user. Save your Refresh Token.
6. Add your Token URL and Refresh Token to the linking flow
7. Click Submit
Congratulations! Your Workday account is now connected to Ledgy!
2. Configure your HRIS field import into Ledgy
You need to configure the fields before initiating sync. Hit ‘Configure’ to open up the modal below. You can change the configuration later and at any future point.
2.1. Stakeholder identifier should be a unique identifier and the value should exist for all employees in HRIS. In Workday's case, it is the "Work email”.
If you already have stakeholders in Ledgy, please see FAQ below.
2.2. Stakeholder email: Choose which employee field to map to Ledgy’s primary email.
2.3. Additional fields to import allow you to optionally import any of the following fields:
Manager
Mobile Phone Number
Pay Rate
2.3. Hover over the “❓ Some basic stakeholder fields” to see the default fields mapped from HRIS into Ledgy
2.4. If there are additional fields you wish to map to Ledgy from your HRIS, please click the link to reach out to support and request new HR field mappings via chat.
2.5. You can add "Sync if" conditions to specify which employees to sync in Ledgy.
⚠️ Note: filters are additive, meaning that stakeholders must match all conditions for a rule to apply to them. You can use ‘OR’ conditions to select multiple values for a given filter. For example: you may want to sync employees across multiple countries, and of multiple groups.
3. Syncing stakeholders into Ledgy
Once you have setup the configuration, you can sync stakeholders. Hit ‘sync’ to preview stakeholders that will be created or updated in Ledgy.
Nb. ‘Mobile number’ will appear as invalid if the country code is not inputted in HRIS. Please add country code to HRIS entries to successfully sync mobile number - otherwise, this will need to be manually updated in Ledgy.
Use case 2: I have already created stakeholder profiles in my Ledgy account.
1. Connect Workday with Ledgy
First, go to Company Settings > Data Management > HR system integration > Connect.
Scenario 1: Existing connection
If you’re already connected — there is nothing to do! Feel free to jump to ‘Configure your HRIS field import into Ledgy’
Scenario 2: Establishing a new connection / no existing connection
1.1 Select Workday from the HR system logo picker
For the authentication method, select "Use just my OAuth Credentials"
A warning will remind the user that an admin user is required to connect with Ledgy. Click "I am an Admin" to confirm.
Review your data permissions
1.2: Obtain the web services endpoint URL
Search in Workday for Public Web Services
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
Navigate to the bottom of the page that opens (it may take a few seconds to load)
Copy the full URL provided under Human_ResourcesService (Workday HRIS) or RecruitingService (Workday ATS). The URL will have a format similar to
https://wd2-impl-services1.workday.com/ccxEnter the Web Services Endpoint URL prefix into the linking flow
6. Click Next
1.3 Enter in your tenant name
From the web services URL find your tenant name. In this example, the value is "acme"
Enter the tenant name into the linking flow
3. Click Next
1.4: Register a new API Client for Integrations
In the Search field, select the Task Register API Client for Integrations.
On the Register API client for Integrations page, in the Client Name field, enter the Client Name, Scope (Functional Areas), and check Non-Expiring Refresh Tokens. Add the following Scope (Functional Areas) depending on the category:
HRIS | ATS |
Staffing | Recruiting |
Time Off and Leave *if you need access to Time Off data | Tenant Non-Configurable |
Tenant Non-Configurable | Public Data |
Public Data |
|
3. Click Ok. Save the Client Secret and Client ID. Click Done.
4. Enter the Client Secret and Client ID to the linking flow
5. Click Next
1.5: Generate a non-expiring Refresh Token
In the Search field, select View API Client.
2. On the View API Clients page, click the API Clients for Integrations tab. Save your Token Endpoint.
3. Click the client you created in Step 3: Register a new API Client for Integrations
4. Open the three dots > API Client > Click on Manage Refresh Tokens for Integrations
5. On the Manage Refresh Tokens for Integrations page, in the Workday Account field add a user. Save your Refresh Token.
6. Add your Token URL and Refresh Token to the linking flow
7. Click Submit
Congratulations! Your Workday account is now connected to Ledgy!
2. Configure your HRIS field import into Ledgy
You need to configure the fields before initiating sync. Hit ‘Configure’ to open up the modal below. You can change the configuration later and at any future point.
2.1. Stakeholder identifier should be a unique identifier and the value should exist for all employees in HRIS. In Workday's case, it is the "Work email”.
If you already have stakeholders in Ledgy, please see FAQ below.
2.2. Stakeholder email: Choose which employee field to map to Ledgy’s primary email.
2.3. Additional fields to import allow you to optionally import any of the following fields:
Manager
Mobile Phone Number
Pay Rate
2.4. Hover over the “❓ Some basic stakeholder fields” to see the default fields mapped from HRIS into Ledgy
2.5. If there are additional fields you wish to map to Ledgy from your HRIS, please click the link to reach out to support and request new HR field mappings via chat.
2.6. You can add "Sync if" conditions to specify which employees to sync in Ledgy.
⚠️ Note: filters are additive, meaning that stakeholders must match all conditions for a rule to apply to them. You can use ‘OR’ conditions to select multiple values for a given filter. For example: you may want to sync employees across multiple countries, and of multiple groups.
2.7. Update your stakeholders:
To edit your stakeholder in bulk, go to Stakeholders > click the "Bulk" button
Select "Natural person" > Click on the "Stakeholders" button to download your stakeholder list
Add the unique identifier "Work email" for each stakeholder from your HRIS Platform in the Identifier column in the Excel file
Upload the Excel file back to your account
3. Syncing stakeholders into Ledgy
Once you have setup the configuration, you can sync stakeholders. Hit ‘sync’ to preview stakeholders that will be created or updated in Ledgy.
Nb. ‘Mobile number’ will appear as invalid if the country code is not inputted in HRIS. Please add country code to HRIS entries to successfully sync mobile number - otherwise, this will need to be manually updated in Ledgy.