Workday Setup Guide

Prerequisites

• An active Matia account
• A Workday account with administrator access
• Advanced type reports configured in Workday with web service access enabled
• A data warehouse already connected to Matia

Setup Guide

1. Provide Workday Credentials

   • Insert the Workday username and password you'd like to use for the connection to Matia.

2. Create New User

   • Log into Workday as an Administrator
   • Search for 'create user' and select Create Integration System User
   • Enter a Username and Password
   • Leave "Require New Password at Next Sign In" unchecked
   • Select "Do Not Allow UI Sessions"
   • Click OK and Done

3. Create Security Group

   • Create a new Security Group with type "Integration System Security Group (Unconstrained)"
   • Enter a Security Group Name
   • Add your integration user to the "Integration System Users" field
   • Click OK

4. Configure Security Policies

   • Navigate to Security Group Settings > Maintain Domain Permissions for Security Group
   • In Integration Permissions, select appropriate security domains for your reports
   • Go to "Activate Pending Security Policy Changes"
   • Click OK and Confirm to activate

5. Create and Configure Report

   • Create a new Custom Report
   • Set Report Type to "Advanced"
   • Enable "Web Service" option
   • Add your Data Source and required fields
   • In the Share tab, add your integration user as an Authorized User
   • In Advanced tab, share to Report-as-a-WebService
   • Get the REST URL from Actions → Web Service → View URLs
   • Copy the URL into the Report URL field