---
title: "HRIS API Integration: How to connect Workday with Pequity"
description: How to integrate Workday with Pequity
---

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# HRIS API Integration: How to connect Workday with Pequity

## Integrate your Workday HRIS with Pequity for regular People Tool data updates.

### To authenticate your Workday account, you will need to provide the following information:

- WSDL
- ISU Username
- ISU Password
- Workday Tenant Name

​

### Prerequisites

Please ensure you fulfill all the requirements to set up the integration:

- You have **Administrator** permissions in your company's Workday instance

 

### Instructions

#### Step 1: Create an Integration System User (ISU)

- In your Workday portal, log into the **Workday tenant**
- In the Search field, type Create Integration System User
- Select the Create Integration System User task

​

[![](https://downloads.intercomcdn.com/i/o/1053537156/9315f467230fd8245dd14777/CleanShot+2024-05-16+at+19_22_50.png?expires=1716498900&signature=5f2c224539135be5f4528061815738df1b81a8556e4fb47e07ea1ce3951067fb)](https://downloads.intercomcdn.com/i/o/1053537156/9315f467230fd8245dd14777/CleanShot+2024-05-16+at+19_22_50.png?expires=1716498900&signature=5f2c224539135be5f4528061815738df1b81a8556e4fb47e07ea1ce3951067fb)

 

- 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

- Click **OK**

[![](https://downloads.intercomcdn.com/i/o/1053539809/edb412899769c6107838f5f5/CleanShot+2024-05-16+at+19_27_03.png?expires=1716498900&signature=5f9a7f771eab3238c5d6b1f4b2cb873897ef3e7ee35d6aa8b2c82422a5029ca7)](https://downloads.intercomcdn.com/i/o/1053539809/edb412899769c6107838f5f5/CleanShot+2024-05-16+at+19_27_03.png?expires=1716498900&signature=5f9a7f771eab3238c5d6b1f4b2cb873897ef3e7ee35d6aa8b2c82422a5029ca7)

 

1. 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.  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053543864/8d768ff5d3bbb5b412595460/Capture-2024-05-16-193352.png?expires=1716498900&signature=be6b654ed8a6e9cf68ff6c8a0452a1a10aaa2eee462012b54795a490345c9c0a)](https://downloads.intercomcdn.com/i/o/1053543864/8d768ff5d3bbb5b412595460/Capture-2024-05-16-193352.png?expires=1716498900&signature=be6b654ed8a6e9cf68ff6c8a0452a1a10aaa2eee462012b54795a490345c9c0a)
   
   Add the ISU to the **System Users exempt from password expiration** field  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053544261/0795c9e50712ce134ef258ff/CleanShot+2024-05-16+at+19_37_35.png?expires=1716498900&signature=d2666c3984cdd4e543b36e282b04d147373374c424e903ff6643bbb7fa7f4580)](https://downloads.intercomcdn.com/i/o/1053544261/0795c9e50712ce134ef258ff/CleanShot+2024-05-16+at+19_37_35.png?expires=1716498900&signature=d2666c3984cdd4e543b36e282b04d147373374c424e903ff6643bbb7fa7f4580)
2. Enter the **Integration System User** **name** in the linking flow
3. Enter the **Integration System User password** in the linking flow  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053575042/ec5497f2567d9bbffe923ed5/CleanShot+2024-05-16+at+20_52_23.png?expires=1716498900&signature=8c17e63b76f8b0fe7c6ac4c5d674d20e67dcb971a935fd982a4450f49b652188)](https://downloads.intercomcdn.com/i/o/1053575042/ec5497f2567d9bbffe923ed5/CleanShot+2024-05-16+at+20_52_23.png?expires=1716498900&signature=8c17e63b76f8b0fe7c6ac4c5d674d20e67dcb971a935fd982a4450f49b652188)

#### Step 2: Create a Security Group and assign an Integration System User

1. In the **Search** field, type **Create Security Group**  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053546896/d695ac3f4f208b61c208478e/Capture-2024-05-16-194454.png?expires=1716498900&signature=ae091c00eda3e164fd6bbc058089d05583cd34868c986b6d208e5dab160b8c15)](https://downloads.intercomcdn.com/i/o/1053546896/d695ac3f4f208b61c208478e/Capture-2024-05-16-194454.png?expires=1716498900&signature=ae091c00eda3e164fd6bbc058089d05583cd34868c986b6d208e5dab160b8c15)
   
   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.  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053548031/4f2d57876d402596c7ca800a/CleanShot+2024-05-16+at+19_50_24.png?expires=1716498900&signature=4bb39c222436c1af393e091156661c38f19422bec75ccac9f5451444edc569d8)](https://downloads.intercomcdn.com/i/o/1053548031/4f2d57876d402596c7ca800a/CleanShot+2024-05-16+at+19_50_24.png?expires=1716498900&signature=4bb39c222436c1af393e091156661c38f19422bec75ccac9f5451444edc569d8)
   
   If you would like to create a **Constrained Security Group** instead of an Unconstrained Security Group, please see the section in Notes below
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  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053549963/0376284d1880902253275c7b/CleanShot+2024-05-16+at+19_54_35.png?expires=1716498900&signature=672715f3b8e779f73552017f17e143a99545ec71bf2a9e0ee0d90258a419d510)](https://downloads.intercomcdn.com/i/o/1053549963/0376284d1880902253275c7b/CleanShot+2024-05-16+at+19_54_35.png?expires=1716498900&signature=672715f3b8e779f73552017f17e143a99545ec71bf2a9e0ee0d90258a419d510)
6. Click **OK**

#### Step 3: Configure domain security policy permissions

1. In the **Search** field, type **Maintain Permissions for Security Group**  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053573816/ec80b375725e7730b9efc714/Capture-2024-05-16-195737.png?expires=1716498900&signature=b9824aca31a7db139a91fff3ce3314342dd2822154de3f360d38d87bbc7c0940)](https://downloads.intercomcdn.com/i/o/1053573816/ec80b375725e7730b9efc714/Capture-2024-05-16-195737.png?expires=1716498900&signature=b9824aca31a7db139a91fff3ce3314342dd2822154de3f360d38d87bbc7c0940)
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  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053573900/53d656d5aec989c0206fcd10/CleanShot+2024-05-16+at+20_00_00.png?expires=1716498900&signature=636e66183aa6121b90ddb6538b2be688bbdaf9c83d016359771d6898c8ccdc37)](https://downloads.intercomcdn.com/i/o/1053573900/53d656d5aec989c0206fcd10/CleanShot+2024-05-16+at+20_00_00.png?expires=1716498900&signature=636e66183aa6121b90ddb6538b2be688bbdaf9c83d016359771d6898c8ccdc37)
3. On the next screen, add the corresponding **Domain Security Policies** depending on your use case**:**  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053574212/eabe5043662f849fb1b2f939/CleanShot+2024-05-16+at+20_01_47.png?expires=1716498900&signature=d1717817d8e00a5d62283f5749c84bdc3ffbe7954f09ac69994748b78f592f56)](https://downloads.intercomcdn.com/i/o/1053574212/eabe5043662f849fb1b2f939/CleanShot+2024-05-16+at+20_01_47.png?expires=1716498900&signature=d1717817d8e00a5d62283f5749c84bdc3ffbe7954f09ac69994748b78f592f56)

#### Step 4: 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  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053554634/ea455c99ab6763300dfeb13c/Capture-2024-05-16-200630.png?expires=1716498900&signature=17ff6074a2e4c29b4dc819a4a03a21fe381a67423b79e191087d2a6e4bdb4e55)](https://downloads.intercomcdn.com/i/o/1053554634/ea455c99ab6763300dfeb13c/Capture-2024-05-16-200630.png?expires=1716498900&signature=17ff6074a2e4c29b4dc819a4a03a21fe381a67423b79e191087d2a6e4bdb4e55)
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**  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053575597/86a5cae1ba227dfc3a4987ef/CleanShot+2024-05-16+at+20_09_20.png?expires=1716498900&signature=6959c7a9d695ab7c0bad463f0fd2a7d69db41abc5c8c00625eef5c15ec7d68c1)](https://downloads.intercomcdn.com/i/o/1053575597/86a5cae1ba227dfc3a4987ef/CleanShot+2024-05-16+at+20_09_20.png?expires=1716498900&signature=6959c7a9d695ab7c0bad463f0fd2a7d69db41abc5c8c00625eef5c15ec7d68c1)

 

#### Step 5: Validate the authentication policy is sufficient

1. Search for **Manage Authentication Policies**  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053574693/95ae87e698ce0636b1cd1876/CleanShot+2024-05-16+at+20_11_28.png?expires=1716498900&signature=c530ee22049134a1bed316a2e0ef1fa91c99aeb469502c612f8aa822c458af8f)](https://downloads.intercomcdn.com/i/o/1053574693/95ae87e698ce0636b1cd1876/CleanShot+2024-05-16+at+20_11_28.png?expires=1716498900&signature=c530ee22049134a1bed316a2e0ef1fa91c99aeb469502c612f8aa822c458af8f)
2. Click **Edit** on the authentication policy row  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053574756/fa5f610299dd579d570ca800/CleanShot+2024-05-16+at+20_15_41.png?expires=1716498900&signature=68c6a03d003eac1356f0508f7428e1d1d1e152ea826d5afae912234a5846a38e)](https://downloads.intercomcdn.com/i/o/1053574756/fa5f610299dd579d570ca800/CleanShot+2024-05-16+at+20_15_41.png?expires=1716498900&signature=68c6a03d003eac1356f0508f7428e1d1d1e152ea826d5afae912234a5846a38e)
3. Create an Authentication Rule  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053574795/d5d440458bcfd99419657d79/CleanShot+2024-05-16+at+20_17_02.png?expires=1716498900&signature=1239e047fed97c5530eb07c44287072504a88a0d5cff32f42ab0417ae8d03b84)](https://downloads.intercomcdn.com/i/o/1053574795/d5d440458bcfd99419657d79/CleanShot+2024-05-16+at+20_17_02.png?expires=1716498900&signature=1239e047fed97c5530eb07c44287072504a88a0d5cff32f42ab0417ae8d03b84)
4. Enter a name, add the Security Group, and ensure **Allowed Authentication Types** is set to Specific **User Name Password** or **Any**  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053574840/c9aae6ed7d3512b4a03472c7/CleanShot+2024-05-16+at+20_24_18.png?expires=1716498900&signature=ea6037bfdc264b1993a23d0d2f430d41ffbe610fa2cbd3a63f10a3e160830c10)](https://downloads.intercomcdn.com/i/o/1053574840/c9aae6ed7d3512b4a03472c7/CleanShot+2024-05-16+at+20_24_18.png?expires=1716498900&signature=ea6037bfdc264b1993a23d0d2f430d41ffbe610fa2cbd3a63f10a3e160830c10)

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 6: Activate all pending authentication policy changes

1. In the search bar type, **activate all pending authentication policy changes**  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053574885/a4f83f12ae320ec2be395e51/CleanShot+2024-05-16+at+20_34_45.png?expires=1716498900&signature=bb320f96b636b10564372d13358ef0ab2aede794dc0de839da8cf564c5cbbd7a)](https://downloads.intercomcdn.com/i/o/1053574885/a4f83f12ae320ec2be395e51/CleanShot+2024-05-16+at+20_34_45.png?expires=1716498900&signature=bb320f96b636b10564372d13358ef0ab2aede794dc0de839da8cf564c5cbbd7a)
2. Proceed to the next screen and **confirm** the changes. This will save the **Authentication Policy** that was just created or edited

#### Step 7: Obtain the web services endpoint

1. Search in Workday for **Public Web Services**  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053574926/54f8f3ee0d306d0349b210a4/CleanShot+2024-05-16+at+20_36_41.png?expires=1716498900&signature=7c9218184eb3e6107ddf2a8f1eced163cb9b89ebd9b2e5d51b487ffc76b04889)](https://downloads.intercomcdn.com/i/o/1053574926/54f8f3ee0d306d0349b210a4/CleanShot+2024-05-16+at+20_36_41.png?expires=1716498900&signature=7c9218184eb3e6107ddf2a8f1eced163cb9b89ebd9b2e5d51b487ffc76b04889)
2. Find **Human Resources (Public)** if you are connecting **Workday HRIS**.  
   ​  
   Click the three dots to access the menu. Click **Web Services** \> **View WSDL**  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053566944/70c6507d92725513b2b52673/CleanShot+2024-05-16+at+20_39_58.png?expires=1716498900&signature=758ea95884849532377a1eec60e9ea55c636bfab9c97a8dd11626b12a85b4eee)](https://downloads.intercomcdn.com/i/o/1053566944/70c6507d92725513b2b52673/CleanShot+2024-05-16+at+20_39_58.png?expires=1716498900&signature=758ea95884849532377a1eec60e9ea55c636bfab9c97a8dd11626b12a85b4eee)
3. Navigate to the bottom of the page that opens (it may take a few seconds to load)
4. **Copy everything until you see /service**. This should look something like `https://wd2-impl-services1.workday.com/ccx`

   Example for **Human Resources / Workday HRIS**​

   [![](https://downloads.intercomcdn.com/i/o/1053568424/66401ba66d11e5bcddb9be27/CleanShot+2024-05-16+at+20_42_30.png?expires=1716498900&signature=bdeef5e58588f46fa7b9789be70077aad92a7fca46365081eff320ea90b744d8)](https://downloads.intercomcdn.com/i/o/1053568424/66401ba66d11e5bcddb9be27/CleanShot+2024-05-16+at+20_42_30.png?expires=1716498900&signature=bdeef5e58588f46fa7b9789be70077aad92a7fca46365081eff320ea90b744d8)
5. Enter the **Web Services Endpoint** into the linking flow  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053571103/94367de244f9021f8dddd397/CleanShot+2024-05-16+at+20_50_49.png?expires=1716498900&signature=2c1c7799f052fce5fc0714aa52722cf6dc8bc4c3e5068f686eed8945eb5cfd0b)](https://downloads.intercomcdn.com/i/o/1053571103/94367de244f9021f8dddd397/CleanShot+2024-05-16+at+20_50_49.png?expires=1716498900&signature=2c1c7799f052fce5fc0714aa52722cf6dc8bc4c3e5068f686eed8945eb5cfd0b)

 

#### Step 8: Enter your Tenant Name in the linking flow

Enter your Workday tenant name into the linking flow.

Example: If you sign in at "[https://wd5-services1.workday.com/acme](https://wd5-services1.workday.com/acme)", enter "**acme**"  
​

[![](https://downloads.intercomcdn.com/i/o/1053575065/590171a65ec52e9e950d1422/CleanShot+2024-05-16+at+20_53_59.png?expires=1716498900&signature=b84c60c3e1422a4e3145d82030cf609673acfc667a2d45354af4aac897c1e90c)](https://downloads.intercomcdn.com/i/o/1053575065/590171a65ec52e9e950d1422/CleanShot+2024-05-16+at+20_53_59.png?expires=1716498900&signature=b84c60c3e1422a4e3145d82030cf609673acfc667a2d45354af4aac897c1e90c)

 

### Important Notes

- Implementation/sandbox tenant Workday accounts will result in slower syncs, as fewer resources are dedicated to the tenant

#### (Optional) Create a Constrained Security Group instead of Unconstrained

The following steps would replace **Step 2** above.

1. In the **Search** field, type **Create Security Group**.

    

   [![](https://downloads.intercomcdn.com/i/o/1053546896/d695ac3f4f208b61c208478e/Capture-2024-05-16-194454.png?expires=1716498900&signature=ae091c00eda3e164fd6bbc058089d05583cd34868c986b6d208e5dab160b8c15)](https://downloads.intercomcdn.com/i/o/1053546896/d695ac3f4f208b61c208478e/Capture-2024-05-16-194454.png?expires=1716498900&signature=ae091c00eda3e164fd6bbc058089d05583cd34868c986b6d208e5dab160b8c15)
2. On the Create Security Group page, select **Integration System Security Group (Constrained)** from the Type of Tenanted Security Group pull-down menu.  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053577135/9df18a8a022fd43e6d5a83f2/CleanShot+2024-05-16+at+21_07_20.png?expires=1716498900&signature=e699b3e8ef798f32ea6eb06d4b8982d7caf1477ad554905e537d571fffe1c53e)](https://downloads.intercomcdn.com/i/o/1053577135/9df18a8a022fd43e6d5a83f2/CleanShot+2024-05-16+at+21_07_20.png?expires=1716498900&signature=e699b3e8ef798f32ea6eb06d4b8982d7caf1477ad554905e537d571fffe1c53e)
3. In the **Name** field, enter a name.
4. Click **OK**
5. On the **Edit Integration System Security Group (Constrained)** page, in the **Integration System Users** field, enter the **ISU** you created in **Step 1**
6. Now under **Organizations,** you will need to select the appropriate way you'd like to limit access from your Workday instance. You have several options in regards to how you'd like to limit the data accessible to the ISU:  
   ​  
   We recommend selecting a specific organizational structure within your larger Company to segment by  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053578858/8a6d2606142c0d75e5fc8239/CleanShot+2024-05-16+at+21_10_59.png?expires=1716498900&signature=04a2ecab78246c7408d0677938662d14770770681ba32b1d79c99a4aaf91cc72)](https://downloads.intercomcdn.com/i/o/1053578858/8a6d2606142c0d75e5fc8239/CleanShot+2024-05-16+at+21_10_59.png?expires=1716498900&signature=04a2ecab78246c7408d0677938662d14770770681ba32b1d79c99a4aaf91cc72)
   
   After clicking on "**All Organizations by Type"**, you can further narrow down by selecting which Type you'd like to segment by.  
   The recommended types are:

     - Company
     - Cost Center
     - Division
     - Region

   From there, you can select the specific Instances within your Workday Organization that you'd like to be synced over from this security Group (specific Regions, divisions, etc.)
7. After you have configured the Organization Structures you'd like to be accessible from the ISU, please navigate to "Access Rights to Organization". Depending on how you'd like to configure access, it can either be to the specific criteria you've applied on the **Organizations** section or the criteria you applied as well as all organizations that fall under. If you have only selected a top level organization, you should click "**Applies to Current Organization And All Subordinates**"  
   ​

   [![](https://downloads.intercomcdn.com/i/o/1053580745/8b233f7d662a8e83033b8e60/CleanShot+2024-05-16+at+21_15_53.png?expires=1716498900&signature=c74910dbd72a1014ca73d51269406f03f57ee32aafd47ac157ed9082d4f40a3e)](https://downloads.intercomcdn.com/i/o/1053580745/8b233f7d662a8e83033b8e60/CleanShot+2024-05-16+at+21_15_53.png?expires=1716498900&signature=c74910dbd72a1014ca73d51269406f03f57ee32aafd47ac157ed9082d4f40a3e)
8. Once this is all completed, click **OK** to save the Constrained Security Group
9. Now continue to **Step 3**

- [Getting Started with Pequity](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en#main-content)

    - [Pequity Setup & Company Admin Onboarding](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en#pequity-setup-company-admin-onboarding)
    - [Personal Settings](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en#personal-settings)
    - [Integrations & Data Management](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en#integrations-data-management)
- [ADP Lyric HCM Integrated Pequity](https://helpcenter.pequity.com/support/adp-lyric-hcm-integrated-pequity?hsLang=en)
- [Managing Your Team in Pequity](https://helpcenter.pequity.com/support/managing-your-team-in-pequity?hsLang=en#main-content)

    - [General User Access](https://helpcenter.pequity.com/support/managing-your-team-in-pequity?hsLang=en#general-user-access)
    - [Single Sign-On (SSO) Integration](https://helpcenter.pequity.com/support/managing-your-team-in-pequity?hsLang=en#single-sign-on-sso-integration)
    - [People Manager Access](https://helpcenter.pequity.com/support/managing-your-team-in-pequity?hsLang=en#people-manager-access)
- [Pequity Features & Workflows](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#main-content)

    - [Pequity Comp Cycles](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#pequity-comp-cycles)
    - [Pequity Ranges Tool](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#pequity-ranges-tool)
    - [Pequity People Tool](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#pequity-people-tool)
    - [Pequity Approvals Tool](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#pequity-approvals-tool)
- [Pequity Best Practices](https://helpcenter.pequity.com/support/pequity-best-practices?hsLang=en)
- [Security & Compliance in Pequity](https://helpcenter.pequity.com/support/security-compliance-in-pequity?hsLang=en)
- [Proactive Support & Troubleshooting](https://helpcenter.pequity.com/support/proactive-support-troubleshooting?hsLang=en)
- [Pequity Updates & Insights](https://helpcenter.pequity.com/support/pequity-updates-insights?hsLang=en)
- [Pequity University](https://helpcenter.pequity.com/support/pequity-university?hsLang=en#main-content)

    - [Comp 101](https://helpcenter.pequity.com/support/pequity-university?hsLang=en#comp-101)
- [Reward Letters](https://helpcenter.pequity.com/support/reward-letters?hsLang=en)

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