🤝 Workday | Rediscovery

This article is for setting up a two-way integration between SeekOut and Workday. To learn about the one-way export feature, see our article here.

SeekOut integrates with Workday, allowing you to import candidate data from Workday providing the ability to use SeekOut's capabilities to search the up-to-date profiles of candidates you've engaged with in the past.

Before You Begin

Note Please contact your Customer Success Manager or our support team so we can coordinate your integration setup.

Make sure you have access to the following APIs in Workday:

• Get_Candidates

• Get_Candidate_Attachments

• Get_Job_Requisitions

• Get_Job_Postings

Setting up the Workday Integration

You will need to do the following in Workday:

• Create a new ISU account

• Create a new Security group

• Add the ISU account to the security group

• Add permissions to the security group

• Activate your security changes

• Copy your service endpoint

• Copy your tenant name

• Optional: Whitelist IP addresses

Create a new ISU account in Workday for your SeekOut integration

Login to Workday, search for Create Integration System User, and run the task. Enter a user name and password. Uncheck the box Require New Password at Next Sign In. Ensure that Session Timeout Minutes is set to 0. Click OK to create the new user.

Copy the username and password somewhere safe; you will be entering this into SeekOut later.

Create new Security Group

Search for Create Security Group and run the task. Select Integration System Security Group (Unconstrained) from the Type of Tenanted Security Group dropdown, and name your security group something easy to remember like seekout2way. Click OK to go to the next step.

On the next page, use the search box next to the Integration System Users field to find your username. Make sure your username is added to this box. Click OK.

Click Done on the next page to finish creating the security group.

Add Permissions to Security Group

There are five permissions you need to add to your security group. You'll need to repeat these steps to add them one at a time.

1. In your Workday account, search for View Security for Securable Item and run the report. A pop up will appear.

2. Enter Get Candidates in the Securable Item field and click OK. On the search results, click the three-dots next to Get Candidates (Web Service) (Web Service Task), then click Security, then View Security. 

3. Click the three-dots next to Candidate Data: Job Application, then Domain Security Policy, then click Edit Permissions.

4. Scroll down to the Integration Permissions section and click the Plus + sign next to *Security Groups. Search for the seekout2way group and add it to the field. Click the checkbox under the Get column and then click OK.

5. Click Done to return to the list of policies for Get Candidates. Repeat steps 3 and 4, this time clicking the three-dots next to Prospects.

Repeat steps 2 - 4 with the following:

• Search for the Get Candidate Attachments securable item

• Click the three-dots > View > View Security

• Find the policy Candidate Data: Attachments

• Click the three-dots > Domain Security Policy > Edit Permissions

• Scroll to Integration Permissions, add the seekout2way security group, check the box under Get, and click OK.

• Search for the Get Job Requisitions securable item

• Click the three-dots > View > View Security

• Find the policy Job Requisition Data

• Click the three-dots > Domain Security Policy > Edit Permissions

• Scroll to Integration Permissions, add the seekout2way security group, check the box under Get, and click OK.

• Search for the Get Job Posting securable item

• Click the three-dots > View > View Security

• Find the policy Job Postings: External

• Click the three-dots > Domain Security Policy > Edit Permissions

• Scroll to Integration Permissions, add the seekout2way security group, check the box under Get, and click OK.

Activate Security Changes

Search for Activate Pending Security Policy Changes and run the task. Enter a comment and click OK.

On the next page, check the box next to Confirm and then click Done to activate your new security policies.

How do I find my service endpoint?

In your Workday account, search for Public Web Services and view the report. Scroll down and click the three dots next to Recruiting: Public, then select Web Service > View WSDL. A new tab will open with an XML file.

Using the Find feature in your browser (press Ctrl + F if you are using Windows, or Cmd + F on a Mac), search for soapbind:address. The URL on this line contains your service endpoint. 

Copy the URL up to the trailing slash after workday.com and save it somewhere safe; you'll be entering this in SeekOut.

How do I find my tenant name?

Your tenant name is part of your url when you're logged into Workday. It's the text between the two forward slashes after workday.com.

Copy your tenant name, be sure not to copy any of the slashes or any other part of the URL. Save this somewhere safe; you'll be entering it into SeekOut.

Optional: Whitelist IP Addresses

Accessing Integrations

Click your name at the bottom left of the SeekOut dashboard, then select Integrations.

Note: Don't see the Integrations option in your menu? Contact your Customer Success Manager or support@seekout.com and ask to enable ATS integrations for your org.

On the Integrations page, click + Add a Connection to open the list of applicant tracking systems. If you've set up an integration with SeekOut before, your current integrations will be listed on this page. Click the plus sign + at the top of the page to open the ATS list.

Connecting to Workday

On the Integrations page, click + Add a Connection. Locate Workday from the list of integrations and click the Connect button.

Note: If you have set up an integration previously, click the + next to the list of integrations at the top of the page to open the Add a Connection pop-up.

On the Capabilities tab, check the box next to Rediscovery. Click Confirm Choices to continue to the next step.

Review the requirements on the Permissions tab and click I'm ready.

On the Credentials tab, enter your service endpoint and your ISU password. In the UserName field, enter your ISU username, followed by @ and then your Workday tenant name. 

Click Submit to save your credentials. SeekOut will automatically attempt to verify your connection. If you also have a Workday Export integration enabled, you will be prompted to choose a job from the dropdown list. Select a job to send a test candidate to and click Verify. When successful, Workday will appear at the top of your Integrations page with a green check mark. Navigate to your Workday instance and ensure the test candidate is visible and tied to the job you selected.

Removing the Integration

On the Integrations page, click the arrow next to a connected integration to Edit or Remove the integration from your SeekOut account.

Data Import Process

After the integration is setup and passes validation, we will automatically start downloading, indexing, and matching your candidate and job data. Depending on the number of candidates and jobs, this can take several days.

Once the first full download is complete, the integration will periodically check your ATS and only download additional data when it detects a change. Depending on how many changes are detected, the update process can vary in length from a few minutes to several hours.

Connected / Start ATS Search 

Candidates have been indexed from Workday into SeekOut. Candidates can be viewed in the Your ATS tab. The index of Workday candidates is updated every four hours. 

Click Start ATS Search to go to the Your ATS tab. 

How to use Workday Rediscovery

ATS Insights 

Click Your ATS on the Search page to view candidates from your applicant tracking system.

Your ATS has the same search functions that are available in the Public Profiles tab. Use keywords, Boolean, power filters, and diversity filters to refine your search.

Filters and Profile Data in Your ATS

The Your ATS tab has two additional features:

• A set of filters specific to your ATS (highlighted in purple below)

• The candidate's status, job application, resume, and contact information from your ATS (highlighted in orange below)

ATS Filters (purple)

These are filters that are only available when searching candidates from your applicant tracking system. The exact filters available will depend on the data SeekOut receives from your ATS. For example, if your organization does not have any candidates assigned to the Technical Phone Screen stage, then that filter will not be displayed in SeekOut.

See the section Unique Filters below for a list of filters available to you.

Candidate ATS Data (orange)

An overview of the candidate's data from your ATS. See the section Unique Profile Data below for a list of details you'll find here.

ATS Insights

SeekOut aggregates candidate data from your ATS and displays interactive charts for diversity, location, current/previous company, job title, and much more.

Hover your mouse over a row to see how many candidates share that data point and click on a row or use filters to refine your results even further.

Print & Export Insights

Click Print to print the current page. Use your browser's printer settings to select how many pages of data you wish to print.

Click Export to export the data on the current page to a spreadsheet. You can download it as an XLSX file or view it in Excel Online. The spreadsheet has information and charts (when applicable) for the following candidate data:

• Location

• Current Company

• Current Title

• Past Company

• Past Title

• Skills

• Years of Experience

• Years in Role

• School

• Degree

• Major

• Diversity

• Industry

• Company Size

• Other

  • Certifications

  • Languages

  • Groups

  • Interests

  • Honors/Awards

Matching

SeekOut uses the candidate's LinkedIn URL as the main identifier for matching their ATS profile to their SeekOut profile. If there is no LinkedIn URL found in the candidate's resume or job application, other pieces of information will be used to try to match the candidate including GitHub URLs, job history, education history, etc.

When a profile isn't matched, SeekOut will not enrich it with additional info. The profile will appear without a LinkedIn URL in the Your ATS tab. Only info mirrored from the ATS (including the resume) will be shown in the profile.

Unique Filters

• Status (e.g. Rejected, Active)

• Job

• Source

• Last Updated

Unique Profile Data

• Last Updated

  • When the candidate data was last updated from Greenhouse

• Applications

  • Requisition ID - Status, Updated date

• Contact info

• Attachments

  • Clickable documents that are searchable and readable in SeekOut