Workday Connector

Overview 

The Firstbase Workflows node for Workday lets you bring employee data from Workday directly into your Firstbase workflows.

Common Use Cases Include:

• Creating a new employee in Firstbase when they're created in Workday
• Filtering employees based on variables such as Employee Type, Status, or Role
• Accessing manager data to engage an employee's manager in a workflow
• Offboarding employees when a termination date is added in the platform

Connection Overview

Workday API:

This credential authenticates Firstbase Workflows against your Workday tenant's REST API using OAuth 2.0 (refresh token grant). This is the standard authentication pattern Workday requires for system-to-system integrations. Once saved, this credential can be attached to any workflow step that reads from or writes to Workday.

**Important: You must use a REST API and not the SOAP.**

Workday API Setup

To connect to Workday using the API, you will need the following details:

• Workday Domain
• Tenant Name
• Client ID
• Client Secret
• Refresh Token

Step 1 - Get the Workday Domain

In Workday, search Public Web Services → find Human Resources (Public) → open the three-dot menu → Web Services → View WSDL. 

Scroll to the bottom and copy the full URL under Human_ResourcesService. The URL will look like this: 

https://wd2-impl-services1.workday.com/ccx. The host portion (wd2-impl-services1.workday.com) is the Workday Domain.

Step 2 - Get the Tenant Name

That same URL also contains the tenant name. It's the path segment after /ccx/ (e.g., acme). View the below example. 

Step 3 - Register the API Client 

Search for the task Register API Client for Integrations. 

Set a Client Name, add the needed Scope (Functional Areas) for HRIS use and check both Non-Expiring Refresh Tokens and Include Workday Owned Scope. Click OK, then copy the Client ID and Client Secret before clicking Done (the secret only displays once).

Step 4 - Generate the Refresh Token

Search View API Client → API Clients for Integrations tab → open the client from Step 3 → three dots → Manage Refresh Tokens for Integrations. 

Add a Workday Account in that field (this should be a dedicated integration/service account, not a personal login) and save. This generates the Refresh Token.

You are now ready to place the information into the credential section within Firstbase Workflows

Setup in Firstbase Workflows

This credential can be saved as a global credential, reusable across multiple workflows, or scoped to a single workflow.

Step 1 - Navigate to Workflows

In the Firstbase platform, as an admin, click the Workflows tab.

Step 2 - Create the new credential

In Workflows, click credentials -> “Create credential” (top right)-> Type “Workday” ->Select Workday API

Enter the information you collected above into the corresponding fields.

You can also restrict which HTTP request domains this credential can be used against, using the dropdown or a custom expression if you want more granular control.

Once everything is entered, click Save. You now have a Workday connection ready for building workflows.

Questions? Reach out to your Firstbase Solutions Engineer or Customer Success Manager