To access the Time Off data in Workday, you must first create an API Client.
Prerequisites
- You have Admin access to your company’s account.
- You are logged in to Workday with your Admin credentials.
- You have authenticated the ISU and enabled GET and View access in Workday.
Find your Token Endpoint URL
- In the Search field, type View API Client.
- Select the View API Clients task. The View API Clients page appears.
- Save the URL in the Token Endpoint field.
Create a new API Client for Integrations
- In the Search field, type Register api client for integrations.
- Select the Register API Client for integrations task. The Register API client for Integrations page appears.
- In the Client Name field, type the client name.
- Select the Non-Expiring Refresh Tokens option.
- In the Scope (Functional Areas) field, select:
- Tenant Non-Configurable
- Staffing
-
Time Off and Leave
- Click OK. The client ID and client secret are displayed.
- Save the Client Secret and Client ID.
- Click Done
Generate a non-expiring Refresh Token
- In the Search field, type View API client.
- Select the View API Clients task. The View API Clients page appears.
- Click the API Clients for Integrations tab.
- Click the [New API Client] you just created.
- Click API Client > Manage Refresh Tokens for Integrations. The Manage Refresh Tokens for Integrations page appears.
- In the Workday Account field, enter the Workday account of a user who has access to the custom report.
- Set up the user as a service account instead of an actual Workday user to prevent permissions being removed from the account due to a job change.
- Click OK.
- Return to the Workday home page.
- In the Search field, type Register api client for integration.
- On the Delete or Regenerate Refresh Token page, select the Generate New Refresh Token option.
- Click OK.
- On the Successfully Regenerated Refresh Token Page, copy the refresh token.
- Click Done.