Prerequisites
Before you start, make sure you have:- Workday Security Administrator access (or someone who has it available)
- Permission to create security groups and register API clients
- Access to activate security policy changes
Workday configuration
Complete these steps in your Workday tenant to create the integration credentials.1
Create Integration System User (ISU)
Search for Create Integration System User and fill in:
- User Name:
ISU_Ravenna - New Password: Set a strong password
- Require New Password at Next Sign In: No
- Session Timeout Minutes:
0 - Do Not Allow UI Sessions: Yes
The ISU is a service account for API access only. Disabling UI sessions prevents interactive logins.
2
Create Integration System Security Group (ISSG)
Search for Create Security Group and fill in:
- Type: Integration System Security Group (Unconstrained)
- Name:
ISSG_Ravenna
ISSG_Ravenna, and add ISU_Ravenna to the Integration System Users field.3
Create User-Based Security Group (USG)
Search for Create Security Group and fill in:
- Type: User-Based Security Group
- Name:
USG_Ravenna_Absence_API
USG_Ravenna_Absence_API, and add ISU_Ravenna as a member.You may see a warning about ISUs in User-Based Security Groups. This is expected and can be ignored. The time-off REST API requires this specific security group type.
4
Configure domain security policies
Search for Maintain Permissions for Security Group and select
ISSG_Ravenna.Add these domain security policies:Staffing domains:Contact Information domains:
Time Off and Leave domains:
Organizations and Roles domains:
Policy names vary by tenant. If a policy is not found, search for similar names. Some policies inherit permissions from parent policies, which is expected.
5
Configure business process security
Search for Business Process Security Policies and find Request Time Off.Edit it and locate the Request Time Off (REST Service) initiating action. Add
USG_Ravenna_Absence_API to the Security Groups.This grants the ISU permission to submit time-off requests via the REST API.6
Activate security changes
Search for Activate Pending Security Policy Changes and run it.Review the pending changes and confirm activation. Security changes may take a few minutes to propagate.
7
Register API client
Search for Register API Client for Integrations and fill in:
- Client Name:
Ravenna Integration - Non-Expiring Refresh Tokens: Yes
- Scope (Functional Areas):
- Staffing
- System
- Time Off and Leave (may be named “Absence Management” in some tenants)
8
Generate refresh token
Search for View API Clients, find your client, and select Manage Refresh Tokens for Integrations from the actions menu.
- Select Workday Account:
ISU_Ravenna - Check Generate New Refresh Token
- Click OK
9
Get API endpoints
Search for View API Clients and select your client.Copy these values:
- Token Endpoint (e.g.,
https://wd5-services1.myworkday.com/ccx/oauth2/<tenant>/token) - REST API Endpoint (e.g.,
https://wd5-services1.myworkday.com/ccx/) - Tenant Name (the segment in the URLs, e.g.,
mycompany_impl1)
Connect to Ravenna
After completing the Workday configuration, you have six values to enter in Ravenna:
Go to Settings > Integrations > Workday in Ravenna and enter these values to complete the connection.
Troubleshooting
403 Permission Denied (S22)
403 Permission Denied (S22)
Cause: The ISU does not have the required security permissions, or security changes have not been activated.Fix:
- Run Activate Pending Security Policy Changes again
- Wait 3-5 minutes for changes to propagate
- Verify the ISU is listed in the ISSG: search View Security Group, select your ISSG, and confirm the ISU appears under Integration System Users
- Verify domain security policies are assigned: search View Security Group, select your ISSG, and check the Domain Security Policy Permissions section
Invalid refresh token
Invalid refresh token
Cause: The refresh token has been revoked or regenerated.Fix:
- Search View API Clients, find your client, and select Manage Refresh Tokens for Integrations
- Generate a new refresh token
- Update the refresh token in Ravenna’s integration settings
Domain security policy not found
Domain security policy not found
Cause: Policy names vary between Workday tenants.Fix:
- Search for keywords from the policy name (e.g., “Workers”, “Email”, “Contact”)
- Look for similar policies with different prefixes like “Person Data:” instead of “Worker Data:”
- Select the policy that covers the same data type
Employees are missing after sync
Employees are missing after sync
Cause: The sync has not completed, or the worker does not have a work email.Fix:
- Check the last sync time in integration settings
- Confirm missing employees have valid work email addresses in Workday
- Verify the ISU has View permission on Worker Data: Workers and Person Data: Work Email
Learn more about Workday workflow actions