This article provides steps to enable Workday Integration with your Firstup community. Refer to Workday Productivity Integration for an in-depth look at the functionality included.

Before You Start

To complete these instructions, you must have access to Workday (administrator level), an active community with Firstup, brand super admin access to Firstup and a contract with Firstup for this premium feature.

Make sure you're logged into both your Workday admin portal and your Firstup instance. 

Notes:

• Firstup utilizes Merge for this integration. This article outlines the steps required to connect your Firstup instance to your Workday instance. For a comprehensive guide on the Workday steps, please refer to Merge's documentation.
• If you need to reset your configuration once completed, or have any issues during the setup, please contact customer support who can investigate and correct your configuration steps. 

Link Workday Account to Firstup Creator Studio

These steps guide you through this process. For further assistance with guidance on the Workday side, please follow Merge's self-serve wizard, or their documentation.

In Firstup Creator Studio: 

1. Select Configure.
2. Under the Integration Management section, select the Workday tile.
3. Select the Link account button.
4. In the How do you want to authenticate? window, select Use my Workday credentials and also provide OAuth credentials. 
   
5. Select I am an Admin.
6. In the Review your data permissions box, check that you, as a user, have all the required permissions. 
   
7. Ensure the ISU has access to Required HRIS Permissions (follow the link for the full table of required permissions required for both Merge and Firstup).
8. Follow the on-screen instructions to enter your web services endpoint URL from your Workday instance. 
   
9. Enter your credentials for the ISU. 
   
10. Enter your tenant name. This is your Workday account tenant. 
    
11. Enter your client ID and client secret. Get these from your workday instance. 
    
12. Enter your refresh token and token URL. 
    
13. Your account should now be connected.
    

Required HRIS Permissions

To link your Workday account to your Firstup account, the ISU needs access to the required HRIS permissions and the required time-off permissions. These permissions are laid out in Merge's documentation:

• Required HRIS permissions.
• Required time-off permissions.

However, Firstup requires additional permissions, which are laid out here along with the required permissions laid out in Merge's documentation:

Sync User Identifiers

Every user application account has an attribute used as a user identifier. Syncing a user's Workday account identifier and their Firstup account identifier syncs that user account between both applications. 

To sync your users, select a Workday attribute that identifies your users' Workday accounts and a Firstup attribute that identifies their Firstup accounts. For example, their Workday work email and their Firstup primary email.  

The following identifiers can be used to map the two systems:

Notes: 

• For further guidance on using custom attributes as an identifier, refer to Custom Attribute Identifiers.
• The Workday user identifier is required to exist in Firstup Creator Studio as well as Workday. For example, if Work email is the Workday identifier, that user's email address must also exist as a user attribute in Firstup Creator Studio.

Once you have linked your Workday and Firstup accounts, you can sync your users. From the same Workday Configure screen in Creator Studio (Configure tab > Integration Management > Workday tile):

1. Select Configure under Configure User Identifiers. 
   
   
    
2. From the dropdown, select the attribute used as your Workday user identifier. 
   
   
    
3. From the dropdown, select the attribute used as your Firstup user identifier. 
   
   
    
4. Select Save. 

The program is now set up to start syncing user accounts. User accounts are synced passively. By default, users are synced every 24 hours, but this can be customized per program.

Custom Attribute Identifiers

You can select a custom attribute as the Firstup identifier. 

A custom attribute is a user attribute customized to your community, and not a default user attribute. For example, a user's first name, last name, email address, etc. are all default user attributes. A custom attribute may be, for example, Workday_Id, etc. 

When selecting a custom attribute as an identifier, you must enter the custom attribute name as free text.

This free-text box accepts any value, including:

• Spacing
• Upper case
• Lower case
• Mixture of upper and lower case
• Special characters 

The custom attribute provided must match the exact custom attribute field on the user's profile. For example, if you set Workday_id as an attribute_name, but the attribute on the user's profile is called workday_id (lower case), the mapping fails.