Please read before continuing: You must create your Integration System User (ISU) in Workday before configuring permissions. If you haven't done that already, see our main guide here.
Overview
This guide will walk you through the permissions you need for BetterUp’s HCM integration with Workday.
Permissions
| Operation | Domain Security Policy | Functional Areas |
| Get Only | Worker Data: Public Worker Reports | Staffing |
| Get Only | Worker Data: Current Staffing Information | Staffing |
| Get Only | Worker Data: Worker ID | Personal Data |
| Get Only | Worker Data: Workers | Staffing |
| Get Only | Worker Data: Current Management Level Info | Staffing |
| Get Only | Person Data: Work Email | Contact Information |
What You're Adding: Performance-related (Recommended) domains and business process type to your existing BetterUp ISU, including:
| Operation | Domain Security Policy | Functional Areas |
| Get Only | Worker Data: Performance Reviews | Performance Enablement |
| Get Only | Worker Data: Employee Reviews | Performance Enablement |
| Get Only | Set Up: Employee Reviews / Set Up: Goals | Performance Enablement |
| Get Only | Process: Employee Reviews | Performance Enablement |
| Get Only | Process: Employee Reviews and Plans | Performance Enablement |
| Get Only | Worker Data: Review Event | Performance Enablement |
| Get Only | Talent Review | Talent Pipeline |
| Get Only | Worker Data: Talent | Talent Pipeline / Worker Profile and Skills |
| Operation | Business Process Type | Functional Area |
| View All | Start Performance Review | Performance Enablement |
For a more detailed breakdown, see the Breakdown of Domains section below.
HCM & Performance Data — Required Fields
While BetterUp requires/recommends these specific fields, the GetWorkers API itself operates on a
Domain Based Access Control system. This means BetterUp receives the full contents of the domain, rather than exclusively these fields. BetterUp does not retain the excess data. The domains BetterUp requires for these fields is specified below.
| Field | Description / source field |
|---|---|
| CORE IDENTITY | |
| Worker ID | Unique Workday worker identifier; primary join key |
| Email address | Primary work email |
| Name | Worker full name |
| ORGANIZATION | |
| Geo / Country / Region | Worker location hierarchy |
| Function | Functional grouping |
| Business Unit | Business unit assignment |
| Cost Center | Cost center assignment |
| ROLE & EMPLOYMENT | |
| Title | Job title |
| Level | Job level / grade |
| Start Date | Tenure start date |
| Term Date | Employment termination date |
| Employment Status | Status of employees employment |
| Manager ID | Worker ID of the worker's manager |
| Manager Email Address | Email Address of the worker's manager |
| PERFORMANCE REVIEW DATA (Recommended) | |
| FIELD | DESCRIPTION / SOURCE FIELD |
| Performance rating | Overall review rating (manager and/or employee self-rating). |
| Review ID | Unique identifier for a specific review record. |
| Review cycle / template | Identifier for the review cycle or template. |
| Review period | Start and end dates of the period under review. |
| Review date | Date the review was initiated or completed. |
| Review comments | Manager and employee written comments / narrative. |
| Goals | Goal title, status, due/completion dates, owner. |
| Feedback | Feedback records (recipient, shared status, content). |