How to Integrate Zinc with Workday
Step 1 - Create ISU user in Workday:
-
Create an integration system user (ISU) with the Create integration system user task in Workday. Name the user Zinc ISU
Step 2 - Create security group:
These configuration steps are all actioned within your Workday tenant
- Access the
Create Security Grouptask - From the dropdown, select
Integration System Security Group (Unconstrained) - Name the security group
Zinc Background Check ISSG - Click
OK
- In the next, under
Integration System Userssearch for and select theZinc Background Check ISU(see above) - Click
OK - Access the
Maintain Permissions for Security Grouptask - Assign these permissions to the
Zinc Background Check ISSGgroup:
| Access | Domain Security Policy | Functional Area | Purpose |
|---|---|---|---|
| Get and Put | Candidate Data: Attachments | Recruiting | |
| Get and Put | Candidate Data: Background Check History | Recruiting | |
| Get and Put | Candidate Data: Job Application | Recruiting | |
| Get and Put | Candidate Data: Other Information | Recruiting | |
| Get Only | Candidate Data: Personal Information | Recruiting | |
| Get and Put | Custom Object Management | System | (Optional) Sending Additional Data |
| Get | Job Requisition Data | Pre-Hire Process | |
| Get Only | Manage Pre-Hire Process: Manage Pre-Hires | Pre-Hire Process | Get contact information of ‘Applicants’ |
| Get Only | Person Data: Home Contact Information | Contact Information | |
| Get Only | Person Data: Work Contact Information | Contact Information | |
| Get and Put | Pre-Hire Data: Background Check Status | Pre-Hire Process | |
| Get Only | Pre-Hire Data: Name and Contact Information | Pre-Hire Process | Get contact information of ‘Applicants’ |
| Get and Put | Set Up: Background Check | Pre-Hire Process | Update Background Check Package statuses |
| Get and Put | Set Up: Recruiting | Recruiting | |
| Talent Pipeline | Add / remove Background Check packages | ||
| Get and Put | Worker Data: Add Worker Documents | Personal Data | |
| Get and Put | Worker Data: Background Check Status | Personal Data | |
| Get Only | Worker Data: Public Worker Reports | Staffing | |
| Get and Put | Worker Data: Workers | Staffing | (Optional) Sending Additional Data |
- Activate the security group changes by accessing the
Activate Pending Security Policy Changestask
Step 3 - Create an API client for integrations:
These configuration steps are all actioned within your Workday tenant
- Access the
Register API Client for Integrationstask - Name the Client
Zinc API Client - Select
Non-Expiring Refresh Tokens - Add the following to
Scope (Functional Areas):
| Contact Information |
|---|
| Personal Data |
| Pre-Hire Process |
| Recruiting |
| Staffing |
| Tenant Non-Configurable |
| Worker Profile and Skills |
- Select
Include Workday Owned Scope - Click
OK - Make a note of the
Client IDand theClient Secretthat are generated. You’ll need to input them into Zinc later - Click
Done
- Access the
View API Clientstask - Make a note of the
Workday REST API Endpoint. You’ll need to input it into Zinc later
- Select the
API Clients for Integrationstab - Find the
Zinc API Client, the open the related actions by clicking the elipsis - Select
API Client>Manage Refresh Tokens for Integration
- Under
Workday Account,selectZinc Background Check ISU - Click
OK - On the next screen, select
Generate New Refresh Token - Click
OK - Make a note of the
Refresh Token. You’ll need to input it into Zinc later - Click
Done
Step 4 - Input credentials into Zinc:
- With the client ID, client secret and refresh token, head to the Zinc settings page to input the credentials.
- Add API base path by entering your Tenant Host name and Partner Domain
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