The Workday integration lets you import high-level employee information and reporting structure directly into your Fellow workspace. Once set up, the sync runs twice daily - so user information, manager relationships, and workspace membership stay up to date automatically without any manual maintenance.
Note: The Workday integration is available on the Enterprise plan. This integration is set up with the help of the Fellow team - follow the steps below to get started.
Step 1: Prepare your Workday instance
Create a report
Start by creating a report in Workday that includes all the users and fields you want to import into Fellow. Look for Custom Reports in the Reporting as a Service package (RaaS) and ensure the report is Web Service Enabled. You may need to reach out to your Workday implementation team for help with this step.
The recommended report name is "Fellow-User-Report". If you only want to sync a subset of your users to Fellow, apply the appropriate filters when generating the report. The report must include all of the following fields:
"id"
"email"
"title"
"full_name"
"first_name"
"last_name"
"department"
"manager_id"
Once the report is working in Workday, copy its URL. It will look something like this:
https://wd3-services1.myworkday.com/ccx/service/customreport2/xxxxxx/yyyyyy/Fellow-User-Report?format=json
Note: If the URL ends in format=csv, replace csv with json before proceeding.
Create a dedicated Workday ISU user
Fellow needs access to your Workday report via a valid username and password. For security reasons, a dedicated Integration System User (ISU) should be created specifically for this integration - do not use a personal admin account.
When setting up the ISU:
Grant read-only permissions limited to the user data required — following the principle of least privilege
Check the Do Not Allow UI Sessions box to prevent the ISU from being used to access the Workday user interface
If you're unsure how to set this up, ask your Workday implementation team for help
Verify the URL and credentials
Before sending anything to Fellow, verify that the report URL and ISU credentials are working correctly:
Open a new incognito or private browsing tab in your browser
Enter the report URL in the address bar
When prompted, enter the ISU username and password created in the previous step
Confirm that the file returned contains all the required fields and the correct user data
Step 2: Send the details to Fellow
Once you have verified the report URL and ISU credentials, open a support request with the Fellow team by clicking the blue chat bubble in the bottom right corner of your screen. Include the following:
The URL of the report generated in Workday
The ISU username and password created for API access
The Fellow team will set up the nightly automation to pull data from your Workday report and keep your Fellow workspace in sync.
Note: The Fellow team is unable to assist with the specific configuration steps required within your Workday instance. If you need help with those steps, reach out to your Workday implementation team directly.
If you have any other questions, the Fellow team is happy to help via the blue chat bubble.
With the Workday integration in Fellow, you are able to import your high-level employee information and reporting structure, directly into your Fellow workspace.
The import will be run twice daily, so you don’t have to worry about updating user information, manager info, or manually adding and removing users from Fellow.
Prepare your Workday instance
Create a report
First, you need to create a report in Workday that contains all the users and all the fields you want to import into Fellow.
Workday instances and configurations can be rather different. Look for Custom Reports in the Reporting as a Service package (RaaS), and ensure that it is Web Service Enabled. You may need to reach out to your Workday implementation team for help.
Note: If you are a large company and only want to synchronize a subset of your users to Fellow, you need to make sure to add the appropriate filters when generating your report.
We recommend naming your report "Fellow-User-Report". Please ensure that the report contains all of the following fields, as they are necessary to import the users correctly:
"id"
"email"
"title"
"full_name"
"first_name"
"last_name"
"department"
"manager_id"
Once the report works in Workday, you’ll need to obtain its URL. This will look something like this:
https://wd3-services1.myworkday.com/ccx/service/customreport2/xxxxxx/yyyyyy/Fellow-User-Report?format=json
Note: If the last characters read format=csv just replace “csv” with “json”.
Create a dedicated Workday ISU user
You will need to give Fellow access to your Workday report, by giving us a valid username/password to use for logging in.
We strongly recommend you create a dedicated non-admin Workday Integration-System-User (ISU) for this, which only has read-permission for the user-data it needs (“principle of least privilege”)
When creating the user, check the ‘Do Not Allow UI Sessions’ box to ensure that the ISU cannot be utilized to gain access to the Workday user interface.
For security reasons do not give Fellow access to your own workday admin username and password, even if it feels more convenient. Ask your workday tech implementation team for help if in doubt.
Verify that the URL and Workday user work
Open a new "incognito" or "private browsing" tab in your browser, and enter the URL from the report above. This should prompt you to enter a username and password. Enter the credentials you generated in the step above. You should now see (or get prompted to download) a file that contains all the users that Fellow should import. Please make sure it contains all the necessary fields and data.
Send the information to Fellow
Once you have verified the information above, please open a support request with us with the URL for the report generated above, as well as the the username and the password you generated for access to this report. Our team will then set up a nightly automation to go and pull the data from the report, and synchronize the list of users in Fellow with the information from your Workday report.
If you have any questions about this process, contact us and we'll try to provide additional guidance.
Note that we are unable to provide assistance for the specific steps needed within your Workday instance, and that you may need to ask your Workday implementation team for additional support.