OrgChart Now Help Guide

Table of Contents

Workday Connector (Viewer)

Audience

Audience: Administrator Users Edition: Enterprise

Overview

Workday is a Human Resource Capital Management solution. OrgChart Now directly connects to Workday. The following article provides step-by-step instruction for setting up a Workday connector in OrgChart Viewer. Reference the Workday Connector Setup (Workbench) article for instructions on how to set up a Workday connector in OrgChart Workbench.

Setting up a Workday Connector
  1. Log into OrgChart Viewer.

  2. Click MoreChart Settings.

  3. Click on the Excel icon (under the Main Data Source heading). A list of available data connectors is displayed.

  4. Click on the Workday icon, and then click on Select.

    Workday_Viewer_Highlight.png
  5. Enter the following information into the corresponding text boxes:

    • User Name - User name of the Workday service user account that created the employee report

    • Password - Password for the Workday service user account

    • Endpoint - JSON URL copied in step 16 of the Workday Configuration article.

    Workday_MainData_Viewer.png
  6. Click on the Save button. The Mapping Configuration Alert appears.

    MappingAlert.png
  7. Click on Load Now.

  8. Click on the Refresh button.