OrgChart Now Help Guide

Table of Contents

Workday Connector


Audience: Administrators


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.

Setting up a Workday Connector
  1. Log in to OrgChart.

  2. Click MoreChart Settings. The Source panel is displayed.

  3. Click on the 5_2_ElipsesinSourcePanel.png under the Main Data Source heading. The list of Main Data Source connectors is displayed.

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

  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.

  6. Click on the 5_2_2_TestAuth_Icon.png icon (under the Main Data Source heading) to test that the credentials provided are valid.



    If authorization fails, a Failed Authorization alert is displayed, detailing the invalid credential(s). Re-enter valid credentials, and then re-test until you receive a successful authorization.

  7. Click on the yellow Configure Mapping button, and then click on Save Changes. The Chart Settings: Mapping panel is displayed.

  8. Click on the yellow Load Mapping button.

  9. Ensure that OrgChart has mapped the fields correctly, and then click on Save, and then Refresh.