Background
This article offers some guidance in setting up Workday to facilitate communication with the P11D Organiser when using the Workday Connector.
Steps
Step 1 - Create Integration System User (Security Administrator)
- User Name: P11D_Organiser_ISU
- Password: *************
Step 2 - Create Security Group > Integration System Security Group (Unconstrained)
Step 3 - Add ISU to ISSG
Step 4 - Add Security Group to Domains
- Domain: Set Up: Company General (Get)
- Domain: Set Up: Tax (Get)
- Domain: Worker Data: Public Worker Reports (Get)
- Domain: Former Worker Storage (Get)
- Domain: Person Data: Gender (Get) **Access to Gender**
- Domain: Person Data: Date of Birth (Get) **Access to Date of Birth**
- Domain: Person Data: ID Information (Get) **Access to National Insurance Number**
Example how to add to Domain:
Step 5 - Set Up Publishing
Repeat steps above but select ‘Put’ when adding security group to the domain
- Worker Data: Add Worker Documents
- Worker Data: Edit and Delete Worker Documents
- Set Up: Payroll OR Payroll Interface
Activate pending security policy changes;
Step 6 - Adding External Payroll Document / Change ID Value
(Needs to be completed by someone with Payroll Security Groups)
Access Maintain External Payroll Document Types
Add new type by clicking on the + icon.
Enter a name, Country & tick “Show to Employee” box if applicable
Click save/ok
Step 7 - Change Integration Reference ID
Access View External Payroll Document Types
Navigate on spyglass related actions for require document
Integration IDs > Edit Reference ID
Enter require ID value (as shown below)
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