⚙️ Automate offboarding in Workday with an integration

Okay, so you have Workday Payroll and you want to give terminated employees access to log into Workday to download previous payslips and tax document. How do you do it?

1. Reset Accounts
2. Notify Employees
3. Other Considerations

Reset Accounts

We'll use a super basic Studio integration to reset Workday accounts. It will have:

1. Launch parameters to take in values for a username, Employee ID, and password for the worker.
2. Retrieve the launch parameters with lp.getSimpleData('Username') for instance.
3. Create and send a Workday_Account_for_Worker_Update request with the username, password, and employee ID provided. Don't forget to set Require_New_Password_at_Next_Sign_In to true.
4. Log a message indicating that the updated succeeded or failed.

Note: There is a 'Generate Random Password' option in the API, but then I'm not certain how you would add in more context about how or why the terminated worker would log into the tenant. I'm wondering if it might be possible to communicate more context with an email template...

Business Process Updates

1. Add a step on the Termination business process to fire the integration.
2. Add a condition rule to only fire the integration for the population of employees that you want to login post-termination.
3. Add a custom notification to trigger on exit from the integration step to send an email to 'Terminee as Self' with their username, temporary password, and link to the tenant.

Other considerations

• Make sure the reset password functionality works for these accounts. A password reset email should be going to their personal email, not the work email they can no longer access.
• Check your authorization/login policies to make sure terminated workers can use username + password.
• Be aware of integrations that are triggered during business processes when loading large EIBs. A sufficiently large EIB or BP-driven integration steps could negatively impact tenant performance.