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Workday overview

Summary view of the Workday connection flow and available support

What happens to my data?

To learn more about the technology employed to access your data and how it's used, check How we use your data.

Your financial institution has requested to view, create or modify your business's financial data via your Workday account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your Workday account.

Prerequisites​

To successfully connect your Workday account, you need to have login details for a user that has full administrator privileges.

Follow these steps to check if your user ID has full administrator access:

  1. In Workday, search and select the Who Are the Members of a Security Group report.

    If you can't access this report, you don't have sufficient privileges and will need to involve a colleague to connect to Workday.

  2. In the Who Are the Members of a Security Group dialog, enter Security Administrator in the Security Group field.

    • If your user ID appears in the Member column, you have the necessary permissions to configure Workday.
    • If your user ID isn't listed, request a member of the Security Administrator group to connect to Workday on your behalf.

Support articles​

For key steps of our Workday flow and associated troubleshooting, we provide dedicated support guides: