Troubleshooting and issue resolution

Get help if you experience errors or issues when connecting to Workday

I've assigned security policies to my Integration System User's Security Group but I'm still not able to connect. What do I do?

If you experience issues connecting to Workday after correctly configuring your security group policies, this may mean one or more security policies are still disabled in your Workday instance. To resolve this, first search for and select the Domain Security Policies for Functional Area report.

For every functional area listed in the table below, check that all the required security policies are enabled. To do this, select the security policy in the navigation bar and ensure that the policy's status is either Active or Active - Inheriting parent permissions.

Functional area	Security policies
Supplier Accounts	View: Supplier Invoice Request Process: Supplier Invoice Set Up: Supplier Accounts Process: Supplier Invoice Payment/Settlement
Suppliers	View: Supplier Reports: Supplier Payment
Banking and Settlement	Set Up: Settlement Process: Ad Hoc Bank Transaction - View Process: Ad Hoc Payment - View
Organizations and Roles	Manage: Organization Integration
Common Financial Management	Set Up: Company General Set Up: Accounts Set Up: Company Accounting Set up: Tax
Financial Accounting	Process: Journals - View View: Organization Journals

If you find a policy is disabled, use the triple-dot menu next to the policy name and navigate to Domain Security Policy > Enable to enable it.

Next, search for and select the Activate Pending Security Policy Changes task. In the Activate Pending Security Policy Changes dialog, complete the following:

1. Enter a Comment, then click OK.

   

2. Check the Confirm checkbox, then click OK to activate the policy changes.