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Administrator Guide
Last Updated: 2023-06-23
Connect OfficeConnect to Your Financial Management Tenant

Connect OfficeConnect to Your Financial Management Tenant

Ensure that:
  • OfficeConnect is available to your Financial Management instance, based on specific eligibility requirements.
  • You have the Access OfficeConnect permission.
  • You've enabled OfficeConnect on the
    Financials
     tab on the
    Tenant Setup
     report and saved the OfficeConnect API Client information.
  • You have set up the Financial Reporting and Analytics Data Model.
  • Based on the security policy of your company, you’ve downloaded and installed the latest version of OfficeConnect.
Security:
  • Access Workday Financials OfficeConnect
     domain in the Financial Accounting functional area.
  • At least 1 of these security domains in the Financial Accounting functional area:
    • Reports: Financial Accounting
       (Company based).
    • Reports: Organization Financial Reporting
       (Organization based).
    • Reports: Organization Journal Lines
       (Organization based).
    • Reports: Projects
       (Project based).
    • Process: Budget
       (Company based)
    • Reports: Company Financial Budgets
       (Company based)
    • Reports: Manager Budgets
       (Organization based)
    • Reports: Manager Financial Budgets
       (Organization based)
You can set up an OfficeConnect installation with Workday sign-in settings. Users can then sign in to OfficeConnect for Financial Management with their Workday credentials. If you don't include the Workday sign-in settings, users can manually enter these settings when they first sign in to OfficeConnect.
  1. Get these sign-in settings from the
    Financials
     tab on the
    Tenant Setup
     report for each Workday tenant you want to connect to:
    • Client ID
    • Workday REST API Endpoint
    • Authorization Endpoint URL
  2. Click
    Log In
     from the
    OfficeConnect
     tab in Excel.
    Workday automatically displays the Planning sign in page.
  3. Select
    Log in with Workday
    .
    Workday automatically displays the
    Manage Tenants
     page.
  4. On the
    Manage Tenants
     page specify these connection details:
    Option Description
    Name
    The name of the Workday tenant you're connecting to. Example: Production tenant or Sandbox tenant.
    Data Source
    The data source for the tenant: Financials.
    Client ID
    API endpoint URL
    Authorization Endpoint URL
    Created when you enabled OfficeConnect for Financial Management. See Enable OfficeConnect for Workday Financial Management.
  5. Click
    Save
     and then
    Close
    .
  6. Sign in to your Financial Management tenant.
  7. At the prompt, select
    Allow
    .
  8. (Optional) Create additional tenant connections. When saved, the tenant names display in the drop-down.
  9. (Optional) If you configured multiple tenants for Workday Single Sign-On and your identity provider automatically signs you in, change the
    Connections
     user setting to allow users to select a tenant when signing-in. See Reference: User Settings Fields.
The settings persist after the first successful sign-in. The next time you sign in to OfficeConnect, you see the Workday sign-in page. The Workday tenant that you last signed into automatically populates.
Use the Manage Tenants option to add, edit, or delete tenants. To switch to a different Workday tenant, select the tenant name from the
Select Tenant
 drop-down menu.
Your organization can use this process to setup multiple connections, such as to Preview, Sandbox or Production instances of Financial Management. Continue to sign in to a single selected instance from the list of connections you setup.