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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Award to Requisition Integrations

Steps: Set Up Award to Requisition Integrations

In Workday:
In Strategic Sourcing:
  • Ask your Customer Success Manager to enable these feature flags:
    • award_wd_requisition
    • project_line_items
    • projects_workday_connector
    • record_notifications
To automate the process of creating requisitions from awards in Strategic Sourcing, you can set up and schedule integrations to:
  • Check Strategic Sourcing for awards that are ready for requisition.
  • Create corresponding requisitions in Workday, including any attachments from the award.
  1. In Workday, grant the security group that the integration owner is part of View access to
    Report/Task Permissions
     for the
    Worker Data: Public Worker Reports
     domain in the Staffing functional area.
  2. Edit the security policy for the
    Requisition Event (Default Definition)
     business process definition in the Procurement functional area.
    Grant the security group access to the
    Initiating Action
     for
    Checkout (REST)
    .
  3. Access the
    Activate Pending Security Policy Changes
     task.
    Security:
    • Customer Central Security Administration
       domain in the Customer Central functional area.
    • Security Activation
       domain in the System functional area.
  4. Create an Integration System User (ISU) and grant the ISU Get and Put access to these domains:
    • Integration Event
       in the Integration functional area.
    See Steps: Grant Integration or External Endpoint Access to Workday.
  5. From the
    Scope (Functional Areas)
     prompt, select
    Procurement
     and
    Staffing
    .
    Make a note of the
    Client ID
     and
    Client Secret
    .
  6. From the related actions menu of the API client, access the
    Manage Refresh Tokens for Integrations
     task.
    From the
    Workday Account
     prompt, select your ISU.
    Generate a new
    Refresh Token
     and make a note of it.
    Security:
    Security Administration
     domain in the System functional area.
  7. Access the
    Maintain API Keys
     task.
    Select
    Strategic Sourcing [API key type]
     and enter these values:
    • Api Key
      : Enter the company-wide API token that you generated on your Strategic Sourcing profile.
    • User Token
      : Enter the user-specific API token that you generated on your Strategic Sourcing profile.
    • User Email
      : Enter the email address that you used on your Strategic Sourcing user profile.
    Security:
    Security Administration
     domain in the System functional area.
  8. From the
    New Using Template
     prompt, select
    Award to Requisition (WSS)
    .
    Enable the
    Requisitions from Workday Strategic Sourcing
     optional service.
  9. From the related actions menu of the integration system, select
    Integration System
    Configure Integration Attributes
    .
    Enter the required integration attributes:
    Option
    Description
    Requisition Submission Option
    Select:
    • Draft
       to create requisitions in
      Draft
       status so you can edit in Workday before submitting.
    • Submit
       to submit requisitions automatically and initiate the
      Requisition Event
       business process.
    • Auto Complete
       to submit and approve requisitions automatically.
    Workday API Client ID
    Enter the client ID that you generated on the
    Register API Client for Integrations
     task.
    Workday API Client Secret
    Enter the client secret that you generated on the
    Register API Client for Integrations
     task.
    Workday API Refresh Token
    Enter the refresh token that you generated on the
    Manage Refresh Tokens for Integrations
     task.
    Security: These domains in the Integration functional area:
    • Integration Build
    • Integration Configure
  10. Set up a schedule to run the integration.
  11. In Strategic Sourcing, access
    Settings
    .
    Under
    Customize Projects
    , select
    General Project
    .
    In the
    Customize Project
     section, under
    Project Information
    Project Details
    , select the
    Financial Company
     check box.
The integration is ready to retrieve award data from Strategic Sourcing.
Create requisitions from awards in Strategic Sourcing.