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Workday Integration

Connect Workday to the content, documents, and workflows your teams use every day—without adding brittle middleware. All Star Software Systems designs and implements integrations that keep people data, finance data, and documents synchronized across Workday and your existing systems, so HR and Finance can move faster with fewer manual steps.

Ready to see how Workday integrations can accelerate your business?

Why integrate Workday with your content and automation stack?

  • Cut swivel-chair work. Surface the right document (offer letter, I-9, supplier invoice image, PO, etc.) at the moment a Workday user needs it, and push metadata back to Workday for complete records.

  • Strengthen controls. Centralized capture, routing, and audit trails help you enforce policy while Workday remains the system of record.

  • Adapt without re-platforming. Use Workday’s own Integration Cloud (delivered connectors, APIs, monitoring) and proven partner solutions for document capture and workflow, so your stack evolves safely.

Call Us: 888-791-9301

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How We Connect

Workday provides several proven options for moving data and documents securely, and we tailor the approach to your business needs. For straightforward requirements, we often rely on Workday Integration Cloud, which includes pre-delivered connectors, packaged templates, and built-in monitoring. This allows us to quickly enable document and data exchanges between Workday and your other platforms without introducing new middleware. In many cases, Enterprise Interface Builder (EIB) templates or Workday Web Services (SOAP/REST) are all that’s needed to import, export, and synchronize information like worker records, supplier details, or transaction data. These methods are efficient, scalable, and governed by Workday’s security model, ensuring that sensitive information moves safely.

 

When requirements become more complex—for example, large volumes of inbound documents, advanced transformation logic, or multi-step workflows—we can extend the integration with Workday Studio, a development environment for creating highly customized flows. Studio enables us to orchestrate transactions, merge multiple data sources, and connect Workday seamlessly with content repositories, capture systems, or downstream ERPs. By combining these integration methods with your content and workflow platform, we ensure that HR, finance, and operational teams always have the documents and data they need inside Workday, while keeping records synchronized across your enterprise.

Interested?

Connect with one of our Specialists today!

Common integration patterns

Human Resources (HCM)

  • Hire & Onboarding files (IDs, tax forms, policy acknowledgments) captured and indexed; viewable from Workday; retention handled in your content repository.

  • Recruiting: candidate documents ingested and linked to the candidate/worker record.

  • Employee relations & case work: documents and notes connected to cases while Workday holds the master data.

 

Finance (Workday Financial Management)

  • Supplier invoice automation: capture invoices from email/portal/EDI, validate, route for exceptions, and post to Workday with the original image and line-level data.

  • PO/Non-PO processing, 2-/3-way match, and accrual support using configurable workflows, with images and metadata synchronized back to Workday.

Platform options we commonly deploy

Content Services & Workflow

  • Hyland OnBase for Workday: Connects content to Workday HCM and Financials; syncs metadata and exposes documents inside Workday. Ideal when you want deep content management and case workflows with Workday as your system of record.

 

Cloud Invoice Capture & Validation

  • Tungsten Automation AP Essentials: Cloud invoice capture/validation with strong OCR and rules; integrates to ERPs via packaged connectors—commonly paired with Workday Financials for fast time-to-value. Not sure which route fits? We implement both and will map your requirements (volume, exception rates, retention, IT ownership) to the right pattern.

Capabilities Checklist

  • Capture anywhere: email dropboxes, supplier portals, scan, EDI/PDF imports.

  • Touchless routing: header/line extraction, PO match, tolerances, and exception queues.

  • Embedded access in Workday: view the exact document from within the Workday transaction or worker record; keep content and Workday data in sync.

  • Standards-based connectivity: Workday web services (SOAP/REST), EIB templates, Studio for complex needs, all with Workday’s native monitoring.

Security & governance

Every integration we build is designed with security, compliance, and long-term governance in mind. Because Workday uses a single security model, access to data and documents follows the same roles and permissions already in place for your HR and Finance teams. This ensures that only authorized users can view or act on sensitive information like payroll details, tax forms, or supplier invoices. In addition, integrations run within Workday Integration Cloud, which provides monitoring dashboards and error tracking, giving your administrators real-time visibility into the health of every data exchange.

 

Beyond the Workday environment, we make sure your connected content repositories and automation platforms enforce the same standards of protection. That means documents are stored with retention policies, audit trails, and legal hold options so you meet both internal policies and regulatory requirements. Together, these safeguards close the loop—Workday remains the system of record for your data, while your content and process systems handle document governance, ensuring no file is lost, duplicated, or left unsecured.

Our implementation approach

  1. Discovery: Map Workday business processes and identify the document and data touchpoints.

  2. Design: Choose the least-complex integration that meets the need (delivered connector → EIB → Studio).

  3. Build & validate: Configure capture, indexing, and exception flows; wire to Workday web services; test with real invoices/HR packets.

  4. Go-live & monitor: Use Workday’s dashboards plus platform logs for operational visibility.

Contact Us Today!

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