Bring what happens in support conversations into the check-ins and goals your managers already run.
Get more done with Tidio and Workday REST integration
Answer employee questions in Tidio using the Workday REST APIs for the record.
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Integration availability depends on your Tidio plan.
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Category
Human Resources
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Workday REST
Handle the routine HR questions
Manager, department, start date and leave balance come through the Workday REST APIs into the Tidio panel, so most internal questions end in one reply.
Drive onboarding from the hire
A new worker in Workday can open a Tidio conversation for IT and workplace setup, with the team and start date already attached.
Point leave requests at the process
The balance shows in chat next to a link into Workday, so the request is submitted where approvals and accruals are handled.
Keep compensation out of chat
Pay, performance ratings and personal documents are read in Workday by the person they belong to, never mirrored into a support tool.
Overview
Workday is the system of record for people data at a lot of large companies, and the Workday REST APIs are how anything else reads it. Internal chat gets the questions those records answer. Connect Workday REST and Tidio through a service you run and the employee's manager, department and leave balance can appear in the conversation. Pay, performance and any change to the record stay in Workday.
Key features
- Worker record in the panel Manager, department and location come from Workday.
- Leave balance shown Time off questions get the figure from Workday.
- Org chart context Agents see the reporting line before they route a request.
- Read only by default Changes to the record happen in Workday, not in chat.
Workday REST
Human Resources
Tags
Team Collaboration
Workflow Automation
How it works
Connect Workday REST in minutes
1
Connect Workday REST and Tidio through the Tidio API
A service inside your network authenticates to Workday REST, reads the fields you need and posts them onto the Tidio conversation as attributes.
2
Use an integration system user
Give the connection its own Workday account with a narrow security policy, so it can read exactly the fields you approved and nothing else.
3
Restrict lookups to signed in employees
Only fetch a record for somebody your app already authenticated. Never let a chat visitor trigger a Workday query by typing an email address.
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Answer people questions in chat with the employee record already in front of you.
Turn chat questions into training, and keep learner progress next to the conversation.
Answer time-off and policy questions in chat, with the employee's own record in view.
Answer course, deadline and grade questions in chat, with the Canvas record behind the reply.
Answer shift, timesheet and leave questions in chat with the Deputy record behind them.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Workday REST integration
Why use Workday REST rather than the SOAP web services?
The Workday REST APIs are simpler to call from a small service and cover worker, org and time off data well. The older SOAP services are still there when you need a business process the REST layer does not expose.
Is a chat tool an appropriate place for Workday data?
With a short field list and authenticated employees, yes for internal support. It stops being appropriate the moment compensation or performance data is involved, so keep that out by design.
How do we keep the access review clean?
One integration system user, a documented field list and a quarterly check against it. Auditors ask what the connection can read, and Workday makes that answerable if you set it up that way.
Is the Workday REST integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Workday REST integration.