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Workday nudges

L
Written by Liv Rafferty
Updated this week

Overview

Workday informational nudges transform moments that matter in Workday into seamless communications delivered directly through your Blink feed. Instead of missing important deadlines and updates because they're buried in Workday, employees receive timely alerts for payslip availability, training requirements, performance reviews, and team birthdays, work anniversaries - all within their daily Blink workflow.

Configuration

Blink support team configures Workday nudges using predefined templates and internal API endpoints. If one of the standard templates is used, and all the prerequisite information is provided upfront, the configuration could take as little as 30 minutes.

Step 1: Create Integration System User (ISU)

In Workday, open the “Create Integration System User” task and complete the creation form using the following details:

  • User name: Blink_Notifications_ISU

  • New password: specify password

  • Require new password at next sign in: false

  • Do not allow UI sessions: true

Step 2: Create Security Group & setup permissions

Navigate to the Create Security Group task and select Integration System Security Group (Unconstrained). Define a security group (we recommend naming it Blink_Notifications_ISG) and link Blink_Notifications_ISU user account to this group.

Once the security group is configured, open the Maintain Permissions for Security Group task.

Grant Workday Query Language domain permissions with View Only access. Additionally, grant permissions to domain security policies relevant to your notification use case (see below). Once all the necessary permissions are granted, click OK. To ensure these changes are applied, open Activate Pending Security Policy Changes task and approve the pending changes.

Step 3: Create an API client

Login to Workday and go to the “Register API client for integrations” task. Enter the following information into the form:

  • Client name: Blink Notifications

  • Scope (Functional Areas): select the System functional area and any others based on your use case and the data that you wish Blink to be able to retrieve. Check the list below of use case specific functional areas.

Once you save the new API client, save the Client ID and Client Secret values. These will need to be provided to the Blink team using a secure method.

Once the API client is created, go to the “API Clients” task on Workday and copy the Workday REST API endpoint and share this with the Blink team. Then open the “API Clients for Integrations” tab, click the three dots next to the Blink Notifications item and choose API Client → Manage Refresh Tokens for Integrations.


Add Blink_Notifications_ISU created in the previous step and click OK. In the “Delete or Regenerate Refresh Token” tick the “Generate New Refresh Token” box and click OK. Save the newly generated refresh token - you will need to share it with the Blink team.

Step 4: Ensure required Domain Security Policies are active

In some cases, domain security policies may not be enabled for the security policies you granted to the Blink security group. You can check this in the Domain Security Policies for Functional Area report.

Configuration detail summary

In order for Blink team to configure a notification you will need to provide the following information:

Information

Description

Workday REST API endpoint

The endpoint displayed when creating API Client on Workday

Workday authorization endpoint

The endpoint displayed when creating API Client on Workday

Workday tenant name

The name of your Workday tenant

Client ID

Generated as part of API client configured within Workday. This is sensitive - make sure this is provided in a secure way.

Client Secret

Generated as part of API client configured within Workday. This is sensitive - make sure this is provided in a secure way.

Refresh token

Generated as part of API client configured within Workday. This is sensitive - make sure this is provided in a secure way.

Feed post content customisations

Any alterations you wish to make to the body of the feed post that will be delivered to the relevant audience

Notification audience

If notification is to be delivered to a group - the ID of that group.

Delivery schedule and cadence

E.g. Every week on Mondays at 12:00 GMT

Once the above information is provided, the notifications need to be set up by the Blink support team. In order to display notifications grouped in a mobile feed carousel, you will also need to request the carousel to be configured.

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