> ## Documentation Index > Fetch the complete documentation index at: https://docs.stackone.com/llms.txt > Use this file to discover all available pages before exploring further. # Workday Assessment > Learn how to configure and integrate Workday Assessments with StackOne. ## Overview This guide explains how to integrate Workday Assessments with StackOne, enabling automatic management of assessments within your recruitment process. It details the configuration of assessment categories, tests, and statuses in Workday, as well as the setup of webhooks and integration systems. By following these steps, you will ensure automated assessment workflows and reliable synchronisation of results between Workday and StackOne. ## Partner Requirements There are no formal partnership requirements to configure and utilise the assessment feature with Workday; however, you must have administrative privileges for your Workday account. ## Provider Side Setup ### Create Assessment Category in Workday Navigate to the Maintain Recruiting Assessment Categories page and add a new assessment category named `Technical Assessment Test`. Maintain Assessment Categories Click the `OK` button to save, and then the `Done` button to confirm. Assessment Category ### Create Assessment Test in Workday Navigate to the Maintain Recruiting Assessment Tests page and add an assessment test called `Technical Assessment`. Maintain Assessment Tests Enter the test name, select the assessment category created in the previous step, and choose the `StackOne_IS_System` integration system generated from StackOne. Assessment Tests Click `OK` to save, and then `Done` to confirm. Click the three-dot menu, select `View IDs` to view the ID, or `Edit Reference ID` to modify it. Edit/View Assessment Test ID You will need the `Assessment_Test_ID` (for example, `RECRUITING_ASSESSMENT_TEST-6-111`) for the notification payload configuration. Assessment Test ID ### Create Assessment Status in Workday Navigate to the Maintain Assessment Statuses page and add a new assessment status. You can name it `Invited` or choose another name. Maintain Assessment Status Enter the status name, and tick the overall status and test status boxes. Click `OK`, then `Done` to save and confirm. Click the three-dot menu, select `View IDs` to view the ID, or `Edit Reference ID` to modify it. Edit/View Assessment Status ID The Assessment Status ID is used for sending assessment invitation notifications. Ensure this ID is set to `Invited`, regardless of the status name you have provided. Assessment Status ID ### Job Requisitions within the Supervisory Organisation in Workday These steps assume you already have a Supervisory Organisation in your Workday account. If not, please contact your administrator to create one. Navigate to your Supervisory Organisation page and go to the `Staffing` tab. Ensure the Supervisory Organisation’s Staffing Model is `Position Management`. SO for JR Under the `Positions with Open Job Requisition` grid, you will find the list of Job Requisitions that support sending notifications for the Assessment stage via the Integration System. If there are no jobs listed under `Positions with Open Job Requisition`, find `Create Position` under the `Staffing` tab in the three-dot menu. Create Job Position Fill in the required details to create a position. It will then appear in the `Positions without Job Requisition` grid. Created Job Position Navigate to `Create Job Requisition`, select your Supervisory Organisation and position, click `OK`, complete the Job Requisition form, and then `Submit` it. Add in Position in Job Req The position will now appear in the `In Progress Requisition Actions` grid. Added in Position in Job Req Once the job requisition is approved, it will appear in the `Positions with Open Job Requisition` grid and will be enabled to send notifications. Approved Job Req ### Update Assess Candidate Business Process in Workday Search for the business process named *Assess Candidate* using the global search bar (e.g. `bp: Assess Candidate`). BP Config IS Navigate to the Assess Candidate Business Process page and click the `Configure Integration System` button. BP Config IS Select `StackOne_IS_System` as the integration and click `OK`. Select IS on Popup If you don't see `StackOne_IS_System` as an available integration system, please verify that your Workday account is properly connected to StackOne and that you have set up the necessary webhook with the appropriate events in StackOne.

Please refer to the StackOne Configuration section to connect and set up the webhook for your Workday account. A pop-up will appear, allowing you to select the values for the fields to be included in the payload request when the `Invited` event is triggered from Workday. Set Values for Fields **Please fill in the following information:** * **Candidate First Name:** \[First Name] * **Candidate Last Name:** \[Last Name] * **Candidate Email Address:** \[Email] * **Candidate Reference ID:** \[Candidate ID] * **Job Application Reference ID:** \[Job Requisition as Text] * **Assessment Test Reference ID:** \[Assessment\_Test\_ID for the assessment you want to send to the candidate] Click `OK` to save your configuration. ## StackOne Configuration Go to the ATS category on the *Integrations* page and enable Workday. Activate Workday Complete the required fields in the **Workday - Configuration** modal: * **Authentication Type** - You can select any Authentication Type to integrate with Workday. * **Integration Category** - Select `Assessments`. Activate Workday Click `Confirm` or `Save Changes` to enable the Workday integration, allowing end-users to link their accounts via the StackOne Connector Hub. Navigate to the *Webhooks* page and click the `+ Add Webhook` button to add a webhook for Workday. Create Webhook Navigate to the *Events* tab and enable the `Assessment Order` event from the grid. Select Webhook Event Click the `Save` button to save the webhook. To test the assessment webhook with your Workday Sandbox account, see the ATS User Enablement section to connect and configure the **Integration System** programmatically in your Workday Sandbox account. ## ATS User Enablement When users connect their Workday account with StackOne, an Integration System will be created in the user's Workday account named `StackOne_IS_System`, along with the necessary assessment configurations. These include: * Endpoint URL (used to receive notifications) * Username * Password (used to authenticate each request from the user's Workday account) * Assessment Status (used to send the assessment) The user must configure the Integration step under the `Assess Candidate` Business Process by selecting `StackOne_IS_System` from the Configure Integration System pop-up. Log in to your Workday account and search for *View Integration System* in the global search bar. Search for `StackOne_IS_System` in the prompt that opens, then click `OK`. View Integration System You will find the Integration System named `StackOne_IS_System`, with the configured Integration Attributes and `Inline Assessment` as an Integration Template. View Integration System ## ATS User Experience After completing the configuration process, users will have an **Assessment** stage in the Job Requisition workflow. Assessment Stage When a candidate is moved to the **Assessment** stage, an `Assess` button will appear next to their name. The user can use this to send the assessment test to the candidate. Assess Button ### Send the test to the candidate from Workday #### Move Candidate to the Assessment Stage in Workday Navigate to the Job Requisitions page by selecting the same Job Requisition from the pop-up where the candidate applied for the job. View JR Navigate to the `Candidate` tab and select the `Review` tab, where the candidate will be displayed in the grid below. Candidate Job Apply Select the candidate in the grid and click the `Move Forward` button. View JR In the pop-up, select the next stage, which is likely the Assessment Stage. Choose `Assessment` in both dropdown menus. Candidate Job Apply Click the `OK` button to move. If you go to the `Assessment` tab, the candidate will now be in the Assessment stage. View JR If you are unable to move the candidate to the assessment stage directly, move the stages one at a time. #### Send the assessment invitation to the candidate using Start Proxy If you are not the recruiter, go to the recruiter’s account via `Start Proxy`. Click the `Awaiting Action` link, and a pop-up will appear showing the recruiter’s name. View Recruiter Go to the Start Proxy page and select Recruiter from the dropdown menu. Start Proxy You will be taken to the recruiter's homepage, where you need to navigate to the `My Tasks` page in the top-right corner. My Tasks You will find the task at the top, labelled with the Job Requisition and candidate name, in the sidebar. Sidebar Clicking the sidebar task will display the candidate's assessment details on the right side. Set the Overall Status to `Invited` and select the Assessment as `Technical Assessment` from the dropdown menu. Then, click the `Submit` button. Assessment Form #### Send the assessment invitation to the candidate as a Recruiter If you are the recruiter, you should see the `Assess` button next to the candidate's name. Sending Invite Set the Overall Status to `Invited` and select the Assessment as `Technical Assessment` from the dropdown menu. Send Invite Click the `Submit` button to trigger the webhook notification from Workday. You can refer to the [Workday Assessment](https://hub.stackone.com/integration-configuration-concepts/ats/workday-assessment) guide for more details on how to send the test from Workday. ### User will see after test has been sent The user can access the candidate's application by clicking their name visible in the `Candidates` tab on the Job Requisition Page. Assessment Details In the *Application > Screening* tab, under the `Assessment` sub-tab, the user can view the details of the assessment that has been sent to the candidate. Assessment Details ## ATS User Experience Customisation Use the following endpoints to update the results: * [Assessment Update Result](https://docs.stackone.com/ats/api-reference/assessments/results/update-assessments-result) Use the following endpoint to get metadata to update the result of the assessment or background check: * [Connector Meta Information](https://docs.stackone.com/platform/api-reference/connectors/get-connector-meta-information) with the provider key `workdayats` for model `assessments/results.update`
| Fields (when provided) | User sees in Workday | Comment | | ---------------------- | ------------------------------------------------------------------------------ | --------------------------------------------- | | Result | Result will be displayed corresponding to the **Overall Status** label | Result enum values from Meta API result field | | Summary | Summary will be displayed corresponding to the **Comment** label | | | Submission Date | Submission date will be displayed corresponding to the **Overall Date** label | | | Start Date | Start date will be displayed in the **Date** column within the Assessment grid | |
When a customer opens a candidate's application, they can navigate to the `Assessment` tab within the application to view the assessment details and results. Updated Result ## Testing Checklist ✅ **Provider Setup:** * Logged in with an Admin account. * Added Assessment Categories. * Added Assessment Tests. * Added Assessment Statuses. Ensure `Invited` is set as the Reference ID of the status you will choose when sending the Assessment. * Job Requisitions are within the Supervisory Organisation with the Staffing Model as `Position Management`. * Configured the `Assess Candidate` Business Process with the Integration System that will be generated programmatically when the user connects Workday with StackOne. * Added order payload attribute values with the correct `Assessment Test Reference ID`. ✅ **StackOne Configuration:** * Selected `Assessments` as the Integration Category. ✅ **ATS User Activation:** * Workday account connected successfully with StackOne. * Check that the Integration System named `StackOne_IS_System` is created with the necessary assessment configurations. * Ensure you configure the Integration step under the `Assess Candidate` Business Process by selecting `StackOne_IS_System` from the Configure Integration System pop-up. ✅ **Create a Webhook:** * Added a webhook for Workday and enabled it with events such as: `Assessment Order`. * Valid webhook URL to receive assessment notifications. ✅ **ATS User Experience:** * Assessment stage is available in the Job Requisition workflow. * `Invited` status, or a status with `Invited` as the Reference ID, is available to select on the Assessment pop-up when clicking the `Assess` button. * In the *Application > Screening* tab, under the `Assessment` sub-tab, the sent assessment details will be available. ✅ **Update Result:** * Success response from the update result endpoint. * Updated result details visible in Workday's UI. ## Troubleshooting
| Symptom | Likely cause | Fix | | --------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Unable to access Organisation and Business Process. | Logged-in account is not an Admin account. | Log in with an Admin account. | | Unable to search the above-mentioned navigations. | **•** Logged-in account is not an Admin account.

**•** You do not have permission to access. | **•** Log in with an Admin account.

**•** Contact your Workday account admin to provide the necessary permissions. | | Unable to find/configure the Integration System under the `Assess Candidate` Business Process. | Workday account is not connected with StackOne. | Connect your Workday account with StackOne, which will create the Integration System programmatically. | | `Assess` button is not visible next to the candidate's name in Job Requisition. | Logged-in user is not the recruiter or hiring manager for that Job Requisition. | **•** You can use the Start Proxy feature to send the assessment to the candidate.

**•** Ensure you are logged in as the recruiter or hiring manager associated with the Job Requisition. | | Assessment test notification is not received. | **•** Invalid webhook configurations in StackOne.

**•** Supervisory Organisation's Staffing Model is not set to `Position Management`.

**•** Job Requisition is not listed under the Supervisory Organisation.

**•** `Invited` status, or a status with `Invited` as a Reference ID, is not created. | **•** The webhook URL and enabled events should be valid. Please refer these steps.

**•** Supervisory Organisation's Staffing Model should be set to `Position Management`.

**•** Job Requisition should be listed under the Supervisory Organisation. Please refer these steps.

**•** `Invited` status, or a status with `Invited` as a Reference ID, should be created. Please refer these steps. | | The selected test during the assessment submission to the candidate was not sent within the order notification. | You have already configured the Assessment Test Reference ID under the Integration step in Assess Candidate Business Process. | You cannot select the dynamic test from the Assessment send pop-up as you have already configured the Assessment Test Reference ID under the Integration step in Assess Candidate Business Process. | | Result URL showing error when opened. | Added result URL may have expired or is private. | Ensure you add public or signed URLs; verify CORS and expiry. |
For persistent issues, contact StackOne support with detailed error logs and configuration information.