Connect to Workday through Merge.dev for unified HRIS data access
Prerequisites
Before you begin, ensure you have:- An active Workday tenant
- Admin or integration administrator access to your Workday instance
- Permission to authorize third-party integrations
Setup guide
Complete Merge Link authorization
- A Merge Link dialog opens to guide you through the connection
- Select Workday as your HRIS provider
- Provide your Workday tenant URL and credentials
- Authenticate with your Workday admin credentials
- Review and accept the requested data permissions
- Click Finish to complete the connection
Configure sync settings
After connecting, configure your sync preferences:
- Employee status filter: Choose which employment statuses to sync (default: Active only)
- Group type filter: Select which group types to sync (default: Teams and Departments)
Troubleshooting
Merge Link authorization fails
Merge Link authorization fails
Employees not syncing
Employees not syncing
Cause: Sync not yet complete or filter settings excluding employeesSolution:
- Check the last sync time in integration settings
- Verify your employee status filter includes the statuses you expect (e.g., Active)
- Wait for the next 24-hour sync cycle
- Try disconnecting and reconnecting the integration
Groups or departments missing
Groups or departments missing
Cause: Group type filter may be excluding certain group typesSolution:
- Check that your group type filter includes Teams and Departments
- Verify that the groups exist in Workday
- Wait for the next sync cycle to pick up new groups
Features
Once connected, you can use Workday data in workflows:Workflow actions
Check time-off balances and create time-off requests through workflow automations