#1 Workday to Okta Consulting Services

Our team of Okta experts will guide you through the Workday to Okta integration process. With over 8 years of consulting experience, we resolve any Okta knowledge gaps for your Workday deployment.

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Why would you want Okta and Workday as HR as a Master (HRaaM) for your business?

Use Case: When workers are hired, onboarding happens across different systems. Your business might have various architectures, including both cloud and on-premise systems.

For instance, HR may want to manage the onboarding and offboarding process through Workday. However, your firm also uses directories like Active Directory or LDAP, where the typical onboarding process begins.
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With HRaaM, you can automate the user lifecycle across HR systems, Active Directory (AD), and downstream cloud-based SaaS apps. This includes Create, Read, Update, and Delete (CRUD) operations.

Workday to Okta Savings Calculator.

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Integration Process and Recommendations

As we collaborate with your organization to implement Workday into Okta, our expert consultants will ensure that all prerequisites and design options are in place and thoroughly discussed with your architecture team.

Workday and Okta offer a wide range of features, including Real-Time Sync, which enables immediate changes to be reflected in Okta, and Immediate Terminations, which allow for swift offboarding of users for specific reasons, such as employee dissatisfaction.

Prerequisites

Okta can import users and groups from Workday using its standard API. However, if you would like to source all or some of your user's attributes from Workday, then profile sourcing will need to be enabled.

Okta Licensing

A profile source is an app that acts as the source of truth for user identities. After it's enabled in the To Okta section of the Provisioning tab of the Workday integration, it appears in the profile source list on the Profile Sources page. If an external profile source isn't identified, Okta is the source for all profiles.

We’ll work with your team to ensure that Profile Sourcing is enabled for your Okta tenant or work with your Okta account manager to provide a quote to add on the new feature.

Teams and Roles

• A Workday Administrator's role will be to help identify attributes that can flow from Workday out. Most administrators will want to limit the exposure of sensitive information like social security numbers or help identify custom attributes such as preferred names.

• A Workday Integration Specialist's role will be to create the integration system user service account, give the user permission to view default and custom attributes, and help define immediate reasons to terminate Okta users.

• Your IT/InfoSec representative's role is to help set integration requirements and highlight critical attributes that should sync across Okta and your applications. Involving your IT team is crucial, as they can paint a clear picture of the current and future state design with Workday and Okta.

• An Okta Certified Consultant - Our role as your trusted consultants will be to help review your license features, ensure profile mastering is available, help outline the migration to Workday as a master, and create rules for onboarding and offboarding.

Workday as a Master Integration Workflow

• Okta Sandboxes: a must-have: To avoid impact on your current Okta attributes, we strongly recommend testing in a sandbox instance of Okta and utilizing your Workday preview/developer instance. Access to Workday is not required for our team to guide you through the implementation process. However, Okta access should be granted to us, and our team will set up and review your existing configuration and determine the points of impact.

• Production Discovery: We schedule our working sessions with your team to review the current list of available attributes, their profile mappings, and all rewrite rules in place. Ensuring we capture a full picture of your Okta environment is essential to a successful Workday as a Master migration.

• Future State Design: Once we’ve mapped your environment, our team of expert consultants will create a future state diagram to illustrate user attribute flows, rewrites, and profile mappings, using Workday as the source of truth. By illustrating the future state environment, all project stakeholders will have a clear image of how Workday and Okta will work together to automate a user's lifecycle within your organization. As consultants, we aim to ensure your organization can rest easy knowing you’re working with a team with over a decade of experience in the Identity Management sector.

• Approval and Implementation Planning: Now that we’ve gotten approval and the go-ahead to implement the new change, we’ll coordinate with all team members to first integrate Workday and then shift Okta profile mappings, groups, and rules to their new attributes as well as identifying applications that could potentially throttle these changes. Although rare, SaaS vendors will implement API rate limits when one system attempts to push mass changes. If such an event occurs, we will reduce the number of imported changes from Workday to Okta and applications enabled for user updates from Okta.

• Testing and Validation: A thorough review of how data flows will be done cooperatively to ensure that attributes are being updated as expected. We will provide several common test scenarios such as new hire and pre-hire staging account creation, last day of work vs. immediate termination events.

• Ongoing Support and Okta Help: We have several admin support plans in place and can provide a competitive quote for us to become your augmented Okta administrators. Our success always comes from the fact that you are working with a dedicated engineer and consultant on your team. Avoid creating tickets with our Slack and Teams external integration - we’ll create a shared channel to expedite any support issues that may arise with your Okta Admin team. Direct end-user support is not offered at this time.

Why Choose HR as a Master (HRaaM)?

1. Streamlined Onboarding: Automate and streamline your onboarding process across various systems.
2. Enhanced Efficiency: Reduce manual tasks and improve overall efficiency.
3. Consistent Data Management: Ensure data consistency and accuracy across HR and IT systems.