Allowing an ISU to schedule interviews
KB

Kreg Boyd

Created Mar 07, 2023

Allowing an ISU to schedule interviews

0
    w

Workday

63 Steps
1

In order to allow your ISU to schedule interviews you'll need to create a User Based Security Group

2

From your Workday home page search for 'Create security group'

From your Workday home page search for 'Create security group'
3

For "Type of Tenanted Security Group" select "User Based Security Group"

For "Type of Tenanted Security Group" select "User Based Security Group"
4

Give your User-Based Security Group a name and click OK

Give your User-Based Security Group a name and click OK
5

Next search for "Assign Users to User-Based Security Group"

Next search for "Assign Users to User-Based Security Group"
6

Search for your newly created User Based Security Group, select it and press OK

Search for your newly created User Based Security Group, select it and press OK
7

Type the name of the Integration System user you've connected to Hired, select it and click OK

Type the name of the Integration System user you've connected to Hired, select it and click OK
8

Search for "Domain security policy summary"

Search for "Domain security policy summary"
9

Search for "recruiting" in the Functional Areas box, select it and press OK

Search for "recruiting" in the Functional Areas box, select it and press OK
10

Scroll down to find the "Candidate Data: Interview Schedule" domain, hover over its name and click on the three dots that appear

Scroll down to find the "Candidate Data: Interview Schedule" domain, hover over its name and click on the three dots that appear
11

Click on Edit Security Policy Permissions

Click on Edit Security Policy Permissions
12

In the "Report/Task Permissions" section click the + sign

In the "Report/Task Permissions" section click the + sign
13

Search for your newly created User Based Security Group, and select it

Search for your newly created User Based Security Group, and select it
14

Check both the "View" and "Modify" check boxes

Check both the "View" and "Modify" check boxes
15

Scroll down to the "Integration Permissions" section and repeat step 13, check both "Get" and "Put" checkboxes and click OK

Scroll down to the "Integration Permissions" section and repeat step 13, check both "Get" and "Put" checkboxes and click OK
16

Search for "Edit Business Process for Security Policy"

Search for "Edit Business Process for Security Policy"
17

For Business Process Type search for "interview", select the "Interview" option, and click OK

For Business Process Type search for "interview", select the "Interview" option, and click OK
18

Locate the Schedule Interview Team action step

Locate the Schedule Interview Team action step
19

Search for your newly created User Based Security Group, and select it

Search for your newly created User Based Security Group, and select it
20

Scroll down and repeat this process for the "Schedule Interview" action step, and click OK

Scroll down and repeat this process for the "Schedule Interview" action step, and click OK
21

Search for "View security for securable item"

Search for "View security for securable item"
22

Type "move candidate" as the securable item and click OK

Type "move candidate" as the securable item and click OK
23

Look for the "Move Candidate (Web Service) (Web Service Task)", hover the text and click the menu button

Look for the "Move Candidate (Web Service) (Web Service Task)", hover the text and click the menu button
24

Hover over security and click on "View Security"

Hover over security and click on "View Security"
25

Hover over the "Move Candidate" security policy click the menu button

Hover over the "Move Candidate" security policy click the menu button
26

Hover over "Domain Security Policy" and click "Edit Permissions"

Hover over "Domain Security Policy" and click "Edit Permissions"
27

Click on the + sign under the "Report/Task Permissions" section

Click on the + sign under the "Report/Task Permissions" section
28

Search for your User Based Security Group, select it, and check both the "View" and "Modify" check boxes

Search for your User Based Security Group, select it, and check both the "View" and "Modify" check boxes
29

Scroll down to the "Integration Permissions" area, and repeat the step above selecting both the "Get" and "Put" checkboxes, then click OK

Scroll down to the "Integration Permissions" area, and repeat the step above selecting both the "Get" and "Put" checkboxes, then click OK
30

Search for "View security for securable item"

Search for "View security for securable item"
31

Type "get workers" in the Securable Item box and click OK

Type "get workers" in the Securable Item box and click OK
32

Hover over the "Get Workers (Web Service) (Web Service Task)" task, and click the menu button

Hover over the "Get Workers (Web Service) (Web Service Task)" task, and click the menu button
33

Hover over Security and click "View Security"

Hover over Security and click "View Security"
34

Hover over "Worker Data" Public Worker Reports" and click the menu button

Hover over "Worker Data" Public Worker Reports" and click the menu button
35

Hover over "Domain Security Policy" and click "Edit Permission"

Hover over "Domain Security Policy" and click "Edit Permission"
36

In the "Report/Task Permissions" section click the + sign. Search for your newly created User Based Security Group, and select it.

In the "Report/Task Permissions" section click the + sign. Search for your newly created User Based Security Group, and select it.
37

This time you just need to check the "View" checkbox

This time you just need to check the "View" checkbox
38

Repeat the step above in the "Integration Permissions" section, this time you only need to select the "Get" checkbox. Click OK

Repeat the step above in the "Integration Permissions" section, this time you only need to select the "Get" checkbox. Click OK
39

Search for "activate pending security policy changes"

Search for "activate pending security policy changes"
40

Enter any text into the comment box and click OK

Enter any text into the comment box and click OK
41

Click the required "Confirm" text box on the next page and click OK

Click the required "Confirm" text box on the next page and click OK
42

Search for "Business Process Booklet"

Search for "Business Process Booklet"
43

Search for and select "Recruiting" in the "Functional Area" box

Search for and select "Recruiting" in the "Functional Area" box
44

Search for and select "Interview" in the "Business Process Type" box

Search for and select "Interview" in the "Business Process Type" box
45

In the table that appears, hover over "Interview for Global Modern Services" and click the menu button

In the table that appears, hover over "Interview for Global Modern Services" and click the menu button
46

Hover over "Business Process" and select "Edit Definition"

Hover over "Business Process" and select "Edit Definition"
47

Click OK on the modal that appears

Click OK on the modal that appears
48

Find the 'Specify' column in the table and look for the 'Schedule Interview' row. Then add your User Based Security Group to the list of groups and click OK

Find the 'Specify' column in the table and look for the 'Schedule Interview' row. Then add your User Based Security Group to the list of groups and click OK
49

Search for "business process booklet"

Search for "business process booklet"
50

Search for and select "Recruiting" as the Functional Area

Search for and select "Recruiting" as the Functional Area
51

Search for and select "Job Application" as the Business Process Type, and press OK

Search for and select "Job Application" as the Business Process Type, and press OK
52

Hover over "Job Application for Global Modern Services" and click the menu button

Hover over "Job Application for Global Modern Services" and click the menu button
53

Hover over "Business Process" and click on "Edit Dynamic Definition"

Hover over "Business Process" and click on "Edit Dynamic Definition"
54

Click OK on the modal that appears

Click OK on the modal that appears
55

Click on the + below possible next steps

Click on the + below possible next steps
56

In the "Specify" column search for and select "Interview". In the Group column search for and select "Recruiter", and click OK

In the "Specify" column search for and select "Interview". In the Group column search for and select "Recruiter", and click OK
57

In the new row you just created hover over the magnifying glass and click the menu button that appears

In the new row you just created hover over the magnifying glass and click the menu button that appears
58

Hover over 'Integration IDs' and select 'Edit Reference ID'

Hover over 'Integration IDs' and select 'Edit Reference ID'
59

Enter 'HIRED_REVIEW_TO_INTERVIEW_WORKFLOW_STEP' as the Reference ID Value and click OK, and then Done.

Enter 'HIRED_REVIEW_TO_INTERVIEW_WORKFLOW_STEP' as the Reference ID Value and click OK, and then Done.
60

Find "Job Application for Global Modern Services" again and click the menu button

Find "Job Application for Global Modern Services" again and click the menu button
61

Click OK

Click OK
62

Follow step 58 and 59 to change the reference ID value for each row for Screens, and Assessments

Note you can only use a reference ID value once, and since there are multiple screen steps we recommend appending a number to the screen ID for each step


Example
"HIRED_SCREEN_TO_INTERVIEW_WORK2"
"HIRED_SCREEN_TO_INTERVIEW_WORK3"
"HIRED_SCREEN_TO_INTERVIEW_WORK4"

You can use "HIRED_ASSESSMENT_TO_INTERVIEW_WORKFLOW_STEP" for the assessment step

Follow step 58 and 59 to change the reference ID value for each row for Screens, and Assessments
63

That's it! You can now schedule interviews on Hired and have them import into Workday!

Well done!
Create how-to guides like this in a snap. Get Tango now.