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10 days ago

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Workday

Find answers to your Workday integration questions.

15 Topics
81 Replies

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15 Topics

LioraNewcomer

Docusign integration with Workday

Hello,I am currently implementing DocuSign integration with Workday and testing it in the demo environment. However, I’ve encountered two issues: There are two signers in the flow — the first signer is from the company, and the second is external. While there is a defined signing order, the external signer is not receiving any email notification to sign the document. I have already unchecked the “Suppress email to embedded signers” option and enabled the “Send completion” option. Despite this, only the final email (once the document is signed by both parties) is being sent. How can he receive the email to “sign the document” Is there a way to make a checkbox mandatory to tick during this process? Thank you for your help!Best regards,Liora

362

9 days ago

Kalyan TejaNew Voice

asked in Workday

Issues with DocuSign Integration in Workday Sandbox Environment

During testing of DocuSign in our Workday Sandbox environment, I’ve encountered a few issues I need help with: Email Notifications: Emails are being sent to my Outlook when both the hiring manager and candidate are viewing or signing the offer letter, which works as expected. Candidate Portal Issue: However, after the candidate signs and submits the offer letter, the completed application does not appear in the Candidate Portal. Profile Status Issue: Even after the offer letter is signed and submitted, the candidate profile in the sandbox still shows the status as "Awaiting Candidate Signature." I suspect this may be related to the fact that I used a DocuSign developer account to authenticate with the Workday Sandbox environment. I opted for the developer account to avoid impacting the production environment during testing, but I’m unsure if that’s causing these issues.Is there a known issue when using a DocuSign developer account in the Sandbox? How can we ensure the sandbox envir

512

1 month ago

Ana.NeaguNewcomer

asked in Workday

Link account to organization account

Hello,We have a DocuSign account we use for an eSignatures integration in Workday and it is not linked to the organization account. I have been asked to link our HR account to the Organization account and I am not sure whether this will impact the integration we have set up on this account.Does anyone know if linking 2 corporate accounts has any impact on integrations?Thanks,Ana

392

1 month ago

awinesNewcomer

asked in Workday

Workday Integration - Signature with witness

Is it possible to use the “Signs with witness” functionality in Docusign through the Workday integration? Currently on documents requiring a witness, we have to send them manually outside of Workday, but it would be great to be able to automate them through our integration like the rest of our docs.

262

1 month ago

Siddharth ShuklaNewcomer

asked in Workday

DocuSign Integration - Security Questions

We are currently evaluating the Workday-DocuSign Integration for a customer in the Financial Services industry. The customer's security team has specific questions regarding the security controls in place for this integration. While I have reviewed the information available on Workday Community w.r.t. how the Workday-DocuSign integration works and its security measures, there are additional security controls that our client's security team would like to verify.Since this is an out-of-the-box integration provided by Workday and there is limited documentation on both the Workday Community and DocuSign Developer Community, we would appreciate further clarification on these controls. It would also be beneficial for others if this information could be added to the relevant Workday Community article & FAQ.Question 1 - IP WhitelistingAccording to DocuSign documentation, client DocuSign administrators can implement IP address restrictions for login and authentication traffic at the domain

772

2 months ago

tnagulagamaNewcomer

asked in Workday

Validations on the form configured in Workday Review Docs step

Hi Docusign Team, We have configured a PDF form on the Review Documents step and we need to add some validation to the percentage box in that form that user should not enter more than 100% in it, is there anyway to add validations to the boxes in the form? Tried adding it on the PDF but when configured the PDF on Review docs, the validations are lost. Thanks

572

3 months ago

Ada RRNewcomer

asked in Workday

DocuSign - Workday integration

Hi :) We want to connect DocuSign with Workday and are looking for the documentation about the topic. Where can we find it? What needs to be done on our (DocuSign) side? I’ve found an info that there are resources on the Workday community, but we don’t have an access there.

203630

3 months ago

knguyen94Newcomer

asked in Workday

AutoPlace Text Not Working

Hello! I am testing our Workday integration with DocuSign. Everything is set up correctly on the Workday side - I’m able to verify the account ID, add the anchor text, and even start a document successfully. The issue is that once I open the document to sign, the DocuSign AutoPlace text fields are not working. I’m only able to place a field wherever I want on the document. I updated the document custom fields with the autoplace text and everything to match the anchor text in Workday. Is there something that I’m missing on the DocuSign settings side that is the root cause of this? Please help!

1909

3 months ago

Kalyan TejaNew Voice

asked in Workday

We are integrating DocuSign with workday testing tenant, while we are testing on offer letter encountered following questions.

I would like to ask if it is because we authenticated DocuSign developer account to our testing tenant with my credentials, it shows up my name on top(Highlighted) Is it because we are in our testing phase and using developer account it is giving Demonstration document only on top of page in offer letter?

34316

4 months ago

SK3250Newcomer

asked in Workday

The error message "DocuSign's Access or Refresh Token is invalid or has been revoked. Please contact Administrator" occurred during integration with Workday.

Although the refresh token is not yet 30 days old, and the password and ID for DocuSign have not been changed, the above error message appeared. If you have any idea what might be causing this issue, please let us know. My English isn't so good so feel free to ask me if there is anything unclear.

2893

5 months ago

RyujiNewcomer

asked in Workday

Inquiry Regarding Shared Use of a Single DocuSign Account with Workday Integration

Hi,I am an IT staff at the headquarters of a global company currently using Workday across our entire group, including subsidiaries in various overseas regions. We are planning to integrate the Workday Recruit module with DocuSign to send offer letter to recurit canditate. We understand that Workday can be connected to only one DocuSign account.Given this limitation, we would like to inquire whether it is common practice for other global companies to have HR representatives from overseas subsidiaries and the Japanese headquarters share a single DocuSign account. Is this a typical use case for Workday-DocuSign integration?Thank you for your assistance.Best regards,

522

5 months ago

svc-workdayNewcomer

asked in Workday

Custom Field is not working in DocuSign

Hello DocuSign Community,Recently I created a new custom field in DocuSign, see below:And I used this field in Workday BIRT design, see below for testing:However, when test it , this field is never working and end user cannot edit this field but only see the text “\jayorg11\ , see below Can you please help why it is not working ? Is there anything I missed ? Regards,Jay

1591

7 months ago

Community UserLegacy User

asked in Workday

We are trying to integrate DocuSign with our Workday tenant. Currently, we setup a special user account for Workday. Is that a best practice or is there a better way?

1966

1 year ago

Community UserLegacy User

asked in Workday

Does anyone has the Documentation/Guide from Workday community that details the setup?

I'm working with the Workday administrator. The administrator access the Edit Tenant Setup - Business Processes task and Authenticate with DocuSign. I supplied the generic username and password to him, but the Connect Configuration is not getting created in DocuSign CONNECTI was told that the Workday Community site and search for DocuSign. You should see the setup information under Manage Workday > Documents and Electronic Signatures > Set Up Electronic Signatures.

3271

1 year ago

Community UserLegacy User

asked in Workday

Is anyone using Docusign ESig with Workday contracts? What type of integrations are available from ESig to Workday.

941

2 years ago

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