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Ada RRNew Voice
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April 11, 2024
Solved

DocuSign - Workday integration

  • April 11, 2024
  • 48 replies
  • 7928 views

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.

    Best answer by JohnSantos

    @Ada RR - I’ve done a few too many integrations between Workday and DocuSign.   

    Here are step-by-step directions for using DocuSign within a Workday tenant, the process can be organized as follows:

    Step 1: Configure DocuSign in Workday

    1. Access Tenant Setup:

      • Navigate to the 'Edit Tenant Setup - Business Processes' task in your Workday tenant.

    2. Enter DocuSign Credentials:

      • Enter your DocuSign Enterprise License information.
      • Provide the login email (preferably a service account not tied to any individual).
      • Enter the password for the DocuSign account.

    3. Authenticate with DocuSign:

      • Scroll to the bottom of the page and click on 'Authenticate with DocuSign'.
      • Sign in to DocuSign using your credentials.
      • After successful login, you will be redirected back to Workday. The connection will complete in the background. Click 'Done'.

    4. Confirm DocuSign Account ID:

      • Navigate back to the 'Edit Tenant Setup - Business Processes' task.
      • Click on 'Confirm DocuSign Account ID' at the bottom of the page.
      • Select the appropriate Account ID for DocuSign use and click 'OK' to save.

    Step 2: Configure DocuSign Anchor Text

    1. Set Up Anchor Text:

      • Still in the 'Edit Tenant Setup - Business Processes' task, scroll to the section titled 'Configure DocuSign Anchor Text'.
      • Enter custom anchor texts like 'signHere', 'initialHere', and 'dateSigned'. This text will map to specific elements in the document where actions are required (e.g., 'signAnchor1' for the first signing group role).

    2. Select Tag Types:

      • Workday supports seven DocuSign tag types: 'signHere', 'initialHere', 'fullName', 'dateSigned', 'title', 'signHere-Optional', and 'initialHere-Optional'.
      • Choose the necessary tag types from the 'DocuSign Tag Type' column for your document needs.

    Step 3: Configure Business Processes

    1. Review Document Steps:

      • Configure the 'Review Document' step for various processes such as 'Change Business Title', 'New Hire', and 'Offer Letter'.

    2. Initiate Business Process:

      • Begin the business process for actions like changing a user’s business title.

    Step 4: Document Signing

    1. User Signatures:
      • Documents are sent to designated users who will sign using DocuSign, configured as either 'Sequential Signer' or 'Single Signer'.

    Step 5: Finalization

    1. Complete Setup:
      • After all configurations and processes are completed, review the setup to ensure all steps are correctly implemented and operational.

     

    48 replies

    Michael.Rave
    Docusign Employee
    Michael.RaveDocusign Employee
    Docusign Employee
    April 11, 2024

    @Ada RR 

    You can find more information on this DocuSign website as well as on the Workday website.

    "Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
    A
    New Voice
    Ada RRNew VoiceAuthor
    New Voice
    April 15, 2024

    Unfortunately there’s no documentation on those sites apart from short pdf with no detailed info

    N
    Docusign Employee
    nathaly.mongeDocusign Employee
    Docusign Employee
    April 29, 2024

    Hello @Ada RR ,

     

    Welcome to the Docusign Community and thank you for posting your concerns!

     

    I’m sorry to hear that there isn’t any available information regarding setting up Docusign with Workday. I understand you would like to have information about the setup.

     

    Unfortunately, Docusign does not own the integration with Workday, so I would recommend you contact their support team for further assistance on setting the integration up.

     

    I did find information that could be of your assistance, however, any question would be better supported by their team: Docusign for Workday

     

    Let us know if you need further assistance with this.

     

    Best regards,

    Nathaly | Docusign Community Moderator
    "Select as Best" below if you find the answer a valid solution to your issue!

     

    JohnSantos
    Guru
    JohnSantosGuruAnswer
    Guru
    May 7, 2024

    @Ada RR - I’ve done a few too many integrations between Workday and DocuSign.   

    Here are step-by-step directions for using DocuSign within a Workday tenant, the process can be organized as follows:

    Step 1: Configure DocuSign in Workday

    1. Access Tenant Setup:

      • Navigate to the 'Edit Tenant Setup - Business Processes' task in your Workday tenant.

    2. Enter DocuSign Credentials:

      • Enter your DocuSign Enterprise License information.
      • Provide the login email (preferably a service account not tied to any individual).
      • Enter the password for the DocuSign account.

    3. Authenticate with DocuSign:

      • Scroll to the bottom of the page and click on 'Authenticate with DocuSign'.
      • Sign in to DocuSign using your credentials.
      • After successful login, you will be redirected back to Workday. The connection will complete in the background. Click 'Done'.

    4. Confirm DocuSign Account ID:

      • Navigate back to the 'Edit Tenant Setup - Business Processes' task.
      • Click on 'Confirm DocuSign Account ID' at the bottom of the page.
      • Select the appropriate Account ID for DocuSign use and click 'OK' to save.

    Step 2: Configure DocuSign Anchor Text

    1. Set Up Anchor Text:

      • Still in the 'Edit Tenant Setup - Business Processes' task, scroll to the section titled 'Configure DocuSign Anchor Text'.
      • Enter custom anchor texts like 'signHere', 'initialHere', and 'dateSigned'. This text will map to specific elements in the document where actions are required (e.g., 'signAnchor1' for the first signing group role).

    2. Select Tag Types:

      • Workday supports seven DocuSign tag types: 'signHere', 'initialHere', 'fullName', 'dateSigned', 'title', 'signHere-Optional', and 'initialHere-Optional'.
      • Choose the necessary tag types from the 'DocuSign Tag Type' column for your document needs.

    Step 3: Configure Business Processes

    1. Review Document Steps:

      • Configure the 'Review Document' step for various processes such as 'Change Business Title', 'New Hire', and 'Offer Letter'.

    2. Initiate Business Process:

      • Begin the business process for actions like changing a user’s business title.

    Step 4: Document Signing

    1. User Signatures:
      • Documents are sent to designated users who will sign using DocuSign, configured as either 'Sequential Signer' or 'Single Signer'.

    Step 5: Finalization

    1. Complete Setup:
      • After all configurations and processes are completed, review the setup to ensure all steps are correctly implemented and operational.

     

    Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
      N
      Docusign Employee
      nathaly.mongeDocusign Employee
      Docusign Employee
      May 22, 2024

      Hello @Ada RR ,


      If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


      Best regards,

      Nathaly | Docusign Community Moderator
      "Select as Best" below if you find the answer a valid solution to your issue!

      H
      New Voice
      hardiktNew Voice
      New Voice
      June 13, 2024

      Hello @Ada RR , thank you for the detailed steps about workday integration.

      We are facing issues while being on the ‘edit tenant setup - business process’ page.

      A little background: 

      Like all firms, we also have some kind of corporate account with docusign.

      We reached out to our IT asking “Please create a docusign account with ID and Password that we could use to send documents to employees via a program or code or configuration”. 

      They responded that such an account is called a service account. 

      They gave us some credentials but they do not work for us. 

      Also, what i found on Workday’s community site is that we should establish a ‘connect’ by logging in to docusign account. 

      We are kind of confused on what should be our ask to IT. 

      Can you please suggest what should we ask IT about what type of account needs to be created? I understand at least that the account should not be SSO enabled. 

      Any help is appreciated. Thanks!

      JohnSantos
      Guru
      JohnSantosGuru
      Guru
      June 13, 2024

      @Ada RR 

      I understand.   For starters, you should have (ideally) another instance of DocuSign (Often referred as a Sub-Account) dedicated to your Workday integration.   This is highly recommended specifically for corporate accounts where you might have use cases that require additional privacy.   

      In terms of accounts, there are two concepts here that sometimes are misinterpreted or mixed up.   You have a service account (a generic user with email and password) and a DocuSign account (Often referred as a Sub-Account).

      So you should ask for both from your IT department.  If you are the Administrator of the DocuSign account, you can do these tasks.  

      Once you have a service account, you can stablish a “connect” with DocuSign. You test and tryout all these in a Dev account (Recommended).

      Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
        H
        New Voice
        hardiktNew Voice
        New Voice
        June 13, 2024

        Thank you @Ada RR ! I will work with IT and post my response here once i know more. Thanks a ton!!

          N
          Conversation Starter
          NikitaKhatriConversation Starter
          Conversation Starter
          June 24, 2024

          Hello @JohnSantos ,

          Thank you for the detailed steps for configuring Docusign in Workday.

          We have setup Docusign and configured the review documents step in hire bp however we are getting the error: ‘Missing anchor texts for following Signature Groups: Signature Group 1’

          We are using a Textblock within the Review documents step in Hire bp. It looks like we have not correctly put the anchor text placeholder in the textblock.

          Can you please guide with the syntax?

          Any help is appreciated.

          Thank you!

            JohnSantos
            Guru
            JohnSantosGuru
            Guru
            June 24, 2024

            @NikitaKhatri 

            What are you using for Anchor text in your document?  It should look something like this:

            Signature: /signAnchor1/

            Initials: /Initials1/

            Signature: /signAnchor2/

            Initials: /Initials2/

            Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
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