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Metaview integrates seamlessly with Workday Recruiting.

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Connect Workday Recruiting to Metaview

1. Set up Integration System User From the Workday search bar, search for “Create Integrated Service User” or navigate to your tenant’s security settings. You’ll need admin access to create API credentials for the Metaview integration. 2. Configure API access and permissions Create a new Integration System User named “Metaview Integration”. Assign the necessary security groups to grant access to:
  • Candidate data (read and write)
  • Job Requisition data (read)
  • Worker data (read for employee sync)
3. Generate authentication credentials Depending on your Workday configuration, this will be done either using username/password or refresh token. Copy these credentials securely. 4. Connect your Workday tenant to Metaview Navigate to https://my.metaview.app/settings/workday . If you haven’t previously signed in to Metaview, you will be prompted to do so. Enter your Workday tenant name and API credentials into the corresponding fields. After saving your changes, the integration process will start. This can take up to 48 hours to complete, and you will be emailed once the integration is successful.

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Features

Integrating Workday Recruiting to Metaview unlocks the following features:
  • Worker and recruiting team member sync
  • Ability to post your notes and TLDR to candidate profiles with one click
  • Automatic enrichment of interview details (e.g. candidate name, job requisition title, recruiting step, location)
  • Automatic addition of links to Metaview notes in candidate profiles
When your interview in Metaview matches to data in your Workday Recruiting instance, you will see the Workday logo in Metaview. Click on the Workday logo to navigate directly to the matched candidate’s application in Workday Recruiting.

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Troubleshooting

Although Metaview does not automatically schedule interviews from Workday Recruiting, Metaview will still attempt to match your interviews scheduled by other means to the relevant applications and job requisitions in Workday. The most common reasons why this doesn’t happen automatically are:
  • Interview or candidate is missing in Workday Recruiting
  • Duplicate interviews or candidate applications in Workday
  • Data mismatch between Metaview invite and information in Workday (e.g. wrong participants, missing participant, wrong candidate name)
  • Insufficient information to match interview or candidate (often occurs when using Inviting to an ongoing call or Upload recordings options)
  • The meeting type is NOT set to Job interview or Debrief. Please see Call details for more information.
If you believe that a Metaview interview was not matched or was incorrectly matched to your Workday data, please reach out to our team and provide as much data as possible for our team to properly investigate. Please provide specific examples and the relevant identifiers (e.g. Application ID, Job Requisition ID, Candidate ID) from your Workday Recruiting instance.

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Disconnect your Workday integration

You can disable your Metaview integration directly from within your Metaview account under Settings →Integrations then select Disconnect Workday. This immediately disconnects Metaview from your ATS data. Please note however that any calls that have already been scheduled may still go ahead. Please see Disabling Metaview for details on how to also make sure that the Notetaker bot doesn’t join any future calls.