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Metaview integrates seamlessly with Workday Recruiting.

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Connect Workday Recruiting to Metaview

1. Create an Integration System User (ISU) From the Workday search bar, search for “Create Integration System User” or navigate to your tenant’s security settings. Create a new ISU named “Metaview Integration”. You’ll need admin access to set up the ISU and configure API credentials for the Metaview integration. 2. Register an API Client and configure OAuth 2.0 Register an API Client for Integrations in your Workday tenant. Configure it to use OAuth 2.0 with a refresh token grant type. This will generate the client ID, client secret, and refresh token needed for authentication. 3. Configure permissions Assign the necessary security groups to the ISU to grant access to:
  • Recruiting API access
  • Candidate data (read and write)
  • Job Requisition data (read and write)
  • Job Interview data (read and write, for posting feedback)
  • Worker data (read)
4. Copy your credentials You will need the following credentials to connect Metaview to your Workday tenant:
  • Recruiting SOAP service URL
  • OAuth token endpoint URL
  • Client ID
  • Client secret
  • Refresh token
Copy these credentials securely. 5. Connect your Workday tenant to Metaview Navigate to your Metaview workspace settings and select the Workday integration. If you haven’t previously signed in to Metaview, you will be prompted to do so. Enter your Workday 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 AI Notes as interview feedback in Workday with one click
  • Automatic enrichment of interview details (e.g. candidate name, job requisition title, recruiting step, location)
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.