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Metaview integrates with Workday Recruiting via SOAP Web Services. To connect your Workday tenant to Metaview, you will need to create an Integration System User (ISU), configure a security group with the required permissions, and provide your credentials to Metaview.
You will need Workday administrator access to complete this setup.

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Connect Workday Recruiting to Metaview

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1. Create an Integration System User (ISU)

From the Workday search bar, search for Create Integration System User. Create a new ISU that will be used exclusively for the Metaview integration (e.g. ISU_Metaview). Set a password for the ISU and make a note of both the username and password — you will need these later.
We recommend naming the ISU something recognizable like ISU_Metaview so it’s easy to identify in your security configuration.

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2. Create a security group and assign the ISU

Search for Create Security Group in the Workday search bar. Create a new Integration System Security Group (Unconstrained) and name it appropriately (e.g. ISSG_Metaview). Create Security Group Once the security group is created, add the ISU you created in Step 1 as a member of this group. Edit Security Group — assign ISU

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3. Maintain domain permissions for the security group

Search for Maintain Permissions for Security Group in the Workday search bar. When prompted, select Maintain (not Copy) as the operation, and choose the security group you created in Step 2. Maintain Permissions for Security Group — select Maintain On the Domain Security Policy Permissions tab, add all of the required permissions listed below. Each permission needs the correct View/Modify Access level (Get Only or Get and Put) and the corresponding Domain Security Policy. Domain Security Policy Permissions table
You can also find the security group from the View Integration System Security Group page and use the actions menu to navigate directly to Maintain Domain Permissions for Security Group.View Security Group — actions menu

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4. Grant business process permissions

Application Review’s progress and rejection decisions run as Move Candidate actions on your Job Application business process. This requires a business process security policy grant in addition to the domain permissions above — without it, decisions made in Metaview cannot be applied in Workday. In the same Maintain Permissions for Security Group task, open the Business Process Security Policy Permissions tab and add:
If you prefer, you can grant this from the business process side instead: search for Edit Business Process Security Policy, select the Job Application business process type, and add your Metaview security group to the Move Candidate (Job Application) initiating action.

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5. Activate pending security policy changes

After configuring permissions, you need to activate them. Search for Activate Pending Security Policy Changes in the Workday search bar and follow the prompts to activate your changes. Activate Pending Security Policy Changes
Permissions will not take effect until you complete this activation step.

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6. Find your Workday host and tenant

Search for View API Clients in the Workday search bar. From the REST API endpoint information displayed, identify:
  • Workday Host — the datacenter hostname in your Workday URL (e.g. wd5-impl-services1.workday.com or impl-services1.wd12.myworkday.com)
  • Workday Tenant — your tenant name, found in your service URLs after /ccx/service/ (e.g. acme_corp)
View API Clients

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7. 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 the following credentials: Click Connect to start the integration. Metaview will validate your credentials and permissions. If the connection is successful, the integration process will begin syncing your data. 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 with Metaview unlocks the following features:
  • Worker and recruiting team member sync
  • Add your Notes as a PDF attachment to the Workday candidate profile with one click
  • Automatic enrichment of interview details (e.g. candidate name, job requisition title, recruiting step, location)
  • Use Application Review to screen, progress, and reject candidates
  • Use Sourcing to search through your ATS for potential candidates
  • Add new candidates to your ATS that have been sourced
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.