Workday provides the ability to enable employees to access the external tax documents within the Workday UI. Workday invokes the external payroll vendor REST APIs in real-time to retrieve the external tax documents and allow the employees to view and download them. The tax documents are not persisted or uploaded to Workday.
When a Workday user navigates to the Worker Profile > Pay > Tax Documents, Workday calls an external payroll endpoint to get the list of available tax documents for the employee. When the user clicks on the individual tax document link, the external vendor endpoint is invoked to present the tax document within Workday.
Setting up the Integration
✅ Step 1 - Initiate the integration
From the Deel home page, select the More icon and Apps tab search for Workday and click on the connect button to initiate integration.
After reviewing the integration information click Continue to proceed.
One must be an Org Admin, Integrations Admin, or Integrations Admin-People to set up this integration.
✅ Step 2 - Open the Global Payroll - Payslips and Tax document sync Plugin
Click the Enable button in the GP - Payslips and Tax document sync box
Then click the Tax and documents syncing box, it will show what must be filled in the next steps.
✅ Step 3 - Create External Payroll Vendor in Workday
If the External Payslip feature is already configured the External Payroll Vendor for Tax Documents should be edited and not created. Continue to Step 6 to complete the Tax Document configuration.
If the External Payslip feature has not been configured, create an External Payroll Vendor for Tax documents.
Ensure External Tax Documents is selected as the Feature.
Name the Vendor and select External Tax Documents as the Feature.
✅ Step 4 - Create External Payroll Vendor Mapping
Once the vendor is created, it needs to be mapped to the required environments.
Select the Vendor and applicable Environment.
✅ Step 5 - Create Public Private Key Pairs
Once the user selects OK, they will be required to create Key Pairs.
Name the Key Pair and select Do Not Allow Regeneration.
Once the Key Pair has been created select Active.
The Public Key generated in this step must be entered in the Public Key field of Deel's plugin of Step 2
✅ Step 6 - Feature Configuration
Configure Attribute and Value (URL) to the applicable Feature.
Select Retrieval Endpoint as the Attribute and insert the URL listed in Deel's field Tax and Documents Retrieval URL from Step 2
✅ Step 7 - Maintain Pay Group Vendor Associations
Link the Pay Groups associated to the relevant Payroll Vendor.
✅ Step 8 - Enable Deel's Plugin
Once all the previous steps are done, click on the Enable button from the Global Payroll Payslips and Tax document sync Plugin in Step 2
Tax Document Security Access
Workday administrators are unable to view employees’ tax documents on Workday using this method (The REST API method of Workday does not cater for this context currently). Only Employee Self Service Users can access their own tax documents while logged into their profile.