Pre-Onboarding Checklist (Workday on Sync)

prior to joining an onboarding call, please follow the steps below to ensure that the installation process runs smoothly any missed steps may result in the onboarding call being cancelled and rescheduled to a later time bring finance and security administrators our onboarding calls require a finance and security administrator (or someone with sufficient permissions) to be present in the call the below is what we require this user to have access to register api client add scope (functional areas) view the bank reconciliation module if no attendees have permission to do the above, the call may be rescheduled have the invitation email handy you should have received an invitation email from your bank with links to the workday integration ensure that at least one person attending the call has access to this email confirm hardware & software requirements browser support (minimum versions) chrome 65 firefox 66 safari 12 edge 79 for each browser, generally 2020 or newer will suffice operating systems (minimum versions) windows 7 macos el capitan minimum screen resolution 1200x800px