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.

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:

If no attendees have permission to do the above, the call may be rescheduled.

You should have received an invitation email from your bank with links to the FISPAN Workday integration. Ensure that at least one person attending the call has access to this email.

Before your onboarding call, make sure the bank statement format on each bank account you plan to connect is set to BAI2. Bank Feeds can’t import statements in other formats.

If you aren’t sure which format your bank accounts use, check with your Workday administrator or your bank before the call. If the format isn’t set to BAI2, the call may be rescheduled.

Browser support (minimum versions):

For each browser, generally 2020 or newer will suffice.

Operating systems (minimum versions):

Minimum screen resolution: