Pre-Onboarding Checklist (Workday)
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:
- Create and manage Integration Security Users
- Grant permissions
- Register API Client for integrations
- 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 FISPAN 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
Operating systems (minimum versions):
- Windows 7
- macOS - El Capitan
Minimum screen resolution:
- 1200x800px