Pre-Onboarding Checklist (Workday)

prior to joining the onboarding call, please follow the below steps to ensure the installation process runs smoothly any missed steps may result in the onboarding call being rescheduled to a later time bring finance and security administrators our onboarding calls require finance and securityadministrator (or someone with sufficient permissions) to be present in the call the below is what we require this user to have access to do create and manage integration security users grant permissions register api client for integrations view bank reconciliiation 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