Integrate Workday HCM, Finance, and Student Management with the Softdocs Platform

Integrate your Workday HCM, Workday Finance, or Workday Student Management application with the Softdocs Platform to unify records and power process automation in a single, seamless source of truth.

Workday Innovation Partner Logo

Deep Integration with Workday for a Unified User Experience

Softdocs is a certified Innovation Partner with Workday, empowering organizations to extend the value of their HCM, ERP, and SIS investment with modern forms, workflow automation, and secure document management. Whether you’re digitizing onboarding, automating finance approvals, or streamlining student processes, the Softdocs Platform ensures your Workday data flows exactly where it’s needed — without duplication or disruption.

Powering Seamless Integration with Workday HR, Finance, and Student Management

Softdocs is an official Workday Innovation Partner. Your institution can count on reliable, scalable integrations that move information seamlessly without disruption or duplication.

Key Integration Capabilities

Softdocs supports integration with Workday Financial Management, Human Capital Management (HCM), and Student, using API-based connections, sFTP, or file exchange depending on your deployment. Integration can be configured through Workday Studio or Integration Cloud to meet your IT standards.

  • Dynamic form prepopulation: Automatically pull employee, financial, or student data from Workday to prefill Softdocs eForms.
  • Smart workflow routing: Use Workday data (e.g., department, supervisor, fund code) to drive conditional routing, approvals, and notifications.
  • Two-way data exchange: Post form submission data back into Workday using APIs or secure batch methods.
  • Document access from Workday: Link or embed Softdocs-stored documents within Workday records for at-a-glance access.
  • Secure single sign-on: Enable seamless user authentication across both platforms using SAML or OAuth.

Benefits of Workday Integration

  • Reduce manual data entry and human error with a single source of information truth
  • Increase process efficiency with data-driven automation
  • Eliminate slow, paper-centric approvals across HR, finance, and administration — along with wet ink signatures
  • Maintain a secure, compliant, fully auditable document trail outside Workday
  • Provide digital-first experiences for employees and students

Integration Highlights

  • Workday Studio + API-ready: Use direct API connections or Workday’s integration tooling to tailor your connection.
  • HR and payroll automation: Handle onboarding, benefits, offboarding, training and certifications, employment contracts, and more — fully digital, including built-in e-signatures.
  • Finance and procurement alignment: Manage invoices, expenses, and purchase approvals with audit-ready workflows.
  • Student employment and financial services: Centralize student job applications, work authorizations, and financial forms — all connected to your Workday system.

We were at the end of life with our legacy document management system, which we had used for over 10 years. We had two choices: either upgrade the legacy system or start fresh with a new solution. Softdocs gave us the ability to do this with an easy-to-use platform, unlimited e-signatures, and a fixed-fee implementation.

Khalid Tariq, Associate Vice Chancellor of Information Systems UMass Global

Learn More

Case Study
How UMass Global Replaced 3 Legacy Applications with a Single Solution

UMass Global, a nonprofit affiliate of the University of Massachusetts, is committed to transforming lives through education. Facing outdated systems and redundant processes, the university sought a modern platform to streamline operations and enhance student services.

Higher Education Electronic Forms Admissions Ellucian Salesforce Workday Electronic Signatures
Blog Post
How Intelligent Document Processing and eForms Integration Streamline Student Services and Boost Campus Efficiency

Discover how colleges use Intelligent Document Processing (IDP) and eForms to power responsive workflow, reporting, and better student service.

Higher Education Electronic Forms Intelligent Document Processing
Webinar
How AI Is Bringing New Value to University Business Offices, Registrars, and Beyond

Higher Ed is using artificial intelligence campuswide to capture, recognize, and process high-value, high-volume documents in admissions, financial aid, registrar, business, and other offices. This allows office staff to dedicate themselves to higher-value tasks. In this webinar, we will explore newly trained models for this form of AI called intelligent document processing. Whether your campus uses Ellucian, Anthology, Workday, Peoplesoft, Jenzabar, or any other ERP, discover how documents are automatically recognized, data is extracted, and then indexed into content storage and core applications.

Higher Education

See the Integration in Action

Is your organization using Workday for human resources, finance, or student management? See how it can integrate with the Softdocs platform and explore how other Softdocs public sector customers have transformed the experiences of staff, students, citizens, and more.

Book a demo today!