Configure

Configure Workday OfficeConnect tenants, single sign-on, multi-instance setups, and network access.

Tenant configuration, single sign-on, and the network plumbing OfficeConnect needs to reach Workday Adaptive Planning.

Articles in this section

  • Sign In & Create Tenant — Sign in to Workday OfficeConnect for the first time and configure your Workday tenant connection
  • Multiple Instances — How to switch between production, sandbox, and multi-instances in Workday OfficeConnect
  • Workday SSO — Configure Workday OfficeConnect to use Workday Single Sign-On for your organization
  • SSO with Okta — Configure Okta to authenticate Workday OfficeConnect users via Workday SSO — application setup, claim mapping, MFA pairing, and the common failure modes
  • SSO with Microsoft Entra ID — Configure Microsoft Entra ID (formerly Azure AD) to authenticate Workday OfficeConnect users via Workday SSO — enterprise application setup, claim mapping, and Conditional Access tuning
  • Refresh with Power Automate — Use Power Automate Desktop to schedule Workday OfficeConnect report refreshes automatically — keep distributed Excel reports up to date without manual intervention

Sign In & Create Your First Tenant

Sign in to Workday OfficeConnect for the first time and configure your Workday tenant connection.

Work with Multiple Instances

How to switch between production, sandbox, and multi-instances in Workday OfficeConnect.

Set Up Workday SSO

Configure Workday OfficeConnect to use Workday Single Sign-On for your organization.

Single Sign-On for Workday OfficeConnect with Okta

Configure Okta to authenticate Workday OfficeConnect users via Workday SSO — application setup, claim mapping, MFA pairing, and the common failure modes.

Single Sign-On for Workday OfficeConnect with Microsoft Entra ID

Configure Microsoft Entra ID (formerly Azure AD) to authenticate Workday OfficeConnect users via Workday SSO — enterprise application setup, claim mapping, and Conditional Access tuning.

Refresh Reports Automatically with Power Automate

Use Power Automate Desktop to schedule Workday OfficeConnect report refreshes automatically — keep distributed Excel reports up to date without manual intervention.