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What it is

Tenzo keeps a saved list of Workday workflow steps per Workday integration (fetched from Workday over SOAP). That list powers search fields under Workflow Steps (Workday) and helps pick the right identifiers when moving candidates. This list does not come from the Recruiting WSDL import. WSDL and workflow steps are separate.

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When to refresh

  • Pickers: Start Workflow Steps and transition overrides search this list. If it is empty or old, search will miss steps.
  • Moves: After Workday changes steps or IDs, a refresh keeps moves aligned. Until then, Tenzo may guess ID types from the shape of the value, which is less reliable.

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How to refresh

  1. Admin → ATS Integrations → open your Workday integration
  2. Open Workflow Steps (Workday)
  3. Click Refresh workflow steps cache
Workday ATS integration with Workflow Steps section and Refresh workflow steps cache

Admin → ATS Integrations → Workday → Workflow Steps (Workday)

The job runs in the background. Expect on the order of ~30 minutes; tenants with more business processes and workflow steps than average often take longer. Only one refresh runs at a time per integration—wait for it to finish before starting another. When it completes, the new fetch replaces the previous list.

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After a refresh

Try the workflow step search fields and confirm the steps you expect show up. Saved selections usually keep working once the updated list includes those steps.

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Picking the step you mean (Workday export)

In Workday, open the Possible Next Steps table (for example on a job application). On the table toolbar, click the Export to Excel control (Excel icon) to download the step list. Your tenant’s menus may differ slightly, but the export is usually next to the Possible Next Steps grid.
Possible Next Steps table in Workday with Export to Excel highlighted on the toolbar

Workday: Possible Next Steps — Export to Excel

Open the downloaded file and use the Step column when choosing a step in Tenzo. That value is the full, unique label for the step in Workday. Shorter columns like Specify can match many different rows—two steps may both say “Review” there while Step lists different definitions (for example different “step a” vs “step b” actions). Step label override is optional labeling in Workday; it does not replace Step as the identifier to search for in Tenzo. Search the Tenzo picker using the Step text so the transition you configure matches the same row as in Workday.
Spreadsheet of Possible Next Steps showing Step, Specify, Group, and Step Label Override columns

Exported spreadsheet: use the Step column to match the row you select in Tenzo

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Troubleshooting

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See also